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ABB India Ltd — Q3 FY26
ABB India reported a strong Q4 CY2025 with orders surging 52% YoY to ₹14,115 crore, driven by delayed large project conversions and robust base order growth of 27%.
bullish
high
✓ Verified against BSE filing
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ABB India reported a strong Q4 CY2025 with orders surging 52% YoY to ₹14,115 crore, driven by delayed large project conversions and robust base order growth of 27%. Full-year revenue grew 8% to ₹13,200 crore, with PAT at ₹1,669 crore and EPS of ₹78.78. The order backlog reached a record ₹10,471 crore, providing strong revenue visibility. Management highlighted broad-based demand across data centers, renewables, infrastructure, and core industries, with private capex recovery expected in CY2026. Margins faced headwinds from higher material costs (61% of sales vs 58% earlier) due to QCO-related imports and commodity inflation, but PBT margin remained healthy at 16.9%. Guidance points to double-digit revenue growth and PBT margins in the 12-15% range. Key risk: sustained forex volatility and commodity price increases could further pressure margins.
Promises0 met · 2 missedRisks4 trackedTranscriptfull text
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Forex and commodity price volatility
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Order Inflow (Q4 CY25)
₹14,115 Cr
+52% YoY
Strongest ever quarterly orders, driven by delayed large project conversions and broad-based base order growth.
Order Backlog
₹10,471 Cr
+12% YoY
Record backlog provides strong revenue visibility for coming quarters.
Base Order Growth (Q4 CY25)
27%
+27% YoY
Indicates healthy underlying demand from core and emerging segments.
Data Center Share in Backlog
~10-11%
flat
Data center exposure in backlog; management sees strong pipeline from hyperscalers and colos.
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Guidance and risk preview
Management targets double-digit revenue growth for CY2026, supported by strong order backlog and improving market conditions.
Rising copper and metal prices, along with forex fluctuations, could further pressure margins if not offset by pricing actions.
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