A B B Q3 FY26 Results & Concall Highlights: Revenue, Margins & Order Book

Q3 FY26 earnings call analysis: revenue, margin, capex, fundraise and order book outlook from management commentary.

Published 17 Jul 2026 | Electrical Equipment | Market Cap: ₹1.6L Cr

Current overall revenue growth is around 8%, with a target to achieve double-digit growth going forward. ABB India projects sustainable PAT margin between 12%-15% going forward (Page 16, 9).

From A B B's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.

Price

₹7,424

Market Cap

₹1.6L Cr

P/E Ratio

105.2

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A B B — Quarterly revenue & net profit

Revenue Net Profit

Dec 2024

Mar 2025

Jun 2025

Sep 2025

Dec 2025

Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹3.2K Cr, net profit ₹1.8K Cr.

Full financials →

📊 Revenue & Sales Performance

→Current overall revenue growth is around 8%, with a target to achieve double-digit growth going forward.
→The order backlog is strong at INR 10,471 crores, with approximately 30% consisting of large orders to be executed over the next couple of years.
→The company expects a positive demand outlook across various businesses and market segments, including emerging industries, infrastructure, transport, and core industries.
→Private capex and favorable budgetary measures are expected to fuel market revival and volume growth in 2026.
→Demand buildup observed in Q4 2025 is encouraging, with a watchful eye on sustainability throughout 2026.
→Revenue growth currently at around 6-7%, with the potential for acceleration if volumes pick up more strongly.
→Continued focus on high-quality projects and deep customer engagement to capture fair market share.

📈 Profitability & Margins

→ABB India projects sustainable PAT margin between 12%-15% going forward (Page 16, 9).
→The company targets consistent double-digit revenue growth, aiming beyond the current 6-8% growth (Page 15).
→Order backlog is strong at INR 10,471 crores with 30-35% large orders to be executed over coming years, supporting future revenues (Pages 15, 16).
→Earnings growth is expected to benefit from improved market conditions and private capex revival in 2026 (Page 9).
→EPS has grown at a CAGR of 33% over the last 5 years, indicating strong earnings momentum (Page 3).
→Margin improvements anticipated with volume growth exceeding current 6-7%, helping margin accretion (Page 9).
→Continued investments in innovation, localization, and premium product offerings expected to support profitability (Page 4, 8).

See what A B B said on profitability & margins — free account, 30 seconds.

🏗️ Capital Expenditure Plans

→ABB India has good confidence to invest in capacities and capabilities to serve expanding markets.
→The company continues to expand its portfolio across different business divisions, including launching new energy-efficient and next-generation machinery drives.
→ABB is actively engaged with emerging industries like renewables, electronics, data centers, infrastructure, and transport, indicating a focus on strategic growth areas.
→The India-Europe Free Trade Agreement is seen as a positive future factor, potentially enabling better supply chain integration and deployment of portfolio.
→The company is monitoring the positive outlook in the Indian Union Budget 2026-27, which supports emerging industries, infrastructure, transport, and core industries, influencing strategic investment decisions.
→Overall, ABB India maintains a long-term commitment to investing in market segments with growth potential, including sustainability initiatives and technology upgrades.

💰 Fundraising & Capital Structure

The document does not mention any current or future plans for fundraising through debt or equity for ABB India Limited. Key points related to financials and operations include: - No disclosure or discussion about raising capital through debt or equity in the Q4 CY2025 earnings call. - Focus remains on operational growth, order book, and margins. - Discussions centered around demand outlook, market segments, margins, import exposure, and product portfolio. - Emphasis on sustaining PAT margins between 12% and 15%. - No indication or announcement related to capital raising activities. Hence, based on the provided document, ABB India Limited has not indicated any plans for new fundraising through debt or equity at this time.

See what A B B said on fundraising & capital structure — free account, 30 seconds.

📋 Order Book & Pipeline

→Current order backlog is approximately INR 10,471 to INR 10,471 crores as of Q4 2025.
→Around 30-35% of this order backlog comprises large orders, which are expected to be executed over the next couple of years, not all within the next year.
→Base orders form the remaining portion of the backlog and are expected to be executed in the coming quarters.
→There has been a strong order growth of 52% in Q4 2025, with a 27% increase in base business orders.
→The pipeline is building up well, especially in segments like data centers (about 10-11% of backlog), process automation, electrification, and transport.
→The company aims to continue booking orders actively in 2026 to support double-digit revenue growth.

Key Metrics

How does A B B rank vs peers in Electrical Equipment?

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1A B B

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What ABB's management said in earlier quarters

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Frequently Asked Questions

What were A B B Q3 FY26 results?

Current overall revenue growth is around 8%, with a target to achieve double-digit growth going forward. ABB India projects sustainable PAT margin between 12%-15% going forward (Page 16, 9).

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 has good confidence to invest in capacities and capabilities to serve expanding markets.

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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.