ABB India Limited has informed the Exchange about Transcript
ABB · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
ABB India reported 25% order growth in Q1 2026 with INR 11,000 crores order backlog providing good revenue visibility. Revenue stood at INR 3,184 crores, subdued due to West Asia crisis impacting offtake and supplies. Material costs rose 3.7% due to copper/silver/aluminum price increases, rupee depreciation, and competition intensity. Electrification division saw 36% order growth but profitability declined from 21.4% to 15.2% due to revenue mix and commodity headwinds. Motion grew 22% with 12.8% profitability. Management took two price increases to mitigate inflation but noted a lag between cost increases and price realization. The company announced $75 million capex to expand manufacturing and R&D. Data centers represent 12-16% of order book and remain a strong growth area. Cash position is robust at INR 7,600 crores including Robotics sale proceeds.
ABB India faces near-term margin pressure from commodity inflation and currency headwinds, but strong order backlog and data center demand provide revenue visibility. Recovery in profitability depends on market stabilization and ability to pass on further price increases.