Q3 2026 Schneider Electric Infrastructure Ltd Earnings Call Transcript
Key Points
- Schneider Electric Infrastructure Ltd (BOM:534139) reported a record quarterly revenue, surpassing INR 1,000 crores for the first time.
- The company has a strong order backlog of INR 1,700 crores, reflecting a growth of over 50% year-over-year.
- Significant wins in emerging segments such as data centers, renewables, and semiconductors, including a major order from a leading semiconductor manufacturer.
- The company is leveraging government initiatives like the RDSS scheme and infrastructure investments to boost demand.
- Schneider Electric Infrastructure Ltd (BOM:534139) is actively involved in CSR activities, including skill development centers and community electrification projects.
- There was a contraction in gross margins this quarter due to changes in the sales mix.
- The company faces potential risks from commodity cost inflation, which could impact future margins.
- Exceptional expenses related to gratuity impacts due to labor code changes affected profitability.
- The geopolitical situation and volatile raw material prices pose challenges to maintaining profitable growth.
- The company has not provided specific guidance on dividend distribution, which may concern some investors.
Ladies and gentlemen, good day, and welcome to the Q3 FY 2026 earnings conference call of Schneider Electric Infrastructure Limited hosted by Elara Securities India. (Operator Instructions) Please note that this conference is being recorded. I would now like to hand the conference over to Mr. Harshit Kapadia from Elara Securities. Thank you, and over to you, sir.
Thank you, Alred. Good morning, everyone. On behalf of Elara Securities, we welcome you all for the Q3 FY 2026 and 9-month FY 2026 conference call of Schneider Electric Infrastructure. I take this opportunity to welcome the management of Schneider Electric Infrastructure represented by Udai Singh, Managing Director, Omkar Prasad, Chief Financial Officer, Mohit Agarwal, Head, Investor Relations. We will begin the call with a brief overview by the management, followed by a Q&A session.
I will now hand over the call to Udai sir for his opening remarks. Over to you, sir.
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