Transformer stock jumps after receiving ₹288 Cr orders for 13 power transformers from KPTCL

Synopsis: An electrical equipment stock having a 3 year profit CAGR of 90 percent has now bagged multiple orders totalling to Rs 288 Cr, this makes the company’s latest order book value to stand at Rs 2,787Crore. 

A small cap company in the business of supplying a wide range of power transformers, announced that it has bagged a Rs 288 Crore order from Karnataka Power Transmission Corporation and an Independent Power Producer executing NTPC projects. With a market cap of Rs 5,802 Cr, Atlanta Electricals Ltd saw its stock hit an intraday high of Rs 771 which is 2 percent higher than the previous close of Rs 756. 

What’s the News

Atlanta Electricals Limited has received two major order wins, strengthening its presence in India’s power transmission sector. The company secured orders worth Rs 146 crore from Karnataka Power Transmission Corporation Ltd (KPTCL) for supplying 13 power transformers, including 100 MVA and 150 MVA units, along with 11 Nitrogen Injection Fire Protection Systems. 

Separately, Atlanta Electricals won orders worth Rs 142 crore from an Independent Power Producer executing NTPC projects across Madhya Pradesh, Maharashtra, and Andhra Pradesh, involving the supply of 10 high-capacity 125 MVA and 100 MVA power transformers. These orders, executable over 12 months, have boosted the company’s order book to Rs 2,787 crore.

Order Book

The company’s order book stood at Rs 2,451 crore as of Q3FY26, this included a Rs 298 crore order from Gujarat Energy Transmission Corporation (GETCO) for 25 high-capacity transformers and a Rs 134 crore order from Adani Green Energy Ltd for the supply of inverter duty transformers. 

The order book mix states that in the 9MFY26 period, 82 percent of the order were for Power Transformer, 7 percent for Auto Transformer, 5 percent for Inverter Duty Transformer, leaving 5 percent for other types of orders. The company’s dominant Power Transformer segment witnessed a 960 bps increase in its share of the overall order book on a YoY basis in 9MFY26.

Business & Financial Overview

Incorporated in 1983, Atlanta Electricals Ltd is engaged in the manufacturing and supply of a wide range of power and distribution transformers catering to utilities, industries and infrastructure projects. The company focuses on customized transformer solutions with an emphasis on quality, reliability and energy efficiency. Atlanta Electricals Ltd is headquartered in Chennai, Tamil Nadu.

In Q3FY26, the company saw a YoY revenue growth of 79 percent, going from Rs 263 Cr in Q2FY25 to Rs 472 Cr in Q2FY26, while the QoQ went up by 49 percent from Rs 317 Cr in Q1FY26. The YoY Net Profits growth is at 122 percent, going from Rs 22 Cr in Q2FY25 to Rs 49 Cr in Q2FY26, while the QoQ growth stood at 63 percent from Rs 30 Cr in Q1FY26.

The company has a 3 year sales CAGR of 18 percent , while TTM is at 43 percent. The 3 year profit CAGR is at 90 percent, while the TTM is at 87 percent. While the ROE is at 41 percent, the ROCE is at 50 percent.

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