Q1-FY24 · Sanjeev Sharma
We are at the starting point, not at the midpoint, not at the high point.
ABB / language trends
Read confidence between the lines.
ABB India · tone and specificity signals across the available quarters.
Research layer active
Language signals
What changed in management language.
tracked
Q1-FY24 · T.K. Sridhar
This very strong material cost reduction has happened due to 3-4 factors... higher services and higher exports, localization and SCM savings.
Q1-FY24 · Sanjeev Sharma
Post-COVID, there is a huge shift of the customers who used to be very price-sensitive... towards products which are more reliable and available.
Q1-FY25 · Sanjeev Sharma
We focus on the opportunities rather than we get too worried about macros. There are always opportunities.
Q1-FY25 · Sanjeev Sharma
I think the main story is that the large projects which are being held back, they should be released in coming quarters.
Q1-FY25 · Sanjeev Sharma
We are expanding our capacities organically to meet the market demand. That is how some of the balances are.
Q1-FY26 · Sanjeev Sharma
We had a 25% order growth, 6% revenue growth, and we continue to have a good cash position within the company.
Q1-FY26 · T. K. Sridhar
The good part and the more positive part of it, which we are all looking forward to, is the development in the orders and which is going to give a good runway for revenues in the coming quarters.
Q1-FY26 · T. K. Sridhar
We have had quite a good experience during COVID period, wherein a lot of supply chain disruptions came and we had to pass on some costs to the market and which we did.
Q2-FY24 · T.K. Sridhar
We are in a position where we could take leverage of the investment climate, which is developing in front of us.
Q2-FY24 · Sanjeev Sharma
The results that we are getting now for the last few quarters, they are not made recently. They are in making for last 4, 5 years.
Q2-FY24 · Sanjeev Sharma
I see India is almost lagging 20-25 years where China was, say, 20-25 years ago. And we still have another 5-10 years ahead of us.
Q2-FY25 · Sridhar Trivikram
We had a hard choice to make in terms of importing material to supply to the customers to meet the delivery requirements as well.
Q2-FY25 · Sridhar Trivikram
We stay committed to the customers. There is a momentary impact in terms of using more of imported components to deliver to the customers.
Q2-FY25 · Sanjeev Sharma
We do see participation from the Chinese manufacturers in the marketplace. Some of the corporates... are bringing them into the mix of buying as a possibility from Chinese players.
Q3-FY24 · T.K. Sridhar
We have a good visibility of our good news for the next three to four quarters to come in because we've been executing a bit over time.
Q3-FY24 · Sanjeev Arora
The erosion almost has stopped. And we are very hopeful that with the new investment coming in, we will definitely have an upturn in the demand cycle of low-voltage motors as well.
Q3-FY24 · Kiran Dutt
As long as there is movement of power from point A to point B, or people moving from point A to point B, or materials moving from point A to point B, for sure we are there for the business.
Q3-FY25 · T.K. Sridhar
We had a clear advantage of 1%-1.5% in which we used to claim a price minimum, which is no more, which is not there at this point of time.
Q3-FY25 · T.K. Sridhar
The government keeps moving these particular dates... There is no definite saying that it will close at this date, come what may.
Q3-FY25 · Sanjeev Sharma
We will follow the due process of evaluating it. After the valuations are done, like we have done in the past, and the local board is satisfied, based on that valuation, separation of this asset will be done into a new company.
Q4-FY24 · Sanjeev Sharma
This is the 75th year of ABB in India, and we never had it better.
Q4-FY24 · Sanjeev Sharma
We are very long on India, and we'll go through all the cycles and continue to engage and expand in this country.
Q4-FY24 · T. K. Sridhar
I think a band of 12%-15% of that level is what we would like to look at.
Q4-FY25 · Sanjeev Sharma
We had the highest ever orders at about INR 14,115 crore, which was 8% growth. If you look at CAGR growth, from 2021 onwards, it has been 16%.
Q4-FY25 · Sanjeev Sharma
Our backlog is at its strongest at INR 10,471 crore, which has grown by 12%. If you look at the CAGR for last five years, is 41%.
Q4-FY25 · T.K. Sridhar
I think a trajectory in at the back level, we're talking of between 12%-15% still feels good, right? I think, I believe that, if we have volumes sitting in more than what we are doing today at 6%, 7%, probably that should give us an extra mileage to manage and do a margin accretion.