ABB India Limited — Investor Meet, 07-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

ABB India saw strong Q2 with orders up 50% and revenue up 21%. PAT grew 8%, with operational EBITA at 12.6%. A substantial INR 11,900 Cr order backlog underscores demand from segments like data centers and renewables. Management noted continued commodity and forex headwinds affecting margins, with price adjustments lagging cost increases. The company is actively investing in capacity to meet future growth. Overall sentiment is positive on market traction and strategic positioning, while remaining cautious on short-term margin challenges.