Q1-FY26 · Sanjeev Sharma
We have a very strong balance sheet at this point of time and also good momentum for our portfolio within the company so much so that for the first time our backlog is above 10,000 crores.
ABB / language trends
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ABB India · tone and specificity signals across the available quarters.
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Language signals
What changed in management language.
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Q1-FY26 · TK Sridar
This was very specific quarter where we had this particular impact and this is something what everyone is working around to understand how we should mitigate this going forward.
Q1-FY26 · Sanjeev Sharma
We do see participation from the Chinese manufacturers in the marketplace and some of the corporates when they are deciding they are bringing them into the mix of buying as a possibility from Chinese players.
Q1-FY27 · TK Si爷
The question could be is that so the scale benefits should technically be higher than the uh other than the expenses what you see compensating for other uh increases so that is something which we would like to see going forward but also the price increases to the market being and flow from being the flow products it always takes a lag it does not uh we the timing cannot not be matched with the material cost increases obviously price increase which will give to the market so therefore there's a lag which will come up.
Q1-FY27 · TK Si爷
The good part is that the data centers which are helping us is continuing to give orders every time either directly or indirectly to channel partners.
Q1-FY27 · Kiran Dutt
Most of the customers are aware of what's happening in the commodity price, but I think it's very important to very clearly explain to the customer what is in depth the content of silver or copper which is present in our uh products.
Q2-FY26 · TK Sridhar
We are at the lower end of the percentage is what we want to operate in and we did were doing it at a pretty high levels of 15% dates that probably registered in the mind as a new normal for quite a few the markets but I think we are at the end of the day in engineering industry and so we have our cyclical impacts to be handled.
Q2-FY26 · TK Sridhar
So what used to be locally developed and which we are using at a cheaper cost which we now need to import. So the base cost itself increases number one. Number two is that you have a forex which is attached to this particular transaction.
Q2-FY26 · Sanjiv Sharma
It is unclear what will be the impact of Chinese imports in the country. So I think all our customers who are in these process industry segment they will be also evaluating very closely how this will play out.