ABBINDIA / Q4-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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WatchQ4-FY26 · 2026-04-24Back to quarter ↗

Questions audited

Answered directly

38%

Numeric claims

Consistency

contradicted

Question ledger

What was answered, and how?

Renu Puggalia · Capital

evasive

Impact of private sector investment revival on customer sentiment and order closure.

what we are looking at is a quite a robust scenario in terms of investment in Hello.

Renu Puggalia · Capital

partial

Whether ordering momentum has been derailed by inflation or West Asia crisis.

You have looked at our order growth, right? So that itself very clearly reflects the way we are in the position now on electricity side we so that shows the kind of robustness in terms of India

Amit Mahawar · UBS

deflected

Will this year have lumpy orders and high double-digit order growth?

There's no limited knowledge of how the parents are profitable. uh if you understand they have the balancing power of uh forex gain in countries which are exporting right to economies which have a weaker depreion currency

Amit Mahawar · UBS

partial

Can base business grow 15% top line this year?

So I think based business we do 9% not the 15% of what we see right so that means we definitely see the channel partners I don't spoken to I think what we see is that there is an market velocity which is there

Parikhit Kandapal · HDFC securities

declined

Quantify price hikes taken to mitigate inflation.

So that's something which is very uh uh you know very sensitive for for us to diverse. I don't think it's an app uh answer which you could say please.

Parikhit Kandapal · HDFC securities

declined

Data center per megawatt opportunity and substation content.

we do know what is a factored uh you know scope per megawatt but this is something we don't publicly talk about uh but yes uh it's a substantial scope

Parikhit Kandapal · HDFC securities

direct

Percentage of order book from data centers.

data center orders about 12 to 13 percentage okay sure sir thank you thank you it's not a fixed percentage it does vary uh in a band based on when the order gets booked and what the size of the size of the orders and the and the book so it can vary between 12 to 12 to 12 to 12 to 16% of water.

Atul Tari · JP Morgan

direct

Incremental weakness in short cycle orders in April-May vs March.

we are really experiencing robust demand at the moment. uh quite frankly it is uh it is not adding to our concerns uh directly what's happening in the west Asia at the moment

Mohit Kumar · ICSA securities

direct

Do long-cycle orders have escalation clauses for commodity inflation?

there are escalation classes there are price variation classes and all um contracts which we do uh on a long-term basis but we should understand these price escalation classes come may also come with a ceiling

Punit · HSBC

evasive

Impact of competition intensity on market share.

We have 16 distinct businesses and if you pick up each and every business they have a very different profile of competitors. So if I collage it for the whole company it become a very large uh kind of a country.

Rahul Gazare · Mcquaryy Capital

evasive

When can margins return to 18-19% or 16-17%?

we also aspired to be um in the so-called once we have reached 15 percentage and uh we have been we said that we will be there 12 at 12 is what we ended up last year. So that it's um that is actually uh and good you know range to be in as what we see with the current challenges

Subit Metra · Noama

partial

Will margins recover as QCO impact tapers off?

So yes, I think your answer is yes and that's why we come every every morning uh to office to make sure that that happens