ABB India Limited — Q1FY27 earnings call summary

Filed 07 August 2026 · Official transcript

Macro uncertainties and commodity prices remain headwinds; mid-teens EBITDA margin guidance not yet comfortable
Price hikes taken twice in quarter to offset commodity inflation; lag in price pass-through expected
Capex of USD75-80 million planned to maintain 15% capacity headroom for 15-20% sales growth
Strong backlog of INR11,900 Cr; 40% of order book executable in next 2 quarters
Data center segment pipeline strong; capacity expansion underway to meet demand
Market growth driving order growth; no significant margin pressure from railways segment
Electrification orders up 77%; profitability at 15% impacted by metal prices and forex volatility
Q2 CY2026 orders up 50% y-y; revenue up 21%; PAT up 8%; operational EBITA up 23%