ABB India Ltd

Meeting Details

• Board meeting scheduled for November 13, 2026; time and venue not disclosed.

Key Agenda Items

• Consider unaudited financial results for quarter ended September 30, 2026.

Other Notes

• Trading window will be closed for directors and designated employees from Sept 15, 2026 to Nov 15, 2026.

Meeting Details

• Date and time: July 31, 2026, during the Q2 earnings call.
• Type and mode: group, virtual earnings conference call.
• Event/organiser: ABB India Limited.

Participants

• MD, Managing Director Designate (effective Jan 1, 2027).
• CFO, Chief Financial Officer.
• President, Electrification Products.
• President, Electrification Distribution Solutions.
• President, Energy Industries Division Automation.

Purpose

• Discuss Q2 unaudited results and transition plans; investor Q&A.

Additional Notes

• Transcript of the concall enclosed and posted on ABB India website.
• Conference recording will be available on company and service websites.

Meeting Details

• Date: July 31, 2026; Time: 6:30 pm IST; Analyst/investor call; virtual; Organiser: ABB India Ltd.

Participants

• Company Secretary & Compliance Officer to participate; senior management expected as presenters.

Purpose

• Discuss Q2 CY2026 unaudited results for quarter ended June 30, 2026.

Additional Notes

• Presentation to be uploaded on ABB India website; no links included.

Key financials

• Q2 orders up 50% to INR 4,363 crore.
• H1 2026 orders total INR 8,643 crore, up 36%.
• Q2 revenue INR 3,559 crore, up 21% year-on-year.
• H1 2026 revenue INR 6,743 crore, up 13%.
• Profit after tax Q2: INR 370 crore, up 8%.
• Operational EBITA Q2: INR 461 crore; margin 13.0%.
• PBT Q2: INR 499 crore; H1: INR 961 crore.
• EPS Q2: INR 17.46; H1: INR 33.61.
• Special dividend of INR 90 per equity share.
• Q2 end backlog: INR 11,898 crore, up 22%.

Operational & sustainability

• Waste diversion 99.7% from landfill in H1 2026.
• Scope 1+2 emissions down ~85% vs 2019 baseline.
• CRISIL ESG rating improved from 64 to 67.
• Business Today awards: India's Most Sustainable Company in Capital Goods.
• AWS certification for Peenya facility; water stewardship with ~40 Bengaluru suppliers.

Outlook & commentary

• Outlook: India's capex cycle remains structurally favorable through H2 CY2026.
• Demand supported by electrification, automation and digitalization.
• Near-term margins subject to commodity costs and currency movements.

Appointment

• Appointment of Mr. Hemanth Kumar as Local Division Manager – MOTR and SMP, effective July 1, 2026.
• Term of appointment: Not Applicable.

Deployment details

• Kolkata Metro adopts ABB electrification and motion-control solutions across stations and tunnels.
• 72-km network runs 300+ trains daily and serves over 0.5 million passengers.
• ABB solutions include low-/medium-voltage gas-insulated switchgear and VFDs across corridors.
• Energy savings average 25% from HVAC and control systems.
• 25-year ABB-Kolkata Metro alliance supports efficiency and safety.

Operational and strategic context

• Solutions deployed at Sealdah–Phoolbagan, Joka–Majerhat, and other corridors.
• Local manufacturing under Make in India strengthens supply resilience.
• ABB notes its technology is used in 80% of India’s metro networks.

Investment and Expansion Plans

• ABB India plans a $75 million investment in 2026 to expand manufacturing and R&D capabilities.
• The investment supports Electrification, Motion, Automation business growth, and local-for-local strategy.
• ABB invested over $35 million in India in 2025 and $230 million over the past decade.

Facility Upgrades and Capex

• Bengaluru Nelamangala campuses receive $14 million to expand converter manufacturing and power protection production.
• Peenya facility gets $21 million to increase low-voltage drives and specialized motor manufacturing capacity.
• Hyderabad investment of $12 million includes new office, labs, and a High Power lab for R&D.
• Nashik facility expands with $22 million for circuit breakers, Vacuum Interrupter factory, and SF6-free technology localization.
• Vadodara receives $6 million to scale synchronous generators, induction motors, and expand services and training.

Financial Performance

• ABB India’s 2025 revenue exceeded $1.5 billion, about 4% of ABB Group’s total revenue.

Operations and Workforce

• ABB India operates five locations with nearly 25 manufacturing and distribution facilities plus five major R&D centers.
• Approximately 300 new skilled jobs will be created in engineering, operations, and research.