In a strategic move to unlock value and sharpen business focus, ABB (ST:ABB) Ltd. has announced plans to spin off its Robotics division, proposing a 100% demerger to be decided at its Annual General Meeting in 2026. If approved, the standalone ABB Robotics entity is expected to be listed in Q2 2026, marking a major shift in ABB’s corporate structure.
The decision underscores ABB’s intent to provide both entities — the core ABB Group and ABB Robotics — with greater strategic independence, tailored capital allocation, and focused governance. ABB Chairman Peter Voser emphasized that the separation would enable each company to grow independently, attract the right talent, and deliver differentiated value to customers.
ABB Robotics, a global technology leader in intelligent automation, offers an extensive portfolio including Autonomous Mobile Robots (AMRs), AI-enabled software solutions, and domain-specific robotics for industries ranging from automotive to logistics. Over 80% of its offerings are software or AI-enabled, showcasing its future-readiness and digital edge.
ABB CEO Morten Wierod noted that the Robotics division operates in a market with distinct dynamics compared to ABB’s other businesses. He highlighted the unit’s double-digit margins since 2019, even through periods of supply chain stress and order volatility. With regional hubs in Sweden, China, and the U.S., and a strong cash flow profile, the robotics business is expected to enter the public market with a solid capital structure and global manufacturing footprint.
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