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ABB · price
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ABB India reported 25% order growth and INR 3,184 crore revenue for Q1 CY2026, but profitability was impacted by West Asia crisis, commodity price increases (copper, silver, aluminum), and rupee depreciation. Material costs rose 3.5% year-on-year due to competition intensity (~1%), commodity inflation (~2%), and revenue mix. The company has a strong order backlog of INR 11,000 crore providing good revenue visibility. Electrification segment saw 36% order growth but margin declined from 21.4% to 15.2% due to lower high-margin data center orders versus last year. Motion grew 22% with 12.8% profitability. The company announced $75 million capex for manufacturing and R&D expansion. Data centers represent 12-16% of order book and remain a key growth area alongside renewables and transport.
Profitability came in below expectations due to commodity and forex headwinds, but strong order backlog and recent price increases should support margin recovery as conditions stabilize. The order momentum across data centers, renewables, and infrastructure sectors provides revenue visibility for the coming quarters.