Atlanta Electricals Share Price Target 2026, 2027, 2028, 2029, 2030
- Market Cap
- ₹12,437 Cr
- Book Value
- ₹121
- Stock P/E
- 57.0
- Dividend Yield
- 0%
- ROE
- 31.7%
- ROCE
- 45.3%
- PEG Ratio
- 0.59
- EV/EBITDA
- 31.9
Fundamentals from Screener.in, as of 5 Aug 2026. Live price via Yahoo Finance.
Atlanta Electricals share price today
Atlanta Electricals (NSE: ATLANTAELE) builds power and distribution transformers — the machines the grid supercycle cannot proceed without — and its numbers read like the cycle itself: 96% five-year profit CAGR, 45.3% ROCE, 31.7% ROE, order books stretched by transmission build-out, renewables integration and substation demand that every utility in India is racing to fund.
Two facts frame the price. The PEG is a striking 0.59 — hyper-growth cheaply bought if it persists. And the listing is September 2025 vintage — a short public history in a sector where every player currently looks brilliant. Our universe holds it on watch at 57×: the supercycle is real; so is the youth.
Riding the grid buildout
Transformer demand stacks four sources: transmission-corridor expansion (interstate links), renewables evacuation (every solar park needs step-up capacity), substation modernisation, and industrial/data-centre connections. Supply is the bottleneck — CRGO steel, bushings and testing capacity limit how fast anyone can deliver — which is why margins across the sector inflated. Atlanta’s Gujarat manufacturing base and utility relationships put it squarely in the order flow.
Watch-items: order-book growth versus execution pace, CRGO steel sourcing, margin durability when supply catches demand (it always does eventually), and the seasoning every 2025 listing owes its shareholders.
The numbers
From our research universe snapshot (5 Aug 2026):
| Metric | Value |
|---|---|
| Market cap | ₹12,437 Cr |
| P/E (TTM) | 57.0 |
| EV/EBITDA | 31.9 |
| Operating margin | 18.6% |
| ROE / ROCE | 31.7% / 45.3% |
| Debt to equity | 0.05 |
| Sales CAGR (5y) | 36.5% |
| Profit CAGR (5y) | 96.1% |
| Promoter holding | 87.3% |
| EPS (TTM) | ₹28.33 |
Atlanta Electricals share price target 2026 to 2030
EPS base ₹28.33 (TTM). The 96% CAGR is the cycle’s steep face; scenarios assume deceleration. Bear: supply catches up, margins normalise — 12% growth, multiple at 28×. Base: the buildout sustains elevated demand — 20% growth at 42×. Bull: grid capex extends through the decade — 28% growth at 55×.
| Year | Bear (28×, +12%) | Base (42×, +20%) | Bull (55×, +28%) |
|---|---|---|---|
| 2026 | ₹888 | ₹1,430 | ₹1,995 |
| 2027 | ₹995 | ₹1,715 | ₹2,555 |
| 2028 | ₹1,115 | ₹2,055 | ₹3,270 |
| 2029 | ₹1,250 | ₹2,465 | ₹4,185 |
| 2030 | ₹1,400 | ₹2,960 | ₹5,355 |
From ₹1,614, the base case is ≈ +83% over four and a half years; the bear is −13%. That is supercycle asymmetry — attractive, provided the entry respects that every transformer maker looks invincible at cycle peaks. The range below encodes that respect.
Reasons to own Atlanta Electricals (at the right price)
- The grid supercycle’s purest bottleneck product — transformers gate everything.
- PEG 0.59: hyper-growth priced at less than one turn per point of growth.
- 45% ROCE and near-zero debt — the growth funds itself.
- Renewables evacuation demand is policy-locked for a decade.
- 87.3% promoter holding — conviction, and scarcity of float.
The risks: a 2025 listing has everything left to prove through a downcycle, sector margins are cyclically inflated, and CRGO supply chains are a genuine constraint on execution.
Should you buy at the current price?
The live buy range below is for members — supercycle exposure without peak-cycle pricing.
FAQ
What is the Atlanta Electricals share price target for 2030? Base case ≈ ₹2,960 (42× on 20% compounded growth), bear ≈ ₹1,400, bull ≈ ₹5,355. Arithmetic above.
Why are transformer makers growing so fast? Grid capex — transmission corridors, renewables integration, substations — collided with limited global transformer capacity. Demand outran supply; prices and margins followed.
What happens when the cycle normalises? Order growth slows and margins compress toward historical sector norms — the bear scenario above. The buildout’s length, not its existence, is the debate.
When are Atlanta Electricals’ next results? Track the exact date on our results calendar.
This article is research and education, not personalised investment advice. We are not SEBI-registered advisers. Price targets are scenario arithmetic, not promises. Do your own research and consult a registered adviser before acting.