Schneider Electric Infrastructure Limited · NSE:SCHNEIDER
Schneider Electric Infrastructure — Q1 FY26 Earnings Presentation
15 slides from Schneider Electric Infrastructure's earnings presentation, Aug 7, 2025
Slide 1: Exchange filing cover letter for investor presentation
SEIL/Sec./SE/2025-26/33 August 7, 2025 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 Q1 FY26
Schneider Electric Infrastructure Limited Q1, FY26 7th August, 2025 Public
Slide 3: Vision and Mission
Vision “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 chain will keep our growth and profi
Slide 4: Market Outlook
Lifels On | Schneider ef Electric Public
Slide 5: Market Dynamics | Shaping the Future
* All Values in INR Market Dynamics | Shaping the Future Mega Trends Green Energy AI & Digitalization Mobility BESS RE1 accounted for 78.9% of all EVPCS5 grew to 26,367 in FY25 500 GW Renewable Energy Installed DC3 capacity stood at capacity additions in Q1 FY25 Capacity Goal 1,263 MW | ~3.6x since
Slide 6: Our Wins
. 3 : ne F a - Life Is On Schneider Electric Public
Slide 7: Core Wins | Key Success across Segments
Core Wins|Key Success across Segments Mobility Power & Grid Water 33kV GIS Panels ,25kV GIS panels with CRP1 40 MVA Power Transformers Oil Distribution Transformers SAS2,RTU3,SCADA Medium Power Transformers Energizing Metro Rail Transit in Lighting up One of the leading Powering Hydro-Electric plant
Slide 8: Bundled Wins | Solutions for Success
Bundled Wins| Solutions for Success MMM Data Center Power & Grid 6.6kV AIS panels with RIRO1 SAS2 11kV AIS panels E-House - 33KV GIS , 11KV AIS Motorized 11kV RMU with EcoCare RIRO1, RTU3 & SCADA Energizing prominent Steel Transforming Reliability at Scale Electrifying One of the largest manufacture
Slide 9: Sustainable Wins | Technology for Tomorrow
Sustainable Wins|Technology for Tomorrow Solar Energy Solar & Wind Energy Power & Distribution 8.8 MVA Inverter Duty Transformers Transformers with Ecostruxure transformer Smart RM AirSeT with T-300 expert ,H2 Sensor and EcoCare Advanced 11kV RMU subscription Enabling a Solar energy pioneer Driving
Slide 10: Offer Update: 33kV, 3150A Air-Insulated Switchgear (AIS)
Offer Update : 33kV , 3150A Air-Insulated Switchgear (AIS) Product designed for Medium Voltage applications up to 36kV and for higher rating 3150A, Now upto featuring withdrawable vacuum breakers, robust Internal arc 3150A Value proposition protection, forced air cooling, and Smart monitoring Safety
Slide 11: Financial Performance
Financial Performance Public
Slide 12: Strong Momentum in Orders
Q1’FY26 Performance : Figures in INR Cr. Strong Momentum in Orders Strong Order Growth Strategic Levers 910 Cr 622 Cr +42.1% +4.8% Good traction in orders Orders Sales Accelerate Segments Leverage emerging segments & Strengthen resilient segments Steady Sales growth 241 Cr 67 Cr Moderate growth on a
Slide 13: Good Traction in orders with Better Order Mix
Good Traction in orders with Better Order Mix Figures in INR Cr. Orders Sales +42.1% +4.8% 910 622 593 640 Q1’ FY25 Q1’ FY26 Q1’ FY25 Q1’ FY26 Order Backlog on 30th June’25 at INR 1,635 Crores (+25.9% YoY) Schneider Electric Infrastructure Limited Q1 FY 2025-26 | Page 12 Public
Slide 14: P&L Statement – Q1 FY26
P&L Statement – Q1’FY26 Figures in INR Cr. Q1 FY26 Q1 FY25 Margin Particular YoY (%) INR Cr. % INR Cr. % Change Sales 622 593 4.8% Other Income 4 0.7% 3 0.4% 65.6% Total Sales 626 596 5.1% Material Costs 385 61.9% 357 60.1% 7.9% Gross/ Material Margin 241 38.8% 239 40.3% 0.9% -1.5pts Employee Costs
Slide 15: Public
LifelsOn | Schneider & Electric Lifels®n | Schneider @eElectric
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