Schneider Electric Infrastructure Limited · NSE:SCHNEIDER
Schneider Electric Infrastructure — Q2 FY25 Earnings Presentation
19 slides from Schneider Electric Infrastructure's earnings presentation, Nov 17, 2024
Slide 1: Cover letter to stock exchanges on investor presentation
SEIL/Sec./SE/2024-25/71 November 17, 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 # 0
Slide 2: Internal
Internal
Slide 3: Investor Meeting – Q2, FY25
Schneider Electric Infrastructure Limited Investor Meeting – Q2, FY25 18th Nov, 2024 General
Slide 4: Vision and 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 5: Well equipped for value creation, while promoting a sustainable future for all
Well equipped for value creation, while promoting a sustainable future for all DRIVEN BY MEGATRENDS: 1 2 3 4 5 Digitization & Climate Energy Evolution New Global Artificial Intelligence Change Transition of Wealth Equilibrium Enabling a SUSTAINABLE AND MANAGEMENT PRIORITIES: future 1 2 3 4 5 Organiz
Slide 6: Our Wins
Our Wins Schneider Electric Infrastructure Limited Investor Meeting Q2, FY25 | Page 5 General
Slide 7: Our Wins | One SE Story
Our Wins | One SE Story Energy & Chemicals Metals, Mining, Minerals (MMM) • 33kV GIS and Power Transformer with PD1 Monitoring & 11 kV AIS Panel with Thermal and Humidity Sensors EcoCare solution and SAS2 • Revamp of 33kV AIS to GIS Substation along with SAS2 • Retrofit of existing 11 kV AIS Panels
Slide 8: Our Wins | Digital Wins in Mobility
Our Wins | Digital Wins in Mobility Metro Automotive CRP1 with C264, PowerLogic P5 and P40 Relays and Power Transformer with ETE3 and EcoCare Advance EPAS2 Solution and 11kV AIS Panels (PIX ROF) Energizing Metro Rail Transit System in South Digitizing one of the largest automobile East Asia industry
Slide 9: Our Wins | Penetration Across All Segments
Our Wins | Penetration Across All Segments Power & Grid Data Centers 11 kV RMU with FRTU for 11kV Infrastructure Power Transformers along with ETC and EcoCare and Development 10 years AMC Powering one of the leading Utilities in Electrifying one of the largest Data Center in eastern part of India In
Slide 10: Our Wins | Promoting Partners
Our Wins | Promoting Partners Power & Grid Power & Grid Supply of 11 kV RMU through our Licensee Partner Supply of 33 kV AIS Panels through our Authorized Model Channel Partner Lighting up leading DISCOMs across different Aiding one of the largest Solar Developer to states in India make India more s
Slide 11: Introducing Active+ Partial Discharge Offer
Introducing Active+ Partial Discharge Offer Need for partial discharge… According to IEEE studies, approximately 25% of MV assets failure comes from Partial discharge and 40% if we include dust and smoke which are causes of PD Our solution… Key characteristics… The most reliable technology based on
Slide 12: EcoStruxure XR Operator Advisor (XROA)
EcoStruxure XR Operator Advisor (XROA) Revolutionize your operations & maintenance with extended reality Key Benefits Electrical Safety Power availability Help improve electrical safety by empowering Help reduce human error and make more users through innovative technology informed decisions to avoi
Slide 13: Financial Performance
Financial Performance Schneider Electric Infrastructure Limited Investor Meeting Q2, FY25 | Page 12 General
Slide 14: H1 Performance (YoY): Consistent Double-digit Growth in Orders & Sales
H1 Performance (YoY) : Consistent Double-digit Growth in Orders & Sales; PBT rose by ~67%, PAT by ~32% YoY 1,104 Cr 1,193 Cr Growth Momentum in Orders Strategic Levers Strong order inflow in Transactional +17.5% +20.3% and Transformers Orders1 Sales2 Accelerate Segments Leverage emerging segments Sa
Slide 15: Order Intake
Order Intake Figures in INR Cr. H1 Q2 +17.5% +16.3% 1104 572 939 492 H1 FY 24 H1 FY 25 Q2 FY 24 Q2 FY 25 Good momentum in orders across all segments Order Backlog on 30th Sept’24 at INR 1,389 Crores up by 14.3% vs. 30th Sept’23 Schneider Electric Infrastructure Limited Investor Meeting Q2, FY25 | Pa
Slide 16: Sales
Sales Figures in INR Cr. H1 Q2 +20.3% +21.0% 1,193 600 991 496 H1 FY 24 H1 FY 25 Q2 FY 24 Q2 FY 25 Strong sales growth in Transactional and Services. Schneider Electric Infrastructure Limited Note – Sales Include goods & services sold to Group companies. Investor Meeting Q2, FY25 | Page 15 General
Slide 17: P&L Statement – H1
P&L Statement – H1 Figures in INR Cr. H1 FY25 H1 FY24 Margin YoY (%) INR Cr. % INR Cr. % Change Sales 1,192.6 991.1 20.3% Other Income 11.5 1.0% 4.0 0.4% Total Sales 1,204.2 995.1 Material Costs 732.7 61.4% 632.7 63.8% 15.8% Gross/ Material Margin 471.5 39.5% 362.3 36.6% 30.1% +3.0pts Employee Costs
Slide 18: P&L Statement – Q2
P&L Statement – Q2 Figures in INR Cr. Q2 FY25 Q2 FY24 Margin YoY (%) INR Cr. % INR Cr. % Change Sales 599.7 495.8 21.0% Other Income 8.9 1.5% 1.7 0.3% Total Sales 608.6 497.5 Material Costs 376.1 62.7% 317.1 64.0% 18.6% Gross/ Material Margin 232.5 38.8% 180.4 36.4% 28.9% +2.4pts Employee Costs 70.6
Slide 19: Life Is On | Schneider Electric
Lifels On | Schneider @ Electric Life Is On
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