Atlanta Electricals LtdNSE:ATLANTAELE
Current view Q1 2027
Transformer maker in India's power-grid boom. Order book is at a record 1.5 years of sales, the high-voltage orders it long promised are finally landing, and its big new plant is only about a third full so there is plenty of room to grow. Management delivers, but the stock is expensive.
Latest exchange filings last 5 · 5 after Q1 2027
- 15 Sep ’26Management to host JP Morgan-led investor/analyst plant visit on 23 September 2026. ↗
- 29 Aug ’26Newspaper Advertisement - Post dispatch of Notice of AGM and Annual Report for financial year 2025-26 ↗
- 29 Aug ’2638th AGM scheduled for 21 September 2026; annual report FY2025-26 shared via email and website. ↗
- 27 Aug ’26Annual Report FY2025-26 and notice of 38th AGM on September 21, 2026 released. ↗
- 27 Aug ’2638th AGM on September 21, 2026; shareholders to approve financials, director reappointment, auditors, and ESOS 2026. ↗
Exchange filings, with the company's own one-line summary, read off the same page as the figures. Screener publishes only the most recent few, so this is the last 5 — not everything filed since your note, and a quiet-looking list is not proof of a quiet quarter. A filing is marked new when it is dated after the end of the quarter your note covers. Not scored, and not a judgement — a routine repayment notice and a takeover sit in the same list.
How this view changed
AI concall report · Q1 2027
The full earnings-call read behind this view — what management promised, what they delivered, and the earning trigger.
Growth Q1 2027
| Metric | This year vs lastYoY · vs Q1 2026 | vs the quarter beforeQoQ, sequential · vs Q4 2026 | 3-year yearly average3Y CAGR · compounded | 5-year yearly average5Y CAGR · compounded |
|---|---|---|---|---|
| Sales | ▲ +47.9% | −37.7% | +28.4% | +36.5% |
| Operating profit | ▲ +57.1% | −48.7% | +35.9% | +60.2% |
| EPS | ▲ +40.0% | −54.2% | −24.6% | +40.0% |
| PAT | ▲ +51.6% | −53.9% | — | — |
Tinted rows drive the Tier. Tier = the weaker of YoY Sales and YoY PAT growth. Here the weaker is Sales at +47.9%, which is ≥ 20% → Tier 1.
QoQ is sequential, not a trend. For most Indian companies the March quarter is seasonally the largest, so a June-quarter fall against it is a calendar effect. Only the YoY column feeds the Tier.
Multibagger potential
Poor23/100
⚠ Your own view here is Positive, and the figures are not. The note above is where the reason lives; the score only sees the numbers.
Earnings are shrinking, not growing. Profit per share fell 25% a year over the window measured. Nothing compounds from here until that turns, whatever the price does.
No forward view — earnings are not compounding, so there is nothing to project.
Multiple moved without the earnings — the return sits in sentiment.
How this is calculated
Band capped: earnings are not growing over the measured window.
Growth rate used: -24.6% — the weakest of
EPS / Sales / Op-profit from 3-year EPS CAGR. Latest quarter reads 40%. Price move is a proxy (distance from the 40-week EMA) until ret1y is stored.
How it compares with its rivals Transformers · 6 of 46 listed
These are the industry's largest names rather than companies of its own size, so the columns are worth reading straight across — a ranking against them would only be restating the size gap.
| Company | Price | P/E | Size | ROCE | Profitlast qtr | Saleslast qtr |
|---|---|---|---|---|---|---|
| Atlanta Electric | ₹1,687 | 59.5× | ₹12,970 Cr | 45.3% | +50.4% | +48.0% |
| A B B | ₹7,174 | 98.7× | ₹1.52 L Cr | 29.9% | +8.0% | +21.0% |
| B H E L | ₹432 | 61.9× | ₹1.50 L Cr | 9.1% | +182.7% | +40.3% |
| CG Power & Ind | ₹907 | 112.3× | ₹1.43 L Cr | 26.7% | +16.3% | +14.0% |
| Hitachi Energy | ₹31,773 | 118.9× | ₹1.42 L Cr | 29.4% | +123.5% | +68.6% |
| Siemens | ₹3,801 | 90.0× | ₹1.35 L Cr | 21.4% | −18.6% | +14.8% |
Screener's own peer group, from the request already made for the industry P/E. It serves the industry's largest names by market cap, not companies of a similar size, so treat this as context rather than a like-for-like table; this company is always shown. On a phone the price, size and sales columns are dropped rather than pushed off the edge. Not part of the score.
Business quality to Jun 2026
| Are the margins widening? | yes — a little wider than 2 years earlier | operating margin 14% → 17% over 2 years |
|---|---|---|
| Did the profit turn into cash? | most of it, with some tied up | 77% last year, 79% over three · free cash flow ₹68 cr, positive in 3 of 5 years |
| Is the growth borrowed? | essentially debt-free | ₹51 cr — 0.05× its own equity (was 0.42×) |
| Is it being collected? | customers are paying faster | 84 days to collect, down 19 in a year · cash cycle 74 days |
| Who has been buying? | promoter stake unchanged on record | promoters 87.3%, 87.3% → 87.3% over 9 months · FIIs 1.9% · DIIs 4.8% · shareholders 83,679 → 41,899 |
| What does it earn on its capital? | earns a high return on the capital it employs | ROCE 45.3% · ROE 31.7% |
Fetched from the filings, not typed — and deliberately not part of the score. These are the questions the score cannot ask: it reads growth, price and trend, so a company can score well while its profit never becomes cash. Weigh these beside the note, not against the number.
Screener's own checklist not mine, not the score
In its favour
- Company has reduced debt.
- Company is almost debt free.
- Company is expected to give good quarter
- Company has delivered good profit growth of 96.1% CAGR over last 5 years
- Company has a good return on equity (ROE) track record: 3 Years ROE 34.2%
Against it
- Stock is trading at 14.0 times its book value
- Though the company is reporting repeated profits, it is not paying out dividend
Generated by screener.in from a fixed checklist — not written by me and not an input to the score. It is here as a second machine opinion to weigh against the note; where it disagrees with the view above, the note is the considered one.