Schneider Electric Infrastructure Limited · NSE:SCHNEIDER
Schneider Electric Infrastructure — Q2 FY26 Earnings Presentation
16 slides from Schneider Electric Infrastructure's earnings presentation, Nov 10, 2025
Slide 1: Exchange filing cover letter for investor presentation
SEIL/Sec./SE/2025-26/58 November 10, 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 # 0
Slide 2: Schneider Electric Infrastructure Limited Q2 FY26
Schneider Electric Infrastructure Limited Q2 FY26 10th November, 2025 Internal
Slide 3: IMPACT starts with Us!
IMPACT starts with Us! SEIL Vadodara won the prestigious Made it to the Time’s ‘Golden Peacock Award for ESG – 2025’ ‘Top 15 employers in India’ Schneider Electric Infrastructure Limited Q2 FY 25-26 |Page 2 Public
Slide 4: Vision 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 5: Market Outlook
* All Values in INR Market Outlook Resilient Indian Economy amid Segments Enablers Global Challenges ▪ RDSS1 Scheme: ₹3.04 lakh crore to cut AT&C2 losses to 12–15% & eliminate the ACS-ARR3 gap by strengthening distribution infrastructure 7.4 7.8 +1.1bps YoY ▪ Grid Modernization | SCADA4/ADMS5/Enable
Slide 6: Our Wins
—— wi eal 2" —— Lieis@n | Schneider
Slide 7: Strategic Wins Across Segments
Strategic Wins Across Segments Power & Grid Cloud & Service Provider Mobility Substation solution AIS Panels & Power Transformers Loco breakers Electrifying one of the Powering India’s Premier Modernizing leading utilities Data Centers Rail Network ▪ One of the largest orders in 2025 ▪ One of the la
Slide 8: Driving Growth Through Future-Ready Solutions
Driving Growth Through Future-Ready Solutions Renewables Aerospace & Defence Semiconductor Digital solutions CRP1 & SAS2 along DC5 breakers ,CSS4,E-House GIS,Transformers, with CAP3 LV Switchboard Empowering a Green energy Powering Strategic sectors with Energizing a leading leader with digital solu
Slide 9: Make in India Offer Success
Make in India Offer Success Power & Grid Power & Grid Renewables GIS panels AIS Panels with digital solutions –CRP1,SAS2 AIS Panels Driving Energy Transformation Enhancing a leading Power plant Accelerating the Energy for a leading utility with reliable solutions Transition for a Solar leader Schnei
Slide 10: H1 & Q2 Performance
Figures in INR Cr. H1 & Q2 Performance Highlights Orders Strong Order Growth H1 1749 Cr. +28.0% YoY Q2 838 Cr. +15.6% YoY Quarterly sales momentum continue to strengthen Sales H1 1272 Cr. +6.6% YoY Focus Areas Q2 650 Cr. +8.4% YoY Accelerate orders execution EBIT Drive Services and Transactional H1
Slide 11: H1: Strong Order Growth, Sales picked up in Q2
H1 : Strong Order Growth, Sales picked up in Q2 Figures in INR Cr. Orders Sales +28.0% +6.6% 1,749 1,272 1,193 1,366 H1’ FY25 H1’ FY26 H1’ FY25 H1’ FY26 Order Backlog on 30th Sep’25 at INR 1,805 Crores (+25.0% YoY) Schneider Electric Infrastructure Limited Q2 FY 25-26 |Page 10 Public
Slide 12: Q2: Strong Order Growth, Sales picked up in Q2
Q2 : Strong Order Growth, Sales picked up in Q2 Figures in INR Cr. Orders Sales +15.6% +8.4% 838 650 600 725 Q2’ FY25 Q2’ FY26 Q2’ FY25 Q2’ FY26 Strong order and sales growth across Services Schneider Electric Infrastructure Limited Q2 FY 25-26 |Page 11 Public
Slide 13: P&L Statement – H1'FY26
P&L Statement – H1’FY26 Figures in INR Cr. H1'FY26 H1'FY25 Margin Particular YoY (%) INR Cr. % INR Cr. % Change Sales 1,272 1,193 6.6% Other Income 9 0.7% 12 1.0% Total Sales 1,281 1,204 Material Costs 781 61.4% 733 61.4% 6.7% Gross/ Material Margin 499 39.2% 471 39.5% 5.8% -0.3pts Employee Costs 16
Slide 14: P&L Statement – Q2'FY26
P&L Statement – Q2’FY26 Figures in INR Cr. Q2 FY26 Q2 FY25 Margin Particular YoY (%) INR Cr. % INR Cr. % Change Sales 650 600 8.4% Other Income 4 0.7% 9 1.5% -50.3% Total Sales 655 609 7.5% Material Costs 397 61.0% 376 62.7% 5.5% Gross/ Material Margin 258 39.7% 233 38.8% 10.9% +0.9pts Employee Cost
Slide 15: General
General
Slide 16: Public
Life ls On_| Schneider & Electric
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