ABB India Ltd shares were among the top gainers on the BSE today morning, rising 7.30% to Rs. 6,133 after the company’s latest quarterly update underscored a sharp pick-up in order inflows and sustained demand momentum.

The stock was up Rs. 417.35 versus the previous close of Rs. 5,715.65, after moving in the Rs. 5,700–6,156 range, with VWAP around Rs. 6,026.34. Turnover stood at about Rs. 59.55 crore, taking the company’s market capitalisation to roughly Rs. 1,29,963 crore, while the stock remains below its 52-week high of Rs. 6,299.80.

The trigger for the move was the company’s Q4 CY2025 performance snapshot, where orders jumped 52% YoY to Rs. 4,096 crore, lifting the order backlog 12% (YoY) to Rs. 10,471 crore as of December 31, 2025, improving revenue visibility into the coming quarters. Revenues rose 6% to Rs. 3,557 crore in the quarter, while profitability moderated with PBT at Rs. 578 crore (-18%) and PAT at Rs. 434 crore (-18%), as ABB cited higher material costs, forex and imported material usage, and labour-code related expenses, partly offset by commodity hedging and efficiency actions.

For CY2025, ABB India reported orders of Rs. 14,115 crore (+8%) and revenues of Rs. 13,203 crore (+8%), while PBT declined 11% to Rs. 2,230 crore and PAT fell 11% to Rs. 1,669 crore, with PBT margin at 16.9% and ROCE at 21%.

Cash remained a key support, with the company reporting a robust cash position of Rs. 5,694 crore at the end of Q4/CY2025, even as net working capital rose mainly due to inventory built to meet backlog delivery schedules; the board also recommended a final dividend of Rs. 29.59 per share.

Management said ABB India enters 2026 supported by strong domestic demand momentum and a resilient local-for-local manufacturing base, with opportunities linked to infrastructure, rail, grid modernisation and renewables, alongside metals, mining, energy, chemicals, data centres and electronics.

From a market lens, the rally reflects investors prioritising the strength in the order cycle and backlog build, while the near-term watchpoints remain execution discipline, cash conversion and how quickly margin pressures from inputs/forex and labour costs normalise as deliveries scale up.