Q4 2025 ABB India Ltd Earnings Call Transcript
Key Points
- ABB India Ltd (BOM:500002) reported the highest ever orders at INR 14,115 crores, marking an 8% growth year-over-year.
- The company achieved a strong order backlog of INR 10,471 crores, which grew by 12% compared to the previous year.
- Revenue for the year grew by 8% to INR 13,200 crores, with a 5-year CAGR of 17%.
- Profit before tax (PBT) reached INR 22,230 crores with a margin of 16.9%, and a 5-year CAGR of 39%.
- ABB India Ltd (BOM:500002) declared a final dividend of INR 29.59 per share, reflecting strong financial health and shareholder returns.
- Material costs increased to 61% from 58% due to strategic decisions to use imported materials and fluctuations in ForEx and commodity prices.
- The company faced challenges with higher material costs impacting profitability, attributed to strategic import decisions and market conditions.
- The electrification division's profitability was impacted by QCO and ForEx fluctuations.
- Process Automation orders were delayed, affecting the segment's performance compared to other divisions.
- Global uncertainties, including ForEx fluctuations and volatile commodity prices, pose ongoing risks to the company's financial performance.
Ladies and gentlemen, good day, and welcome to ABB India Limited quarter four, October to December 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. T.K. Sridhar, Chief Financial Officer of ABB India Limited. Thank you, and over to you, sir.
Thank you, Michelle, for organizing this. So very good morning to all of you. Welcome to the Q4 2025 investor call, and this also is the full year for ABB. So along with me on the call, I have Sanjeev Sharma, Managing Director of ABB India Limited. I have Kiran and Ganesh, who are from Electrification Division; and also I have Sanjeev Arora leading the Motion.
And also, we have, this time, Balaji for Process Automation. So I think not wasting a minute
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
