Full Year 2025 Schneider Electric SE Earnings Call Transcript
Key Points
- Schneider Electric SE (SBGSF) reported a strong Q4 revenue growth of 10.7%, reaching EUR11 billion.
- The company exceeded EUR40 billion in annual revenue for the first time, with a 9% organic growth.
- Schneider Electric achieved a margin expansion of 50 basis points, aligning with their target.
- The digital flywheel contributed significantly, with EUR25 billion in turnover, representing 62% of overall revenue.
- The company plans to distribute a dividend of EUR4.2 per share, maintaining a progressive dividend policy for 16 years.
- The gross margin was negatively impacted by inflation, tariffs, and mix, resulting in a 40 basis points organic decline.
- Net income was slightly negative at minus 2%, despite adjusted net income being up 4%.
- The company anticipates a continued negative FX impact in 2026, with an expected revenue impact of minus EUR850 million to minus EUR950 million.
- Industrial Automation's adjusted EBITDA margin was only 14.2%, showing limited improvement.
- The company expects flat to negative gross margin progression in the first half of 2026 due to pricing and tariff challenges.
Welcome to the Schneider Electric's full year 2025 results with Olivier Blum, Chief Executive Officer; Hilary Maxson, Chief Financial Officer; and Nathan Fast, Head of Investor Relations. (Operator Instructions)
I'd like to inform all parties that today's conference is being recorded. If you have any objections, you may disconnect at this time. I will now hand it over to you, Mr. Nathan Fast.
Good morning, everyone, and welcome to our full year 2025 results presentation and webcast. I'm joined in Paris today by our CEO, Olivier; and our CFO, Hilary.
For the agenda, you already have the slides available. We'll go through them now and then make sure to have enough time for Q&A.
As always, I want to remind everyone about the disclaimer on page 2. And with that, Olivier, I hand it over to you.
Thank you very much, Nathan.
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