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

Q3 2025 ABB India Ltd Earnings Call Transcript

Nov 7, 2025 / 03:30 PM GMT
Release Date Price: ₹5016.5 (-4.05%)

Key Points

Positve
  • ABB India Ltd (BOM:500002) reported a 13% growth in base orders and a 14% increase in revenue, indicating strong business performance.
  • The company maintained a strong cash position with nearly 5,000 crores, providing financial stability.
  • ABB India Ltd (BOM:500002) successfully introduced IE5 ultra-premium adhesion CLV motors, expanding its product portfolio with innovative technology.
  • The company achieved its sustainability targets, with all motion factories certified as zero waste to landfill and significant progress in water recyclability.
  • ABB India Ltd (BOM:500002) continues to focus on diverse market segments, showing high engagement in data centers, electronics, and renewables, which are expected to drive long-term growth.
Negative
  • Profitability faced challenges with a 16% quarter-on-quarter increase but only a 7% year-on-year rise, impacted by material costs and market dynamics.
  • The company is experiencing delays in large order finalizations, affecting the overall order growth rate.
  • The QCO (Quality Control Order) impact is causing higher import costs and forex volatility, expected to persist for 3 to 4 more quarters.
  • There is a sluggishness in the market for CapEx formation and expansion projects, leading to slower growth in certain segments.
  • The robotics business is undergoing a strategic review, with potential divestment, which may impact future growth prospects in this segment.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ABB.NS - ABB India Ltd
Q3 2025 ABB India Ltd Earnings Call
Nov 07, 2025 / 03:30PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to ABB India Limited Q3 July to September quarter CY 2025 earnings conference call. As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing then 0 on your touchstone phone. Please note that the 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 SEI's website subsequently. I now hand the conference over to Mr. TK Sweer, Chief Financial Officer of ABB India Limited.

Thank you and over to you, Mr. TK
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