Schneider Electric Se · EURONEXT:SU
Schneider Electric — Merger or Acquisition (October 2026)
23 slides from Schneider Electric's merger presentation, Oct 5, 2026
Slide 1: Schneider Electric + PTC Transaction announcement
Schneider Electric + PTC Transaction announcement Creating the next level of Energy & Industrial Intelligence October 5th, 2026 ©2026 Schneider Electric. All Rights Reserved.
Slide 2: Important legal information and cautionary statements
Important legal information and cautionary statements The information contained in this presentation is of an indicative nature and has not been independently verified. No representation or warranty, whether express or implied, is given regarding the comprehensiveness or accuracy of the information
Slide 3: Olivier Blum, CEO Schneider Electric
“The acquisition of PTC represents an important step forward in our ambition to lead the new era of Energy and Industrial Intelligence. Together, we are creating the industry’s most complete Software & AI powerhouse and highest-quality portfolio bridging the physical and digital worlds. By connectin
Slide 4: Creating a differentiated & unified portfolio in Energy and Industrial Intelligence
Creating a differentiated & unified portfolio in Energy and Industrial Intelligence with compelling strategic and financial benefits Create a leading, scaled, open and interoperable industrial software and AI franchise, driving business outcomes for customers from any system of design, control, data
Slide 5: PTC complements the unique portfolio Schneider Electric has built step by step
PTC complements the unique portfolio Schneider Electric has built step by step Today Product & engineering intelligence AI contextualization Knowledge Graph & AI Data platform Energy & Industrial Operational Data software Design, Operations & Asset Management Digital platform CAD Connect physical an
Slide 6: Introducing PTC: a high-quality industrial software & intelligence platform
Introducing PTC: a high-quality industrial software & intelligence platform bringing product design and engineering expertise Key Stats1 Portfolio Overview By Product By Geography CAD 7,000 + Create, modify, analyze, and PLM (inclusive of Americas ALM and SLM) Europe 15% Employees document product d
Slide 7: We are advancing Energy Tech, from IoT to Data & AI
We are advancing Energy Tech, from IoT to Data & AI, connecting physical and digital worlds for our customers… ENTERPRISE Decisions and actions to drive business outcomes D I G I TA L DATA Data from applications distributed across systems APPLICATIONS Applications running on top of assets across the
Slide 8: Providing structured digital systems to deliver business outcomes across the lifecycle
… providing structured digital systems to deliver business outcomes across the lifecycle ENTERPRISE INTELLIGENCE DIGITAL DATA DATA FABRIC APPLICATIONS DESIGN CONTROL PHYSICAL ASSETS PRODUCTS & MACHINES | PROCESSES | ENERGY SYSTEMS Design Build Operate Maintain ©2026 Schneider Electric. All Rights Re
Slide 9: Providing structured digital systems to deliver business outcomes across the lifecycle
… providing structured digital systems to deliver business outcomes across the lifecycle INTELLIGENCE Agentic Layer Agentic orchestration & autonomous agents for automation and energy systems ENTERPRISE Trusted Action Permissions · Governance · Domain constraints AI Data Foundation Contextualization
Slide 10: Systems of Design, Control and Data Fabric are the foundation of AI-powered industrial operations
Systems of Design, Control and Data Fabric are the foundation of the AI- powered industrial operations era, where we’ve built concrete stacks INTELLIGENCE Agentic Layer Data ENTERPRISE Cube Trusted Action Powered by 1 AI Data Foundation DATA FABRIC DATA PLM · ALM · SLM · PI System DESIGN CONTROL Ene
Slide 11: Together with PTC, creating one of the most comprehensive Digital Systems
And today, together with PTC, we are creating one of the most comprehensive Digital Systems of our industry INTELLIGENCE Agentic Layer Data ENTERPRISE Cube Trusted Action Powered by 1 AI Data Foundation DATA FABRIC DATA PLM · ALM · SLM · PI System DESIGN CONTROL Energy Systems APPLICATIONS Processes
Slide 12: Trusted Energy & Industrial Intelligence will deliver superior business outcomes
Trusted Energy & Industrial Intelligence at every level will deliver superior business outcomes for our customers AI agents act on the physical world in a trusted context EFFICIENCY How it runs and uses energy Understand Decide Data Fabric Intelligence PRODUCTIVITY + RESILIENCY Act Verify & How it w
Slide 13: Unlocking real-world value across industries and use cases
Unlocking real-world value across industries and use cases Energy Storage Manufacturer Machine Builder Data Center Genset Plant 1 1 + Automation Expert + + + Combine Electrical Design Inject Open Software Defined Enable autonomous Optimize design and Intelligence into Mechanical Automation: design o
Slide 14: Expand addressable market in industrial software by ~3x
Expand addressable market in industrial software by ~3x New Industrial Software TAM (including additional TAM from PTC from CAD, PLM, ALM, SLM)1 Schneider Electric’s existing Industrial Software TAM Source: L.E.K. analysis Note: 1. ALM = application lifecycle management; CAD = computer-aided design;
Slide 15: Closing our portfolio gap, differentiating through openness and access into energy markets
Closing our portfolio gap, differentiating through openness and access into energy markets and contributing to the Digital Flywheel ambition Industrial Intelligence & AI Capabilities Full Strong Partial Limited None Where PTC is additive Product Automation & Energy & Product + asset Industry lifecyc
Slide 16: Schneider Electric is uniquely positioned to accelerate PTC's growth
Schneider Electric is uniquely positioned to accelerate PTC’s growth while gaining deeper access to discrete and hybrid industries Schneider Electric wins PTC wins Schneider Electric’s global footprint + PTC’s presence in US Geographic = reach uniquely scaled platform across the world’s largest indu
Slide 17: A clear synergy pathway from cross-sell to AI-enabled digital threads
A clear synergy pathway from cross-sell to AI-enabled digital threads Cost synergies: €250m1 Revenue synergies: €800m Cross-sell into Extend channels AI-enabled digital 1 complementary footprints 2 and market access 3 threads drive growth Complementary CAD, PLM & Discrete & hybrid Leverage partner N
Slide 18: PTC immediately accretive to Schneider Electric across key financial metrics
PTC immediately accretive to Schneider Electric across key financial metrics Top line growth Profitability Cash conversion 7–10% +250bps ~100% Organic revenue CAGR Adj. EBITA margin organic expansion 2030 Targets as per (cumulatively 2026-2030) Cash conversion4 CMD 2025 Strong gross margin ↑ 1 ~10%
Slide 19: Compelling transaction with significant value creation
Compelling transaction with significant value creation • Acquisition of 100% of PTC for $205 per share in cash, implying a ~€21Bn Enterprise Value • 42% premium over PTC’s last closing share price before announcement1, 46% premium over 30-trading-days Attractive transaction terms VWAP • 21x 27E Adj.
Slide 20: Significant shareholder value creation and returns
Significant shareholder value creation and returns High-quality growth, profit Attractive synergized Immediately Adj. EPS ROCE > WACC and cash multiples accretive3 27E Adj. EBITA1 multiple ✓ High growth business 21x Mid-to- Low single 17x digit High Year 5 ✓ >95% recurring 13x single digit ✓ Immedia
Slide 21: Transaction financing consistent with 2025 CMD capital allocation framework
Transaction financing consistent with 2025 CMD capital allocation framework Financial policy pillars Financing plan overview reiterated Bridge underwritten by banks €22Bn €16-17Bn Strong Continued investment focus on grade credit progressive ratings dividend (category A) €5-6Bn Share Active buyback
Slide 22: The logical next step that further enhances Schneider Electric strategically and financially
The logical next step that further enhances Schneider Electric strategically and financially, creating the digital thread to lead the future of Energy and Industrial Intelligence powered by AI TECHNOLOGY CUSTOMER OPERATIONAL Leadership Differentiation Excellence Differentiated Energy Compelling grow
Slide 23: Advancing to the Next Level of Energy Tech Intelligence
ADVANCING to the Next Level of ENERGY TECH INTELLIGENCE
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