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    Gael de-Bray • Deutsche Bank AG

    Gael de-Bray's questions to ABBN.SW leadership

    Gael de-Bray's questions to ABBN.SW leadership • Q1 2025

    Question

    Gael de-Bray asked for commentary on the competitive environment for the Robotics business.

    Answer

    CEO Morten Wierod asserted that the Robotics business is a top performer among its peers in terms of both revenue and profitability. He highlighted the success of its 'China for China' strategy, which involves developing a specific product portfolio with local components to compete effectively in the unique and high-density Chinese robotics market.

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    Gael de-Bray's questions to Abb Ltd (ABLZF) leadership

    Gael de-Bray's questions to Abb Ltd (ABLZF) leadership • Q4 2024

    Question

    Gael de-Bray of Deutsche Bank questioned the high level of 'ABB Way transformation expenses' expected in 2025, asking when these costs would cease to be recurring and about accountability for items below the operational EBITA line.

    Answer

    CEO Morten Wierod explained that two major transformation programs, for finance and HR, are concluding in 2025, which is the peak year for these execution costs. Executive Ann-Sofie Nordh stated that the 'ABB transformation costs' line item below operational EBITA should 'basically disappear after 2025' once these projects are complete.

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