Schneider Electric Infrastructure Ltd (NSE:SCHNEIDER)

Q2 2026 Schneider Electric Infrastructure Ltd Earnings Call Transcript

Nov 9, 2025 / 05:30 AM GMT

Release Date Price: ₹808 (-6.26%)

Transcript

Key Points

Positve

Schneider Electric Infrastructure Ltd (BOM:534139) won the Golden Peacock award for outstanding performance in environment, social, and governance.
The company is recognized as one of the top 15 best employers in India for 2025.
The Indian economy is resilient, with GDP growth forecasted at 6.7%, benefiting the company's market outlook.
Significant investments in infrastructure, including government and private sector CapEx, are expected to drive growth.
The company has secured strategic wins across key segments such as power and grid, data centers, and renewables.

Negative

Execution of orders has been slow, with single-digit growth in recent quarters compared to previous double-digit growth.
Other expenses have increased, impacting profitability despite revenue growth.
There is a lack of detailed disclosures on revenue mix and margins, which investors have requested.
Capacity expansions have been delayed, affecting the company's ability to meet market demand.
The data center segment, while promising, has experienced a lull, affecting potential top-line growth.

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

SEIN.NS - Schneider Electric Infrastructure Ltd
Q2 2026 Schneider Electric Infrastructure Ltd Earnings Call
Nov 10, 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 earnings call of Schneider Electric Infrastructure Limited Q2 FY26 earnings 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 touchstone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Harrshid Kaparia.

Thank you and over to you, sir.

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