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    James Moore • Redburn Atlantic

    James Moore's questions to ABBNY leadership

    James Moore's questions to ABBNY leadership • Q1 2025

    Question

    James Moore from Redburn asked about current trading, inquiring if the recent implementation of tariffs has materially affected daily order rates in the U.S. and whether customers are accepting price increases on products imported from Europe.

    Answer

    CFO Timo Ihamuotila explained that for many products imported from Europe, there are no local U.S. alternatives, so price changes tend to affect the entire market. CEO Morten Wierod commented on current trading by stating they have not seen any fundamental change in customer behavior but declined to provide further detail.

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    James Moore's questions to ABBN.SW leadership

    James Moore's questions to ABBN.SW leadership • Q1 2025

    Question

    James Moore of Redburn asked if there was any material change in the daily order rate after U.S. tariffs were implemented in April, and whether customers are accepting price increases on European imports or switching to local competitors.

    Answer

    CEO Morten Wierod stated that no fundamental change in customer behavior or trading had been observed in the month so far. CFO Timo Ihamuotila explained that for many specialized products imported from Europe, there are no local U.S. alternatives, meaning market-wide price changes are generally accepted.

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    James Moore's questions to Abb Ltd (ABLZF) leadership

    James Moore's questions to Abb Ltd (ABLZF) leadership • Q1 2025

    Question

    James Moore from Redburn asked if there has been a material change in the daily order run-rate since the latest tariffs were implemented. He also questioned if U.S. customers are accepting price increases on products imported from Europe or switching to local competitors.

    Answer

    CFO Timo Ihamuotila explained that for certain imported European products, there are often no local U.S. alternatives due to different standards, so price changes affect the whole market. CEO Morten Wierod added that they have not seen any fundamental change in customer behavior or trading patterns in the current month.

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    James Moore's questions to Abb Ltd (ABLZF) leadership • Q4 2024

    Question

    James Moore of Redburn Atlantic asked about the Robotics and Automation business, specifically if the Q1 margin guidance includes cost savings, the timing of those savings, and the potential to reach double-digit margins by year-end.

    Answer

    Executive Ann-Sofie Nordh confirmed that savings in the Machine Automation (MA) division have begun but are being offset by low production volumes. She expects customer inventory adjustments to finalize by Q2. CEO Morten Wierod separately confirmed that data center order growth was in the 30-40% range in Q4.

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