ABB India

“And we are investing quite heavily in increasing our capacity, because we are definitely seeing that picking up which will come -- the demand will multifold in the coming quarters and maybe like 2027, 2028, we will be struggling to meet those demand.”

“Are you want to do a big scale investment to look at in 5-year to 10-year horizon for per se, I think that's a very big topic to handle at this point of time, given the uncertainties we have as we see, Amit.”

“Backlog, strong backlog, INR11,900 crores of order backlog, in which there is no slow moving or a non-moving order.”

“We have a strong backlog, which is also today at INR4,800 crores, INR4,900 crores, for EL, electrification segment. So, I think we are growing at 31% and profitability at 15%.”

“So that's something which they are looking at. And their other backlogs stand at INR4,900 crores.”

“And the balance will go to the next 4 quarters of 2027.”

“So, orders for electrification, the strongest growing segment we see for the quarter, 77% up on orders, and orders again from data centers, metals and mining, infra, cement sectors.”

“Motion, a stable growth. quarter-on-quarter, I think you could see that 26% growth coming in every quarter sequentially as well.”

“And if you look at revenues, slightly lower because they have long gestation orders from the railway segment, which is better revenue-wise in the future quarters to come and profitability at a strong 12% is what we see.”

“Automation, this is a place where we see that there is a bit of a cyclical nature of orders. So we are at this point of time, even though we say 24 percentage growth comparatively, but more important is –that it could have been still better.”

“So I think the predictability of revenues is there in front of us and also the price predictability is also there for us, including the service that we will deliver to them alongside the delivery. So we don't see any specific pressure at this point of time.”

“And where did we get all these orders from? I think it is more from renewables, building and infrastructure, data centers, then the process automation and also food & beverages.”

“So I think with these macro factors of the government capex which is expected to pick up, the private consumption which is going to drive, and a robust manufacturing base what we have and start dealing with geopolitical uncertainty as well as current situation and the subnormal monsoon is going to be the aspects which are going to play out in the next 2 to 3 quarters, that's what we see.”

“Data Centers orders in this quarter has been almost 15% to 17% of our orders came from base orders. Metals and Mining was 15%and then oil and gas was 9% and Buildings and Infra was 8%. Renewables was 6%.”

“So I would say there's a little bit of sluggishness definitely on the refining side.”

“We would rather see that there could be some real movements in the upstream side, we are hopeful that certain projects will be shortly announced.”

“So, orders up 50% and then revenue is up 21%, operational EBITA 23% up with a 13% more or less similar as what it was in the last quarter same time.”

“Yes, and this has been impacted basically material cost impact due to metal prices hardening and also the forex volatility, what has impacted us.”

“So material cost was 63% roughly compared to 61% last quarter, and 60% in the Q1 2025.”

“I think when you look at EBITDA, it was 13.6%points in last quarter, and today, it is 12.6 percentage. And what we got was a scale benefit 2.1% What we lost on material cost was 3% roughly.”

“The timing cannot be matched with the material cost increases, obviously, price increases you give to the market. So therefore, there is a lag which will come up.”

“PAT up by 8%, operational EBITA, up by 23% and the cash position already spoke about at INR7,200 crores and dividend of INR90 per share is especially what we did.”

“So we continue to invest. We continue to localize, and we will continue to develop new products which are required for data centers.”

“we did declare an interim dividend of INR90 per share, which includes the proceeds which we got from the divestment of robotics plus a 50% payout ratio of what we do from the normal earnings per share.”

“In the month of May, the Board accorded him the status as the MD, Managing Director Designate, starting from 1st of January 2027.”

“the CFO search is on, we should be complete in the next couple of months, and then we have the process of induction there as well.”

“So elevated commodity prices and continued rupee depreciation will be extended as what our research says.”

“our research says that we will still have certain headwinds from that particular side, and we have to carefully navigate this particular situation as what we see.”

“And if you remember the quarter 1 call, we did say that we did miss certain revenues because of the West Asia crisis. And that also had a spillover on the Q2 revenue, which we had.”

“So at this moment, I will not say it is completely behind, but it is definitely relaxed and we got an extension of time”

“So, I think QCO is not behind us, but at the same time, I think it's supporting our business growth as well.”

“We are at 36% up on orders, INR8,600 crores roughly on the orders. And revenue, INR6,743 crores, which is also 13% up on the half year”

“On the profitability and the earnings per share is INR33.61 as what we stand today based on the half year results.”

“For Q2 2026, very important 50% growth in orders. So that's year-on-year comparable to the last year same quarter and this year and 21% on the revenue growth, PAT up by 8%, operational EBITA, up by 23%”

“I think this is how we said that we improved 300 basis points from 64 to 67 and therefore, ranked the first to the heavy electrical sector for strong ESG performance.”

“We had an 85% reduction on the baseline on the GHG emissions of Scope 1 and 2.”