Schneider Electric Infrastructure Ltd (BOM:534139)

Q4 2025 Schneider Electric Infrastructure Ltd Earnings Call Transcript

May 27, 2025 / 05:30 AM GMT

Release Date Price: ₹698.5 (+2.96%)

Transcript

Key Points

Positve

Schneider Electric Infrastructure Ltd (BOM:534139) reported a significant growth in orders, with a 13.4% increase over the previous year.
The company achieved a 19.5% growth in sales, reaching 2,637 crores.
Gross margins improved significantly to 26%, with EBIT increasing by 35% to 382 crores.
The company generated a substantial free cash flow of 245 crores, marking an 85% improvement over the previous year.
Schneider Electric Infrastructure Ltd (BOM:534139) is investing in capacity expansion at its Vadodara and Kolkata plants, with plans to fund these primarily through internal accruals.

Negative

The order backlog increased by only 2% year-over-year, which may indicate slower future growth.
There was a slight decline in private sector announcements for FY 26, with a dip of about 10-12%.
The company experienced a dip in gross margin by 1.9 points in the current quarter due to a decrease in transactional business.
Other expenses increased by 33.1%, which could impact profitability if not managed carefully.
The company faces uncertainties due to evolving quality control orders and technical regulations.

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

SEIN.NS - Schneider Electric Infrastructure Ltd
Q4 2025 Schneider Electric Infrastructure Ltd Earnings Call
May 27, 2025 / 05:30AM 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 the Snyder Electric Infrastructure Limited Q4 F 525 conference call hosted by Elara Securities. As a reminder, all participant lines will be in the listen-only mode, 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 attached on phone. Please note that this conference is being recorded. I now hand the conference over to Harshit Kapara.

Thank you and over to you, sir.

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Unidentified_2 [2]
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