ABBINDIA / Q3-FY26 / 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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PositiveQ3-FY26 · 2025-01-30Back to quarter ↗

Questions audited

Answered directly

59%

Numeric claims

Consistency

mixed

Question ledger

What was answered, and how?

Reu Begalia · IIFL Capital

partial

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

demand outlook definitely looks positive... as far as margins, I think the profitability... we closed at 16.9%... trajectory at the pack level we're talking of between 12 to 15 percentage still feels good

Atul Tari · JP Morgan

declined

Proportion of COGS imported from EU and weighted average tariffs.

most of our imports are from EU... if we are 10% on exports... we are almost 20% on imports... weighted average tariff... sensitive information to disclose at this point.

Atul Tari · JP Morgan

direct

Whether QCO impact continued this quarter or rolled back.

there is nothing called roll back of a QC... it's actually the timelines which have been enhanced for testing... QCO for sure is going to be implemented.

Omesh Ra · Namura, India

direct

Contribution of emerging industries, infrastructure, and core to volumes.

52%age is from the core sectors and the balance 25 20 23 percentage is between emerging sectors and the automated emerging sector.

Mohit Kumar · ICICI Securities

partial

Order prospects for data centers compared to early CY25.

we see a very strong which is coming from the data center... hypers skills... big Indian houses... very optimistic and three a very very strong demand and the inquiry pipeline

Amit Mahavar · UBS Securities

partial

Whether 2026 will see significant shift in ordering run rate for base and large orders.

2026 I would say that the momentum is there... we have a good pipeline of opportunities in power generation... refining... green field opportunities... overall I would say a positive outlook

Samir Takur · Ambit Capital

direct

Data center exposure in sales and backlog, and acceleration in interactions.

in the backlog which we have of 10,441 I think roughly 10 11 percentage would be data center

Shubad Metra · Noama

direct

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

when I talked about 12 to 15 percentage I told about the path margin... that's something which should be the corridor in which we should move

Harshett Patel · Equirus Securities

evasive

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 Pande · group (likely JM Financial)

direct

Competitive intensity, especially Chinese competition and European capacity expansion.

competitive intensity at this point of time is largely domestic of the established players... we haven't seen any any direct impact yet from Chinese... European competitors already present

Parikhit Kpal · HTSC securities

evasive

Percentage of global data center portfolio serviced from India and new product introduction timeline.

whenever any customer demands as per their design criteria any of ABB technology is seamlessly available... it automatically and seamlessly flows to us