ALFA Finder| Revenue growth | 21% growth in Q2; 13% growth in H1. |
|---|---|
| Margins | Operational EBITA 12.8%; margins impacted by 3% material cost increase. |
| Order book | Record backlog of INR 11,900 Cr; Q2 orders up 50%. |
| Demand visibility | Strong pipeline in data centers, renewables, and metals/mining. |
| Management confidence | High; 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)
Earnings Call Transcript filed with NSE, NSE: ABB. Summary written with AI assistance from the document.
ABB India Ltd: key numbers
- Share price
- ₹7,018.00
- Market cap
- ₹1,48,717 Cr
- Revenue (annual)
- ₹13,203 Cr
- Net profit (annual)
- ₹1,668 Cr
- P/E (TTM)
- 49.8×Sector 51.9×
- Promoter holding
- 75.00%+0.00% QoQ
- FII holding
- 7.57%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from ABB India Ltd
All →ABB India Other Announcement
ABB India Ltd has filed its quarterly shareholding pattern for the period ended September 30, 2026, as required under SEBI regulations.
ABB India Management Change
ABB India Limited has appointed Mr. Suneel Kumar Munaga as Chief Financial Officer and Key Managerial Personnel, effective from January 1, 2027.
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.
ABB India Investor Presentation: Key Takeaways
ABB India delivered strong Q2 CY2026 performance with 21% revenue growth and 50% order growth, driven by electrification and data center demand. A special dividend of INR 90 per share was declared.
ABB India Results Update
ABB India's Q2 CY2026 press release reports a 50% increase in orders to ₹4,363 crore and declares a special dividend of ₹90 per share.
ABB India Dividend
ABB India Ltd declared a special dividend of ₹90 per equity share. The record date for the payout is August 07, 2026.