ABB India Limited – Investor Presentation Summary

Key Operational Highlights

  • Orders grew 50% YoY to ₹509 crore in Q2 CY2026 (April–June 2026) from ₹340 crore in Q2 CY2025.
  • Order backlog stood at ₹11,898 crore at quarter end.
  • Reduction of Scope 1 and 2 GHG emissions by ~85% (YTD vs 2019 baseline).
  • 99.7% of waste diverted from landfill by the end of the quarter.
  • Key drivers: Broad-based growth across renewables, buildings & infrastructure, data centers, process industries, food & beverages, railways, and marine & ports.

Segment-wise Performance

Electrification
  • Orders: ₹2,424 crore
  • Revenues: ₹1,804 crore
  • PBIT: ₹267 crore, PBIT Margin: 15%
  • Order Backlog: ₹4,863 crore (+39% YoY)
  • Growth driven by Data Center, Metals & Mining, Building and Infra, and Cement sectors
Motion
  • Orders: ₹1,387 crore
  • Revenues: Not specified in segment breakdown
  • PBIT: ₹152 crore, PBIT Margin: 12%
  • Order Backlog: ₹4,889 crore (+22% YoY)
  • Growth observed in Metals & Mining, Cement, Food & Beverage sectors
Automation
  • Orders: ₹583 crore
  • Revenues: ₹524 crore
  • PBIT: ₹77 crore, PBIT Margin: 15%
  • Order Backlog: ₹2,224 crore (-1% YoY)
  • Growth from Automotive and Cement sectors

Financial Highlights

Revenue: ₹3,559 crore

Other Income: ₹93 crore

Total Income: ₹3,652 crore

Expenditure Breakdown:

  • Material cost: ₹2,239 crore (62.9% of revenue)
  • Personnel Expenses: ₹251 crore (7.1% of revenue)
  • Other Expenses: ₹620 crore (17.4% of revenue)
  • Exchange & commodity variation (net): ₹3 crore
  • Depreciation: ₹39 crore
  • Interest: ₹2 crore

Profit before Tax: ₹499 crore (14.0% margin)

Tax Expense: ₹129 crore (ETR 25.8%)

Profit after tax: ₹370 crore (10.4% margin)

YoY comparison: Revenue increased 21% from ₹2,940 crore in Q2 CY2025

Drivers of financial performance: Effective price management, increased volume, strong backlog execution, increased export revenue, offset by material cost impact due to copper and silver price increase and rupee depreciation.

Key Risks: Commodity inflation, rupee depreciation, forex volatility, intensified market competition.

Geographical Revenue Split

Domestic vs Export Revenue:

  • Domestic: ₹435 crore from 3rd party customers in India (served by ABB India Ltd)
  • Export: ₹74 crore to ABB companies outside India and 3rd party customers outside India

Balance Sheet Snapshot

Not specified in the presentation.

Capex & Cash Flow Health

Not specified in the presentation.

Strategic & R&D Initiatives

  • ABB Play 4% to 8% Mid-term Growth Outlook: ~10% CAGR (2025-30)
  • Theme of the quarter: Water and waste-water solutions including motors, smart sensors, variable speed drives, HMI, remote PLC
  • Continuous customer engagement through ABB Technology Day, technical workshops, solution workshops, and automation roadshows

Industry Trends & Business Environment

Megatrends supporting ABB India:

  • Electrification: India's share of global energy demand expected to double by 2035
  • Automation: Energy costs account for ~25% of industrial operating expenses
  • Digitalization: ~80% of industrial organizations are digitally ready for energy efficiency adoption
  • Grid modernization: Peak demand expected to reach >450 GW by 2032 and 700-750 GW by 2050
  • Energy transition: India targets 500 GW from non-fossil fuel by 2030 & Net zero by 2070

Macro Factors: Government Capex, Private Consumption, Resilient Manufacturing, Geopolitical uncertainty, Currency fluctuation, Subnormal monsoon

Management Commentary & Growth Outlook

Structural, multi-year theme supporting ABB India amidst global volatility. The company is well positioned to leverage megatrends with 16 business divisions serving 23+ market segments.

Sustainability & ESG Updates

  • Awarded India's Most Sustainable Company 2026 in the Capital Goods sector by Business Today
  • Ranked 1st within Heavy Electrical Sector for strong ESG performance by CRISIL ESG Ratings
  • Water Recyclability: 42.0% (Target 2026: 50%)
  • Waste diverted from Landfill: 99.7%
  • Focus on local development, education, diversity & inclusion and healthcare for communities

Performance with Purpose Initiatives

  • Teacher training and launch of Digital & Inclusive Education in 90 Schools across Bengaluru North and Nelamangala
  • Inclusive Education Program launched in Nelamangala to support children with disabilities
  • Watershed management program covering Peenya and Nelamangala catchment area
  • Job-oriented vocational training to 350 candidates at ABB SAKSHAM Skill Center, Peenya
  • Sustainable waste management through a women-led e-waste value chain in Bengaluru
  • Phase III external road construction underway at Nelamangala