Atlanta Electricals Limited has submitted an intimation to the stock exchanges regarding its participation in an upcoming investor conference. The company’s officials are scheduled to attend the 360 ONE Capital (B&K) 16th Annual Investor Conference - TRINITY INDIA 2026. The disclosure was made in compliance with Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

Meeting Details

The interaction with analysts and institutional investors is set to take place in Mumbai. The company provided the specific schedule for the meeting in its regulatory filing.

Scope of Discussion

Atlanta Electricals Limited emphasized that the discussions during the meeting will be strictly based on information that is already publicly available. The company explicitly stated that no unpublished price sensitive information (UPSI) is intended to be discussed during these interactions. The information to be shared is already accessible on the stock exchanges and the company’s official website.

The filing further noted that the schedule is subject to changes due to exigencies on the part of the host or the company. Tejal S. Panchal, Company Secretary & Compliance Officer, signed the intimation on behalf of Atlanta Electricals Limited.

Atlanta Electricals Limited concluded FY26 with a record financial performance, reporting robust revenue growth, significant margin expansion, complete repayment of all term debt, and a landmark regulatory approval at its Vadod manufacturing facility. The company's management shared these highlights during its Q4 FY26 Earnings Conference Call held on May 11, 2026, attended by Chairman and Managing Director Mr. Niral Krupeshbhai Patel, CEO Mr. Akshaykumar Mathur, COO Mr. Anand Sharma, and CFO Mr. Mehul Mehta.

Strong Q4 and Full Year FY26 Financial Performance

The company delivered exceptional growth across all key financial metrics for both the quarter and the full year. The following table summarises the consolidated financial performance:

Revenue for Q4 FY26 was also sequentially higher by 58.5% over Q3 FY26. CFO Mehul Mehta noted that the margin expansion is structural in nature, driven by operating leverage from higher volumes, a richer product mix tilting towards the 220KV class — which now constitutes nearly 52% of revenue — and improved procurement efficiency on key input materials. Full year revenue of INR1,851.5 crores comfortably surpassed the 40% growth trajectory the company had targeted for the year.

Complete Repayment of All Term Debt

A significant milestone for FY26 was the full repayment of all long-term debt. The company had availed INR130 crores of term debt for its Vadod plant and INR210 crores towards the BTW acquisition, representing a combined term loan liability of INR340 crores. As of March 31, 2026, the closing balance on all term loans is nil, achieved through a combination of IPO proceeds, internal accruals, and general corporate purpose funds, ahead of the original repayment schedule.

Regarding IPO fund utilisation, out of the INR400 crores fresh issue, approximately INR395.46 crores had been deployed as of March 31, 2026, as detailed below:

The company's operating cash flow for FY26 stood at INR184 crores. CRISIL reaffirmed the company's long-term rating at A stable and short-term rating at A1. Overall bank facilities were enhanced from INR910 crores to INR1,320 crores during the year, predominantly covering non-fund-based requirements.

Operational Highlights: Capacity Ramp-Up and PGCIL Approval

Across all five manufacturing units, Atlanta Electricals produced a total of 22,943 MVAs in FY26. The new Vadod facility (Unit 4) contributed 6,960 MVAs of production in approximately seven months of operation since commencing production in July 2025, while the Atlanta Trafo facility (Unit 5) at Ankhi contributed 580 MVA in approximately three months of production during Q3 FY26. Unit 4 operated at approximately 39% of its nameplate capacity of 30,000 MVA for its seven months of operation.

The single biggest operational milestone of FY26 was the receipt of PGCIL approval on April 2, 2026, for the manufacturing of transformers up to 400KV at the Vadod facility. This was achieved within two years of groundbreaking at Vadod. The approval is subject to completion of a short circuit test and final qualifying requirements. The company also secured its first 400KV order during FY26.

New orders booked during FY26 stood at INR2,507 crores, elevating the unexecuted order book as of March 31, 2026 to INR2,493 crores. Approximately 75% of the order book is backed by a price variation clause, with 70% to 80% of orders historically sourced from state utility boards.

Strategic Priorities for FY27

Management outlined several key priorities for FY27:

• 400KV and 765KV Prototyping: Prototyping the 400KV class transformer at Vadod and the 765KV class transformer at the Ankhi facility are the top priorities, with a technology tie-up for 765KV expected to be finalised within the next couple of months.
• Export Market Expansion: The company targets exports reaching 15% of total revenue over the next three years, with the first sizeable export order received in FY26 serving as a foundation.
• Unit 6 — Inverter Duty Transformer (IDT) Facility: Operations at Unit 6, a dedicated IDT facility adjacent to Vadod, are targeted to commence before the end of the current calendar year, adding approximately 5,000 MVA of capacity at a capex of approximately INR65 crores.
• Tank and Radiator Backward Integration: A robotic tank and radiator manufacturing facility, to be set up in close proximity to the Vadod facility, is planned for FY27 at a capex of INR170 crores to INR180 crores, aimed at supply chain control and quality improvement for export markets.
• Emerging Domestic Verticals: The company sees growing transformer requirements from battery energy storage systems (BESS), data centers, and renewable power generation projects.
• Atlanta Trafo Merger: The company intends to commence the procedure of merging Atlanta Trafo Limited with Atlanta Electricals Limited in the near term.

Management also indicated that Vadod facility utilisation is expected to reach approximately 65% in FY27 and 100% in the following financial year, with the mainstream production of 400KV class transformers expected to contribute from the next financial year. Net working capital days, maintained at approximately 64 days in FY26, are expected to increase to the range of 80 to 90 days in FY27 and FY28 as the company scales up higher KV class execution.