ABB India Limited CC-May26.pdf · 2026-05-08
Good evening, team. My first question is on the private sector investment revival that you were expecting sometime around early this calendar year. So do you see -- as you have briefly highlighted, but do you see the customer sentiments getting materially impacted on decision - making and closure beyond the process automation within the core business segments. And also any likely budgetary impact on cash flows ? Can that derail or postpone the infra spend which is in the moderate growth category that you have highlighted in terms of order flows? That's first question. And second would be on the recent capex that you've announced . How do we see the export portfolio ramping up and our exposure to data centers in terms of local product footprint expanding with the recent localization of plans that we've announced on the new capex?
Sure. Can we conclude that basis, while you have seen execution headwinds because of the West Asia crisis, ordering momentum or process has not seen any derailment or postponement from customers because of the ongoing inflationary trends or the West Asia crisis . Is that right? Or there is some impact? That was my question.