Please refer enclosed file

REF:INABB:STATUT:LODR:ANALST_TRNSPT: August 07, 2026 BSE Limited P.J. Towers Dalal Street Mumbai 400 001 (Attn : DCS CRD) National Stock Exchange of India Ltd Exchange Plaza, 5th Floor Plot No. C/1, G Block Bandra-Kurla Complex, Bandra (E). Mumbai 400 051 Attn: Listing Dept. Dear Sirs Sub: Transcript of Analyst concall In continuation of our letters dated July 24, 2026 and July 31, 2026, we are enclosing a copy of the transcript of conference call with analysts, which took place on July 31, 2026 post announcement of un-audited financial results of the Company for the second quarter and half year ended June 30, 2026. The said transcript is also uploaded on the Company’s website. Thanking you Yours faithfully For ABB India Limited Trivikram Guda Company Secretary and Compliance Officer ACS 17685 Encl: as above ABB India Limited CIN: L32202KA1949PLC032923 Email ID: investor.helpdesk@in.abb.com Registered and Corporate Office GST: 29AAACA3834B1Z4 Disha - 3rd Floor, Plot No. 5 & 6, 2nd Stage www.abb.com/in Peenya Industrial Area IV Peenya, Bengaluru – 560 058 Phone: +91 80 2294 9150 – 54 Karnataka, India Fax: +91 80 2294 9148 ABB India Limited Q2 CY2026 Earnings Conference Call July 31, 2026 MANAGEMENT: MR. SANJEEV SHARMA – COUNTRY MANAGING DIRECTOR MR. T.K. SRIDHAR – CHIEF FINANCIAL OFFICER MR. KIRAN DUTT – PRESIDENT, ELECTRIFICATION PRODUCTS MR. GANESH KOTHAWADE – PRESIDENT, ELECTRIFICATION DISTRIBUTION SOLUTIONS MR. BALAJI – PRESIDENT, ENERGY INDUSTRIES DIVISION AUTOMATION Page 1 of 22 ABB India Limited July 31, 2026 Moderator: Ladies and gentlemen, good day, and welcome to ABB India Limited Q2 CY 2026 Earnings Conference Call. As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing star then zero on your touchtone phone. Please note that this conference is being recorded and any unauthorized recording of this call is strictly prohibited. The recording will be made available on the company's and service website subsequently I now hand the conference over to Mr. T.K. Sridhar, Chief Financial Officer of ABB India Limited. Thank you, and over to you, sir. T.K. Sridhar: Thank you, Dorwin. Good evening, everyone, ladies and gentlemen. Welcome to the Q2 2026 Earnings Call of ABB India Limited. So along with me is Mr. Sanjeev Sharma, the Managing Director of ABB India. And also we have Kiran Dutt with EL business along with Ganesh from ELDS, Distribution Solutions. And then also we have G. Balaji from Automation. And Sanjeev Arora is not available as he is traveling. So we will have the call with all 5 of us in this particular time. Sanjeev, would you like to start now? Sanjeev Sharma: Thank you, Sridhar, and good evening, everyone. We are very mindful of the fact that all of you have taken time on Friday evening to attend this call. We really are appreciative of this accommodation. And today, the way we'll run the call, there's a slight change. As you have known, T.K. Sridhar for a long period of time. He has been CFO of the company and also has been managing Investor Relations. So you have known him from that position. In the month of May, the Board accorded him the status as the MD, Managing Director Designate, starting from 1st of January 2027. So now between now and end of the year, I am preparing the transition. And part of the transition, I would like to invite T.K. Sridhar to present my part or the Managing Director's part in this conference and also in November quarter so that you get used to it. In the meantime, we are also deciding on the new CFO for the company, which we will announce in due course. And so that the transition in January is seamless. So you will continue to hear the same voice in the coming quarters. Over to you, Sridhar. Page 2 of 22 ABB India Limited July 31, 2026 T. K. Sridhar: Thank you, Sanjeev. And I think it's always a pleasure to work with you and also other team members. So for the people on the call, I think I already had a rehearsal at the Board meeting. So I did both the MD presentation and CFO presentation. So I think I carry on from there. And so as Sanjeev was alluding to, the CFO search is on, we should be complete in the next couple of months, and then we have the process of induction there as well. So I should now continue the presentation. I think presentation is open, and I hope everyone is able to see that, right? So yes, I think let's go to the first slide. So this is the slide from where we start, right? So this is ABB at a glance. People who have already familiar with this, there's only one point to note. Now the number of manufacturing locations has increased from 5 to 6 because we had Nelamangala, our second location which has been added so that's why the 6 locations, but the balance is in number of shop goods will increase as the businesses start to spread out in the Nelamangala second location as well. We go to business highlights. I think we just uploaded this presentation. I do not know how much time everyone got to look at the presentation, but I would like to take you through that. We start with a half year review. We are at 36% up on orders, INR8,600 crores roughly on the orders. And revenue, INR6,743 crores, which is also 13% up on the half year, but for the quarter, it's definitely a different number. Backlog, strong backlog, INR11,900 crores of order backlog, in which there is no slow moving or a non-moving order. Everything you will get materialized over a period of time as scheduled with the customers. Operational EBITA, 12.8%, and we will look at it in a greater detail as we go forward in the presentation. On the profitability and the earnings per share is INR33.61 as what we stand today based on the half year results. And the cash position is strong with INR7.2 billion. And I think you would have heard just now in the part of the presentation, we did declare an interim dividend of INR90 per share, which includes the proceeds which we got from the divestment of robotics plus a 50% payout ratio of what we do from the normal earnings per share. For Q2 2026, very important 50% growth in orders. So that's year-on-year comparable to the last year same quarter and this year and 21% on the revenue growth, PAT up by 8%, operational EBITA, up by 23% and the cash position already spoke about at INR7,200 crores and dividend of INR90 per share is especially what we did. Page 3 of 22 ABB India Limited July 31, 2026 On the sustainability side, we take pride in doing this because it's the right thing to do. We had an 85% reduction on the baseline on the GHG emissions of Scope 1 and 2. And also 99.7%, almost 100% of the waste is diverted from landfill. That's something which is there. And also, we got some recognitions during the quarter, India's Most Sustainable Company in the Capital Goods sector also awarded by Business Today. And we moved up in the ladder of the ESG rating by 300 basis points on the CRISIL standard. So, we still remain as a strong company as we are. So, this is something for the last 8 quarters, how did we perform.I think we have been seeing growth momentum. And the last 3 quarters, we definitely see there's a good uptick in the orders. So, 50% is up for the quarter, and revenues as well, we are able to ramp up the revenues because we have a good order backlog, which is going to be converted in the next quarters to come, to gear up by 21%. And where did we get all these orders from? I think it is more from renewables, building and infrastructure, data centers, then the process automation and also food & beverages. So, this was our slide where we see how we are positioned in the different markets and how do we see those markets as well. So, as we are presenting 23 market segments, both from energy, emerging industries consisting of renewables, data centers and electronics and infrastructur [Showing first 8,000 characters — download PDF for full document]