Q1 2027 Schneider Electric Infrastructure Ltd Earnings Call Transcript
Key Points
- Recorded highest-ever quarterly order intake of INR915 crores, with double-digit sequential growth.
- Strong backlog growth of 33%, entering Q2 with over INR2,100 crores in orders.
- Won significant orders in high-growth segments like semiconductors and data centers, including a largest front-end fab order.
- Ranked #1 as the most sustainable company in the world for the third consecutive year.
- All four manufacturing sites achieve 100% renewable electricity and zero recordable safety incidents.
- Gross margin impacted by commodity inflation (copper, aluminum, steel) and rupee depreciation, affecting legacy fixed-price orders.
- Q1 sales growth was moderate at 5% Y-o-Y, with a soft start typical of the quarter.
- EBIT declined to INR32 crores due to negative operating leverage from higher employee costs and other expenses.
- Other expenses increased ~20% Y-o-Y, partly due to FX impact on imports and cost inflation.
- Price variation clauses cover only 20-25% of backlog, leaving exposure to commodity volatility in government tenders.
Ladies and gentlemen, good day, and welcome to Schneider Electric Infrastructure Limited Q1 FY27 Results and Business Update Conference Call. (Operator Instructions) 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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Thank you, Huda. Good morning, everyone. On behalf of Elara Securities, we welcome you all for the Q1 FY27 conference call of Schneider Electric Infrastructure Limited. I take this opportunity to welcome the management of Schneider Electric Infrastructure represented by Mr. Udai Singh, Managing Director and CEO; Mr. Omkar Prasad, Chief Financial Officer; and Mr. Mohit Agarwal, Head of Investor Relations. We will begin the call with a brief overview by management, followed by a Q&A session. I'll now hand over the call to Mr. Singh for his opening remarks. Over to you, sir.
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