Schneider Electric Se · EURONEXT:SU
Schneider Electric — Q3 2026 Earnings Presentation
18 slides from Schneider Electric's earnings presentation, Oct 16, 2026
Slide 1: Advancing Energy Tech: Third Quarter 2026 revenues
Advancing Energy Tech Third Quarter 2026 revenues October 16, 2026 Record revenues, strong execution and full year target upgraded Property of Schneider Electric
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: Strong momentum and disciplined execution in Q3 2026
Strong momentum and disciplined execution in Q3 2026 to be continued to deliver the upgraded FY target Record revenue Broad-based performance Upgraded FY target €11.5bn All 2 businesses | All 4 end markets FY26 ↑ All 4 regions Top line growth ↑ Adjusted EBITA margin expansion ↑ Property of Schneider
Slide 4: Record high quarterly revenues with both businesses growing
Record high quarterly revenues with both businesses growing Q3 2026 Group revenues €11.5bn +17% Q3’26 revenues Q3 org. growth Energy Management Industrial Automation €9.6bn +19% Q3 org. growth €1.8bn +8% Q3’26 revenues Q3’26 revenues Q3 org. growth Property of Schneider Electric | Page 4
Slide 5: Broad-based contribution across all end markets, triple-digit Data Center demand
Broad-based contribution across all end markets, further supported by triple-digit demand in Data Center in Q3 Balanced end market exposure1 Broad-based demand across end markets2 Demand contribution Leading Material Supporting Infrastructure Data Center & Data Center & Networks Data Center Networks
Slide 6: Systems-led growth, with Products and Software & Services accelerating
Systems-led growth, with Products and Software & Services growth accelerating sequentially Products Systems Software & Services Split of Q3 2026 48% 35% 17% revenue by business model: PRODUCTS SYSTEMS SOFTWARE & SERVICES +17% +22% +7% Q3 organic growth Q3 organic growth Q3 organic growth • Sustained
Slide 7: Q3 2026 up +17% organic with all regions contributing
Q3 2026 up +17% organic with all regions contributing Analysis of Change in Group Revenues (in €m) +13.2% -0.4% +1.2% 11,460 +26.1% +8.6% +19.9% 9,721 Group +16.9% org. Q3 2025 North America Europe China & South Asia & Scope Forex Q3 2026 East Asia International1 Based on current rates, the FX impac
Slide 8: Q3 org. growth in Energy Management up +19%
Q3 org. growth in Energy Management up +19% China & South Asia & North America Europe East Asia International Split of Q3 2026 revenue by geography: 44% 22% 17% 17% North America +20% Europe +9% Data Center driving strong top line increase Sales expansion led by Data Center and Grid, good contributi
Slide 9: Q3 org. growth in Industrial Automation up +8%
Q3 org. growth in Industrial Automation up +8% China & South Asia & North America Europe East Asia International Split of Q3 2026 revenue by geography: 23% 29% 26% 22% North America +16% Europe +6% AVEVA and Discrete automation driving strong growth Solid momentum driven by AVEVA, with mixed trends
Slide 10: Sustainability Impact 2030
Q3 2026 Results Sustainability Impact 2030 Q1 H1 9m FY 2026 Target IMPACT SCORE* 3.40 3.69 4.04 - 4.20/10 We electrify We reinvent We unlock We empower the world our industry human potential local communities Toward decarbonization Toward innovation Toward equal opportunities Toward action and care
Slide 11: Expected trends for Q4
Expected trends for Q4 Maintaining strong execution and operational discipline to achieve our upgraded FY26 target in a dynamic environment End-market Business model • All 4 end markets to drive growth, with Data Center & • Systems to lead growth Networks to sustain strong momentum • Strong Products
Slide 12: 2026 Target upgraded
2026 Target upgraded The Group upgrades its 2026 financial target as follows: 2026 Adjusted EBITA growth of between +18% and 21% organic The target would be achieved through a combination of organic revenue growth and margin improvement, currently expected to be: • Revenue growth of +12% to +14% org
Slide 13: Q&A
Q&A Property of Schneider Electric | Page 13
Slide 14: Investor Relations ready to engage
Investor Relations ready to engage 16 October Q3 2026 Revenues Investor Relations contacts 10 November UBS European Conference (London) Antoine Sage – antoine.sage@se.com 16 November RBC Global Industrials Conference (New York) 30 November to Goldman Sachs Annual Industrials & Autos Week Graham Phil
Slide 15: Appendix
Appendix Property of Schneider Electric | Page 15
Slide 16: 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 -€300 million to -€400 million. The FX impact at current rates on adjusted EBITA margin for FY 2026 could be around flat Scope impact: Around -€50 million on 2026 reve
Slide 17: Advancing to the Next Level of Energy Tech Intelligence
ADVANCING to the Next Level of ENERGY TECH INTELLIGENCE Property of Schneider Electric | Page 17
Slide 18: se.com
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