ABB / Q1-FY24 / claim-ledger

Audit the questions that mattered.

ABB India · Analyst questions, management answers, and the quality of the response where the ledger is available.

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PositiveQ1-FY24 · 2024-05-14Back to quarter ↗

Questions audited

Answered directly

59%

Numeric claims

Consistency

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Question ledger

What was answered, and how?

Renu Baid · IIFL Securities

partial

How is ABB investing cash yield to build capacities for emerging opportunities?

we continue to invest in the incremental expansion of our capacities, both in the people resources as well as the physical resources are concerned.

Renu Baid · IIFL Securities

evasive

Can you quantify contribution from high-priced orders to margins?

we don't give any forward-looking forecast on it... it is not such a way predictable to say that whether the existing backlog would give us the same level of margins as what we saw in the Q1

Renu Baid · IIFL Securities

direct

Which categories drove 30% growth in 'other products' segment?

data centers definitely is one. Railways is another one, and the metro. These are the ones which are playing out plus the electronic sector and the automotive side

Jonas Bhutta · Aditya Birla Sun Life AMC

partial

How is motion segment showing high margins despite high import content?

customers are building their blocks on the sustainability and energy efficiency... we are growing much, much faster than the market growth with the low-voltage drives or the medium-voltage drives.

Jonas Bhutta · Aditya Birla Sun Life AMC

direct

Will IE3/IE4 motor standards reduce need for drives?

IE3, IE4 motors will never, ever dampen the momentum of drives because... hardly 15%-20% of the motors in the industry today are using drives.

Jonas Bhutta · Aditya Birla Sun Life AMC

declined

What percentage of drives portfolio is localized?

That is one thing which we refrain from expressing. But then I can tell you, we have a good amount of localization.

Mohit Kumar · ICICI Securities

direct

Is data center contribution >10-15% of revenue?

No, it has not reached to those particular levels, right? So it is, of course, a very fast-moving market

Mohit Kumar · ICICI Securities

direct

Is data center opportunity accelerating vs last year?

It is accelerating. It's increasing in the size, the size of the data centers, and also the players are doubling up the investment in this area.

Mahesh Bendre · LIC Mutual Fund

evasive

How much market penetration in Tier 2/3 cities?

If you ask me how much we have covered, we have a long way to go. We would do that in the course of the years to come

Amit Mahawar · UBS Group

partial

Will electrification portfolio expand disproportionately in revenue share?

we are investing in all areas, namely electrification, motion, and process automation... we feel we're fairly complete

Parikshit Kandpal · HDFC Securities

partial

How is the large order pipeline for the rest of the year?

Large orders, we are getting from railways for the Motion... data centers for the Electrification... Process Automation... That's where the bulk of the large orders are sitting

Ashwani Sharma · HSBC

partial

How is services profitability different from product portfolio?

I think we feel at northwards of +25%. That's the problem. I mean, any service business revenues will go beyond 25% of the margins level, so EBITDA margins level.