ABB India Limited — Investor Meet, 16-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

ABB India has announced a board meeting to approve the financial results for the quarter and half-year.

Orders grew 4% and revenues rose 3% in Q1 CY2025, supported by a Rs. 200 Cr large order. Order backlog increased 11% to Rs. 9,958 Cr, with export orders up 40% YoY. Electrification led revenues at Rs. 1,300 Cr with 25.7% margins; Motion business maintained strong order flow with 22% margins. Process automation saw project delays but stable base business; Robotics gained from large electronics orders.

Profit before tax margin steady at 20%, EBITDA at 16.4%, aided by operational efficiencies and stable material costs (58.3%). Cash balance stands at Rs. 5,756 Cr.

Management emphasized diversification across 23 markets, focus on expanding product range, localization, and Tier-3/4 market penetration. Sustainability efforts cut emissions by 87% since 2019. Outlook cautious on process automation recovery; base business and exports expected to stay strong with selective capacity expansions. Services aim to grow contribution to 15% of revenues. Tone is confident yet cautious given macro volatility.