ABB India Q3 orders rise 56% to Rs 4,733 crore on broad demand

ABB India reported Rs 4,733 crore of orders in Q3 CY2026, a 56% year-on-year comparable increase from Rs 3,030 crore, supported by named wins in data centres, renewables, utilities, railways and industrial applications. ABB India reported an order backlog of Rs 12,927 crore at the end of the quarter.

How much did ABB India’s Q3 CY2026 order intake grow?

ABB India’s Q3 CY2026 order intake increased 56% year on year to Rs 4,733 crore, compared with Rs 3,030 crore in Q3 CY2025. ABB India describes the percentage as year-on-year comparable growth, and Q3 CY2026 orders were also Rs 453 crore above the Rs 4,280 crore reported for Q1 CY2026.

The latest increase followed a lower base in the preceding comparable quarter. Q3 CY2025 orders of Rs 3,030 crore were down 7% year on year, while Q3 CY2024 orders were Rs 3,267 crore and had increased 13% year on year. The Q3 CY2026 result was therefore Rs 1,703 crore above Q3 CY2025.

ABB India also reported Q3 CY2026 revenue of Rs 3,738 crore, up 19% year on year from Rs 3,130 crore in Q3 CY2025. The 56% order-growth rate was 37 percentage points above the reported revenue-growth rate, while the company disclosed a Rs 12,927 crore order backlog.

Which segments supported ABB India’s Q3 CY2026 orders?

ABB India cited Q3 CY2026 wins across its Electrification, Motion and Automation businesses, covering power infrastructure and industrial applications. Electrification wins included modular low-voltage switchgear panels for hyperscale data centres, circuit breakers for renewables, and primary and secondary gas-insulated switchgear for electric utilities.

ABB India’s Motion business identified high-dynamic-performance motors for engineering and equipment, propulsion equipment for railways, and system drives for metals and mining. These applications span the company’s infrastructure and transport categories, which also include rail and metro, power distribution, building and infrastructure, marine and ports, and water and wastewater.

Automation wins included a supervisory control and data acquisition system for oil and gas engineering workstations and remote terminal units, measurement and analytics for metals and mining, and control and instrumentation for cement. The Q3 CY2026 examples show that ABB India supplied electrical equipment, motors and drives, and industrial-control systems to separate end markets.

How diversified is ABB India’s end-market exposure?

ABB India says it serves more than 23 market segments, with domestic markets accounting for 85% to 90% of revenue mix and exports accounting for 10% to 15%. The company specifies that this split is based on revenue, rather than Q3 CY2026 orders, so it does not disclose a domestic and export division for the Rs 4,733 crore order intake.

ABB India lists renewables, electronics and data centres as emerging markets. Its infrastructure and transport group includes five categories, including rail and metro, power distribution and building and infrastructure, while core industries include metals and mining, oil and gas and chemical, cement, food and beverages, pharmaceuticals and healthcare, automotive, textiles, plastic and rubber, and pulp and paper.

The Q3 CY2026 wins align with that market list, covering data centres, renewables, utilities, railways, metals and mining, oil and gas, and cement. However, ABB India does not disclose individual order values, the number of orders, or each segment’s contribution to the 56% increase, so the presentation does not rank the financial importance of those markets.

What does ABB India’s Rs 12,927 crore backlog show?

ABB India reported an order backlog of Rs 12,927 crore at the end of Q3 CY2026, after recording Rs 4,733 crore of quarterly orders. The disclosed backlog was Rs 9,189 crore higher than Q3 CY2026 revenue of Rs 3,738 crore, but ABB India does not state its delivery timing or allocation across Electrification, Motion and Automation.

Revenue rose by Rs 608 crore from Rs 3,130 crore in Q3 CY2025 to Rs 3,738 crore in Q3 CY2026. Q3 CY2026 revenue was also Rs 554 crore above the Rs 3,184 crore reported in Q1 CY2026, showing higher sales alongside the increase in quarterly orders.

ABB India provides no earlier backlog figure in the presentation, so a year-on-year or sequential backlog movement cannot be calculated. The presentation also does not identify customer concentration, cancellation provisions, project duration or execution milestones within the Rs 12,927 crore total.

What power-sector demand trends does ABB India identify?

ABB India identifies power generation and distribution as its Q3 CY2026 theme, citing decentralization, decarbonization and digitalization as market trends. Its power-related offering includes power management and distribution, protection and control systems, integrated eHouses and skids, variable-frequency drives and motors, programmable logic controllers, and supervisory control and data acquisition systems.

The presentation cites peak electricity demand potentially doubling from 270 gigawatts to 450 gigawatts by 2032. It also cites non-fossil electricity capacity rising from about 300 gigawatts to 900 gigawatts by 2035, while installed battery energy storage capacity could increase from 5.3 gigawatt-hours to 236 gigawatt-hours by 2032.

ABB India places its play in power distribution and power generation at 8% to 15%, without defining the measure represented by that range. Its disclosed Q3 CY2026 wins in this area included gas-insulated switchgear for electric utilities and circuit breakers for renewables, linking the power theme with named Electrification applications.

Conclusion

ABB India combined a 56% comparable increase in Q3 CY2026 orders to Rs 4,733 crore with named wins across electrical infrastructure, motion and automation applications. Revenue increased 19% to Rs 3,738 crore, and the Rs 12,927 crore backlog provides a disclosed measure of work awaiting execution, although its timing and segment composition remain undisclosed.

The next disclosures to watch are whether data-centre, renewable, utility, railway and industrial wins continue to support orders, and how the Rs 12,927 crore backlog translates into revenue. ABB India’s presentation also points to electricity-demand and non-fossil-capacity projections through 2032 and 2035, but does not provide an ABB India order or revenue target linked to those projections.