ABB India
ABB · NSE · Mega Cap
ABB India
Electrification and automation; partial renewable exposure via grid and motion.
Scoring breakdown
SageOne-style fundamental · TQ-100 technical · solar overlays
52-week position
Real snapshot from Screener
Investment thesis
One-liner · bull · bear · monitorables
One-liner. ABB India: rooftop and utility inverter demand grows faster than module shipments through FY28.
Bull case for ABB India: continued capacity ramp at attractive unit economics, supportive policy (PLI / ALMM / RPO / open access), benign module + commodity cycle, healthy receivable conversion, and re-rating from current valuation as execution beats consensus.
Bear case for ABB India: module/tariff price crash, working-capital blowout from DISCOM receivables, leverage spiking past 4x net-debt/EBITDA, ALMM/PLI delays, Chinese dumping, and de-rating to historical median multiples on growth disappointment.
- 01Quarterly capacity commissioned vs guidance
- 02Receivable days from DISCOMs and large customers
- 03Net debt / EBITDA trajectory
- 04Order book to revenue cover
Solar exposure
Directness · policy linkage · BOM
Valuation snapshot
Multiple methods · solar-specific multiples
| Method | Value | Hist %ile |
|---|---|---|
| P/E (TTM) | 88.4x | — |
| Forward P/E | — | — |
| EV/EBITDA | 65.9x | — |
| EV/Sales | 10.2x | — |
| P/B | 17.2x | — |
| FCF Yield | 1.2% | — |
Project pipeline
0 tracked projects
Financials
Source: Screener.in (consolidated) · ticker ABB · last updated 2026-05-11
Ratio analysis (derived from statements)
Growth · profitability · returns · leverage · cash flow · valuation
Annual P&L · 2 years
₹ Crore. Source: Screener.in consolidated.
| Metric | Mar 2024 | Mar 2025 |
|---|---|---|
| Sales | 12,188 | 13,203 |
| Operating Profit | 2,311 | 2,045 |
| OPM % | 19% | 15% |
| Net Profit | 1,872 | 1,668 |
| EPS (₹) | 88.33 | 78.73 |
Quarterly results · last 4 quarters
₹ Crore.
| Metric | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 |
|---|---|---|---|---|
| Sales | 3,010 | 3,175 | 3,311 | 3,184 |
| OPM % | 19% | 13% | 15% | 13% |
| Net Profit | 475 | 352 | 409 | 1,784 |
Balance sheet · 2 years
₹ Crore.
| Item | Mar 2024 | Mar 2025 |
|---|---|---|
| Equity Capital | 42 | 42 |
| Reserves | 7,033 | 7,794 |
| Borrowings | 52 | 85 |
| Fixed Assets | — | — |
| Total Assets | 12,391 | 13,638 |
Cash flow · 2 years
₹ Crore.
| Activity | Mar 2024 | Mar 2025 |
|---|---|---|
| Operating | 1,332 | 1,220 |
| Investing | -503 | 364 |
| Financing | -770 | -966 |
| Net Cash Flow | 59 | 618 |
Shareholding pattern
Latest disclosed
Policy linkages
Schemes where this company is a confirmed or likely beneficiary