ABB / Q1-FY26 / claim-ledger

Audit the questions that mattered.

ABB India · Analyst questions, management answers, and the quality of the response where the ledger is available.

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WatchQ1-FY26 · 2025-07-31Back to quarter ↗

Questions audited

Answered directly

54%

Numeric claims

Consistency

contradicted

Question ledger

What was answered, and how?

Renu Baid Pugalia · IIFL Capital

partial

Impact of West Asia crisis on customer sentiment and order momentum.

You have looked at our order growth, right? That itself very clearly reflects the way we are in the position now. On Electrification side, we are driven by the... That shows the kind of robustness in terms of investment in India.

Amit Mahawar · UBS

evasive

Will this year see high double-digit order growth and better profitability?

I think we need to work more on how the market develops in terms of accepting more price increases to the market. That which is more a color which I could give, at this point of time, Amit.

Amit Mahawar · UBS

direct

Can base business grow 15% this year?

I think, Amit, base business we grew only at 9%, not the 15% what you see, right? That means we definitely see the channel partners... It's not that market is bad, but I think it's more about the timing of it.

Parikshit Kandpal · HDFC Securities

declined

Quantify price increases taken to mitigate commodity inflation.

We have already gone for 2 price increases... That's something which is very sensitive for us to divulge.

Parikshit Kandpal · HDFC Securities

declined

Data center TAM and per MW content for ABB.

Yes, we do know what is the factored scope for per megawatt, but this is something we don't publicly talk about. Yes, it's a substantial scope.

Parikshit Kandpal · HDFC Securities

direct

Percentage of order book from data centers.

Data center orders would be roughly around about 12%-13%.

Atul Tiwari · J.P. Morgan

direct

Incremental weakness in short-cycle orders in April-May vs March.

Starting last quarter of last year and so what we are experiencing, we are really experiencing robust demand at the moment. Quite frankly, it is not adding to our concerns directly what's happening in the West Asia.

Mohit Kumar · ICICI Securities

direct

Do long-cycle orders have escalation clauses for commodity inflation?

Yes, we do have price escalation clauses in our contracts.

Puneet Gulati · HSBC

partial

Color on competition intensity and segments affected.

I would say, yes, you're right. There is a competition intensity as the size of the market grows. You have participation coming from Japanese, Koreans, Chinese... It's on the certain market segments wherein it is more prevalent.

Rahul Gajare · Macquarie Capital

evasive

When can margins return to 18-19% or 16-17%?

I think we need to deal with the problems one at a time... I think all efforts are on. We also aspire to be in the so-called ones we had reached 15%... At 12 is what we ended up last year.

Subhadip Mitra · Nuvama

direct

Will margins recover as QCO impact tapers off?

Yes, I think your answer is yes, and that's why we come every morning to office to make sure that happens.

Subhadip Mitra · Nuvama

partial

Is annual data center ordering at 2 GW level?

We do see it in the project pipeline. That buildup is there, yes.