Atlantaa Ltd. Share Price

ATLANTA ELECTRICALS FUNDAMENTAL RESEARCH REPORT

Atlanta Electricals (NSE: ATLANTAELE), Anand, Gujarat, makes power transformers (~79% of Q1 revenue; mostly 220 kV, 66 kV and 132 kV), auto transformers and inverter-duty transformers for solar and storage. It does not make distribution transformers. About 66% of revenue comes from transmission & distribution and 19% from renewables, sold mainly to state transmission utilities (GETCO, KPTCL, RVPN, PSTCL, APTRANSCO). It listed on 29-Sep-2025 (IPO Rs 754, Rs 687 Cr). CRISIL A/Stable. Event 1 - growth is real and guided. FY26 revenue rose 49% to Rs 1,852 Cr, EBITDA margin reached 18.6% and PAT Rs 202 Cr; ROCE ~45%, with no term debt. Q1 FY27 revenue was Rs 466 Cr (+48%) and PAT Rs 47 Cr (+50%), confirmed across Screener, the presentation and the call. Management guides a 40% revenue CAGR for three years at a 17-18% margin; the order book hit a record Rs 3,117 Cr after Rs 972 Cr of Q1 inflow. Our check: capacity of 63,060 MVA needs only ~39% use for FY27.

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ATLANTA ELECTRICALS FUNDAMENTAL RESEARCH REPORT

Atlanta Electricals (NSE: ATLANTAELE), Anand, Gujarat, makes power transformers (~79% of Q1 revenue; mostly 220 kV, 66 kV and 132 kV), auto transformers and inverter-duty transformers for solar and storage. It does not make distribution transformers. About 66% of revenue comes from transmission & distribution and 19% from renewables, sold mainly to state transmission utilities (GETCO, KPTCL, RVPN, PSTCL, APTRANSCO). It listed on 29-Sep-2025 (IPO Rs 754, Rs 687 Cr). CRISIL A/Stable. Event 1 - growth is real and guided. FY26 revenue rose 49% to Rs 1,852 Cr, EBITDA margin reached 18.6% and PAT Rs 202 Cr; ROCE ~45%, with no term debt. Q1 FY27 revenue was Rs 466 Cr (+48%) and PAT Rs 47 Cr (+50%), confirmed across Screener, the presentation and the call. Management guides a 40% revenue CAGR for three years at a 17-18% margin; the order book hit a record Rs 3,117 Cr after Rs 972 Cr of Q1 inflow. Our check: capacity of 63,060 MVA needs only ~39% use for FY27. Even

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power, distribution, auto and inverter-duty transformers,

Strengths Strong positioning in the power-transformer and grid-infrastructure market. Capability to manufacture high-capacity transformers up to 500 MVA / 765 kV. Established customer base across state/national electricity grids, private-sector players and renewable-energy projects. PGCIL approved the company's Vadod facility for manufacturing up to 400 kV class transformers, subject to qualifying requirements and testing. Weaknesses Transformer manufacturing is capital intensive and requires specialised manufacturing/testing infrastructure. Business depends on large power-sector orders, making order timing important for quarterly results. Raw-material costs, particularly steel, copper and other electrical components, can affect margins. High growth creates working-capital and execution requirements. Opportunities India's expanding electricity-transmission and distribution infrastructure. Growing renewable-energy capacity requires additional grid and transformer capacity. Entry into higher-voltage/EHV transformer orders can increase addressable market. PGCIL approval for the Vadod facility could support participation in larger EHV tenders after qualification. Rising electricity demand from data centres, manufacturing, railways and infrastructure can support transformer demand. Threats Competition from established transformer and electrical-equipment manufacturers. Volatility in copper, electrical steel and other raw materials. Delays in power-grid projects or government tenders. Manufacturing defects, testing failures or project-delivery delays could affect reputation and margins. Rapid capacity expansion can increase execution and working-capital risks. Any slowdown in utility and infrastructure capex could affect order inflows.

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Atlanta Electricals Ltd shares have jumped over 9% today

Atlanta Electricals Ltd (ATLANTAELE) shares have jumped over 9% today after the company announced a ₹194 crore transformer order from APTRANSCO, adding to its strong Q1 FY27 momentum. ⚙️ Order Highlights Client: Transmission Corporation of Andhra Pradesh (APTRANSCO) Value: ₹193.92 crore (including GST) Scope: Design, manufacture, testing & supply of 12 units of 160 MVA, 220/132 kV auto transformers Execution: FY 2027–FY 2028 Impact: Strengthens ATLANTAELE’s presence in India’s power‑transmission sector 📊 Q1 FY27 Performance Metric Value YoY Change Revenue ₹466.33 crore ↑ 48 % Order Book ₹3,116.63 crore ↑ 25 % QoQ New Orders ₹972.42 crore Driven by T&D and renewables 🔋 Strategic Outlook Expanding into 220–400 kV EHV segment Orders from solar and wind projects support India’s green energy push Multi‑year execution pipeline through FY 2028 ⚠️ Risks & Watchpoints Execution delays in large transformer projects Copper and steel price volatility Working‑capital pressure due to inventory cycles 💡 Investor Takeaways Positive Momentum: Strong order book and earnings visibility Sector Tailwinds: Government grid modernization initiatives Valuation Upside: Potential re‑rating as ATLANTAELE moves into EHV and renewable segments

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STOCKS IN FOCUS TODAY ##Positive Sentiments • Indian Energy Exchange (IEX) – Power volumes surge across segments • Atlanta Electricals (!ATLANTAA) – LoA from Punjab State Transmission worth ₹285 Cr •

– Bags ₹2,000–2,500 Cr order win • Aurobindo Pharma – Biologics manufacturing unit inaugurated • Jain Irrigation – Biochar plant commissioned • Hero MotoCorp – Launches flex-fuel motorcycles • Jeena Sikho Lifecare – Receives NABH accreditation • Texmaco Rail – Strategic partnership with TrinityRail • JBM Auto – Sold 157 e-buses during the month ##Negative Sentiments • Rajesh Exports – SEBI passes interim order • HMA Agro – CEO & MD resigns • MedPlus Health – Drug licence suspended • Steel Strips Wheels – Deputy MD resigns

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