Schneider Electric Infrastructure Ltd (BOM:534139)

Q3 2025 Schneider Electric Infrastructure Ltd Earnings Call Transcript

Feb 11, 2025 / 12:00 PM GMT

Release Date Price: ₹662.8 (+2.41%)

Transcript

Key Points

Positve

Schneider Electric Infrastructure Ltd (BOM:534139) reported a significant rise in sales, achieving the highest ever sales in a quarter with an 18.2% increase over the previous year.
The company experienced a robust growth in orders, with a 13.8% increase over the prior corresponding period, indicating strong market demand.
EBITDA saw a substantial rise of 34.5%, reflecting improved operational efficiency and cost management.
The company is actively expanding its capacity, particularly in the transformer line, which is expected to enhance production capabilities and meet future demand.
Schneider Electric Infrastructure Ltd is well-positioned to benefit from government initiatives in renewable energy and infrastructure development, including solar, nuclear, and green hydrogen projects.

Negative

The order intake growth for Q3 was relatively slow at 5.3%, indicating a potential slowdown in new business acquisition.
Other expenses have risen significantly, by 35-40%, which could impact profitability if not managed effectively.
The company faces challenges related to currency fluctuations, although it has a hedging policy in place to mitigate risks.
There is a noted shortage in critical components like CRGO steel, which could affect production timelines and costs.
The company's order backlog growth was modest at 7%, suggesting potential challenges in maintaining a strong pipeline of future projects.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

SEIN.NS - Schneider Electric Infrastructure Ltd
Q3 2025 Schneider Electric Infrastructure Ltd Earnings Call
Feb 11, 2025 / 12:00PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to Snyder Electric Infrastructure Limited, Q3 F 525 earnings conference call hosted by Igara Securities India Private Limited. As a reminder, all participant lines will be in the listen-only board, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing, then 0 on your touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Harshit Kapadia from Elara Securities.

Thank you and over to you, sir.

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