ABB India Limited delivered exceptional order growth in the fourth quarter of CY2025, with orders reaching ₹4,096 crore, representing a remarkable 52% year-on-year increase. This performance marks the highest fourth quarter orders in the last five years, driven by strong development in base business and strategic timing of large orders across multiple sectors.

Financial Performance Overview

The company's Q4 CY2025 financial performance showcased robust top-line growth despite margin pressures:

For the full year CY2025, ABB India achieved record-breaking performance with orders of ₹14,115 crore and revenue of ₹13,203 crore, both registering 8% annual growth. The company's order backlog of ₹10,471 crore provides strong revenue visibility for future periods.

Sectoral Demand and Key Orders

The quarter benefited from broad-based sectoral demand, with significant orders across diverse industries. Key orders during Q4 included low voltage switchgear for data center projects, robotics solutions for automotive companies, propulsion systems for Indian Railways, and high current rectifier solutions for infrastructure majors. The company also secured automation solutions for electrical restoration projects and electric powertrain solutions for metals industry clients.

Profitability and Margin Analysis

Despite strong revenue growth, profitability faced headwinds during the quarter. PBT margin compressed to 16.2% in Q4 CY2025 compared to 21.0% in the previous year, primarily due to material cost inflation and increased labor costs. For the full year, PBT margin stood at 16.9% amid competitive intensity, currency fluctuations, and higher Labor Code related expenses.

Management Commentary and Outlook

Managing Director Sanjeev Sharma highlighted the company's steady progress, emphasizing the milestone of completing 75 years of manufacturing in India. He noted that the record order book and highest-ever revenues reflect disciplined execution and team resilience. The company's diversified portfolio and technology-driven solutions position it well to navigate varied sectoral cycles.

Dividend and Shareholder Returns

The Board recommended a final dividend of ₹29.59 per share, bringing the total dividend for CY2025 to ₹39.36 per equity share, including an interim dividend of ₹9.77 per share. The company reported EPS of ₹20.43 for Q4 and ₹78.73 for the full year CY2025.

Sustainability Initiatives

ABB India made significant progress on sustainability targets, with 70% of locations achieving Zero Waste to Landfill status and 100% of factories securing Platinum-level IGBC certification. The Nelamangala facility became the first in the ABB universe to secure AWS accreditation for water stewardship. ESG initiatives now cover 51% of suppliers by spend, demonstrating the company's commitment to value-chain sustainability.

ABB India Limited has executed a share transfer agreement on February 10, 2026, for the divestment of its shareholding in ABB Robotics India Private Limited. The transaction represents a strategic restructuring within the ABB group's Indian operations.

Transaction Details

The share transfer agreement involves the sale of ABB India's shareholding in ABB Robotics India Private Limited to ABB Robotics Schweiz AG, a Switzerland-based entity within the ABB group. The transaction details are outlined below:

The consideration includes pre and post incorporation expenses associated with the subsidiary.

Regulatory Compliance and Timeline

The transaction follows proper regulatory procedures under SEBI guidelines. The Board of Directors had initially approved the proposal on January 26, 2026, with the company informing both BSE Limited and National Stock Exchange of India Limited about the intended divestment.

The company has made disclosures in accordance with Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015. These disclosures align with the SEBI Master Circular dated November 11, 2024, bearing reference number SEBI/HO/CFD/PoD2/CIR/P/0155.

Key Timeline Events

The transaction has progressed through the following stages:

• January 26, 2026: Board of Directors approval for the share transfer proposal
• February 10, 2026: Execution of the share transfer agreement
• February 27, 2026: Expected completion date for the share transfer

The company has updated its earlier disclosures with specific details following the execution of the share transfer agreement, ensuring transparency and compliance with listing regulations.