ALFA Finder| Revenue growth | 4.8% YoY |
|---|---|
| Margins | EBITDA margin contracted from 11.8% to 6.3% YoY. |
| Order book | INR 2169 cr, up 32.7% YoY. |
| Demand visibility | Strong demand in emerging segments like data centers and semiconductors. |
Growth
Revenue grew 4.8% YoY to INR 651.4cr. PAT fell 69.8% YoY to INR 12.4cr due to commodity volatility.
Outlook
Order backlog of INR 2169cr (up 32.7% YoY) provides healthy revenue visibility for coming quarters.
Risks
Profitability impacted by commodity price volatility, input cost lags, and lower operating leverage.
Last quarter's promises, checked
Delivered
- Focus on efficient order execution → INR 1,000cr+ revenue in Q3 (= BEAT)
- Focus on profitability → INR 155cr Q3 profit before exceptional items (= BEAT)
- Leverage fixed costs → Reduced employee/other expense % to sales (= BEAT)
Partly delivered
- Maintain healthy order intake → Q1 intake INR 915cr vs Q3 INR 909cr (= PARTIAL)
Investor Presentation filed with BSE, 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.
More from Schneider Electric Infrastructure Ltd
All →Schneider Electric Infrastructure Investor Presentation: Key Takeaways
Q2 FY27 revenue ~INR780 Cr, up ~20% YoY; H1 ~INR1,400 Cr (+12.5%). Q2 PAT INR30 Cr vs INR52 Cr (-43%) on commodity cost pressure. Q2 order inflow INR1,265 Cr.
Schneider Electric Infrastructure Results Correction
Schneider Electric Infrastructure has re-filed its Q2 FY27 press release to correct a typo in the EBIT figure. Q2 sales were ₹779 crore and EBIT was ₹56 crore.
Schneider Electric Infrastructure Results Update
SEIL posted record Q2 order intake of INR 1,265 crore, but EBIT fell 22.7% year-on-year. Sales rose 19.8% to INR 779 crore.
Schneider Electric Infrastructure Legal & Regulatory
Schneider Electric Infrastructure received a GST appellate order rejecting its appeal on a ₹3.38 Crore tax and penalty demand. The company sees no material financial impact.
- Value
- ₹3.38 Cr
Schneider Electric Infrastructure Board Meeting Date
Schneider Electric Infrastructure scheduled its Board of Directors meeting for 5 November 2026 to approve Q2 and half-yearly results. No financial figures or other material decisions are disclosed in this advance notice.
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