ALFA Finder| Revenue growth | 9.6% YoY for full year; Q4 sales flat at INR 590cr. |
|---|---|
| Margins | Gross margin down ~160bps due to commodity costs and service mix. |
| Order book | 27.4% growth in FY26; Q4 selective due to commodity volatility. |
| Demand visibility | Strong; order backlog up 50% YoY providing robustness. |
| Management confidence | High on long-term tailwinds like energy transition and digitalization. |
Growth
FY26 orders grew 27.4% YoY; sales grew 9.6%. Backlog is up ~50% from last year.
Outlook
Strong data center pipeline (3GW); scaling dry-type transformer production in Baroda and energy storage (BESS).
Risks
Significant raw material inflation (copper/aluminum +30%, steel +10%) and geopolitical disruptions affecting delivery schedules.
Earnings Call filed with NSE, NSE: SCHNEIDER. Summary written with AI assistance from the document.
Schneider Electric Infrastructure Ltd: key numbers
- Share price
- ₹1,051.00
- Market cap
- ₹25,130 Cr
- Revenue (annual)
- ₹2,891 Cr
- Net profit (annual)
- ₹212.6 Cr
- P/E (TTM)
- 156.0×Sector 51.6×
- 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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- Value
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Schneider Electric Infrastructure Capacity Expansion: ₹211 Cr Investment
Schneider Electric Infrastructure's board approved ₹211 Crore to expand KMVC facility capacity to 375,000 Vacuum Interrupters and add 18,000 Breakers per annum by FY 2028-29.
- Value
- ₹211.0 Cr
- Execution
- by end of FY 2028-29
- Vacuum Interrupter capacity at KMVC
- 375000 units per annum