Schneider Electric Infrastructure Ltd (BOM:534139)

Q1 2026 Schneider Electric Infrastructure Ltd Earnings Call Transcript

Aug 8, 2025 / 05:00 AM GMT

Release Date Price: ₹936.6 (-5.00%)

Transcript

Key Points

Positve

Schneider Electric Infrastructure Ltd (BOM:534139) reported a strong order growth of 42.1% compared to the same period last year, indicating robust demand for its products and services.
The company has a significant backlog that is 25% higher than the previous year, ensuring future revenue streams.
Schneider Electric Infrastructure Ltd (BOM:534139) is strategically positioned to benefit from India's growing focus on green energy, with a substantial portion of new orders coming from renewable energy projects.
The company is actively engaging with policymakers and stakeholders to influence and adapt to emerging market trends, particularly in digital and sustainable infrastructure.
Schneider Electric Infrastructure Ltd (BOM:534139) is investing in capacity expansion to meet future market demands, with all projects progressing as planned.

Negative

The company's gross margins decreased by 1.5% compared to the previous year, attributed to the absence of exceptional credits that were present in the prior period.
Sales growth was moderate at 4.8%, partly due to project delays and spillovers into the next quarter.
EBITDA margin decreased by 2.4 percentage points, reflecting challenges in maintaining profitability amidst rising costs.
Employee costs increased by 11.8%, driven by inflation, salary hikes, and additional headcount, impacting overall profitability.
The company faces competitive pressures in the industry, with many players expanding capacities, which could impact future margins.

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

SEIN.NS - Schneider Electric Infrastructure Ltd
Q1 2026 Schneider Electric Infrastructure Ltd Earnings Call
Aug 08, 2025 / 05:00AM 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 Q1FI 26 earnings conference call hosted by Elara Security.

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 touchstone phone. Please note that this conference is being recorded.

I now hand the conference over to Mr. Harshit Kapara.

Thank you and over to you, sir.

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