Base order weakness in H1
Base orders were flat in Q2, impacted by election and budget-related delays; recovery depends on post-election momentum.
medium · management_commentary
ABB India Limited — Q2 FY24
ABB India delivered a strong Q2 CY2024 with 13% YoY revenue growth to INR 2,800 crore and order inflow up 13% to INR 3,400 crore.
bullish
high
Financial stats pending filing verification
Risk Intelligence
Material risks this quarter
Concise cards keep the risk register scannable while preserving evidence-level context in the underlying quarter data.
Risks
Margin normalization from commodity tailwinds
CFO noted that the advantage from stable commodity prices and order book pricing will thin, potentially compressing margins.
medium · management_commentaryExecution delays due to project schedules
Revenue was INR 200 crore lower than potential due to alignment with customer project schedules and election-related delays.
low · management_commentaryCompetitive pressure in electrification and motion
While ABB enjoys pricing power, competitors may catch up as the market matures, pressuring margins.
low · analyst_question