Schneider Electric Infrastructure Limited · NSE:SCHNEIDER
Schneider Electric Infrastructure — Q4 FY2024-25 Earnings Presentation
22 slides from Schneider Electric Infrastructure's earnings presentation, May 27, 2025
Slide 1: Filing cover letter to stock exchanges
SEIL/Sec./SE/2025-26/14 May 27, 2025 The Manager The Secretary Listing Department BSE Limited National Stock Exchange of India Ltd Phiroze Jeejeebhoy Towers, Exchange Plaza, Bandra Kurla Complex Dalal Street Bandra (East), MUMBAI 400 051 MUMBAI 400 001 Fax # 022-2659 8237/8238/8347/8348 Fax # 022-22
Slide 2: Schneider Electric Infrastructure Limited Q4, FY 2024-25
Schneider Electric Infrastructure Limited Q4, FY 2024-25 27th May, 2025 General
Slide 3: Vision and Mission
Vision “SEIL will lead the new digitized energy world, offering our Customers and Partners, innovative connected products & solutions, ready for the then power distribution’s elevated expectations. Our balanced business models, superior quality & efficient supply chain will keep our growth and profi
Slide 4: Market Outlook | Surge to Steady
Market Outlook | Surge to Steady Figures in INR Cr. Macro Outlook Gross Domestic Product Gross Fixed Capital Formation Index of Industrial Production CY 24 : 6.6% → CY 25 (F) : 6.4% CY 24 : 6.0% → CY 25 (F) : 6.0% CY 24 : 4.3% → CY 25 (F) : 4.6% Mega Trends Energy Transition AI & Digitization Sustai
Slide 5: Established expertise leading to significant Wins
Established expertise leading to significant Wins Schneider Electric Infrastructure Limited Q4, FY2024-25 | Page 4 General
Slide 6: Sustained Excellence | Strengthen the Core Segments
Sustained Excellence | Strengthen the Core Segments Power & Grid Energies & Chemicals MMM Power Transformers with EcoStruxure Oil Distribution Transformers GIS, AIS & LV Panels Transformer Expert & EcoCare Advanced Transforming Utilities Enabling Key Industry Player Powering Mining Operations Milest
Slide 7: Empowered Wins | Partner Driven Success
Empowered Wins | Partner Driven Success Power & Grid Power & Grid Renewables RMU via License Partner RMU via License Partner Breakers via Core Component Partner Enhancing Power Reliability Empowering the Grid Powering Renewables Lighting up leading DISCOM of Trusted Partner for 4+ years Breakers for
Slide 8: Milestone Wins | New Products
Milestone Wins | New Products Energies & Chemicals Renewable Energy AIS Panels with Thermal , Humidity and PD EcoStruxure Power Operation Software & T500 remote Sensor terminal unit for 2 GW Manufacturing unit in Gujarat Enhancing Operational Intelligence Digitalizing Solar Infra with RTU T500 Activ
Slide 9: Expanding our footprint | New Energy Landscape
Expanding our footprint | New Energy Landscape Cell Manufacturing Renewable Energy AIS Panels with Thermal, Temperature & Humidity Sensor, Supply, Supervision, Testing & Commissioning incl warranty EcoCare Essential (Cloud Connected) under EcoCare for Transformer Connected & Digitalized Powering Per
Slide 10: Success encompassing wins with innovation & sustainability at its core
Success encompassing wins with innovation & sustainability at its core Schneider Electric Infrastructure Limited Q4, FY2024-25 | Page 9 General
Slide 11: Strong Performance in ESG Ratings: A Commitment to a Better Future
Strong Performance in ESG Ratings : A Commitment to a Better Future • SEBI has released guidelines for ESG rating providers to rate top 1000 companies based on BRSR report • Currently there are 15 registered ESG providers, out of which 2 rating providers have published the rating Mar-2025 Mar-2025 S
Slide 12: ELECRAMA | Innovation for Sustainable Impact
ELECRAMA | Innovation for Sustainable Impact Schneider Electric Booth Snapshot 10,000+ Customers Footfalls 20+ Thought Leadership Sessions Fully Sustainable Booth Unveiling of New Offers • SF6 Free & Digital Solution • Primary SF6 GIS up to 36 KV, 2500 A • Primary GIS up to 24 KV, 1250 A • Make in I
Slide 13: Excellence in Sustainability | Thought Leadership
Excellence in Sustainability | Thought Leadership Mr. Thierry Mathou, Ambassador of France Keynote speeches by Schneider Leaders in India presenting Award to SEIL Team SF6 Free Solution : RM AirSeT New frontiers of Power Generation Awarded by eTECHnxt Most Innovative Product/Service of the Year for
Slide 14: Sustained Growth Impactful Results
Sustained Growth Impactful Results Schneider Electric Infrastructure Limited Q4, FY2024-25 | Page 13 General
Slide 15: FY25 Performance: Sustained Growth in Orders and Accelerating Sales Momentum
FY25 Performance : Figures in INR Cr. Sustained Growth in Orders and Accelerating Sales Momentum Highest ever Revenue & Profit Strategic Levers 2693 Cr 2,637 Cr Since Inception +13.4% +19.5% Orders Sales Accelerate Segments Leverage emerging segments Better Profitability & Strengthen resilient segme
Slide 16: Building Plant Capacity fuelling Progress
Building Plant Capacity fuelling Progress Schneider Electric Infrastructure Limited Q4, FY2024-25 | Page 15 General
Slide 17: Future Readiness: Capacity Enhancement
Future Readiness : Capacity Enhancement Figures in INR Cr. Sr. Particulars Vadodara Plant Kolkata Plant No. Approx 8000 Panels at Switchgear Plant, Approx 5000 Breakers at Kolkata Plant 1 Existing capacity Vadodara. 2 Existing capacity utilization Approx 90% Approx 90% Capacity addition of 6000 Pane
Slide 18: Order Intake: Double Digit Growth with Better Order Mix
Order Intake : Double Digit Growth with Better Order Mix Figures in INR Cr. 12M Q4 +13.4% +11.1% 2,693 762 2,375 686 12M FY 24 12M FY 25 Q4 FY 24 Q4 FY 25 Order Backlog on 31st Mar’25 at INR 1,253 Crores Schneider SchneiderElectric Infrastructure Electric LimitedLimited Infrastructure Q4, Meeting Q1
Slide 19: Sales: Robust Topline with Superior Growth in Transactional & Services
Sales : Robust Topline with Superior Growth in Transactional & Services Figures in INR Cr. 12M Q4 +19.5% +24.4% 2,637 587 2,207 472 12M FY 24 12M FY 25 Q4 FY 24 Q4 FY 25 Higher Q4 sales driven by execution of few large orders. Schneider SchneiderElectric Infrastructure Electric LimitedLimited Infras
Slide 20: P&L Statement – 12M
P&L Statement – 12M Figures in INR Cr. FY25 FY24 Margin Particular YoY (%) INR Cr. % INR Cr. % Change Sales 2,637 2,207 19.5% Other Income 25 0.9% 9 0.4% Total Sales 2,661 2,216 Material Costs 1,631 61.8% 1,398 63.3% 16.6% Gross/ Material Margin 1,031 39.1% 818 37.1% 26.0% +2.0pts Employee Costs 301
Slide 21: P&L Statement – Q4
P&L Statement – Q4 Figures in INR Cr. Q4 FY25 Q4 FY24 Margin Particular YoY (%) INR Cr. % INR Cr. % Change Sales 587 472 24.4% Other Income 6 1.0% 4 0.8% Total Sales 593 475 Material Costs 364 62.0% 283 59.9% 28.8% Gross/ Material Margin 229 39.0% 193 40.8% 18.6% -1.9pts Employee Costs 76 13.0% 64 1
Slide 22: General
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