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Earnings Call Transcript

ABB India Earnings Call Transcript: Key Takeaways

ABB India reports strong Q2 CY2026 performance with 50% order growth and 21% revenue increase, driven by data centers, renewables, and infrastructure.

Highlights
Revenue growth21% growth in Q2; 13% growth in H1.
MarginsOperational EBITA 12.8%; margins impacted by 3% material cost increase.
Order bookRecord backlog of INR 11,900 Cr; Q2 orders up 50%.
Demand visibilityStrong pipeline in data centers, renewables, and metals/mining.
Management confidenceHigh; focusing on transition to new MD from Jan 2027.

Growth

H1 revenue up 13% to INR 6,743 Cr; Q2 revenue up 21%. PAT up 8% YoY.

Outlook

Investing USD 75-80M in capex over 2-3 years; targeting 15% capacity headroom for future demand.

Risks

Raw material cost inflation (copper/metals), forex volatility, and geopolitical uncertainties in West Asia.

Last quarter's promises, checked

Delivered

  • Guided $75M capex expansion → delivered $75-80M plan initiated (= BEAT)
  • Guided 12% margin range → delivered 12.8% Op. EBITA (= BEAT)
  • Guided data center localization → delivered new Nelamangala factory launch (= BEAT)

Partly delivered

  • Guided base order growth (9%) → delivered 13% H1 revenue growth (= PARTIAL)
Source

Earnings Call Transcript filed with NSE, NSE: ABB. Summary written with AI assistance from the document.

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ABB India Ltd: key numbers

Share price
₹7,052.50
Market cap
₹1,49,448 Cr
Revenue (annual)
₹13,203 Cr
Net profit (annual)
₹1,668 Cr
P/E (TTM)
50.0×Sector 53.6×
Promoter holding
75.00%+0.00% QoQ
FII holding
7.67%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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17:35 IST BSE
Board Meeting Date

ABB India Board Meeting Date

ABB India Limited will hold a Board Meeting on November 13, 2026, to consider the financial results for the quarter ended September 30, 2026.

17:20 IST NSE
Financial Results

ABB India Q4 FY26 Results: Net Profit ₹1,784 Cr, Up 275.8% YoY

ABB India Ltd reported revenue from operations of ₹3,184 Cr (+5.8% YoY) and net profit of ₹1,784 Cr (+275.8% YoY) for Q4 FY26.

Key figure
Net profit ₹1,784 Cr · +275.8% YoY