ABB India Q2 CY2026: Orders Surge 50%, Revenue Up 21% Amidst Global Uncertainty
ABB India reported a strong Q2 CY2026 with orders up 50% and revenue up 21%. The company has a robust order backlog of ₹11,900 crore. Key growth drivers include renewables and data centers. ABB India declared an interim dividend of ₹90 per share. Management is focused on navigating commodity price volatility.
The significant growth in orders and revenue, coupled with strategic focus on key growth sectors like data centers and renewables, indicates a substantial positive impact on the company's future prospects and market position.
The company reported strong year-on-year growth in orders and revenue, along with an increase in operational EBITA and a dividend payout, indicating a positive financial performance.
ABB India Limited announced a significant surge in its second-quarter performance for CY2026, with orders growing by 50% year-on-year to INR 8,600 crore for the half year and revenue increasing by 21% for the quarter. This robust growth was achieved despite global macroeconomic challenges, including geopolitical uncertainties and elevated commodity prices.
The company's strong order backlog stands at INR 11,900 crore. Operational EBITA saw a substantial increase of 23%, and the profit after tax (PAT) grew by 8%. The company also declared an interim dividend of ₹90 per share, which includes proceeds from the divestment of its robotics division.
ABB India highlighted growth drivers such as renewables, building and infrastructure, data centers, process automation, and the food & beverage industry. The company is strategically positioned across 23 market segments, focusing on green energy, AI, data protection, and government infrastructure spending. The Electrification segment was the strongest performer, with orders up 77%, driven by demand from data centers, metals and mining, and infrastructure sectors. The Motion segment showed stable growth of 26% sequentially, while the Automation segment experienced a 24% growth in orders, though revenue increased by 7%.
Management acknowledged the impact of material cost increases, particularly copper and metal prices, and forex volatility on profitability. The company has implemented two price hikes to mitigate these costs, with varying levels of customer acceptance across different product and system segments. Despite margin pressures, ABB India remains focused on navigating these challenges and leveraging its strong order backlog for future growth. The company also reiterated its commitment to sustainability, reporting an 85% reduction in GHG emissions (Scope 1 and 2) and diverting nearly 100% of waste from landfills.
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