52% YoY Q4 order surge conversion
What: Highest Q4 order intake in five years driving revenue visibility
Impact: +₹1000 Cr revenue
“Fourth-quarter orders surged 52%, marking the highest Q4 order intake in five years.”
In Week of Mar 28, 2026, ABB India Ltd (Electric Equipment - General) is outperforming Nifty 500 with +29.4% relative strength. Fundamentals: Weak. On a 8-week streak.
Weekly presence in the outperformers list. Green = beating Nifty 500 by 10%+ that week.
Based on Q3 FY26 earnings • Updated Feb 22, 2026
What: Highest Q4 order intake in five years driving revenue visibility
Impact: +₹1000 Cr revenue
“Fourth-quarter orders surged 52%, marking the highest Q4 order intake in five years.”
What: 40bps QoQ OPM improvement signaling cost control measures
“Operating margin improved 40bps QoQ to 15.63% despite YoY pressure”
Earnings deceleration risks from management commentary
Trigger: Continued inflation above 5%
Impact: -400 bps margin impact
Management view: Profitability was impacted by material cost inflation, higher labour expenses, and additional costs linked to new labour codes.
Monitor: Raw material cost index
Trigger: Wage inflation continues
Impact: -150 bps margin impact
Management view: Employee costs rose to ₹291.37 crores in Q3 FY26 from ₹194.71 crores in Q3 FY25
Monitor: Employee cost to revenue ratio
Key quotes from recent conference calls
“Fourth-quarter orders surged 52%, marking the highest Q4 order intake in five years. The growth was supported by broad-based demand and the timing of certain large orders. — Management”
“Despite these pressures, management highlighted disciplined execution amid volatile input costs. — Management”
Forward-looking targets from management for next 2-4 quarters
Key Milestones
• Order book conversion
• Margin stabilization
Revenue, profit and margin growth rates
| Metric | YoY | 3Y CAGR | Trend |
|---|---|---|---|
| Revenue | +6% | +4% | Insufficient Data |
| PAT (Net Profit) | -18% | +17% | Insufficient Data |
| OPM | 15.0% | -500 bps | Volatile |
The above analysis is parsed from publicly available earnings call transcripts. This is educational research only — not investment advice. Last updated Feb 22, 2026.
Based on publicly available financial data. This is educational research, not investment advice.
ABB India Ltd's latest quarterly results (Dec 2025) show
ABB India Ltd's profit is declining with an insufficient_data trend.
ABB India Ltd's revenue growth trend is insufficient_data.
ABB India Ltd's operating margin is volatile.
ABB India Ltd's long-term compounding rates
ABB India Ltd's earnings growth is insufficient_data with mixed signals on a sequential basis.
ABB India Ltd's trailing twelve month (TTM) performance
ABB India Ltd appears slightly undervalued based on our fair value analysis.
ABB India Ltd's current PE ratio is 77.5x.
ABB India Ltd's current PE is 77.5x.
ABB India Ltd's price-to-book ratio is 16.5x.
ABB India Ltd is rated Weak with a fundamental score of 34.85/100. This score is calculated from objective financial metrics
ABB India Ltd has a debt-to-equity ratio of N/A.
ABB India Ltd's return ratios over recent years
ABB India Ltd's operating cash flow is positive (Dec 2025).
ABB India Ltd's current dividend yield is 0.64%.
ABB India Ltd's shareholding pattern (Dec 2025)
ABB India Ltd's promoter holding has remained stable recently.
ABB India Ltd has been outperforming Nifty 500 for 8 consecutive weeks, indicating consistent outperformance.
ABB India Ltd is an established outperformer with 8 weeks of consecutive Nifty 500 outperformance.
ABB India Ltd has 2 key growth catalysts identified from recent earnings analysis
ABB India Ltd has 2 key risks worth monitoring
In Q3 FY26, ABB India Ltd's management highlighted
ABB India Ltd's management has provided the following forward guidance for next 2-4 quarters
Based on quantitative research signals, here is why ABB India Ltd may be worth studying
ABB India Ltd investment thesis summary:
ABB India Ltd's forward outlook based on current data signals
The above FAQs are generated from publicly available earnings data and conference call transcripts. This is educational research only. Sector Alpha is not SEBI registered and does not provide investment advice.