ALFA Finder| Revenue growth | ~20% Q2; ~12.5% H1 |
|---|---|
| Margins | EBIT: Q1 ~4%, Q2 7.2%, H1 6.2%; material cost pressure |
| Order book | Q2 inflow INR1,265 Cr; H1 INR2,180 Cr; 20-25% beyond 1 year |
| Demand visibility | Sustained demand; data centres, semis, renewables |
| Management confidence | Cautious; declined to give guidance |
Growth
Q2 sales up ~20% YoY to ~INR780 Cr; H1 up ~12.5% to ~INR1,400 Cr. Q2 EBIT margin 7.2%, H1 6.2%.
Outlook
No formal guidance; management expects H2 margin leverage from revenue growth and easing commodity prices. KMVC capacity expansion partially capitalised.
Risks
Copper, transformer oil and steel inflation; fixed-price tenders limit pass-through (20-25% protected); higher interest rate; RM volatility.
Investor Presentation 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.
More from Schneider Electric Infrastructure Ltd
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- Execution
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