Why ABB India Jumped 7%: 1,480% Dividend and Record Orders Explained

Synopsis: ABB India Ltd (NSE: ABB) shares surged 6.8% to an intraday high of ₹6,118 on February 20, 2026, following its Q4 CY25 results. The “Zero-Minute” fact is that while net profit fell 18% YoY to ₹433 crore due to cost pressures, the stock rallied on the back of its highest-ever Q4 order inflow of ₹4,096 crore and a massive 1,480% final dividend announcement.

On Friday, February 20, 2026, ABB India became a standout performer in the capital goods sector. Despite a dip in bottom-line profitability, investors pivoted toward the company’s aggressive order book growth and healthy shareholder rewards. The Board recommended a final dividend of ₹29.95 per share (1,480% of face value), bringing the total dividend for CY25 to ₹39.72 per share.

The stock’s rally pushed its market capitalization toward ₹1.3 lakh crore, as the market priced in the long-term revenue visibility provided by a record ₹10,471 crore order backlog.

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Why did ABB India shares jump despite a profit dip?

The primary driver is the Record-Breaking Order Inflow. ABB India clocked a 52% YoY surge in new orders during Q4, reaching ₹4,096 crore. This is the highest fourth-quarter order intake for the company in the last five years, driven by heavy demand in data centers, railways, and electrification.

Furthermore, the “1-2-1” rule of today’s rally was evident: one massive dividend trigger (₹29.95/share), two core growth pillars (record export revenues and a 12% higher order backlog), and one solid operational objective. Management remains focused on high-margin segments like Robotics and Motion to offset the 18% decline in net profit caused by rising material and labor costs.

ABB India: Q4 CY25 Financial & Operational Snapshot

Key Metric	Q4 CY25 Performance	YoY Change
New Order Inflow	₹4,096 Crore	52% ↑
Revenue from Ops	₹3,557 Crore	5.7% ↑
Consolidated PAT	₹433 Crore	18% ↓
Final Dividend	₹29.95 (1,480%)	Record Date: May 2
Order Backlog	₹10,471 Crore	12% ↑

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Technical Outlook: Flag Breakout Confirmed

Market analysts identify a strong technical setup for ABB India following this results-led surge.

• Pattern Breakout: According to analysts at Angel One, the stock has confirmed a “Flag Breakout” on the daily charts, supported by a significant expansion in trading volume.
• Target Levels: Immediate support is seen at ₹5,950. If the momentum continues, technical targets are set at ₹6,700, representing a potential 10% upside from current levels.
• Brokerage Views: While UBS maintains a ‘Neutral’ rating with a target of ₹5,310 citing high valuations (71x CY26 EPS), Macquarie notes that the 52% order jump significantly de-risks future revenue projections.

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The Bottom Line

The 7% jump in ABB India reflects a market that values future growth over temporary margin contraction. For the Aam Aadmi investor, the focus remains on the May 2 record date for the 1,480% dividend. As India accelerates its grid modernization and data center rollout, ABB’s “local-for-local” manufacturing strategy positions it as a primary beneficiary of the 2026 infra boom.

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