QCO compliance costs and margin pressure
QCO guidelines require imported content to meet delivery commitments, increasing costs and pressuring margins for next few quarters.
ABB / Q1-FY26 / risks
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ABB India · Material risks, their source context, and severity in the latest available quarter.
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Risk intelligence
Material risks this quarter
high
Chinese competition in process automation
Analyst raised concern about Chinese imports; management confirmed participation in heavy equipment segments with unrealistic pricing, leading to lost orders.
Forex volatility impact
Euro and CHF appreciated >10% in the quarter, causing ₹56.5 crore forex loss; management noted difficulty in passing on volatility to customers.
Delayed private capex recovery
Large order decisions postponed due to global uncertainty; management expects recovery only by next year.