Abb India Limited · NSE:ABB
Abb India — Q2 CY2026 Earnings Presentation
26 slides from Abb India's earnings presentation, Jul 31, 2026
Slide 1: Stock exchange cover letter under Regulation 30
REF:INABB:STATUT:LODR:2026 July 31, 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 of S
Slide 2: Q2 CY2026 Results
BENGALURU, INDIA | JULY 31, 2026 | SANJEEV SHARMA, CMD & TK SRIDHAR, CFO Q2 CY2026 RESULTS Record orders, robust revenue and resilient profitability ABB India Analyst Call | Q2 CY2026 | April – June 2026 © 2026 . 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
— Electrification Exporting to ABB in India at a glance • • Distribution Solutions Smart Power 30+ • Smart Building • Installation Products countries • Service Motion ABB Group • High Power ABB is a global technology leader in electrification • Drive Products and automation, enabling a more sustaina
Slide 5: Business highlights
Business highlights
Slide 6: H1 CY2026 highlights
— H1 CY2026 highlights Orders Revenue Backlog +36% +13% +22% 6,743 11,898 8,643 6,733 9,216 9,733 6,342 5,950 5,718 H1/24 H1/25 H1/26 H1/24 H1/25 H1/26 H1/24 H1/25 H1/26 Operational EBITA PBT & Margin EPS Cash 1,043 50.0% 1400 70.0% 7,243 877 1,182 41.55 1000 865 1200 1,075 60.0% 37.75 40.0% 961 33.
Slide 7: Q2 CY2026 Highlights
— Q2 CY2026 Highlights +50%1 +21%1 +8%1 +23%1 INR 7,243 crore INR 90 per share Order growth Revenue growth Profit after tax Operational EBITA Cash position Special Dividend Reduction of Scope 1 and 2 GHG India’s Most Sustainable Company emissions in Capital Goods sector ~85% (YTD vs 2019 baseline) A
Slide 8: Robust broad-based growth in orders
— Robust broad-based growth in orders Growth balanced across core and emerging Buildings & segments Renewables Infrastructure Favourable momentum for smart power and Encouraging growth for INR crores distribution solutions distribution solutions Orders Revenues (+50%)1 (+21%)1 120% 5000 120% 4,000 4
Slide 9: ABB India well positioned to leverage megatrends
— ABB India well positioned to leverage megatrends 16 business divisions serving 23+ market segments Emerging Infrastructure Core Industries and Transport Industries Renewables Marine & Ports Food & Automotive Beverages Electronics Rail & Metro Pharma & Textiles Healthcare Data Centers W & WW Plasti
Slide 10: Proven capabilities leading to significant wins in Q2
— Proven capabilities leading to significant wins in Q2 Electrification Motion Automation Buildings & Infra Railways Marine & Ports Gas Insulated Switchgear Traction and auxiliary Electricals and Drives for for leading infrastructure converter, vehicle control ports company in India unit for rail Da
Slide 11: Theme of the quarter: Water and waste-water
— Theme of the quarter: Water and waste-water Command center Inlet pumping station e.g., PLC controllers, electrification e.g., motors, variable speed drives, monitoring and control, asset softstarters, smart sensors, management and condition monitoring remote I/O Electrical room e.g., MV / LV switc
Slide 12: Continuous customer engagement
— Continuous customer engagement Diverse segments, deeper coverage ABB Technology Day enabled ELSP & SB hosted a technical MOSE conducted a service training ELDS Hyderabad hosted a targeted immersive customer engagement workshop for a real estate company for a large distributor solution workshop for
Slide 13: Sustainability in Practice
— Sustainability in Practice Our green goals for 2026 Waste diverted from Scope 1&2 GHG Emissions* Water Recyclability* Landfill 85.0% 42.0% 99.7% Target (2026): 50% Target (2026): 88% Achieved: 99.7% Achieved: 42% Achieved: 85% Awarded India’s Most Ranked 1st within Heavy Sustainable Company 2026 E
Slide 14: Performance with Purpose
— Performance with Purpose Focus on local development, education, diversity & inclusion and healthcare for communities Education & Skilling Diversity & Inclusion Communities & Environment Teacher training and launch of Digital & Inclusive Inclusive Education Program launched in Watershed management
Slide 15: Financial highlights
Financial highlights
Slide 16: Performance Summary Q2 CY2026
— Performance Summary Q2 CY2026 (continuing operations w/o robotics) Values in INR Crores Q2 Q2 Q1 H1 H1 Performance Indicator YoY % QoQ % YoY % CY2025 CY2026 CY2025 CY2026 CY2026 CY2025 Key Insights Total Orders Received 4,363 2,917 +50% 4,280 +2% 8,643 6,342 +36% 12,899 Order Backlog 11,898 9,733
Slide 17: Demand vs Supply Q2 CY2026 v. Q2 CY2025
— Demand vs Supply Q2 CY2026 v. Q2 CY2025 Growth for ABB in India is +50% while for ABB Group it is +82%% in Q2 CY2026 Fig in MUSD @ 1 $ = 83.91 INR ABB Group ABB India Ltd India Orders Reported Orders Indian 3rd party customers Q2/26 Q2/25 Domestic and Export Q2/26 Q2/25 served by ABB India Ltd 435
Slide 18: Electrification
— Electrification Orders Rs. 2,424 Cr Revenues Rs. 1,804 Cr PBIT Rs. 267 Cr, PBIT Margin 15% 500 50% 90% 140% 2, 000 450 45% 2, 50 0 77% 70 % 400 40% 2, 000 90% 1,500 350 35% 43% 31% 50% 36% 21.4% 300 30% 1,500 23% 19% 19.6% 15% 250 25% 16.1% 30% 15.2% 40% 1,000 1,000 -4% 6% 20 0 14.8% 20 % -27% 10%
Slide 19: Motion
— Motion Orders Rs. 1,387 Cr Revenues Rs. 1,269 Cr PBIT Rs. 152 Cr, PBIT Margin 12% 1,800 100% 2, 000 100% 300 1,600 90.0% 80% 1,800 80% 250 1,400 1,600 60% 70 .0% 60% 25% 26% 1,400 23% 1,20 0 22% 17% 20 0 40% 40% 9% 50.0% 7% 1,20 0 6% 1,000 1% 20 % 16.4% 15.5% 16.5% 12.8% 1,000 20 % 150 12.0% 800 3
Slide 20: Automation
— Automation Orders Rs. 583 Cr Revenues Rs. 524 Cr PBIT Rs. 77 Cr, PBIT Margin 15% 900 100% 900 100% 20 0 60% 800 180 800 80% 80% 50% 70 0 160 70 0 34% 60% 60% 140 24% 600 600 40% 40% 120 40% 500 500 -4% 7% 20 % 100 30% 400 -12% -11% 400 1% 4% 20 % 17.2% 17.5% 14.7% 14.2% 14.7% 80 0% -15% 300 300 20
Slide 21: Financial statement overview
— Financial statement overview INR Crores Quarter ended Quarter ended Quarter ended Half-year ended Half-year ended Year ended 30.06.2026 31.03.2026 30.06.2025 30.06.2026 30.06.2025 31.12.2025 Q2 CY2026 vs Q2 CY2025 Crs % Crs % Crs % Crs % Crs % Crs % INCOME Revenue from Operations 3,559 100.0 3,184
Slide 22: Strong performance with resilient profitability
— Strong performance with resilient profitability EBITDA PAT EPS 600 527 25% 500 20% 486 398 420 447 370 18.78 19.82 401 408 20% 400 343 342 17.46 400 15% 16.17 16.14 15% 300 10% 13.6% 10% 200 11.7% 200 12.6% 10.4% 5% 100 5% 0 0% 0 0% Q2/25 Q4/25 Q2/26 Q2/25 Q4/25 Q2/26 Q2/25 Q4/25 Q2/26 EBITDA EBIT
Slide 23: Resilient and diversified business model (by revenues)
— Resilient and diversified business model (by revenues) Business Areas Offerings 16% 15% 18% 15% 12% 12% 13% 12% 11% 6% 6% 12% 37% 35% 36% 36% AU Services MO 77% 82% 82% Projects 75% 50% 49% EL Products 47% 46% Q2/25 Q2/26 H1/25 H1/26 Q2/25 Q2/26 H1/25 H1/26 Channels Geography 11% 12% 12% 13% 12% 1
Slide 24: Elevated commodity prices and continued rupee depreciation
— Elevated commodity prices and continued rupee depreciation Copper Aluminum Steel Silver Brent Crude 100 4,000 Up 29% 900 Up 97% 120 Up 33% Up 32% Up 7% 15,000 3,000 600 10,000 50 2,000 60 300 5,000 1,000 0 0 0 0 0 2025 H1/26 2026 F 2025 H1/26 2026 F 2025 H1/26 2026 F 2025 H1/26 2026 F 2025 H1/26 2
Slide 25: Outlook
Outlook — — Outlook Structural, multi-year theme supporting ABB India amidst global volatility Megatrends Electrification Grid modernization India’s share of global energy demand is expected to Peak demand expected to reach >450 GW by 2032 and double by 2035 700–750 GW by 2050 vs ~270 GW Automation
Slide 26: Slide July 31,
Slide 252026 July 31,