General Updates

Q2 ATLANTA Date: 21% July, 2026 To, To, Listing Department Listing Department BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers Exchange Plaza, C-1, Block G Dalal Street Bandra Kurla Complex Mumbai —400 001 Bandra (E), Mumb—a 40i0 051 Scrip Code: 544527 Symbol: ATLANTAELE Sub.: Investor Presentation — Q1FY27 Ref. : Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015; and letter informing outcome of the Board meeting held on 215 July, 2026. Dear Sir/ Ma’am, Further to the above-referred letter, we are enclosing a presentation giving highlights and key updates of the unaudited financial results of the Company, for the quarter ended 30" June, 2026. ) This is for your information and record. Thanking you, Yours faithfully, For Atlanta Electricals Limited Tejal S. Panchal Company Secretary & Compliance Officer www.aetrafo.com 02692 235023 sales@aetrafo.com INVESTOR PRESENTATION Q1 FY27 www.aetrafo.com Disclaimer This presentation has been prepared by Atlanta Electricals Limited (the “Company”) solely for information purposes and does not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not form the basis or be relied on in connection with any contract or binding commitment what so ever. No offering of securities of the Company will be made except by means 159 of a statutory offering document containing detailed information about the Company. This Presentation has been prepared by the Company based on information and data which the Company considers reliable, but the Company makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on, the truth, accuracy, completeness, fairness and reasonableness of the contents of this Presentation. This Presentation may not be all inclusive and may not contain all of the information that you may consider material. Any liability in respect of the contents of, or any omission from, this 201 Presentation is expressly excluded. Certain matters discussed in this Presentation may contain statements regarding the Company’s market opportunity and business prospects that are individually and collectively forward-looking statements. Such forward-looking statements are not guarantees of future performance and are subject to known and unknown risks, uncertainties and assumptions that are difficult to predict. These risks and 048 uncertainties include, but are not limited to, the performance of the Indian economy and of the economies of various international markets, the performance of the industry in India and world-wide, competition, the company’s ability to successfully implement its strategy, the Company’s future levels of growth and expansion, technological implementation, changes and advancements, changes in revenue, income or cash flows, the Company’s market preferences and its exposure to market risks, as well as other risks. The Company’s actual results, levels of activity, performance or achievements could differ materially and adversely from results expressed in or implied by this Presentation. The Company assumes no obligation to update any forward-looking information contained in this Presentation. Any forward- 233 looking statements and projections made by third parties included in this Presentation are not adopted by the Company and the Company is not responsible for such third party statements and projections. Table Of Contents 075 4 FINANCIAL HIGHLIGHTS 9 COMPANY OVERVIEW 14 BUSINESS OVERVIEW 22 WAY AHEAD 25 HISTORICAL FINANCIALS FINANCIAL 048 HIGHLIGHTS Management Commentary "We have commenced FY27 on a strong note, building on the momentum established over the past year. During the quarter, consolidated revenue from operations grew 48.0% year-on-year to ₹466.33 crore, while EBITDA increased 58.1% to 129 ₹77.10 crore, resulting in an EBITDA margin of 16.5%. Profit after tax rose 50.4% year-on-year to ₹46.84 crore, reflecting the benefits of our expanded manufacturing capacity, disciplined execution and improving operating leverage. Our order book increased 25.0% sequentially to ₹3,116.63 crore, providing strong revenue visibility and reaffirming the robust demand environment across transmission & distribution, renewable energy and industrial applications. We are also 201 witnessing a gradual transformation in our business mix, with higher-capacity transformers contributing an increasing share of both our order book and revenue. This reflects the successful execution of our strategy to move up the transformer value chain, strengthen our presence in the EHV segment, and enhance the quality of our earnings over the long term. Niral Krupeshbhai Patel Looking ahead, we remain confident in the long-term opportunities emerging from India's expanding power infrastructure. Chairman and Managing Director 048 Demand continues to be structural, driven by investments in transmission network expansion, renewable energy integration, battery energy storage systems, industrial electrification and data centre development. We remain focused on increasing capacity utilisation across our manufacturing facilities, expanding our export footprint, commissioning our 048 Inverter Duty Transformer facility, progressing our backward integration initiatives, and advancing our capabilities in the EHV and UHV transformer segments, including the development of 400 kV and 765 kV transformers. These strategic initiatives will further strengthen our manufacturing capabilities and position us well for sustained long-term growth.” Q1 FY27 Financial Snapshot 20.0% 747.62 075 149.6 16.5% 159 466.33 15.5% 129 315.11 77.1 48.8 Q1FY26 Q4FY26 Q1FY27 Q1FY26 Q4FY26 Q1FY27 Revenue from Operations (Rs. Crores) EBITDA* (Rs. Crores) & EBITDA Margins % 13.7% 048 13.29 102.2 048 10.0% 9.9% 6.09 46.8 4.35 31.1 Q1FY26 Q4FY26 Q1FY27 Q1FY26 Q4FY26 Q1FY27 PAT (Rs. Crores) & PAT Margins % Basic & Diluted EPS *EBITDA- excluding Other Income Operational Highlights Order Book (Rs. Cr.) 3,117 2,493 1,584 201 As on 30th June 2025 As on 31st Mar 2026 As on 30th June 2026 Q1 FY27 Q1 FY27 Revenue - Product Mix Revenue - Sector Mix 048 14% 233 79% 66% Power T&D Renewable solar Renewable Wind Renewable Hybrid Generation Thermal Others Auto Transformer Inverter Duty Transformer Others Transformer Consolidated Income Statement Particulars (Rs. In Crores) Q1FY27 Q1FY26 YoY% Q4FY26 QoQ% Revenue from Operations 466.3 315.1 48.0% 747.6 (37.6)% Cost of Materials Consumed 322.5 236.1 475.0 159 Purchase of Stock-in-Trade 0.0 0.0 0.0 Changes in Inventories 16.7 -2.8 50.7 Gross Profit 127.2 81.8 55.5% 222.0 (42.7)% Gross Profit % 27.3% 26.0% 29.7% 080 Employee Benefits Expenses 12.6 7.4 11.9 Other Expenses 37.5 25.7 60.5 EBITDA 77.1 48.8 58.1% 149.6 (48.5)% 149 EBITDA % 16.5% 15.5% 105Bps 20.0% (347) Bps Depreciation and Amortization Expenses 10.1 2.4 9.3 EBIT 67.0 46.4 44.2% 140.3 (52.3)% EBIT % 14.4% 14.7% (37)Bps 18.8% (441) Bps 048 Other Income 2.3 2.4 7.6 Finance Cost 5.7 6.9 16.0 Exceptional item 0.0 0.0 0.1 PBT 63.6 41.9 51.4% 131.8 (51.7)% PBT % 13.6% 13.3% 17.6% Total Tax Expense 16.7 10.8 29.6 PAT 46.8 31.1 50.4% 102.2 (54.2)% 233 PAT % 10.0% 9.9% 16Bps 13.7% (362) Bps Basic & Diluted EPS 6.09 4.35 40.0% 13.29 (54.2)% COMPANY 048 OVERVIEW Atlanta at a Glance Track record of strongand sustained performance… 075 30 yrs BTW One of the leading Indian power, auto In transformer manufacturing Acquisition in April-2025 and inverter duty transformer as of Q1FY27 manufacturers with RoCE of 39.11%* 19 States & 3 UTs 1,21,317 MVA & 4,973 Sales Transformers Supplied 63,060 MVA 3,21,451.39 sq. ft Capacity manufacturing area 5 MVA / 11 kV up to 500 MVA /765 kV Range of power, auto, inverter duty, generator, furnace transformers INR 3,117 crores 5 Manufacturing Facilities Order Book as on 30th June 2026 Compliance 8 Manufacturing transformers tailored to unique specifications with long- ISO 9001:2015, ISO 14001:2015 ‘NAB [Showing first 8,000 characters — download PDF for full document]