Slide 1: Advancing Energy Tech – Half Year 2026 Results
Advancing Energy Tech Half Year 2026 Results July 30, 2026 Record H1 driven by strong execution and broad-based demand Full Year Target upgraded Property of Schneider Electric
Slide 2: Disclaimer
Disclaimer 03/ H1 2026 Business Highlights 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 28/ H1 2026 Financial Performance Highlights results to differ material
Slide 3: H1 2026 Business Highlights
H1 2026 Business Highlights Olivier Blum, Chief Executive Officer Property of Schneider Electric | Page 3
Slide 4: Record quarterly revenues; both businesses growing strongly and accelerating in Q2
Record quarterly revenues; both businesses growing strongly and accelerating in Q2 Q2 2026 Group revenues €11.5bn +17% Q2’26 revenues Q2 org. growth Energy Management Industrial Automation €9.6bn +18% Q2 org. growth €1.9bn +11% Q2’26 revenues Q2’26 revenues Q2 org. growth Property of Schneider Elect
Slide 5: Broad-based contribution across all end markets
Broad-based contribution across all end markets, further supported by triple-digit demand in Data Center and Semiconductor in Q2 Balanced end market exposure1 Broad-based demand across end markets2 (FY 2025) (H1 2026) Demand contribution Leading Material Supporting Infrastructure Data Center & Data
Slide 6: Disciplined execution of the new Company program driving strong H1 performance
Disciplined execution of the new Company program driving strong H1 performance and full year target upgrade Revenue Adjusted EBITA Adjusted Net Income € 21.2bn € 4.1bn € 2.7bn up +14% org. up +22% org. up +21% Gross Margin Adjusted EBITA Margin Free Cash Flow 42.5% 19.3% € 1.6bn 1 up +10bps org. up
Slide 7: Advancing Energy Tech to the Next Level of Intelligence
Advancing Energy Tech to the Next Level of Intelligence Property of Schneider Electric | Page 7
Slide 8: Advancing Energy Tech to the Next Level
Advancing Energy Tech to the Next Level Energy & Industrial Cost competitiveness Regionalization Intelligence & Scalability TECHNOLOGY CUSTOMER OPERATIONAL Leadership Differentiation Excellence Property of Schneider Electric | Page 8
Slide 9: Technology Leadership
TECHNOLOGY CUSTOMER OPERATIONAL Leadership Differentiation Excellence Property of Schneider Electric | Page 9
Slide 10: Unique portfolio to go to the next level of Technology Leadership
Unique portfolio to go to the next level of TECHNOLOGY Leadership Energy & Industrial Intelligence leveraging Data & AI Data federation Device / Edge / Cloud Enterprise Data Operational Data Field Data Ecosystem Data Domain Expertise & Digital Twin across Lifecycle Ecosystem Design Build Organizing
Slide 11: Cognite will connect the physical and digital worlds
Cognite1 will connect the physical and digital worlds TECHNOLOGY Leadership through an agnostic Data & Agentic AI foundation Cognite Flows AI-Native Industrial Experiences Data Cube Action layer enabling industrial companies to rapidly build & scale production-ready AI-native workflows that empower
Slide 12: AiDASH will accelerate Schneider's Energy Intelligence leadership
AiDASH1 will accelerate Schneider’s Energy Intelligence TECHNOLOGY Leadership leadership in AI-powered solutions for critical infrastructure AiDASH • Cloud-native solutions for critical infrastructure • AI-driven vegetation, asset & climate risk intelligence • Highly differentiated remote inspection
Slide 13: Partnering with Kraken to enable smarter and more flexible grids
Partnering with Kraken to enable smarter and more flexible TECHNOLOGY Leadership grids Kraken brings edge-side flexibility • AI platform orchestrating distributed energy assets • Low-voltage network visibility • Load shifting to support grid balancing + Schneider Electric brings grid and demand-side
Slide 14: Powering the AI factory lifecycle end-to-end with AVEVA DSX
Powering the AI factory lifecycle end-to-end with new TECHNOLOGY Leadership AVEVA DSX driving energy & industrial intelligence Design • Start with the DSX Blueprint 1 GW from NVIDIA • Import data center campus from BIM software • Build an AI factory using SimReady OpenUSD files and visualize in Omni
Slide 15: 800 VDC portfolio designed in step with next generation AI infrastructure
800 VDC portfolio designed in step with the next generation TECHNOLOGY Leadership of AI Infrastructure 800 VDC Power Rack (Sidecar) • Location: IT Rack • Tech: Power Shelves • Power: Up to 1.2 MW DC to IT Rack, Up to 4.8 MW AC to Row, Group of 4 Power Center Power Rack Power Block 800 VDC Power Cent
Slide 16: Customer Differentiation
TECHNOLOGY CUSTOMER OPERATIONAL Leadership Differentiation Excellence Property of Schneider Electric | Page 16
Slide 17: Deepening regionalization across Sales, R&D and Supply Chain
Deepening regionalization across Sales, R&D and Supply Chain Customer Differentiation to accelerate customer-centric innovation and execution How we How we How Supported by global governance in key innovate supply we sell areas North America in R&D for: • Hub Technology allocation & coordination • P
Slide 18: Enabling France's Next Generation AI Infrastructure with SoftBank
Enabling France’s Next Generation AI Infrastructure with Customer Differentiation SoftBank SoftBank’s AI infrastructure New Data Center investment in France Power Module plant • Phase 1 with 3.1 GW by 2031 in Hauts-de-France Dunkirk, France • Up to 5 GW of AI Data Center Capacity in France + Schneid
Slide 19: Scaling strategic acquisitions to enhance customer proximity
Scaling strategic acquisitions to enhance customer Customer Differentiation proximity Conselve Buffalo, NY Bengaluru Strengthening portfolio Conceptualized & Designed in India Through Liquid cooling technology Leverage in-house R&D & manufacturing Performing above business plan Made in India, for In
Slide 20: Operational Excellence
TECHNOLOGY CUSTOMER OPERATIONAL Leadership Differentiation Excellence Property of Schneider Electric | Page 20
Slide 21: Operational Excellence driving scalability across the Group
Operational Excellence driving scalability across the Group OPERATIONAL Excellence Offer Cost Leadership Simplification & Scalability At cost by Supplier Industrial Operating Trust AI design collaboration productivity model Foundation @ scale Partnership with Productivity SFC1 / Sales ratio Pricing
Slide 22: Accelerating AI infrastructure deployment with Foxconn
Accelerating AI infrastructure deployment with Foxconn OPERATIONAL Excellence strategic partnership Foxconn’s manufacturing power • Foxconn brings advanced compute, AI rack integration and manufacturing scale + Schneider’s energy expertise • Schneider Electric brings power, cooling and energy expert
Slide 23: Driving strong shareholder value creation with a consistent capital allocation
Driving strong shareholder value creation with a consistent capital allocation 1 2 3 4 Strong Investment Continued focus on Active Share Grade Credit Ratings Progressive Dividends Portfolio Management Buyback We are committed to retaining We are committed to our We apply a disciplined approach to We
Slide 24: People & Sustainability Centric Company
TECHNOLOGY CUSTOMER OPERATIONAL Leadership Differentiation Excellence People & Sustainability Centric Company Property of Schneider Electric | Page 24
Slide 25: Delivering on our People & Sustainability commitments
Delivering on our People & Sustainability commitments Recognized by the World Economic Forum Employee engagement and shareholding 80% 2026 Employee Engagement 2 new Lighthouses in H1, bringing total to 11 Global Lighthouses, Awarded Future of Inclusion Lighthouse, supporting employees through Combin
Slide 26: Sustainability Impact 2030
H1 2026 Results Sustainability Impact 2030 Q1 Q2 Q3 Q4 2026 Target 3.40 3.69 - - 4.20/10 IMPACT SCORE* 2025 Baseline: 3.00/10 We electrify We reinvent We unlock We empower the world our industry human potential local communities Toward decarbonization Toward innovation Toward equal opportunities Tow
Slide 27: CEO priorities clear and unchanged
CEO priorities clear and unchanged – Executing on our Company Program in H2 and beyond TECHNOLOGY CUSTOMER OPERATIONAL Leadership Differentiation Excellence • Leadership in the New • Next level of regionalization • Pricing excellence Energy Landscape • Capture strong market • Margin obsession • AI t
Slide 28: H1 2026 Financial Performance Highlights
H1 2026 Financial Performance Highlights Nathan Fast, Chief Financial Officer Property of Schneider Electric | Page 28
Slide 29: H1 2026 Financial performance
H1 2026 Financial performance Results reflect the strong execution on ‘Advancing Energy Tech’ program Revenues Gross Margin Adj. EBITA Margin €21.2bn, +14% org. 42.5%, +10bps org. 19.3%, +120bps org. H1 revenues driven by strong growth in Gross Margin benefits from strong productivity Strong operati
Slide 30: H1 2026 revenues up +14% organic
H1 2026 revenues up +14% organic Analysis of Change in Group Revenues (in €m) +7.7% +0.2% -3.9% +15.4% 21,226 Mainly representing the 19,336 acquisition of Motivair partly offset by some small disposals Group +14.0% organic Mainly due to the weakening of the US Dollar and Indian Rupee vs. the Euro H
Slide 31: H1 Digital Flywheel drives strong growth
H1 Digital Flywheel drives strong growth, up 2pts vs. H1’25 SOFTWARE & DIGITAL SERVICES 1 Key achievements of H1 2026: 8% • Double-digit growth in Connectable Products driven by digital innovation and AI deployment • Good growth in Edge Control driven by BMS in Data 1 1 Centers and industrial contro
Slide 32: Q2 revenues up +17% org. with all regions contributing
Q2 revenues up +17% org. with all regions contributing Analysis of Change in Group Revenues (in €m) +12.3% -0.6% -1.2% +19.7% 11,459 +7.9% +23.1% 10,011 Mainly due to the weakening of the US Dollar and Indian Rupee vs. the Euro, Group +16.5% org. partly offset by strengthening of the Chinese Yuan vs
Slide 33: Q2 revenues driven by Systems, Products gaining momentum
Q2 revenues driven by Systems, Products gaining momentum Products Systems Software & Services Split of Q2 2026 47% 35% 18% revenue by business model: PRODUCTS SYSTEMS SOFTWARE & SERVICES +13% +28% +6% Q2 organic growth Q2 organic growth Q2 organic growth • Price accelerated through Q2 • Energy Manag
Slide 34: Q2 org. growth in Energy Management up +18%
Q2 org. growth in Energy Management up +18% China & South Asia & North America Europe East Asia International Split of Q2 2026 revenue by geography: 44% 23% 16% 17% North America +25% Europe +8% • U.S. up strong double-digit, led by Data Center • Growth led by Infrastructure, supported by strong gro
Slide 35: Q2 org. growth in Industrial Automation up +11%
Q2 org. growth in Industrial Automation up +11% China & South Asia & North America Europe East Asia International Split of Q2 2026 revenue by geography: 22% 31% 26% 21% North America +8% Europe +8% • U.S. up mid-single digit, led by growth in Discrete • Led by AVEVA, up strong double-digit; Discrete
Slide 36: H1 Adj. EBITA Margin at 19.3%, up +120bps organic
H1 Adj. EBITA Margin at 19.3%, up +120bps organic Energy Management Industrial Automation H1 2025 H1 2026 Reported Organic In €m change change Revenues 19,336 21,226 +9.8% +14.0% 22.4% 14.0% c.+100bps c.+50bps Gross Profit 8,202 9,014 +9.9% +14.2% org. org. Gross Margin (%) 42.4% 42.5% +10bps +10bps
Slide 37: H1 Gross Margin up +10bps organic
H1 Gross Margin up +10bps organic Gross Margin: Analysis of Change (%) +2.4 -0.7 -0.1 0.0 -0.3 42.4 -1.2 42.5 Adverse impact from the faster growth of Systems vs. Products and Software Net price -€154m • Pricing on products: +€280m Scope impact around flat, ‘others’ • Raw Material headwind: -€330m c
Slide 38: H1 SFC delivering strong operating leverage
H1 SFC delivering strong operating leverage Analysis of Change of SFC (in €m) 270 4,921 160 -182 4,692 -148 129 Mainly linked to headcount and simplification initiatives Strategic investments: R&D including Scope: -€1m; Others: +€271m, consisting Software & Digital Services innovation, of impact fro
Slide 39: H1 Adjusted Net Income up +29% organic
H1 Adjusted Net Income €2.7bn, up +29% organic In €m H1 2025 H1 2026 Reported Organic Primarily consisting of an impairment of capitalized change change development costs resulting from the decision to Adjusted EBITA 3,510 4,093 +16.6% +22.1% simplify the Industrial Automation offer range and some M
Slide 40: H1 free cash flow of €1.6 billion
H1 free cash flow of €1.6 billion, up +244%1 Analysis of net debt change in €m H1 2025 H1 2026 Reported Record operating cashflow for H1 of €3.8bn, up change +28%, due to the strong profitability of the H1 Net debt at opening Dec 31 (8,147) (13,721) DSO change is 4 days adverse compared to H1’25, Op
Slide 41: H1 Balance sheet remains strong
H1 Balance sheet remains strong Main impacts Net Debt / Adj. EBITDA1 • Payment of €2.4bn to fulfill FY25 dividend • Share buyback of €0.6bn2 1.60x 1.64x 1.45x • Free cash flow generation of €1.6bn Financing update • €850m OCEANEs due 2034 issued alongside repurchase of ~94% of OCEANEs due 2030 Jun-2
Slide 42: Expected Trends & Financial Target
Expected Trends & Financial Target Olivier Blum, Chief Executive Officer Property of Schneider Electric | Page 42
Slide 43: Expected trends in H2 2026
Expected trends in H2 2026 Amid an environment of continued uncertainty, the Group currently expects: End-market Business model • All 4 end markets to drive growth, with Data Center & • Systems to lead growth Networks to sustain strong momentum • Products contribution accelerated with price realizat
Slide 44: 2026 Target upgraded
2026 Target upgraded The Group upgrades its 2026 financial target as follows: 2026 Adjusted EBITA growth of between +14% and 19% organic The target would be achieved through a combination of organic revenue growth and margin improvement, currently expected to be: • Revenue growth of +10% to +13% org
Slide 45: Q&A
Q&A Property of Schneider Electric | Page 45
Slide 46: Investor Relations ready to engage
Investor Relations ready to engage 30 July H1 2026 Results Investor Relations contacts 8 September Morgan Stanley Industrial CEOs Unplugged (London) Antoine Sage – antoine.sage@se.com 9 September Kepler Cheuvreux Autumn Conference (Paris) 29 October Q3 2026 Revenues Graham Phillips – graham.phillips
Slide 47: Appendix
Appendix Property of Schneider Electric | Page 47
Slide 48: 2026 additional notes
2026 additional notes Foreign Exchange impact: Based on current rates1, the FX impact on FY 2026 revenues is estimated to be between -€400 million to -€500 million. The FX impact at current rates on adjusted EBITA margin for FY 2026 could be around flat Scope impact: Around flat on 2026 revenues and
Slide 49: H1 Adj. EBITA up +22.1% org. due to strong focus on operational excellence
H1 Adj. EBITA up +22.1% org. due to strong focus on operational excellence Analysis of Change of Adjusted EBITA (in €m) 535 -148 -31 -377 987 -154 -173 -56 4,093 3,510 H1 2025 Volume Net price1 Productivity Mix R&D & SFC Forex Scope & H1 2026 Production others Labor infl. 1. Price on products, raw m
Slide 50: H1 Adjusted Net Income calculation
H1 Adjusted Net Income calculation In €m H1 2025 H1 2026 Adjusted EBITA 3,510 4,093 Amortization of purchase accounting intangibles (233) (206) Net financial income/(loss) (248) (286) Income tax with impact from adjusted items (727) (865) Profit/(loss) of associates and non-controlling interests (74
Slide 51: Advancing Energy Tech
Advancing Energy Tech Property of Schneider Electric | Page 51
Slide 52: se.com
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