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Schneider Electric — Q1 2026 Earnings Presentation
28 slides from Schneider Electric's earnings presentation, Apr 30, 2026
Slide 1: Advancing Energy Tech: First Quarter 2026 Revenues
Advancing Energy Tech First Quarter 2026 Revenues April 30, 2026 Strong start to FY26; Q1 revenues up +11% organic Full Year Target reaffirmed Property of Schneider Electric
Slide 2: Disclaimer
Disclaimer 03/ Q1 2026 Business Highlights 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 13/ Q1 2026 Financial Performance Highlights results to differ material
Slide 3: Q1 2026 Business Highlights
Q1 2026 Business Highlights Olivier Blum, Chief Executive Officer Property of Schneider Electric | Page 3
Slide 4: Strong start to the year, Q1 revenues up +11% organic
Strong start to the year, Q1 revenues up +11% organic Q1 2026 Group revenues €10bn Q1’26 revenues +11.2% Q1 org. growth Energy Management Industrial Automation €8bn +12.8% €2bn +4.4% Q1’26 revenues Q1 org. growth Q1’26 revenues Q1 org. growth Property of Schneider Electric | Page 4
Slide 5: Sustainability Impact 2030
Q1 2026 Results Sustainability Impact 2030 Q1 Q2 Q3 Q4 2026 Target 3.40 - - - 4.20/10 IMPACT SCORE* 2025 Baseline: 3.00/10 We electrify We reinvent We unlock We empower the world our industry human potential local communities towards decarbonization towards innovation towards equal opportunities tow
Slide 6: 3x acceleration: A new era
3x acceleration A new era impacting our markets with more 1 Electrification New Energy Renewables Landscape Decentralized energy Hybrid AC/DC 2 AI Digitalization & AI Power Cooling 3 Multi-Polar World Fragmentation Cloud sovereignty Localization Property of Schneider Electric | Page 6
Slide 7: Positioned to Advance Energy Tech in this new era of Intelligence
We have positioned our company to Advance Energy Tech in this new era of Intelligence The First Revolution The Third Revolution The Fifth Revolution (19th Century) (Late 20th Century) (2025+) The Second Revolution The Fourth Revolution (Turn of the 20th Century) (up to 2024) Machines Electricity Aut
Slide 8: Unique portfolio for Energy & Industrial Intelligence leveraging Data & AI
Unique portfolio to go to the next level of Energy & Industrial Intelligence leveraging Data & AI One unified customer experience Across the full lifecycle In all key targeted markets Confidential Property of Schneider Electric | Page 8 Property of Schneider Electric | Page 8
Slide 9: Energy Intelligence has the capability to pre-empt and optimize energy operations
Energy Intelligence has the capability to pre-empt and optimize energy operations Traditional Energy Intelligence Customer Outcomes Siloed Systems Fragmented → Unified Unlocked hidden capacity Single ontology, digital twin validated, AI + Human Lowered energy costs Monitor & Prevent Design → Operate
Slide 10: Best-in-class solutions for AI factory across the lifecycle
Best-in-class solutions for AI factory across the lifecycle DESIGN BUILD OPERATE MAINTAIN MV to LV for architecture flexibility Digital Twin SF6 free MV switchgear Predict & Act EcoCare for Data Center EcoCare Liquid cooling CDU/TCS robustness Maximum rack power delivery integration of ETAP and NVID
Slide 11: Intelligence enabling industrial electrification at scale
Intelligence enabling industrial electrification at scale Unified Energy & Process Intelligence: A single intelligence layer integrating power and process control, enabling industrial electrification under tight grid constraints. Intelligence in Action: • Real-time orchestration across 1,000+ data p
Slide 12: CEO priorities for 2026 unchanged
CEO priorities for 2026 unchanged - focused execution of our medium-term strategic roadmap to drive shareholder value TECHNOLOGY CUSTOMER OPERATIONAL Leadership Differentiation Excellence • Leadership in the New • Next level of regionalization • Pricing excellence Energy Landscape • Capture strong m
Slide 13: Q1 2026 Financial Performance Highlights
Q1 2026 Financial Performance Highlights Nathan Fast, Chief Financial Officer Property of Schneider Electric | Page 13
Slide 14: Strong growth in Q1 2026 up +11% organic
Strong growth in Q1 2026 up +11% organic Analysis of Change in Group Revenues (in €m) +4.4% +1.1% -6.7% +12.8% 9,767 Mainly representing the 9,325 acquisition of Motivair partly offset by some small disposals Group +11.2% organic Mainly due to the weakening of the US Dollar, Indian Rupee and Chinese
Slide 15: Strong growth in Q1 led by Systems, with recovery in Products
Strong growth in Q1 led by Systems, with recovery in Products PRODUCTS SYSTEMS SOFTWARE & SERVICES 48% of Q1 revenues 33% of Q1 revenues 19% of Q1 revenues +9% +16% +9% Q1 organic growth Q1 organic growth Q1 organic growth • Majority of growth volume related • Energy Management up double-digit • Agn
Slide 16: End markets: Q1 performance highlights
End markets: Q1 performance highlights Data Center & Networks Buildings Industry Infrastructure Double-digit demand growth Strong demand overall, while Strong demand overall with Strong demand across the end- despite high base of sales grew modestly positive momentum in both market and strong sales
Slide 17: Q1 2026 up +11% organic
Q1 2026 up +11% organic Analysis of Change in Group Revenues (in €m) +6.5% +1.1% -6.7% +14.2% +8.3% +14.4% 9,767 9,325 Group +11.2% org. Q1 2025 North America Europe China & South Asia & Scope Forex Q1 2026 East Asia International1 1 The Middle East (which represented less than 5% of 2025 Group reve
Slide 18: Energy Management +13% Q1 org. growth
Energy Management +13% Q1 org. growth China & South Asia North America Europe East Asia & International Split of Q1 2026 revenue by geography: 42% 25% 16% 17% North America +16% Europe +9% Double-digit growth against a multi-year double-digit base Growth led by Data Center, with Industry and Infra m
Slide 19: Industrial Automation +4% Q1 org. growth
Industrial Automation +4% Q1 org. growth China & South Asia & North America Europe East Asia International Split of Q1 2026 revenue by geography: 21% 32% 25% 22% North America +3% Europe +5% U.S. up low-single digit, led by high-single digit growth at Growth in the region led by AVEVA, up double-dig
Slide 20: Expected Trends & Financial Target
Expected Trends & Financial Target Olivier Blum, Chief Executive Officer Property of Schneider Electric | Page 20
Slide 21: Expected trends in 2026
Expected trends in 2026 Amid an environment of increased uncertainty, the Group currently expects: End-market Business model • Strong market demand to drive growth, with positive • Systems to lead growth; Products to show improved contribution from all four end-markets contribution with continued re
Slide 22: 2026 Target reaffirmed
2026 Target reaffirmed The Group reaffirms its 2026 financial target as follows: 2026 Adjusted EBITA growth of between +10% and +15% organic The target would be achieved through a combination of organic revenue growth and margin improvement, currently expected to be: • Revenue growth of +7% to +10%
Slide 23: Q&A
Q&A Property of Schneider Electric | Page 23
Slide 24: Investor Relations ready to engage
Investor Relations ready to engage 30 April Q1 2026 Revenues Investor Relations contacts 7 May Shareholders’ Meeting (Paris) Antoine Sage – effective June 1, 2026 3&4 June BNP Paribas CEO conference (Paris) 16 June JP Morgan European Industrials conference (London) Graham Phillips – graham.phillips@
Slide 25: Appendix
Appendix Property of Schneider Electric | Page 25
Slide 26: 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 -€750 million to -€850 million. The FX impact at current rates on adjusted EBITA margin for FY 2026 could be around -10bps Scope impact: Around flat on 2026 revenues a
Slide 27: Advancing Energy Tech
Advancing Energy Tech ectric
Slide 28: se.com
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