India · Delayed Price · Currency is INR Schneider Electric Infrastructure Earnings Call Transcripts
Fiscal Year 2026
-
Record quarterly revenue and strong order inflows drove over 20% YoY sales growth, with a robust order backlog and major wins in data centers, renewables, and core sectors. Margin contraction was due to sales mix, and management remains optimistic on future growth.
-
Order inflow grew 28% year-over-year in H1, with Q2 sales accelerating to 8.4% growth. Execution delays were due to project cyclicality and customer readiness, but management expects a pickup as backlog converts. Renewables, mobility, and data centers are key growth drivers.
-
Order inflow surged 42% year-over-year, with sales up 5% and a strong backlog supporting future growth. Margins dipped slightly due to project delays, but management expects recovery as delayed projects are executed and capacity expansion continues.
Fiscal Year 2025
-
Orders and sales grew strongly year-over-year, with significant margin and cash flow improvements. Capacity expansions in Vadodara and Kolkata are underway, supporting future growth, while the company maintains a focus on high-margin segments and innovation.
-
Achieved record sales and strong profit growth in Q3 FY25, driven by robust order intake, margin expansion, and strategic wins in digital and green technologies. Outlook remains positive with a healthy pipeline, ongoing capacity expansion, and focus on emerging segments.
-
Double-digit growth in sales and orders, with H1 sales up 20.3% and PAT up 32.1% year-over-year. Strong order backlog, robust execution, and digital innovation drive optimism for continued growth, supported by sectoral tailwinds and capacity expansion.
-
Q1 FY25 saw 19.7% sales growth and robust order inflow, with strong gains in data centers, exports, and digitalized products. Margins improved on better product mix and operational efficiency, and management expects continued growth amid favorable market trends.
Fiscal Year 2024
-
India is a strategic growth hub, with robust sales, dual-brand market coverage, and major investments in R&D, supply chain, and sustainability. The company is expanding capacity, driving digital and green innovation, and deepening customer and social impact partnerships, positioning India for 2.5x-3x growth and global leadership.
-
Strategy and financial guidance remain unchanged, with a focus on digital transformation, recurring revenues, and strong ESG integration. India is positioned as a key growth hub, leveraging local R&D, manufacturing, and digital strengths to drive double-digit growth and global innovation.