
ABB India will keep citing data centres and electrification as backlog drivers in the next few quarters, and rivals in industrial automation will likely point to the same capex cycle.
This is one of the clearest India-facing signals that AI infrastructure spending is spilling into industrial hardware and electrical systems. The backlog suggests the demand is not a one-off spike but a pipeline that could support multiple quarters of execution.
AI reasoning
This is one of the clearest India-facing signals that AI infrastructure spending is spilling into industrial hardware and electrical systems. The backlog suggests the demand is not a one-off spike but a pipeline that could support multiple quarters of execution.
Curated summary
ABB India posted record Q2 CY2026 revenue of Rs. 3,559 crore, up 21% year on year, and its highest-ever quarterly orders of Rs. 4,363 crore, up 50%. The company said data centres, electrification, switchgear and automation drove demand across buildings, infrastructure, renewable energy, metals and mining, food and beverage, and energy. Its order backlog reached Rs. 11,898 crore, almost matching its CY2025 revenue.
Supporting evidence
YouTube·ET NowIndia’s Data Centre Boom Explained! $140B Investments, AI Push & New Hubs | Business News | ET Now
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YouTube·CNBC International LiveBig Tech’s AI push is spawning a new heat economy
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YouTube·The Punch ListWill the AI Data Center Boom Last?
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YouTube·Oakworth Capital BankThe AI Gold Rush: How Data Centers Could Reshape the Economy
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YouTube·ADSWAI's data center boom may be hitting its limit | Interview with Noel Hurley
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Source news
ABB India’s order book swells on data centres and automation demand
Record quarterly orders and a near-record backlog point to sustained capex tied to data centres, electrification and industrial automation.















