ABB India Ltd (NSE:ABB)

Q2 2026 ABB India Ltd Earnings Call Transcript

Jul 31, 2026 / 01:00 PM GMT

Release Date Price: ₹7284.5 (-0.10%)

Transcript

Key Points

Positve

Strong order growth of 50% YoY in Q2 2026, driven by robust demand across renewables, data centers, and infrastructure.
Revenue growth of 21% YoY, supported by a strong order backlog of INR 11,900 crore with no slow-moving orders.
Operational EBITDA margin improved to 12.6% despite cost pressures, aided by scale benefits and price hikes.
Sustainability leadership recognized with India's most sustainable company award in the capital goods sector and an 85% reduction in GHG emissions.
Strategic investments in capacity expansion, including a new factory in Nelamangala, to cater to future demand in data centers and other high-growth segments.

Negative

Material cost inflation due to elevated copper and metal prices, along with forex volatility, pressured margins.
Export revenues declined to 13% of total revenue in Q2 from 17% in the same quarter last year, partly due to West Asia crisis disruptions.
Price hikes have a lag effect, and competitive pressures in tendering businesses limit the ability to fully pass on cost increases.
Automation segment order growth was slower than expected due to cyclicality and sluggishness in refining and core industries.
Geopolitical uncertainties, including the West Asia crisis, and subnormal monsoon pose short-term risks to demand and execution.

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

ABB.NS - ABB India Ltd
Q2 2026 ABB India Ltd Earnings Call
Jul 31, 2026 / 01:00PM GMT

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Presentation
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Ladies and gentlemen.

Good day and welcome to ABB India Limited Q2 CY 2026 earnings conference call.

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 this conference, please signal by pressing star, then 0 on your touchstone.

Please note that this conference is being recorded, and any unauthorized recording of this call is strictly prohibited.

The recording label on the company's and Sabi's website subsequently.

A conference over to Mr.

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