Margin pressure from QCO compliance and forex
Higher import content due to QCO compliance and adverse forex movements (euro/CHF) compressed margins; impact may persist for 2-3 quarters.
high · management_commentary
ABB India Limited — Q2 FY25
ABB India reported Q2 CY2025 revenue of INR 3,175 crore, up 12% YoY, driven by strong base order execution.
neutral
medium
✓ Verified against BSE filing
Risk Intelligence
Material risks this quarter
Concise cards keep the risk register scannable while preserving evidence-level context in the underlying quarter data.
Risks
Chinese competition in process automation
Management acknowledged Chinese manufacturers are participating in heavy industry projects with aggressive pricing, causing ABB to lose some orders.
medium · analyst_questionDelayed private capex and large order conversion
Customers are delaying investment decisions due to global uncertainty, leading to a sluggish large-order environment.
medium · management_commentaryPrice realization pressure in Motion business
Increased competition from new entrants (WEG, Nidec) and capacity expansions are pressuring pricing in motors and drives.
medium · analyst_question