Honeywell is positioning automation as a long-term structural growth driver, with Chairman and CEO Vimal Kapur highlighting the company's Forge platform and "physical AI" strategy during an interview at the World Economic Forum 2026 in Davos. The industrial conglomerate sees significant opportunities in helping companies achieve higher efficiency across energy systems, supply chains, and buildings.

Automation as Secular Growth Driver

Kapur emphasized that automation represents a fundamental shift in how industries operate. "Automation is a secular growth trend. As the world becomes more productive, you need to put automation into all kinds of infrastructure," he explained. The company has operated in automation for more than a century, giving it deep expertise in energy, supply chains, and building systems.

The CEO outlined how different industries face unique challenges that require tailored solutions:

Forge Platform and Physical AI Strategy

A central component of Honeywell's strategy is the Forge platform, designed to unlock value from industrial data. Kapur distinguished between consumer AI applications and industrial AI needs, noting that industrial data is not publicly available and cannot be used to train generic models.

"That's where physical AI comes in," Kapur said. "You want to have access to data, remove data friction, and solve segment-specific issues." The approach focuses on augmenting the workforce rather than replacing it, with the goal of enabling workers to become more productive.

The company expects to benefit from AI applications in the physical world over the next 20 to 30 years, viewing higher productivity as one of the biggest potential gains for the global economy.

Three-Way Corporate Split Progress

Honeywell is executing a major restructuring announced in February 2025, splitting into three independent, publicly listed businesses. The company has already completed the spin-off of its specialty chemicals unit, now operating as Solstice Advanced Materials for approximately three months.

Kapur explained that the restructuring creates clearer growth platforms for each business and provides shareholders with sector-specific investment choices. "It's a win for our shareholders because they can invest in the sector-specific choices they have," he said.

Financial Outlook and Growth Expectations

The automation-focused Honeywell expects steady expansion rather than sharp swings tied to single themes. Kapur described the company as a through-cycle business with exposure to multiple end markets, providing stability across different economic conditions.

While Honeywell participates in AI-related infrastructure and data centers, these areas are not the dominant growth drivers. Instead, the company relies on its large installed customer base to drive performance by helping clients improve efficiency and profitability.

"Our customers win because they make more money, and therefore they pay us more money. So, it is a win-win," Kapur explained, highlighting the mutually beneficial nature of the company's technology offerings.

Honeywell automation India Limited has announced that its Board of Directors will convene on February 2, 2026, to review and approve the company's unaudited financial results for the third quarter of fiscal year 2026. The meeting will specifically consider the financial performance for the quarter and nine months ended December 31, 2025.

Board Meeting Details

The company has formally notified both the National Stock Exchange of India Limited and BSE Limited about the upcoming board meeting in compliance with regulatory requirements. This announcement follows the provisions under Regulation 29(1)(a) of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015.

Trading Window Restrictions

In accordance with insider trading regulations, Honeywell Automation India Limited has implemented a trading window closure for designated persons. The restriction period began on January 1, 2026, and will continue until 48 hours after the financial results are made public.

This trading window closure applies to all designated persons under the company's Code of Conduct for Regulation, Monitoring and Report Trading by Insiders, which aligns with the Securities and Exchange Board of India (Prohibition of Insider Trading) Regulations, 2015.

Company Information

Honeywell Automation India Limited operates from its registered office located at 56 & 57, Hadapsar Industrial Estate, Pune - 411 013, Maharashtra. The company maintains its corporate identification number as L29299PN1984PLC017951 and trades on both major Indian stock exchanges with specific symbols for investor identification.

The formal communication was signed by Indu Daryani, who serves as the Company Secretary and Compliance Officer, holding FCS No. 9059. The notification was digitally signed and submitted to ensure compliance with all applicable regulatory requirements and maintain transparency with stakeholders and the investing public.