Slide 1: Regulation 30 cover letter to stock exchanges
REF:INABB:STATUT:LODR:2026 February 20, 2026 BSE Limited National Stock Exchange of India Ltd P.J. Towers, Dalal Street Exchange Plaza, 5th floor, Plot No. C/1, G Block Mumbai 400 001 Bandra-Kurla Complex, Bandra (E). (Attn : DCS CRD) Mumbai 400 051 Attn: Listing Dept. Dear Sirs, Sub: Regulation 30
Slide 2: Q4 CY2025 Results: Order growth accelerates, supported by broad-based sector demand
BENGALURU, INDIA | FEBRUARY 19, 2026 | SANJEEV SHARMA, CMD & TK SRIDHAR, CFO Q4 CY2025 RESULTS Order growth accelerates, supported by broad-based sector demand ABB India Analyst Call | Q4 CY2025 | October – December 2025 © 2025 ABB. All rights reserved.
Slide 3: Important notices
— Important notices This presentation may include forward-looking information and The important factors that could cause such differences include, statements including statements concerning the outlook for our among others: businesses. These statements are based on current • business risks associate
Slide 4: ABB in India at a glance
— ABB in India at a glance Exporting to 30+ ABB Group ABB is a global technology leader in countries electrification and automation, Electrification Motion Distribution Solutions High Power enabling a more sustainable and Smart Power Drive Products resource-efficient future. By Smart Building IEC LV
Slide 5: Business highlights
Business highlights
Slide 6: CY2025 highlights – A journey of consistent growth
— CY2025 highlights – A journey of consistent growth Orders Backlog Revenue PBT (before exceptional) EPS 13,203 13,079 14,115 10,471 12,188 88.46 12,319 10,447 78.78 9,380 2,513 3000 8,404 2,230 58.90 10,028 8,568 2500 7,666 6,468 6,934 1,659 20 00 16.9 48.40 4,912 1,024 1500 1000 603 25.13 500 8.7
Slide 7: Q4 CY2025 Highlights
— Q4 CY2025 Highlights Highest Q4 orders in last 5 years supported by base business and timing of large orders Financial performance 52%1 +27%1 Order growth Base business Innovation & Investments Sustainability growth 4th company in India to receive +6%1 AWS Gold Certification for Revenue growth Exp
Slide 8: Strong order momentum across most segments
— Strong order momentum across most segments Transport Buildings & Positive momentum for Infrastructure propulsion systems for Encouraging growth for INR crores railways smart building solutions Orders Revenues (+52%)1 (+6%)1 120% 4,500 120% 4,000 4,096 3,557 4,000 3,365 3,500 Discrete Process 3,175
Slide 9: Proven capabilities leading to significant wins
— Proven capabilities leading to significant wins Rectifier solutions for reliable, stable, Low voltage switchgear for data center Propulsion systems for Indian Railways ultra-high DC power for a large major infrastructure and manufacturing major Electric powertrain solution for a metals Supply and
Slide 10: Continuous customer engagement, diverse segments, deeper coverage
— Continuous customer engagement Diverse segments, deeper coverage ELSE hosted ABB Service Day 2025 Motion Channel Management team PAPI led an exclusive Digital Motion team hosted ABB Technology in the North Zone facilitated training sessions in Transformation Workshop at Peenya Day at Angul Faridab
Slide 11: ABB India well positioned to serve ~23 diverse market segments
— ABB India well positioned to serve ~23 diverse market segments Helps customers outrun leaner and cleaner Emerging Infrastructure Core Industries and Transport Industries Renewables Marine & Ports Food & Automotive Beverages Electronics Rail & Metro Pharma & Textiles Healthcare Data Centers W & WW
Slide 12: India – Europe Free Trade Agreement (FTA): Strategic implications for ABB India
— India – Europe Free Trade Agreement (FTA) Strategic implications for ABB India FTA concluded in January 2026 and expected to enter into force in late 2026 or early 2027 Impact on Imports Impact on Exports Way Forward • Phased elimination of customs duties • Export opportunity for LV/MV and energy
Slide 13: India Union Budget 2026-27: Relevant highlights for ABB
— India Union Budget 2026-27: Relevant highlights for ABB Capex momentum with focus on manufacturing, digital infrastructure, long-term energy stability Emerging Industries Infrastructure and Transport Core Industries • Semiconductor Mission 2.0 to accelerate • Capex outlay at +11.5% YoY to INR 12.2
Slide 14: Sustainability in Practice: Tracking our green goals for 2025
— Sustainability in Practice Tracking our green goals for 2025 Zero waste to landfill Water Positive Units Water Recyclability Scope 1&2 GHG units (No.) (No.) (%) Emissions* 4 4 44.0% 87.0% Target (2025): 87% Target (2025): 4 Target (2025): 4 Target (2025): 50% Achieved: 87% Achieved: 4 Achieved (ti
Slide 15: Performance with Purpose
— Performance with Purpose Focus on local development, education, diversity & inclusion, and healthcare for communities Education & Skilling Diversity & Inclusion Communities & Environment Digitization of classrooms and teachers Pan-India job-linked skilling program: Support towards awareness, treat
Slide 16: Factors to watch out for in 2026
— Factors to watch out for in 2026 Resilient domestic market environment, despite geopolitical and trade uncertainties Economic Power Consumerism and Lifestyle Upgrade • Fastest growing major economy • Premiumization • Strong domestic consumption • Tier II and III cities boom • Global trade expansio
Slide 17: Financial highlights
Financial highlights
Slide 18: Performance Summary Q4 CY2025
— Performance Summary Q4 CY2025 Values in INR Crores vs Q4 vs vs 2024 Q3 2025 Q4 2024 Performance Indicator 2025 Q4 Q3 2025 2025 2024 Key Insights 2024 11,497 3,059 2,654 Base Orders Received 3,379 +27% +10% 13,006 +13% • Orders: Strong growth in base 1,582 174 41 Large Orders Received 717 1,109 bus
Slide 19: Mid-teen margins amidst macro headwinds
— Mid-teen margins amidst macro headwinds INR Crores EBITDA PBT (before Exceptional) 657 700 25%800 705 25% 600 546 700 20% 578 600 454 20% 500 417 21% 20% 15%500 15% 400 15% 15% 400 16% 16% 300 10% 10% 300 200 200 5% 5% 100 100 0 0% - 0% Q4/23 Q2/24 Q4/24 Q2/25 Q4/25 Q4/23 Q2/24 Q4/24 Q2/25 Q4/25 E
Slide 20: Financial statement overview
— Financial statement overview INR Crores Quarter ended Quarter ended Quarter ended Year ended Year ended 31.12.2025 30.09.2025 31.12.2024 31.12.2025 31.12.2024 Q4 2025 vs Q4 2024 Crs % Crs % Crs % Crs % Crs % INCOME ` ` ` Other income: 76 Cr (87 Cr) Revenue from Operations 3,557.0 100.0 3,310.7 100
Slide 21: Electrification
— Electrification INR crores (+43%) (+6%) 1,598 Orders Received 1,759 1,503 1,465 1,358 1,379 1,378 • Demand across divisions with strong 1,369 1,284 momentum in Smart Power and 1,024 Distribution Solutions Orders • Large data center order received Revenues Received Q4/24 Q1/25 Q2/25 Q3/25 Q4/25 Q4/
Slide 22: Motion
— Motion INR crores (+25%) (+7%) 1,202 Orders Received 1,288 1,339 1,175 1,255 1,119 1,096 1,088 1,099 • Demand for propulsion system from 1,074 Indian Railways • Uptake for Drives and Large Motors Orders Revenues Received Revenues Q4/24 Q1/25 Q2/25 Q3/25 Q4/25 Q4/24 Q1/25 Q2/25 Q3/25 Q4/25 • Higher
Slide 23: Automation
— Automation INR crores (+34%) (+4%) Orders Received 768 628 652 586 601 • Demand from energy and process 573 492 industries 452 471 481 Orders Revenues Received Revenues • Revenue growth in Energy Industries and Q4/24 Q1/25 Q2/25 Q3/25 Q4/25 Q4/24 Q1/25 Q2/25 Q3/25 Q4/25 Measurement Analytics offse
Slide 24: Robotics and Discrete Automation
— Robotics and Discrete Automation INR crores (+283%) (-4%) Orders Received 570 236 • Orders from Automotive segments 181 326 140 150 135 203 149 119 Revenues Orders Revenues • Revenue mix with tepid execution Received Q4/24 Q1/25 Q2/25 Q3/25 Q4/25 Q4/24 Q1/25 Q2/25 Q3/25 Q4/25 PBIT % PBIT 762 • Fav
Slide 25: Resilient and diversified business model (by revenues)
— Resilient and diversified business model (by revenues) Business Areas Offerings 4% 4% 4% 5% 12% 13% 12% 13% 19% 18% 21% 18% 13% 8% 14% 8% 33% 34% 34% RA 35% Services PA 75% 79% 74% 79% Projects MO Products 44% 44% 40% 43% EL Q4/24 Q4/25 2024 2025 Q4/24 Q4/25 2024 2025 Channels Geography 10% 10% 11
Slide 26: Slide February
Slide 25 20, 2026 February