Margin compression from backlog normalization
As high-priced backlog is executed, new orders at current lower commodity prices may pressure margins.
ABB / Q1-FY24 / risks
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ABB India · Material risks, their source context, and severity in the latest available quarter.
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Risk intelligence
Material risks this quarter
medium
Motion segment order slowdown
Motion orders were flattish due to postponement of some system orders; recovery expected in Q2.
Competitive intensity in standard products
Analyst raised concern about pricing pressure in standard drives; management acknowledged but emphasized premiumization trend.