ABB / Q4-FY25 / 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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PositiveQ4-FY25 · 2025-01-30Back to quarter ↗

Questions audited

Answered directly

67%

Numeric claims

Consistency

mixed

Question ledger

What was answered, and how?

Renu Baid Tugalia · IIFL Capital

partial

Ordering momentum and margin outlook for next 12-15 months.

demand outlook ... definitely looks positive ... it is never a good idea to declare a victory ... we shall continue to watch ... I think a trajectory in at the back level, we're talking of between 12%-15% still feels good

Renu Baid Tugalia · IIFL Capital

partial

Impact of IE2 to IE3 motor efficiency standards.

it is high time that we mature towards IE3 and IE4 efficiency levels ... more than 50% of our own production has already moved to IE3 and IE4 ... we are a INR 13,000 crore company, out of which motors is one portion

Atul Tiwari · JPMorgan

declined

Proportion of COGS imported from EU and weighted average tariffs.

we are 10% on exports in terms of revenues, we are almost 20% on imports ... I think this is something which is quite sensitive information to disclose at this point.

Atul Tiwari · JPMorgan

direct

QCO rollback status and impact.

There is nothing called a rollback of a QCO. ... it's actually the timelines which have been enhanced for testing ... the government has given some more time, due to the availability of labs

Umesh Raut · Nomura India

direct

Breakup of revenue by market segments and contribution from core industries.

90% of our revenues come from all these 23 market segments. Out of this 90%, I think 52% ... is from the core sectors. The balance, 25%, 23% is between emerging sectors and the auto segment.

Mohit Kumar · ICICI Securities

partial

Order prospects for data centers compared to earlier in CY2025.

we really see a very strong current which is coming from the data center ... we are very optimistic and see a very, very strong demand and inquiry pipeline

Amit Mahawar · UBS Securities

partial

Pace of ordering in 2026 for base and large orders.

2026, I would say that the momentum is there. There are definitely movements. ... we see some very good opportunities in power generation ... a good pipeline of opportunities

Sameer Thakur · Ambit Capital

direct

Data center exposure in sales and backlog and pricing trends.

in the backlog, which we have of INR 10,404, so I think roughly 10%-11% would be data center orders ... on the pricing side ... we don't see as such, any critical pressures at this point in time.

Subhadip Mitra · Nuvama

direct

Clarify if 12%-15% refers to margin or growth, and sustainable margin after QCO.

When I talked about 12%-15%, I told about the PAT margin. ... that's something which should be the corridor in which we should move. ... our target is always to have double-digit growth on the revenues as well.

Harshit Patel · Equirus Securities

direct

Whether process automation lost market share due to delayed decision-making.

We have performed in line with how the segment is developing. ... we are very selective what kind of projects we do. ... it's a cyclic area.

Mohit Pandey · Citigroup

direct

Competitive intensity from Chinese and European competitors.

competitive intensity ... is largely domestic of the established players. ... we haven't seen any direct impact yet ... we know how to respond to such competitors.

Parikshit Kandpal · HDFC Securities

evasive

Data center portfolio: parent's global solutions and India's share.

whenever any customer demands as per their design criteria, any of ABB technology is seamlessly available. ... It basically depends upon how the demand is forming.