Schneider Electric Infrastructure Limited · NSE:SCHNEIDER
Schneider Electric Infrastructure — Q1 FY2024-25 Earnings Presentation
14 slides from Schneider Electric Infrastructure's earnings presentation, Aug 5, 2024
Slide 1: Exchange filing cover letter for investor presentation
SEIL/Sec./SE/2024-25/36 August 5, 2024 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-
Slide 2: Schneider Electric Infrastructure Ltd Investor Meeting – Q1, FY 2024-25
Schneider Electric Infrastructure Ltd Aug 6, 2024 Investor Meeting – Q1, FY 2024-25 General
Slide 3: Vision Mission
“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 Vision chain will keep our growth and profi
Slide 4: Market Outlook
Market Outlook Highlights – FY24 Forecast FY25 Economic Resilience 28% increase in Capital Expenditure 17% increase in Capital Expenditure Macro Highlights INR 7.4 lac Cr (FY23)→ INR 9.5 lac Cr (FY24) INR 9.5 Lac Cr (FY24)→ INR 11.1 lac Cr (FY25) & Forecast 8.2% real GDP growth est. 6.5-7% real GDP
Slide 5: Our Wins
Our Wins Schneider Electric Infrastructure Limited Investor Meeting Q1, FY24-25 | Page 4 General
Slide 6: Our Wins | Breakthrough Orders
Our Wins | Breakthrough Orders Customized Integrated Solution Feature Enhancement of Existing Product New Product 11kV Power Train Module 33kV Panels (PIX-36) for 11 kV Panels for Power (PTM) for one of the leading Transmission Utility in North- Distribution Company of NCR Data Centres in India East
Slide 7: Our Wins | Digital Transformation
Our Wins | Digital Transformation Electrical SCADA for one RTU Panel1 for Control & ▪ Electrical SCADA for the first of the initial Monitoring of Switchgear along Semiconductor assembly & Semiconductor projects with Centralized EPO2 + ARDM3 test facility in India in India software 4 5 CRP & SAS for
Slide 8: Our Wins | Securing orders from Overseas Market
Our Wins | Securing orders from Overseas Market 1 3 Upgradation of 33/11kV Sub- Nepal Transformers for expansion of 1 3 stations for a customer in leading Energy Plant in Qatar Qatar Nepal 63 MVA ,45 MVA & 30 MVA Distribution Transformer (1 MVA) Transformers with ETE and 1-year 2 Australia along wit
Slide 9: Unveiling Power Train Module: Meeting Customer Needs with Innovation
Unveiling Power Train Module : Meeting Customer Needs with Innovation Power Train Module is tailored to individual customer requirements using products from comprehensive range of SE offer portfolio, providing a convenient, plug & play substation of higher rating (>2MVA) Value proposition with optim
Slide 10: Our Performance
Our Performance Schneider Electric Infrastructure Limited Investor Meeting Q1, FY24-25 | Page 9 General
Slide 11: Orders and Sales
Orders and Sales Figures in INR Cr. Orders Sales +19.0% +19.7% 531 593 447 495 Q1 FY 24 Q1 FY 25 Q1 FY 24 Q1 FY 25 Good momentum in orders across all segments Order Backlog at INR 1,294 Crores up by 15.6% vs. June’23 Strong sales growth with better mix of Transactional and Services Schneider Electri
Slide 12: P&L Statement – Q1 FY25 Vs Q1 FY24
P&L Statement – Q1 FY25 Vs Q1 FY24 Figures in INR Cr. Q1 FY25 Q1 FY24 Margin YoY (%) INR Cr. % INR Cr. % Change Sales 592.9 495.3 19.7% Other Income 2.6 0.4% 2.3 0.5% Total Sales 595.5 497.6 Material Costs 356.5 60.1% 315.6 63.7% 13.0% Gross/ Material Margin 239.0 40.3% 181.9 36.7% 31.3% +3.6pts Emp
Slide 13: Life Is On | Schneider Electric
Lifels On | Schneider @ Electric Life ls On
Slide 14: General
General
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