Abb India Limited · NSE:ABB
Abb India — Q3 CY2022 Earnings Presentation
20 slides from Abb India's earnings presentation, Nov 15, 2022
Slide 1: Cover letter to stock exchanges: Presentation to Analysts
REF:INABB:STATUT:LODR:R30:ANLST-PPT: November 15, 2022 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 Ref
Slide 2: Positive performance trend continues
— NOVEMBER 15, 2022 Positive performance trend continues ABB India Analyst Call | Q3 CY2022 © 2022 ABB. All rights reserved.
Slide 3: Important notices
— Important notices This presentation includes forward-looking information and statements including statements concerning the outlook for our businesses. These statements are based on current expectations, estimates and projections about the factors that may affect our future performance, including
Slide 4: ABB at a glance
— — ABB at a glance ABB is a technology leader in electrification and automation, enabling a more sustainable and resource-efficient future. The company’s solutions connect engineering know-how and software to optimize how things are manufactured, moved, powered and operated. Building on more than 1
Slide 5: Business highlights
— — Business highlights
Slide 6: Q3 2022 highlights
— — Q3 2022 highlights • Strong execution driving top-line, aiding profitability & cash; − Orders +38% 1, − Revenues +19% 1 − PBT before exceptional +39% 1 − PAT +69% 1 • Inaugurated first smart instrumentation factory in Bangalore, aligned with the ‘Make in India’ initiative • Recognised as a ‘Pion
Slide 7: Multiple levers driving business growth
— Multiple levers driving business growth Orders +38%1 INR crores 2767 2634 2243 2291 Short-cycle Strong growth across most business areas 1825 1909 1689 1470 1308 Market segments Enhancing presence across channels & segments Q3/20 Q4/20 Q1/21 Q2/21 Q3/21 Q4/21 Q1/22 Q2/22 Q3/22 Order backlog Order
Slide 8: Key milestones in Q3 supporting ABB India's growth story
— Key milestones in Q3 supporting ABB India’s growth story Motors and drives package for a hot strip Electricals control and implementation Electric traction motors for high-capacity mill with continuous galvanizing line of a package for a cement clinker and waste electric multiple unit trains major
Slide 9: Well-placed to offer sustainable, efficient solutions, across market segments
— Well-placed to offer sustainable, efficient solutions, across market segments Key actions to sustain and enhance market share Solutions depicting strength of portfolio Enhance Focus to Low voltage MNS switchboards and low voltage gain market share Ar Tu boards for data centers and document managem
Slide 10: Theme for the quarter: Datacenters – a deep-dive
— Theme for the quarter Datacenters – a deep-dive Market segment Growth areas Future trends • A data center is a physical facility that Technical Trends organizations utilize to house their critical • SKID solution – Less footprint & more capacity application & data reduced go live time • Comprises
Slide 11: Implementing ABB India ESG Strategy
— Implementing ABB India ESG Strategy Moving towards sustainable business Green factories certification for all Becoming Water Positive/Neutral RE100 goal realization from 2022 manufacturing units (4 out of 6 Units) premises (2 nos. by 2022) (Goal realized from Q1’22) Enhancing waste recyclability w
Slide 12: Financial highlights
— — Financial highlights
Slide 13: Financial Performance
— Financial Performance Formidable performance, sustained growth INR crores Change vs Change vs Full year Q2 2022 Performance Indicator Q3 2022 Q3 2021 YTD 2022 YTD 2021 Q3 21 YTD 21 2021 2,767 Total Orders Received 2,634 1,909 +38% 7,693 5,423 +42% 7,666 5,995 Order Backlog (end of period) 6,519 4,
Slide 14: Financial summary and PBT bridge
— Financial summary PBT Bridge (INR Crores) Quarter ended on Quarter ended on Quarter ended on Nine months ended Nine months ended Year ended 9.3% 10.8% 30.09.2022 30.06.2022 30.09.2021 30.09.2022 30.09.2021 31.12.2021 Crs % Crs % Crs % Crs % Crs % Crs % 12 12 51 125 22 INCOME 20 Revenue from Operat
Slide 15: Electrification
— Electrification Orders Received • Growth across channels, divisions, segments & exports • Strong customer connect and segment focus Revenues • Focused backlog execution • Efficient supply chain management PBIT • Effective capacity utilization • Better price realization
Slide 16: Motion
— Motion Orders Received • Exports, package orders from motors & drives contributed to growth • High-value orders from railways Revenues • Strong growth in large motor business due to export market allocation • High focus on customer engagement, segment focus and penetration to Tier II & III cities
Slide 17: Process Automation
— Process Automation Orders Received • Significant uptick in order booking across channels with large wins from steel, cement, oil & gas majors • Export orders grew at a robust pace Revenues • Sustained backlog execution across all business • Milestone based execution for project orders PBIT • Reven
Slide 18: Robotics and Discrete Automation
— Robotics and Discrete Automation Orders Received • Service orders led by system upgrades • Automotive segments showing signs of investments • Electronics market looking to gain momentum • Higher paint related orders in Q3/21 Revenues • Supply chain headwinds impacting lead time • Higher contributi
Slide 19: Well diversified business model
— Well diversified business model By Channels By offering By Geography 100% 100% 100% 7% 7% 8% 8% 90% 13% 12% 13% 12% 90% 90% 13% 12% 14% 12% 15% 11% 12% 80% 15% 11% 12% 80% 80% 70% 11% 12% 70% 70% 60% 50% 33% 34% 31% 35% 60% 60% 40% 50% 50% 30% 87% 88% 87% 88% 40% 78% 81% 80% 40% 77% 20% 33% 33% 34
Slide 20: Writing the future: together
— Writing the future: together November 14, 2022 Slide 19