Schneider Electric Infrastructure Limited · NSE:SCHNEIDER
Schneider Electric Infrastructure — Q1 FY2022-23 Earnings Presentation
13 slides from Schneider Electric Infrastructure's earnings presentation, Aug 3, 2022
Slide 1: Exchange filing cover letter for investor presentation
SEIL/Sec./SE/2022-23/30 August 3, 2022 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 Limited FY 2022-23 Q1
Schneider Electric Infrastructure Limited FY 2022-23 | Q1 03 Aug 22 Schneider Electric Infrastructure Limited – Investor Presentation | Page 1 Internal
Slide 3: Disclaimer
Disclaimer All forward-looking statements are Schneider Electric Infrastructure Limited (SEIL) management’s present expectations of future events and are subject to number of factors and uncertainties that could cause actual results to differ materially from those described in the forward-looking st
Slide 4: Economy Outlook
Economy Outlook GDP1 Forecast - 2022 GFCF2 Forecast- 2022 IIP3 Forecast- 2022 GDP real growth (YoY) GFCF real growth (YoY) IIP Growth (YoY) GDP CY Actual-Forecast GFCF Forecast IIP Forecast 20.1 62.5 44.4 8.4 9.5 12.7 8.3 7.2 14.6 17.6 4.3 5.4 10.1 8.7 2.1 1.6 4.1 5.1 2.5 2.1 6.0 Jan- Apr- Jul- Oct-
Slide 5: Segment Overview
Segment Overview Power & Grid Mining, Minerals & Mobility Data Centers Metals Digitization Slash in Planned Capex E-Mobility infra growth Strong growth in DC SCADA/ADMS, AMI Implementation by Planned capex slashed for FY23 due Large tenders for E-Buses, Charging Markets 2026 | Grid modernization | C
Slide 6: Catalyzing our Customer's Digital Journey
Catalyzing our Customer’s Digital Journey More Connected More More Digital Equipment Software Services Fully connected MV equipment | Substation Automation solutions Digital Services Advisors (Predictive & MV switchgears & Transformers | Control & monitoring software Preventive Maintenance) Relays &
Slide 7: More Digital | Our Wins
More Digital | Our Wins Leading Digitalization for WHRS* in Cement Plant Maximized process uptime & reliability for a Cement plant Automating the process for Waste heat recovery system of scale 8400Tons per day Seamless integration of fully connected SE panels with Process automation software
Slide 8: More Services | Our Wins
More Services | Our Wins Trusted and reliable partner of Defense PSU Shipbuilder Reliable & timely resolution to provide un-interrupted critical operations * End of Life Proactive maintenance of spares and collaboration with Schneider global Staying way ahead of our customer expectations Conse
Slide 9: Emerging segments | Our Wins
Emerging segments | Our Wins Leading EV Charging Infrastructure through our best-in-class solutions Setting up new Switching substation in shortest possible time Reliable & Scalable infrastructure Delivering technically compliant & Quality product within restricted budget Software Enabled &
Slide 10: Financial Update
Financial Update Schneider Electric Infrastructure Limited – Investor Presentation | Page 9 Internal
Slide 11: Orders and Sales
Orders Sales +27.5% +28.9% 3,680 3,715 2,887 2,882 Q1 FY 22 Q1 FY 23 Q1 FY 22 Q1 FY 23 • Order Growth is driven by Cloud & Service providers & • Good momentum in sales Mining, Minerals & Metal segments All figures in MINR Schneider Electric Infrastructure Limited – Investor Presentation | Page 10 In
Slide 12: P&L Statement – Q1 FY'23 Vs Q1 FY'22
P&L Statement –Q1 FY’23 Vs Q1 FY’22 Q1 FY23 Q1 FY22 YoY (%) MINR % MINR % Change Sales 3,715 2,882 28.9% Other Income 5 0.1% 14 0.5% Total Sales 3,720 2,896 Material Costs 2,457 66.1% 1,979 68.7% Gross Margin 1,263 34.0% 916 31.8% +2.2pts Employee Costs 565 15.2% 502 17.4% 12.4% • Material cost savi
Slide 13: Schneider Electric Electric Infrastructure
SchneiderElectric Schneider Electric Infrastructure Infrastructure Limited Limited – Investor – Investor Presentation Presentation | Page 12 12
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