India · Delayed Price · Currency is INR ABB India Earnings Call Transcripts
Fiscal Year 2026
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Order growth of 25% YoY and a robust INR 11,000 crore backlog drive strong revenue visibility, despite margin pressure from commodity inflation and rupee depreciation. Data centers, renewables, and railways lead segment growth, with $75 million CapEx supporting future expansion.
Fiscal Year 2025
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Order intake and backlog reached record highs, with strong growth in electrification, automation, and data centers. Margins remain healthy despite higher material costs, and management guides for continued double-digit growth and robust demand across core and emerging sectors.
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Base orders and revenue grew double digits year-over-year, but profitability declined due to material costs, competition, and QCO/forex impacts. Strong cash and backlog provide revenue visibility, while Robotics divestment and strategic inventory actions mark key developments.
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Q2 saw 12% revenue growth and a record order backlog, but margins were pressured by forex losses, higher import content, and one-off costs. Base orders remained strong, while large orders slowed, and management expects market momentum to recover mid-term.
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Orders and revenues grew modestly year-over-year, with strong export growth and a robust order backlog supporting future visibility. Profitability remained stable, and the company continues to expand its portfolio and capacity while navigating macroeconomic uncertainties.
Fiscal Year 2024
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Revenue grew 17% and PAT rose 50% year-over-year, with a 12% increase in order backlog and strong cash generation. Key segments like electrification, robotics, and renewables drove growth, while management expects continued positive momentum supported by a robust pipeline.
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Orders and revenue grew year-over-year, with strong profitability and a robust order backlog nearing INR 10,000 crore. High-growth sectors like data centers and renewables drive momentum, while large orders and capacity expansions support future visibility.
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Orders and revenues grew 13% year-over-year, with profit after tax up 50% and operational EBITDA up 64%. Strong order backlog, robust cash position, and margin expansion were driven by operational efficiencies and favorable market conditions.