ABB India Q2 CY26 analyst call: orders up 50%, EBITA at 12.6%
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ABB India Q2 CY26: orders up 50% YoY, revenue up 21%, PAT up 8%, operational EBITA at 12.6% (down from 13.6% prior quarter). Half-year orders at INR8,600 cr, backlog INR11,900 cr. Electrification orders up 77% but profitability hit by copper and metal price rise plus forex volatility. Management not comfortable guiding return to mid-teens EBITA margins near term. Interim dividend INR90 per share declared. CFO Sridhar named MD Designate from January 2027.
Strong order momentum and backlog are positives, but margin pressure from commodities and forex persists; near-term EBITA recovery uncertain. Leadership transition underway.