A B B
A B B Q1 FY26 earnings call: Revenue & Margins
Q1 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
The company sees a mixed market picture with some segments subdued and others growing (Page 5). The company anticipates a mixed near-term outlook due to market softness and headwinds like QCO compliance and import content challenges.
From A B B's Q1 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- The company sees a mixed market picture with some segments subdued and others growing (Page 5).
- Pipeline for Process Automation and Motion segments is reasonable, with expected conversions in Q3 and Q4 of 2025 (Page 16-17).
- Base orders have shown growth, with a solid order backlog over INR 10,000 crores to be executed over 18-24 months (Page 8-10).
- Revenues reached an all-time high for the second quarter in 5 years, indicating strong execution capability (Page 8).
- Large order intake is currently softer, especially from heavy industries and data centers, but base orders remain strong (Page 7-10).
- Government CAPEX is picking up and expected to be a key factor driving recovery and growth (Page 12-13).
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Profitability & Margins
See what A B B said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- ABB India sees a reasonable pipeline of large and medium-sized projects expected to convert in Q3 and Q4 of 2025.
- Investment sentiment, especially private sector CAPEX, is cautious amid global uncertainties.
- Government CAPEX has started picking up but is yet to gain full momentum; this is a key factor for future growth.
- ABB is committed to localizing supply chains and increasing local manufacturing content to support future investments.
- New market trends like energy transition, data centers, and city infrastructure expansion are expected to drive future investments.
- ABB continues to introduce new products tailored for the Indian market, supporting strategic growth and localization.
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Top-ranked in Electrical Equipment
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what A B B said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Current order backlog stands at approximately INR 10,064 crores.
- Orders have a clearly mandated scheduled delivery over the next 18 to 24 months.
- Backlogs in Process Automation are stable but have seen slight decline due to postponements in decision-making.
- Motion backlog is around INR 4,000 crores, with orders spread over 18 to 24 months for execution.
- Electrification backlog is about INR 3,500 crores, primarily to be executed in the next 12 to 15 months.
- Large contracts are fewer this quarter compared to previous years but base load orders remain solid.
- Demand pipeline is reasonable but exhibits some delay in decision-making across segments.
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A B B — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹3.2K Cr, net profit ₹1.8K Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What A B B's management said in earlier quarters
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Frequently Asked Questions
What were A B B Q1 FY26 results?
The company sees a mixed market picture with some segments subdued and others growing (Page 5). The company anticipates a mixed near-term outlook due to market softness and headwinds like QCO compliance and import content challenges.
What is A B B share price analysis?
A B B currently shows a neutral. The stock trades at a P/E of 105.2 with a market cap of ₹162,089 Cr. Investors should review the full earnings analysis for detailed insights.
Is A B B planning capital expenditure?
ABB India sees a reasonable pipeline of large and medium-sized projects expected to convert in Q3 and Q4 of 2025.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.