ABB India Management Guidance Tracker

Management targets double-digit revenue growth for CY2026, supported by strong order backlog and improving market conditions.

PBT margin expected to remain in the 12-15% range, with near-term headwinds from QCO-related material costs and forex.

Management has taken two price increases across product lines to offset commodity and forex impacts, though a lag effect persists.

Higher material costs from strategic QCO-related imports will normalize over the next two quarters as inventory is consumed.

ABB India announced $75 million investment to expand manufacturing and R&D, including smart products and service capabilities.

Management expects continued strong ordering from hyperscalers and renewable energy projects, with conversations already extending to 2027-28.