France · Delayed Price · Currency is EUR Schneider Electric S.E. Earnings Call Transcripts
Fiscal Year 2025
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Record 2025 results with EUR 40.2 billion revenue (+9% organic), strong growth in both Energy Management and Industrial Automation, and robust free cash flow. 2026 guidance targets 7%-10% organic revenue growth and 10%-15% Adjusted EBITDA growth, with continued focus on margin expansion and digital transformation.
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The next five years will focus on accelerating technology leadership in energy and industrial intelligence, expanding digital and recurring revenues, and driving operational excellence. Growth targets of 7%-10% CAGR through 2030 are underpinned by strong market trends, with a commitment to margin expansion, cash generation, and sustainability.
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Q3 2025 saw 9% organic revenue growth to EUR 9.7 billion, led by strong Energy Management and data center demand, especially in North America. Full-year guidance is reiterated, with expectations to finish toward the lower half of the range due to tough comparables and FX headwinds.
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Record H1 2025 revenues and strong organic growth were driven by Energy Management and Data Centers, while Industrial Automation showed early signs of recovery. Full-year guidance was reaffirmed, with robust H2 expected from pricing actions and a strong backlog, despite FX and tariff headwinds.
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Record revenues and profitability were achieved, with strong growth in Energy Management and continued digital transformation. All major resolutions, including a dividend increase and board renewals, were adopted, while management reaffirmed strategic priorities in sustainability, innovation, and global expansion.
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Q1 2025 saw 7% organic revenue growth to €9.3B, led by strong Energy Management and Data Center demand, with North America and Asia-Pacific outperforming. Residential weakness and tariffs present headwinds, but full-year guidance for revenue and EBITDA growth is reiterated.
Fiscal Year 2024
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Record 2024 results with €38B sales (+8.4% organic), 14% adjusted EBITDA growth, and strong cash flow. 2025 guidance targets 7%-10% organic growth and further margin expansion, led by Data Center, Energy Management, and robust U.S., India, and Middle East demand.
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India is a top growth market, with sales rising to €2.2 billion and a dual-brand strategy saturating urban and rural segments. Major investments in R&D, digitalization, and sustainability drive innovation and operational efficiency, while supply chain regionalization and financial agility underpin resilience and future growth.
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India's rapid economic transformation is underpinned by structural reforms, digitalization, and green energy ambitions, with a vision to become a $30 trillion economy by 2047. The company reaffirms its growth, technology, and ESG strategies, targeting double-digit growth in India through local innovation and a multi-hub model.
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Q3 2024 saw record revenues of EUR 9.3 billion, up 8% organically, led by energy management and data centers, while industrial automation remained weak but showed early recovery signs. Full-year guidance is reiterated, with continued investment in capacity and a focus on subscription-based software growth.
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Record H1 and Q2 revenues driven by strong Energy Management and software growth, with robust performance in the US, India, Middle East, and Africa. 2024 guidance upgraded for adjusted EBITDA growth, while capacity investments and FX volatility present short-term challenges.