ABBNSEABB India Limited· Electrical EquipmentMediumNeutral
Announced Fri, 20 Feb · 14:18 IST

ABB India Limited has informed the Exchange about Presentation

Mgmt Guided Margin PressureOrder Pipeline DisclosedInvestor Communications View source PDF

ABB · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

ABB India reported its Q4 and full-year CY2025 results via an analyst call presentation. For the full year, revenue grew 8% YoY to a record INR 13,203 crore, with orders up 8% to INR 14,115 crore and order backlog rising 12% to INR 10,471 crore. Q4 was particularly strong on orders (+52% YoY to INR 4,096 crore, the highest in 5 years) supported by broad-based demand across electrification, motion, automation, and robotics segments. However, profitability was under pressure: Q4 PAT fell 18% YoY to INR 434 crore and full-year PBT (before exceptional) dropped 11% to INR 2,230 crore, with margins hit by higher material costs, a INR 65 crore one-time Labour Code expense, forex volatility, and an unfavorable mix. The company declared a final dividend of INR 29.59 per share, EPS stood at INR 78.78, ROCE at 21%, and free cash flow jumped 80% to INR 693 crore with a healthy cash balance of INR 5,694 crore.

Likely market impact

Strong order momentum and record backlog signal healthy future revenue visibility, but near-term margin compression from material costs and Labour Code impact is a concern for profitability. The stock may see mixed reaction — positives on growth and order pipeline offsetting the margin disappointment.