Schneider Electric Se · EURONEXT:SU
Schneider Electric — Q1 2025 Earnings Presentation
21 slides from Schneider Electric's earnings presentation, Apr 28, 2025
Slide 1: First Quarter 2025 Revenues – April 28, 2025
First Quarter 2025 Revenues – April 28, 2025 Strong growth amid uncertain macroeconomic backdrop; Full Year target reaffirmed Property of Schneider Electric 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: Focused execution drives strong growth in Q1
Focused execution drives strong growth in Q1 GROUP Q1’25 revenues Q1 org. growth €9bn +7 % BY BUSINESS Energy Management Industrial Automation Q1’25 revenues Q1 org. growth Q1’25 revenues Q1 org. growth €7bn +10% €2bn -1% Investor Relations – Schneider Electric Page 3 General
Slide 4: Growth in Q1 led by execution on Systems
Growth in Q1 led by execution on Systems PRODUCTS SYSTEMS SOFTWARE & SERVICES 50% of Q1 revenues 31% of Q1 revenues 19% of Q1 revenues +1% +21% +5% Q1 organic growth Q1 organic growth Q1 organic growth • Energy Management up low-single digit with • Energy Management grew strong double- • Agnostic so
Slide 5: Strong Q1 performance of our sustainability program
Strong Q1 performance of our sustainability program 2021-2025 CLIMATE SSI #3 - Reduce CO2 emissions from top 1,000 suppliers' operations Schneider's initiatives to reduce CO2 emissions from the top 1,000 42% suppliers' operations achieved a 42% reduction driven by a 12-point improvement in Q1 in Nor
Slide 6: Selected Q1 Customer Wins in Infrastructure and Data Center
Selected Q1 Customer Wins in Infrastructure and Data Center Transportation Grid Data Center Netherlands Italy China Supported energy transition with real-time control Powering Italy’s Alpine Fulfilling stringent requirements for key region with next-generation grid management equipment and services
Slide 7: Broad segment exposure provides resilience: Data Center remains strong; improving trends in Discrete automation
Broad segment exposure provides resilience: Data Center remains strong; improving trends in Discrete automation Q1 2025 vs Q1 2025 vs Q1 20241 Q4 20241 Data Center ++ ++ Residential Buildings - -- • Data Center & Networks up strong double-digit in demand, led by North America and East Asia. Non-Resi
Slide 8: Q1 2025 up +7% organic
Q1 2025 up +7% organic Analysis of Change in Group Revenues (in €m) +3.8% +0.3% +0.6% 9,325 +15.2% +9.3% 8,606 -3.6% Mainly representing the acquisition of Planon Group +7.4% org. Driven by U.S. Dollar vs. the Euro Q1 2024 Western Europe Asia Pacific North America Rest of Scope Forex Q1 2025 the Wor
Slide 9: Energy Management +10% Q1 org. growth
Energy Management +10% Q1 org. growth W. Europe N. America Asia Pac. Rest of the World Split of Q1 2025 revenue by geography: 22% 41% 26% 11% North America +17% Western Europe -3% U.S. up double-digit Products growth subdued across the region, notably in Residential, while Strong growth in Systems l
Slide 10: Industrial Automation -1% Q1 org. growth
Industrial Automation -1% Q1 org. growth W. Europe N. America Asia Pac. Rest of the World Split of Q1 2025 revenue by geography: 27% 22% 34% 17% North America 0% Western Europe -5% Strong growth at AVEVA in the U.S. Low double-digit decline at AVEVA, facing high base of comparison in France and Nord
Slide 11: Completion of Motivair acquisition and JV with StarCharge in Q1, in line with capital allocation priorities
Completion of Motivair acquisition and JV with StarCharge in Q1, in line with Group’s capital allocation priorities Strong Investment Grade 1 Credit Ratings Continued focus on 2 Schneider eStar: JV with Progressive Dividends Transaction completed February StarCharge to address European 28th, 2025 pr
Slide 12: Expected trends in 2025
Expected trends in 2025 Amid an environment of heightened uncertainty, the Group currently expects: • Continued market demand to drive growth, with contribution from across end-markets (Data Center & Networks, Buildings, Industry and Infrastructure), despite weakness in Residential • Continued stron
Slide 13: 2025 Target reaffirmed
2025 Target reaffirmed The Group reaffirms its 2025 financial target as follows: 2025 Adjusted EBITA growth of between +10% and +15% organic The target would be achieved through a combination of organic revenue growth and margin improvement, currently expected to be: • Revenue growth of +7% to +10%
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 Amit Bhalla – amit.bhalla@se.com 28 April Q1 2025 Revenues 7 May Shareholders’ Meeting (Paris) Graham Phillips – graham.phillips@se.com 5 June BNP Paribas Exane CEO conference (Paris) 11 June JP Morgan European Industrials conference (Lo
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 -€1.15 billion to -€1.25 billion. The FX impact at current rates on adjusted EBITA margin for FY 2025 could be around -40bps Scope impact: Around +€250 million on 2025
Slide 18: Well positioned to react with agility to continuously evolving tariff environment
Well positioned to react with agility to continuously evolving tariff environment Well positioned with regionalized supply chain as part of multi-hub setup Europe North America USMCA qualified imports Regionalization well Increased investment in U.S. underway, mainly moving China limits exposure to
Slide 19: External recognition of our in Q1 2025
External recognition of our in Q1 2025 Investor Relations – Schneider Electric Page 19 General General
Slide 20: Q1 2025 Results
2025 Q1 Q2 Q3 Q4 Target Score 7.95 8.80 Q1 2025 Results 6 long-term commitments Program 2025 Program Baseline1 Q1 2025 Target Ambition Score 3/10 7.95/10 8.80/10 10/10 CLIMATE 1. Grow Schneider Impact revenues2 70% 0% 74% 75% 80% 2. Help our customers save and avoid millions of tonnes of CO2 emissio
Slide 21: se.com
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