ABBBSEABB India LtdMediumNeutral
Announced Fri, 8 May · 17:24 IST

Please refer enclosed file

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 14 horizons · vs prior close
-9.1%1-day move
₹7010.00
prior close
₹6662.00
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-4.9-2.9-2.0-2.7-9.1-9.8-8.6-9.1-8.1-5.8+2.1-3.9-2.7
Up moveDown movePending
AI summary

ABB India reported a solid Q1 CY2026 with orders growing 25% YoY to ₹4,280 crore and revenues up 6% to ₹3,184 crore, supported by strong order backlog of ₹11,094 crore (+17%). However, profitability took a significant hit with EBITDA falling 27% to ₹408 crore (margin compressed to 12.8% from 18.6% last year) and PAT dropping 25% to ₹342 crore. Management attributed the margin decline to unfavourable revenue mix, elevated raw material costs (especially copper and silver), rupee depreciation, and slower project execution. Cash position remains strong at ₹6,042 crore. The company highlighted emerging segment momentum in data centres, renewables, and transport infrastructure.

Likely market impact

The sharp profit decline despite revenue growth raises concerns about margin recovery timeline. The strong order backlog provides revenue visibility, but cost pressures and margin compression may continue to weigh on near-term earnings and stock sentiment.