ABB India Limited has informed the Exchange about Transcript
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ABB India shared detailed Q2 CY2025 (April–June 2025) earnings with analysts. Revenue grew 12% YoY to an all-time Q2 high of INR 3,175 crores, but base orders grew only 5% as large orders from the prior year were absent. Order backlog hit a record INR 10,064 crores, providing 18–24 months of revenue visibility. Profitability came under pressure, with EBITDA margin falling to 13% from the prior quarter, hit by QCO compliance-related higher imports, a INR 56 crores FOREX loss (Euro/CHF appreciation), and a INR 39.5 crores one-off cost in the Electrification segment. PAT margin stood at 21%. Cash balance was INR 5,054 crores after a INR 700 crore dividend payout, and an interim dividend of INR 9.77/share was declared. Management flagged rising competition in Motion (from WEG, Nidec, CG Power) and emerging Chinese imports in Process Automation, and expects H2 CY2025 to remain soft with recovery likely only from CY2026.
Near-term stock sentiment may be cautious due to margin compression and muted large-order pipeline, though the record backlog, strong cash position, and dividend payout provide downside support.