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Earnings Call

Schneider Electric Infrastructure Earnings Call: Key Takeaways

Schneider Electric's FY26 revenue grew 9.6% to ₹2,891cr, driven by services. Q4 performance was steady despite external pressures and execution headwinds.

Highlights
Revenue growthFY26 Sales up 9.6% YoY; Q4 Sales up 0.5% YoY.
MarginsEBITDA margin at 13.4% for FY26; Q4 moderated to 8.4%.
Order bookFY26 Order intake ₹3,430cr; Closing backlog ₹1,911cr.
Demand visibilityStrong, evidenced by 50.1% YoY growth in closing backlog.
Management confidenceHigh; citing diverse portfolio and strong India growth story.

Growth

FY26 Sales rose 9.6% YoY; Orders grew 27.4% to ₹3,430cr. Q4 Sales remained flat at ₹590cr (+0.5% YoY).

Outlook

Strong closing backlog of ₹1,911cr (+50.1% YoY). Launching BESS and 'One Digital Grid' platforms for future growth.

Risks

Profitability impacted by volatile commodity prices, input cost pressures, and delivery deferrals.

Source

Earnings Call filed with NSE, NSE: SCHNEIDER. Summary written with AI assistance from the document.

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Schneider Electric Infrastructure Ltd: key numbers

Share price
₹1,209.50
Market cap
₹28,920 Cr
Revenue (annual)
₹2,891 Cr
Net profit (annual)
₹212.6 Cr
P/E (TTM)
157.4×Sector 53.6×
Promoter holding
75.00%+0.00% QoQ
FII holding
3.42%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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