ABB India Limited has informed the Exchange about Transcript
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ABB India reported its highest-ever annual orders of INR 14,115 crores for CY2025, up 8% YoY, with a record order backlog of INR 10,471 crores (up 12%). Full-year revenue grew 8% to INR 13,203 crores, PBT came in at INR 2,230 crores with a 16.9% margin, and PAT was INR 1,669 crores, translating to an EPS of INR 78.78 and a final dividend of INR 29.59 per share. Q4 CY2025 showed a sharp recovery with 52% order growth and 27% base business growth, after a couple of slower quarters. Management highlighted strong order pipeline across data centers (~10-11% of backlog), power generation, refining, metals & mining, railways, and process automation. CFO T.K. Sridhar guided a PAT margin corridor of 12-15% to hold, noting that pressures from forex, commodity costs, and QCO-related imported material should normalize over the next 2-3 quarters, with potential for margin accretion if volume growth accelerates beyond the current 6-7% pace. ROCE remains healthy at 21%.
The record order backlog of INR 10,471 crores (about 0.8x annual revenue) provides strong revenue visibility for CY2026, and the Q4 order rebound signals a recovery in investment sentiment. Margins appear to be stabilizing at a new normal rather than expanding sharply in the near term, so shareholders should expect steady earnings growth supported by order execution rather than a margin-driven re-rating.