Slide 1: Presentation to Analysts - exchange filing cover letter
REF:INABB:STATUT:LODR:R30:ANLST-PPT:2025 August 02, 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 R
Slide 2: Q2 CY2025 Results
BENGALURU, INDIA | AUGUST 2, 2025 | SANJEEV SHARMA, CMD & TK SRI DHAR, CFO Q2 CY2025 Results Revenue and backlog expansion drive resilient performance ABB India Analyst Call | Q2 CY2025 | April – June 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 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, while beco
Slide 5: ABB India marks 30 years of listing on the National Stock Exchange
ABB India marks 30 years of listing on the National Stock Exchange ABB India has delivered heathy returns over the past 30 years Total Shareholder Return over 8,500%; consistent dividend payout every year since listing Key Market Indicators as on June 30, 2025 vs Key Financial Performance Indicators
Slide 6: Business highlights
Business highlights
Slide 7: H1 CY2025 highlights
H1 CY2025 highlights Resilient performance amid softening market environment Orders Backlog • Growth in base order; large orders delayed 14%1 -4%1 23%1 6%1 • Strong order backlog distributed across all business areas 7,042 10,064 9,517 6,787 • Steady revenue growth 7,727 • Profitability tempered by
Slide 8: Q2 CY2025 highlights
— Q2 CY2025 highlights Revenue and backlog expansion drive resilient performance Financial performance • Base orders +5%1; large orders impacted by subdued market conditions • Revenue +12%1; highest second quarter revenue in the last five years • Cash balance at INR 5,154 crore • The Board of Direct
Slide 9: Stronger momentum in core segments in Q2
— Stronger momentum in core segments in Q2, complemented by few emerging segments INR crores Transport Buildings & Orders Revenues Positive momentum in Infrastructure (-12%)1 (+12%)1 railways, two-wheelers, EV Encouraging growth trajectory for smart 120% 4,000 120% 4,000 building solutions 3,435 3,3
Slide 10: Proven capabilities leading to significant wins
— Proven capabilities leading to significant wins SCADA, Remote Terminal Units for Distributions Solutions for a power Ultra-Low Harmonic drives for leading Machine and factory automation pipeline projects and energy major sustainable carbon black manufacturer solutions for a large paints and polyme
Slide 11: Continuous customer engagement
— Continuous customer engagement Diverse segments, deeper coverage ELSB Building solutions teams ABB Technology Day with steel major MODP and MOIM teams host ‘ABB ELSE team organized the ABB showcased Next-gen home in Mumbai Technology Day’ in Ajmer, Rajasthan Technology Day for Metal and Mining aut
Slide 12: 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 13: Theme for the quarter: Pharma and Healthcare deep-dive
— Theme for the quarter Pharma and Healthcare: a deep-dive Segment Insights Key Drivers & Trends • Globally, India ranks 3rd for pharmaceutical production by volume; Government Initiatives Exports contribute ~50% • 2025-26 budget of ~$11.50B for the healthcare sector; up ~10% YoY • Pharma industry t
Slide 14: 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.) (%) 87.50% 3 3 41.0% Target (2025): 87% Target (2025): 4 Target (2025): 4 Target (2025): 50% Achieved (till Q2): Ach
Slide 15: Performance with Purpose
— Performance with Purpose Focus on local development, education, diversity& inclusion and healthcare for communities Education & Skilling Diversity & Inclusion and Communities and Environment Phase 2 of Digitization of classrooms New community IT Skill Center in Health awareness and special health
Slide 16: Outlook
— Outlook Resilient market environment, despite geopolitical and trade uncertainties Megatrends Macro factors Electrification Continued Govt. expenditure Energy Transition Revival in Private Investments Digitalization and Automation Increase in Private Consumption Sustainability Easing Inflation © 2
Slide 17: Financial highlights
Financial highlights
Slide 18: Performance Summary Q2 2025
— Performance Summary Q2 2025 Values in INR Crores vs vs Vs 2024 Q1 25 Q2 24 Performance Indicator Q2 25 H1 25 H1/24 Q2 24 Q1 25 H1 24 Key Insights 11,497 3,545 2,890 Base Orders Received 3,023 +5% -15% 6,568 6,124 +7% 1,582 206 545 Large Orders Received 13 219 918 • Orders: Growth in base orders in
Slide 19: Forex volatility impacting profitability
— Forex volatility impacting profitability Figures in INR Crores PBT Bridge EBITDA PBT (before Exceptional) 594 70 0 25% 800 30% 600 542 70 0 25% 20 % 414 474 600 349 500 19% 393 20 % 500 21% 15% 400 400 15% 14% 13% 16% 300 15% 10% 300 10% 20 0 20 0 5% 5% 100 100 0 0% - 0% Q2/23 Q4/23 Q2/24 Q4/24 Q2
Slide 20: Evolving order backlog
— Evolving order backlog INR crores Orders Received (for the quarter) Key Takeaways 373 206 545 623 158 600 41 13 562 • Backlog: Order backlog continues to have a majority share of base orders with a seamless execution coverage 2,886 2,442 2,547 3,234 2,890 2,719 2,654 3,545 3,023 over next 4 quarte
Slide 21: Demand vs Supply Q2'25
— Demand vs Supply Q2’25 Orders for ABB in India is -12% while for ABB Group it is -9% in Q2’25 Fig in MUSD @ 1 $ = 83.91 INR ABB Group ABB India Ltd India Orders Reported Orders Indian 3rd party Domestic and Q2/25 Q2/24 Change % Q2/25 Q2 24 Change % customers served by Export ABB India Ltd 320 360
Slide 22: Financial statement overview
— Financial statement overview (INR Crores) Quarter ended Quarter ended Quarter ended Half year ended Half year ended Year ended 30.06.2025 31.03.2025 30.06.2024 30.06.2025 30.06.2024 31.12.2024 Q2 2025 vs Q2 2024 Crs % Crs % Crs % Crs % Crs % Crs % INCOME ` ` ` Revenue from Operations 3,175.4 100.0
Slide 23: Electrification
— Electrification INR crores (-4%) (+23%) Orders Received 1,766 1,759 1,503 1,432 1,358 1,379 • Demand for solutions across business 1,369 1,121 1,154 segments 1,024 • Large order in Q2/24 Orders Revenues Received Revenues Q2/24 Q3/24 Q4/24 Q1/25 Q2/25 Q2/24 Q3/24 Q4/24 Q1/25 Q2/25 • Growth across b
Slide 24: Motion
— Motion INR crores (-17%) (+1%) 1,329 Orders Received 1,255 1,119 1,096 1,088 1,048 1,074 1,099 1,076 1,079 • Control systems for railways • Demand for system drive products • Large orders in Q2/24 Orders Revenues Received Revenues Q2/24 Q3/24 Q4/24 Q1/25 Q2/25 Q2/24 Q3/24 Q4/24 Q1/25 Q2/25 • Highe
Slide 25: Process Automation
— Process Automation INR crores (-12%) (-22%) Orders Received 633 628 596 586 • Demand from mining and paper 573 492 segments 533 499 452 471 • Delay in customer decision making Orders Revenues Received Revenues Q2/24 Q3/24 Q4/24 Q1/25 Q2/25 Q2/24 Q3/24 Q4/24 Q1/25 Q2/25 • Q2/24 had large order reve
Slide 26: Robotics and Discrete Automation
— Robotics and Discrete Automation INR crores (-24%) (+181%) 326 Orders Received 236 • Orders from electronics and automotive • Service orders yet to pick-up 157 140 150 149 119 111 84 75 Orders Revenues Revenues Received • Seamless execution of orders in emerging Q2/24 Q3/24 Q4/24 Q1/25 Q2/25 Q2/24
Slide 27: Resilient and diversified business model (by revenues)
— Resilient and diversified business model (by revenues) Business Areas Offerings 3% 7% 2% 6% 12% 12% 12% 13% 22% 16% 23% 17% 10% 12% 15% 12% 34% 34% RA 37% 35% Services PA 76% 78% 73% 75% Projects MO Products 38% 43% 40% 43% EL Q2/24 Q2/25 H1/24 H1/25 Q2/24 Q2/25 H1/24 H1/25 Channels Geography 13%
Slide 28: August 2, 2025 Slide 27
August 2, 2025 Slide 27