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Schneider Electric — Q3 2025 Earnings Presentation
20 slides from Schneider Electric's earnings presentation, Oct 30, 2025
Slide 1: Third Quarter 2025 Revenues
Third Quarter 2025 Revenues October 30, 2025 Strong growth led by Energy Management; Industrial Automation back to growth. Full Year Target reaffirmed. General
Slide 2: Disclaimer
Disclaimer All forward-looking statements are Schneider Electric management’s present expectations of future events and are subject to a number of factors and uncertainties that could cause actual results to differ materially from those described in the forward-looking statements. For a detailed des
Slide 3: Strong growth led by Energy Management; Industrial Automation back to growth
Strong growth led by Energy Management; Industrial Automation back to growth GROUP Q3’25 revenues Q3 org. growth €10bn +9.0% BY BUSINESS Energy Management Industrial Automation Q3’25 revenues Q3 org. growth Q3’25 revenues Q3 org. growth €8bn +9.7% €2bn +6.0% Investor Relations – Schneider Electric P
Slide 4: End-markets – Q3 Performance highlights
End-markets – Q3 Performance highlights Buildings Data Center & Networks Industry Infrastructure Good demand in non-residential Sustained high demand across Continued demand recovery in Remains strong, with demand particularly across technical the end-market. Discrete translating into positive havin
Slide 5: Q3 2025 up +9% organic
Q3 2025 up +9% organic Analysis of Change in Group Revenues (in €m) +5.7% +0.9% -5.0% +14.5% 9,721 +6.4% +5.0% 9,311 Mainly due to weakening of the U.S. Dollar, Chinese Yuan and Indian Rupee vs. the Euro Group +9.0% org. Mainly representing the acquisitions of Planon and Motivair partly offset by so
Slide 6: Growth in Q3 led by execution on Systems
Growth in Q3 led by execution on Systems PRODUCTS SYSTEMS SOFTWARE & SERVICES 48% of Q3 revenues 34% of Q3 revenues 18% of Q3 revenues +3% +19% +8% Q3 organic growth Q3 organic growth Q3 organic growth • Product growth was volume driven, with • Energy Management grew strong double- • Agnostic softwa
Slide 7: Energy Management +10% Q3 org. growth
Energy Management +10% Q3 org. growth W. Europe N. America Asia Pac. Rest of the World Split of Q3 2025 revenue by geography: 22% 43% 24% 11% North America +17% Western Europe +5% U.S. up double-digit, with strong growth in Systems led by Data Center end- Good growth in Resi overall, though varied b
Slide 8: Industrial Automation +6% Q3 org. growth
Industrial Automation +6% Q3 org. growth W. Europe N. America Asia Pac. Rest of the World Split of Q3 2025 revenue by geography: 27% 22% 33% 18% North America -2% Western Europe +6% U.S. around flat with a return to growth in Discrete automation and moderate Return to growth in Discrete automation,
Slide 9: Significant progress in our Sustainability journey
Significant progress in our Sustainability journey 2025 2021-2025 Q1 Q2 Q3 Q4 Target Score 8.52 8.80 CLIMATE SSI #3 - Reduce by 50% the CO2 emissions from top 1,000 suppliers’ operations 53% The Zero Carbon Project has exceeded its ambition in Q3 2025. CO₂ emissions from the operations of our top 1,
Slide 10: Financing update
Financing update Committed to retaining a strong investment grade credit rating Successful issue of bonds to support financing the previously announced acquisition of the remaining 35% stake in India JV. • August 2025: €3.5 billion bonds in four tranches respectively maturing in • 2 years with float
Slide 11: Expected trends in 2025
Expected trends in 2025 Amid an environment of heightened uncertainty, the Group currently expects: • Continued demand recovery in Discrete automation in Q4 • Continued market demand to drive growth, with contribution from across end-markets (Data Center & Networks, Buildings, Industry and Infrastru
Slide 12: 2025 Target reaffirmed
2025 Target reaffirmed Based on the ongoing uncertain geopolitical environment, and incorporating the impacts of trade tariffs enacted or formally announced to-date, the Group reaffirms its 2025 financial target as follows: 2025 Adjusted EBITA growth of between +10% and +15% organic The target would
Slide 13: Capital Markets Day invitation
We are your Energy Technology Partner. We electrify, automate and digitalize every industry, business and home, driving efficiency and sustainability for all. Thursday, December 11th Schneider Electric will host a Location: London Capital Markets Day for investors and financial In order to register
Slide 14: Q&A
Q&A Investor Relations – Schneider Electric Page 14 General
Slide 15: Investor Relations ready to engage
Investor Relations ready to engage Investor Relations contacts 12 November UBS European Conference (London) Amit Bhalla – amit.bhalla@se.com 11 December Capital Markets Day (London) Graham Phillips – graham.phillips@se.com 26 February Full-Year Results Andrew Gamwell – andrew.gamwell@se.com David Le
Slide 16: Appendix
Appendix Investor Relations – Schneider Electric Page 16 General
Slide 17: 2025 additional notes
2025 additional notes Foreign Exchange impact: Based on current rates1, the FX impact on FY 2025 revenues is estimated to be between -€1.4 billion to -€1.5 billion. The FX impact at current rates on adjusted EBITA margin for FY 2025 could be around -50bps Scope impact: Around +€250 million on 2025 r
Slide 18: External recognition in Q3 2025
External recognition of our in Q3 2025 Investor Relations – Schneider Electric Page 18 General
Slide 19: Q3 2025 Results
2025 Q1 Q2 Q3 Q4 Target Score 8.52 8.80 Q3 2025 Results 6 long-term commitments Program 2025 Program Baseline1 Q3 2025 Target Ambition Score 3/10 8.52/10 8.80/10 10/10 CLIMATE 1. Grow Schneider Impact revenues2 70% 0% 75% 75% 80% 2. Help our customers save and avoid millions of tonnes of CO2 emissio
Slide 20: SE.com CTA
SE.com CTA se.com © 2025 Schneider Electric. All Rights Reserved. Schneider Electric and Life Is On Schneider Electric are trademarks Facebook icon LinkedIn icon YouTube icon Twitter/X icon Instagram icon SE Blog icon se.com and the property of Schneider Electric, its subsidiaries, and affiliated co