ABB India Ltd (NSE:ABB)
₹ 7,600 -135 (-1.75%) Market Cap: 1.61 Tn Enterprise Value: 1.54 Tn PE Ratio: 53.90 PB Ratio: 17.24 GF Score: 84/100

Q1 2025 ABB India Ltd Earnings Call Transcript

May 12, 2025 / 04:30AM GMT
Release Date Price: ₹5587 (+2.69%)

Key Points

Positve
  • ABB India Ltd (BOM:500002) reported a 4% increase in orders and a 3% increase in both revenues and profit after tax for Q1 2025, indicating steady growth.
  • The company expanded its portfolio with new products, such as low-voltage frameproof motors and modular Lora switches, enhancing its market offerings.
  • Exports grew by 40% in the quarter, showcasing strong international demand for ABB India Ltd's products.
  • The company achieved significant sustainability milestones, including an 87% reduction in Scope 1 and 2 GHG emissions compared to 2019 levels.
  • ABB India Ltd was recognized for its sustainability and CSR practices, receiving an award from the Asian Center of Corporate Governance and Sustainability.
Negative
  • The process automation segment showed weakness, with negative growth for the last three quarters, reflecting challenges in large project orders.
  • Order inflow growth was soft, with only single-digit growth this quarter, and a previous quarter of negative growth, indicating potential market sluggishness.
  • There is uncertainty in large project decision-making due to macroeconomic factors, which could impact future revenue growth.
  • The company faces competitive pressures in certain product categories, which may affect pricing and margins.
  • Despite a strong export growth, the overall percentage contribution from exports and services remains range-bound, suggesting limited diversification in revenue streams.
Operator

Ladies and gentlemen, good morning, and welcome to the ABB India Limited Q1 January to March quarter CY 2025 earnings conference call. (Operator Instructions) Please note that this conference is being recorded and any unauthorized recording of this call is strictly prohibited. The recording will be made available on the company's and SEBI's website subsequently. I now hand the conference over to Mr. TK Sridhar, Chief Financial Officer of ABB India Limited. Thank you, and over to you, sir.

T. Sridhar
ABB India Ltd - Chief Financial Officer, Chief Investor Relations Officer

Thank you, [Ryan]. Very good morning once again to all of you. Thanks for joining the Q1 2025 call. So along with me on the call is Mr. Sanjeev Sharma, the Country Managing Director and we have Kiran dutt (inaudible) Ganesh Kothawade, who lead Electrification divisions.

And then we have J Balaji, who leads the Process Automation and Subrata Karmak Robotics. Sanjeev Arora could not join this call as he is traveling, but therefore, we will handle the queries relating to motion by

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