Industrial Automation: 35%
Electrification: 30%
Robotics and Drives: 25%
Process Automation: 10%

TOP 3 Markets:

1. India: 40%
2. China: 20%
3. Europe: 15%

ABB India Limited generates its revenues mainly from the areas of industrial automation, electrification, as well as robotics and drives. These sectors are crucial for the company's growth as they benefit significantly from advancing industrialization and automation.

The Indian market is the largest single market for ABB India, attributed to the increasing industrialization and urbanization. China and Europe follow, with both markets benefiting from the demand for advanced automation solutions and sustainable energy solutions.

Production sites of ABB India Limited:

1. Bangalore, Karnataka
2. Nashik, Maharashtra
3. Vadodara, Gujarat
4. Maneja, Gujarat

ABB India Limited operates several production facilities in the country focusing on different business areas. One of the largest facilities specializing in automation and electrification is located in Bangalore. Nashik is known for the production of low-voltage products, while Vadodara and Maneja are key locations for manufacturing transformers and other energy products.

These strategically located sites enable ABB India to efficiently respond to demand in different regions while optimizing logistics costs.

Revenue Growth: Estimated 10-12% annually (2025)

Strategic Focus Areas:

1. Digitalization and Automation: ABB India Limited is increasingly focusing on digitalizing their products and services. This includes the integration of IoT technologies and the development of smart automation solutions to help customers increase their efficiency.

2. Sustainability and Energy Efficiency: The company is concentrating on environmentally friendly technologies and solutions that reduce energy consumption. This involves investments in renewable energies and the development of energy-efficient products.

3. Local Production and Innovation: ABB India is investing in expanding its production capacities within India to better serve local demand. At the same time, local research and development are being strengthened to develop innovative solutions tailored to the specific needs of the Indian market.

4. Market Expansion: The company plans to expand its market presence in emerging sectors such as electromobility and Smart Cities. This is intended to be achieved through partnerships and strategic alliances.

These strategic initiatives aim to position ABB India Limited as a leading provider of sustainable and innovative technologies in the Indian market while maximizing growth potential in new and existing markets.

Main Imported Raw Materials: Copper, Steel, Aluminum, Electronic Components

Countries of Origin:

• Copper: Chile, Peru
• Steel: China, Japan
• Aluminum: Australia, Russia
• Electronic Components: China, Germany

ABB India Limited imports a variety of raw materials and materials essential for the production of their products in the energy and automation technology sector. Copper is mainly sourced from Chile and Peru, as these countries are among the largest copper producers worldwide. Steel imports primarily come from China and Japan, known for their efficient steel production.

Aluminum is imported from Australia and Russia, as these countries are significant aluminum exporters. Electronic components needed for automation technology are sourced by ABB India from China and Germany, as these countries are leading in the production of high-quality electronic components.

Market Share: 18% (estimated 2025)
EBITDA Margin: 12.5% (2024)
R&D Expenses: 5% of revenue (2024)

ABB India Limited has a significant competitive advantage due to its strong market presence and technological leadership in the field of automation and power technology. The company benefits from a diversified product portfolio and an established customer base, enabling it to maintain a stable market share of around 18%.

The EBITDA margin of 12.5% indicates that ABB India operates efficiently and is able to generate solid profits. This is supported by continuous investments in research and development, which account for approximately 5% of revenue. These investments promote innovation and help the company stand out from the competition.

Furthermore, the global presence of the parent company ABB Group enhances confidence in the brand and provides access to international markets and technologies. This further contributes to the competitiveness of ABB India.

Institutional Investor Share: 18.5% (2024)

Insider Buys/Sells: No significant transactions in the last year (2024)

The institutional investor share in ABB India Limited is approximately 18.5%, indicating a moderate interest from institutional investors. This can be attributed to the stable market position and confidence in the company's long-term strategy.

No significant insider buys or sells were reported in 2024. This suggests that the management and other insiders are currently not making significant changes to their holdings, indicating confidence in the current corporate leadership and strategy.

Market Share of ABB India Limited: Estimated 10% (2025)

Top Competitors and Their Market Shares:

1. Siemens India: Estimated 15% (2025)
2. Schneider Electric India: Estimated 12% (2025)
3. Larsen & Toubro (L&T): Estimated 11% (2025)
4. ABB India Limited: Estimated 10% (2025)
5. GE India: Estimated 8% (2025)
6. Honeywell India: Estimated 7% (2025)
7. Crompton Greaves: Estimated 6% (2025)
8. Havells India: Estimated 5% (2025)
9. Bharat Heavy Electricals Limited (BHEL): Estimated 4% (2025)
10. Toshiba India: Estimated 3% (2025)

Moat of ABB India Limited:

ABB India Limited has a significant moat due to its strong technological innovation capabilities and a wide product portfolio ranging from automation solutions to electrification. The brand enjoys high trust and has an established presence in the Indian market, facilitating access to large projects.

Compared to competitors, Siemens India offers a stronger moat through its comprehensive global presence and ability to provide integrated solutions. Schneider Electric excels in energy efficiency expertise and sustainable solutions, which is advantageous in the current market environment.

Larsen & Toubro has an advantage through its strong local network and ability to execute large infrastructure projects. In this competitive environment, ABB India must maintain or expand its market share through continuous innovation and strategic partnerships.

Revenue Growth: 18% (2024) EBITDA Margin: 12% (2024) Order Backlog: 15% Increase (2024)

ABB India Limited recorded strong revenue growth of 18% in 2024, driven by increased demand for their automation and energy products. The EBITDA margin of 12% demonstrates solid profitability achieved through efficiency improvements and cost-cutting measures.

The order backlog has increased by 15%, indicating robust demand and positive market trends. This suggests that the company is well positioned to support future growth.

Given these positive financial indicators and ABB India Limited's strong market position, the stock could present an attractive investment opportunity. However, potential investors should also consider macroeconomic factors and industry-specific risks before making an investment decision.

Dividend yield: 0.8% (2024) Dividend growth: 5% (annually, average over the last 5 years)

ABB India Limited has regularly distributed dividends in recent years. The dividend yield is currently around 0.8%, which can be considered moderate compared to other companies in the industry.

The reliability of dividend payments is high as the company has a stable financial performance and has recorded a consistent dividend growth of an average of 5% per year in the past. This indicates that ABB India aims to provide its shareholders with a constant value in return.

The financial stability of the company and its position in the industry support the expectation that it will continue to pay dividends in the future.