ABB India\u2019s <\/a>localization strategy (\u201clocal-for-local\u201d), with ~85 per cent of products already manufactured in India, and positions the company to benefit from strong capex in power infrastructure, renewable energy, data centres, and metro\/high-speed rail projects.
\n\u00a0<\/p>\n
\n\tCapacity expansion and new R&D labs should enhance technological capabilities, support export opportunities, and improve long-term growth visibility as India accelerates energy transition and infrastructure development, ICICI Securities said in a note.<\/p>\n
\u00a0<\/p>\n
\n\tAnalysts at the brokerage firm said they like ABB for its diverse presence across key sectors of core industries and product range it has to capitalise the tailwinds in the capex growth of the economy. With strong balance sheet and ROCE generation ICICI Securities rates the stock as Hold and assigned a fair value of \u20b96,800 per share (65x CY27E EPS).<\/p>\n
\u00a0<\/p>\n
\n\tIn the December 2025 quarter (Q4CY25), ABB\u2019s order inflows came in at \u20b94,096 crore (+52 per cent YoY, +27 per cent QoQ), in line with expectations post ABB\u2019 parent comments of 49 per cent YoY growth in Indian orders (USD terms).<\/p>\n
\u00a0<\/p>\n
\tThe management attributed the strong performance to healthy traction in base orders and large orders across data centres, automotive, infrastructure, railways, and metals segments. While there is no official comment yet whether large traction convertor motor orders secured in January 2026 from Indian Railways are included or not we believe these are not included and are likely to be booked in Q1CY26, analysts at JM Financial Institutional Securities said.\u00a0<\/p>\n
\u00a0<\/p>\n
\n\tABB India reported 6 per cent YoY revenue growth to \u20b93,560 crore in Q4CY25, driven by healthy execution, balanced short- and long-cycle orders, and higher exports, with all segments posting steady growth. However, margin remains under pressure as adjusted EBITDA fell 7 per cent YoY with a 230bp contraction to 17.2 per cent, dragged by an adverse mix, higher commodity cost, forex volatility, and increased imports content due to quality control (QCO) norms.\u00a0<\/p>\n
\u00a0<\/p>\n
\n\tThus, analysts at Elara Capital retained its ‘Reduce’ rating on ABB India after factoring in slower-than-expected growth momentum in government and private capex. Currently, the stock is quoting above the brokerage firm\u2019s target price of \u20b95,800.\u00a0 ================================================\u00a0 Disclaimer: View and outlook shared on the stock belong to the respective brokerages and are not endorsed by Business Standard. Readers discretion is advised.\u00a0<\/p>\n
\u00a0<\/p>\n","protected":false},"excerpt":{"rendered":"
ABB India share price today \u00a0
Share price of ABB India were up 4 per cent…\n","protected":false},"author":2,"featured_media":28792,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[130],"tags":[232,9925,2356,17436,17433,16629,651,17441,5832,17432,17439,17440,231,17438,650,17437,17167,17435,459,597,17434],"class_list":["post-28791","post","type-post","status-publish","format-standard","has-post-thumbnail","category-abb","tag-abb","tag-abb-india","tag-automation","tag-capex","tag-circuit-breakers","tag-data-centres","tag-drives","tag-elara-capital","tag-electrification","tag-heavy-electrical-equipment","tag-icici-securities","tag-jm-financial-institutional-securities","tag-markets","tag-metro-high-speed-rail-projects","tag-motors","tag-power-infrastructure","tag-rd-capabilities","tag-rail-mobility-solutions","tag-renewable-energy","tag-research-and-development","tag-ups-systems"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@ch\/116203648605746035","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts\/28791","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/comments?post=28791"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts\/28791\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/media\/28792"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/media?parent=28791"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/categories?post=28791"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/tags?post=28791"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}