ABB / Q2-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.

Research layer active

ConCallIQ research layer

Signal, with the source still visible.

Use the controls below to narrow the view, then follow the evidence into the next layer of context.

WatchQ2-FY26 · 2025-10-30Back to quarter ↗

Questions audited

10

Answered directly

25%

Numeric claims

1

Consistency

consistent

Question ledger

What was answered, and how?

Sumit Kishor · Access Capital

partial

Why are margins at lower end of 12-15% band and is this the new normal?

we are at the lower end of the percentage is what we want to operate in... we are at the end of the day in engineering industry and so we have our cyclical impacts to be handled... QCO should be addressed in another three to four quarters

Sumit Kishor · Access Capital

evasive

Will base order levels persist before a breakout from capex cycle?

this is a cycle which comes as a correction after a strong growth whether it takes one quarter two quarter... this is going to come back the growth is going to come back

Reub · Capital

evasive

Expect pick-up in investment cycle and large orders? Can ABB manage double-digit growth in CY26?

the markets will be a bit dynamic price pressures will be there but the good part is that demand will also be sustained... we feel that the market would be at similar levels as what we see at this point of time the next one or two quarters

Reub · Capital

evasive

When will Nvidia partnership products be available in India and impact on data center market?

at this point of time I don't have the complete details of this particular deal... if there is no geographical restrictions of application of those technologies all technologies ABB develops they are naturally available to our customers here in India

Atul Tari · JB Morgan

direct

What is the nature of QCO order leading to higher imports and how long will impact continue?

what is QCO... the government... has made it mandatory... all the products have to go through testing and certification... it takes lot of time... how long will it continue? which could continue as what I said to another three to four quarters

Lavina Cordros · Jefferies

partial

How will Indian shareholders be compensated for robotics arm sale to SoftBank?

these assets will be evaluated by the board independent directors included and we will follow the due process of evaluating it... separation of this asset will be done into a new company but subject for ABB India limited board approvals

Samir Takul · Ambit Capital

evasive

Is pipeline for process industries converting to orders or is there demand/market share issue?

our typical drum beat and our rhythm is around OPEX as well as the expansion in the normal course of the business and that we see is quite robust... when it comes to the major expansion the green field expansions... it is not widespread

Amit Mahavar · UBS

evasive

Can ABB achieve 10-12% revenue growth in CY26 given order mix?

in the made to order made to store and ETO I think the business is quite robust... we will see an uptick of revenue growth with that as we go forward... PA goes through the cycle

Rahul Kajar · Makpuri Capital

declined

Can you quantify large orders expected over next 3-4 quarters?

normally we don't give those particular future projections as such... we cannot give a direct sort of an projection or a number to this particular question

Adita Monia · Kotch Institution Equities

partial

How actively is ABB thinking about inorganic portfolio expansion?

ABB is looking for large ticket inorganic options around the world... we also have the similar focus in India for India in an organic approach... we do have a list and it takes two to tango