Synopsis: The stock that has delivered a five-year compounded return of 30 percent has now given out its robust Q4 result with revenue growth and a 52 percent order book increase, including strategic wins across electrification, robotics, and rail projects.
The large-cap electrical stock, specializing in electrification, motion, process automation, and robotics solutions across industrial, data center, and transportation sectors, saw its shares surge 7 percent following robust Q4 results, a 52 percent YoY order book growth, and the announcement of a final dividend.
With a market cap of about Rs 1.3 lakh Cr, ABB India Ltd saw its stock hit an intraday high of Rs 6118, which is 7 percent higher than the previous close of Rs 5715. The company stock has given a compounded return of 22 percent in the last three years, while the five-year number is at 30 percent.
Q3FY26 Result
In the latest quarterly result, the company has seen its revenue from operations increase by 6 percent YoY, from Rs 3,365 Cr in Q4CY24 to Rs 3,557 Cr in Q4CY25, while the QoQ increased by 7 percent from Rs 3,311 Cr. The net profits fell by 18 percent, going from Rs 528 Cr in Q4CY24 to Rs 433 Cr in Q4CY25, while the QoQ increased by 6 percent from Q3CY25’s Rs 409 Cr.
In 9M numbers of the fiscal year, the company saw its revenue from operations increase by 8 percent YoY, from Rs 12,087 Cr in CY24 to Rs 13,065 Cr in CY25. The net profits for the same period fell by 11 percent, going from Rs 1,872 Cr to Rs 1,668 Cr.
Dividend Declared
Apart from the Q4 result, the company also recommended a final dividend of Rs. 29.59 per share, which is 1480 percent of the face value, but this is still subject to the shareholders approval at the 76th AGM. The company has stated that the dividend will be paid to shareholders and beneficial owners on the recorded date of May 2, 2026.
Order Book
As of Q4CY25, the company’s order book is at Rs 4,096 Cr, which is a 52 percent YoY growth from Q4FY24’s Rs 2,695, while the QoQ growth stood at 27 percent from Q3CY25’s Rs 3,233 Cr. The company’s backlog of order book stood at Rs 10,471 Cr, which grew by 12 percent on a YoY basis.
The major wins include supplying low-voltage switchgear for a leading data center and providing advanced robotics solutions for a newly formed automotive venture of an established industrial and auto major. Additionally, in Q4, the company also had an order for propulsion systems for Indian Railways.
Revenue Mix
In Q4CY25, the total revenue of Rs 3,558 crore was dominated by Electrification at Rs 1,598 crore, up by 16 percent QoQ, and Motion at Rs 1,202 crore, up by 2 percent QoQ. While Process Automation was at Rs 652 Cr and Robotics & Discrete Automation was at Rs 135 crore, showing steady growth in segments.
When talking about the segment profits, we could see a strong performance in Electrification at Rs 341 crore, Motion at Rs 198 crore, and Process Automation at Rs 96 crore. Robotics & Discrete Automation contributed Rs 19 crore, while Power Grids, which is now a discontinued business, posted a minor loss of Rs 2 crore.
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