Abb India Limited · NSE:ABB
Abb India — Q3 CY2025 Earnings Presentation
23 slides from Abb India's earnings presentation, Nov 6, 2025
Slide 1: Letter to stock exchanges: Presentation to Analysts
REF:INABB:STATUT:LODR:R30:ANLST-PPT:2025 November 06, 2025 BSE Limited P.J. Towers Dalal Street Mumbai 400 001 (Attn : DCS CRD) National Stock Exchange of India Ltd Exchange Plaza, 5th Floor Plot No. C/1, G Block Bandra-Kurla Complex, Bandra (E) Mumbai 400 051 Dear Sirs Sub: Presentation to Analysts
Slide 2: Q3 CY2025 Results
BENGALURU, INDIA | NOVEMBER 6, 2025 | SANJEEV SHARMA, CMD & TK S RIDHAR, CFO Q3 CY2025 Results Growth in base orders and revenue underscore stable business execution ABB India Analyst Call | Q3 CY2025 | July – September 2025 © 2025 ABB. All rights reserved.
Slide 3: Important notices
— Important notices This presentation includes 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 associated w
Slide 4: ABB in India at a glance
— Exporting to ABB in India at a glance 30+countries ABB Group ABB is a global technology leader in electrification and automation, enabling a more sustainable and resource-efficient future. By connecting its engineering and digitalization expertise, ABB helps industries run at high performance, whi
Slide 5: Business highlights
Business highlights
Slide 6: Q3 CY2025 highlights
— Q3 CY2025 highlights Growth in base orders and revenue underscore stable business execution Financial performance -3%1 +13%1 Order growth Base order Innovation & Investments Sustainability growth Expanded capacity and launched +14%1 Sustainability targets on track with Revenue growth IE5 Ultra Pre
Slide 7: Mixed market with opportunities in core and emerging segments
— Mixed market with opportunities in core and emerging segments INR crores Renewables Buildings & Orders Revenues Positive order momentum Infrastructure (-3%)1 (+14%)1 from renewables segment Encouraging growth trajectory for smart 150% 150% 4,000 building solutions 3,751 4,000 3,607 3,311 3,500 3,3
Slide 8: Proven capabilities leading to significant wins
— Proven capabilities leading to significant wins Wind turbine converters and electrical Gas chromatographs and oxygen analyzers Electricals and instrumentation for a global cabinets for renewables segment for a leading integrated energy major leader in food, beverage, and pharma systems Robotic sol
Slide 9: Continuous customer engagement, diverse segments, deeper coverage
— Continuous customer engagement Diverse segments, deeper coverage PAMA Instrumentation hosted ELSP Power Protection showcased PAPI successfully conducted the MOIM hosted a one-day Channel Channel Partner & Sales conference Energy Solutions at SEMICON India second edition of Digital Customer Partner
Slide 10: Diverse businesses catering to 23 market segments
— High Moderate Low Diverse businesses Data Center Water & wastewater Power distribution catering to Electronics Railways & Metro Cement 23 market Renewables Buildings & Metals & Mining segments infrastructure Pulp & Paper Oil, gas & chemicals Marine & Ports Food & beverage Textiles Pharma & healthc
Slide 11: Theme for the quarter: Textiles deep-dive
— Theme for the quarter Textiles: a deep-dive Segment Insights Key Drivers & Trends • India is the world’s 2nd largest producer of textiles and Government Initiatives garments, with a 4.6% share of the global trade • 100% FDI (automatic route) is allowed in the Indian textile sector In billion $ Key
Slide 12: Sustainability in Practice
— Sustainability in Practice On track for achieving our green goals for 2025 Scope 1&2 GHG Zero waste to landfill Water Positive Units Water Recyclability Emissions* units (No.) (No.) (%) 87.05% 4 3 44.0% Target (2025): 87% Target (2025): 4 Target (2025): 4 Target (2025): 50% Achieved (YTD): 87.05%
Slide 13: Care: Performance with Purpose
— Care: Performance with Purpose Focus on local development, education, diversity & inclusion and healthcare for communities Education & Skilling Diversity & Inclusion Communities & Environment Foundation and Literacy program for Engineering scholarship and overall Empowering visually impaired peopl
Slide 14: 2025 Outlook
— 2025 Outlook Domestic economic activity showing resilience in an uncertain global environment Tailwinds Headwinds Private consumption Trade uncertainty, amid tariffs Government capital expenditure Prolonged geopolitical tensions Volatile global financial markets – Moderate inflation FX fluctuation
Slide 15: Financial highlights
Financial highlights
Slide 16: Performance Summary Q3 CY2025
— Performance Summary Q3 CY2025 Values in INR Crores Base order momentum continued, sequential growth in profitability Actual vs Actual Actual Actual vs vs Key Insights FY 24 YTD 24 Performance Indicator YTD YTD Q3 24 Q2 25 Q3 25 Q3 24 Q2 25 25 24 11,497 8,843 2,719 3,023 Base Orders Received 3,059
Slide 17: Financial statement overview
— Financial statement overview INR Crores Quarter ended Quarter ended Quarter ended Nine months ended Nine months ended Year ended 30.09.2025 30.06.2025 30.09.2024 30.09.2025 30.09.2024 31.12.2024 Q3 2025 vs Q3 2024 Crs % Crs % Crs % Crs % Crs % Crs % INCOME ` ` ` Other income: 84 Cr (93 Cr) Revenue
Slide 18: Electrification
— Electrification INR crores (-27%) (+19%) Orders Received 1,766 1,759 1,503 1,358 1,379 1,378 • Base orders up YoY led by demand across 1,369 1,284 1,154 divisions 1,024 • Large data center order in Q3/24 Orders Revenues Received Revenues Q3/24 Q4/24 Q1/25 Q2/25 Q3/25 Q3/24 Q4/24 Q1/25 Q2/25 Q3/25
Slide 19: Motion
— Motion INR crores (+23%) (+9%) 1,288 Orders Received 1,255 1,175 1,119 1,096 1,088 1,048 1,074 1,099 1,079 • Renewable power related large system drives order Orders Revenues Received Revenues • Higher revenue from execution of traction Q3/24 Q4/24 Q1/25 Q2/25 Q3/25 Q3/24 Q4/24 Q1/25 Q2/25 Q3/25 a
Slide 20: Process Automation
— Process Automation INR crores (-4%) (+1%) Orders Received 596 628 601 • Demand from energy majors 586 573 492 • Delay in customer decision making 499 471 481 452 Orders Revenues Received Revenues • Revenue growth in process industries and Q3/24 Q4/24 Q1/25 Q2/25 Q3/25 Q3/24 Q4/24 Q1/25 Q2/25 Q3/25
Slide 21: Robotics and Discrete Automation
— Robotics and Discrete Automation INR crores (+171%) (+63%) 326 Orders Received 236 • Orders from Electronics and Automotive 203 181 segments 140 150 149 119 111 75 Orders Revenues Revenues Received • Increase in Service and Electronics Q3/24 Q4/24 Q1/25 Q2/25 Q3/25 Q3/24 Q4/24 Q1/25 Q2/25 Q3/25 re
Slide 22: Resilient and diversified business model (by revenues)
— Resilient and diversified business model (by revenues) Business Areas Offerings 4% 5% 3% 6% 12% 13% 12% 13% 20% 18% 22% 17% 7% 8% 12% 14% RA 37% 35% 35% 35% Services PA 76% 80% 74% 79% Projects MO Products 39% 42% 40% 42% EL Q3/24 Q3/25 9M/24 9M/25 Q3/24 Q3/25 9M/24 9M/25 Channels Geography 11% 9%
Slide 23: Slide November
Slide 22 November 6, 2025