Q1 2026 ABB India Ltd Earnings Call Transcript
Key Points
- ABB India Ltd (BOM:500002) reported a 25% growth in orders, indicating strong demand across all segments.
- The company announced a $75 million investment to expand manufacturing and R&D in India, which is expected to enhance future revenue streams.
- ABB India Ltd has reduced Scope 1 and 2 greenhouse gas emissions by 82%, showcasing its commitment to sustainability.
- The company has a strong cash position, with approximately 7,600 crores, including proceeds from the sale of its robotics division.
- ABB India Ltd is well-positioned in the data center market, with significant demand from hyperscalers and plans to expand capacity to meet this demand.
- Revenue growth was subdued at 6%, impacted by last-minute challenges related to the West Asia crisis.
- Profitability was affected by higher material costs, currency depreciation, and competition intensity, leading to a muted performance.
- The company faced challenges in executing orders due to supply chain disruptions and geopolitical issues.
- There is a lag in price adjustments to counteract inflationary pressures, impacting short-term profitability.
- The automation segment experienced slower order intake due to delayed decision-making in private CapEx and public expenditure.
Gentlemen, good day and welcome to ABB India Limited's Q1 January to March quarter CY 2026 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 a touchstone phone. 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 service 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.
Thank you.
Good evening, ladies and gentlemen.
Thank you for joining the Q1 2026 results. So on the call with me is Mr. Sanjeev Sharma, Country Managing Director
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