Base order weakness in H1
Base orders were flat in Q2, impacted by election and budget-related delays; recovery depends on post-election momentum.
ABB / Q2-FY24 / risks
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ABB India · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
medium
Margin normalization from commodity tailwinds
CFO noted that the advantage from stable commodity prices and order book pricing will thin, potentially compressing margins.
Execution delays due to project schedules
Revenue was INR 200 crore lower than potential due to alignment with customer project schedules and election-related delays.
Competitive pressure in electrification and motion
While ABB enjoys pricing power, competitors may catch up as the market matures, pressuring margins.