Schneider Electric Infrastructure Limited · NSE:SCHNEIDER
Schneider Electric Infrastructure — Q1 FY2021-22 Earnings Presentation
15 slides from Schneider Electric Infrastructure's earnings presentation, Aug 13, 2021
Slide 1: Exchange filing cover letter
SEIL/Sec./SE/2021-22/33 August 13, 2021 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 2021-22 Q1
Schneider Electric Infrastructure Limited FY 2021-22 | Q1 August 13, 2021 Schneider Electric Infrastructure Limited – Investor Presentation Page 1
Slide 3: Disclaimer
Disclaimer All forward-looking statements are Schneider Electric Infrastructure Limited (India) management’s present expectations of future events and are subject to a number of factors and uncertainties that could cause actual results to differ materially from those described in the forward-looking
Slide 4: Renewed risks due to severe 2nd Wave, but recovery underway
Renewed risks due to severe 2nd Wave, but recovery underway GDP1 Forecast - 2021 GFCF2 Forecast- 2021 IIP3 - 2021 GDP growth GFCF growth IIP 28.1 134.6 75.0 8.1 0.5 1.6 10.9 24.2 -7.4 2.6 3.5 29.3 -8.6 2.2 -0.6 -3.2 Q2’21 Q3’21 Q4’21 Q1’22P Q2’22P Q2’21 Q3’21 Q4’21 Q1’22P Q2’22P Dec’20 Jan’21 Feb’21
Slide 5: Segment Trends
Segment Trends Power & Grid Transportation Power Distribution Reforms Acceleration in Metro projects 450 GW of RE capacity by 2030 Station Modernization drive by Indian Railways Privatization for UT Discoms Heavy investment in Locomotives Smart metering, Digitization Projects Slow down in Airport Pr
Slide 6: Accelerating on our strategic Priorities
Accelerating on our strategic Priorities More More Increase Digital Services Coverage Building on Connected More digital services & Building & Supporting Products Portfolio & Leading Modernization jobs to Robust Partner solutions with Software Leverage Install base Network Accelerate Green segments
Slide 7: More Digital | Our Wins
More Digital | Our Wins Leading with software for renowned Atomic R&D center in Vizag Customer Proper Grid connectivity & avoiding Blackouts Monitoring of the disturbance/alarm/fault Challenges was critical for the substation application. Our Solution Success Factor Ecostruxture Power Automation
Slide 8: More Digital | Our Wins
More Digital | Our Wins 1st FGD Connected Order in Power & Grid Segment Customer FGD (Flue Gas Desulphurization) System Main Solution with sensors to monitor humidity level in Challenges Package Panels PIX Rof Connected Offer Our Solution Success Factor Supply of HT Panels (5X800 MW) Constant En
Slide 9: More Services | Our Wins
More Services | Our Wins 24 x 7 Remote monitoring & Alarming for Leading Govt Hospital Chain Customer Frequent Tripping Problems High Part-Time Services taken from a Local 7-8 breakdowns as well few downtime & damage to equipment service Vendor which were unable to Minor incidents Challenges rectify
Slide 10: Increase Coverage | Our Wins
Increase Coverage | Our Wins Expansion of Substation for Kolkata based Hospital by License Partner Customer Critical Delivery within 8 weeks Looking for assured quality meeting all standards Challenges Our Solution Success Factor RMU offer delivered through our Excellent Customer Connect License
Slide 11: New Product Launches
New Product Launches Connected FBX Connected Transformers PIX Rof with Easy Pact Enabled Enabled Plus Advanced * Indoor use / Inside the cable box /52 KV max// <4000 Amps Condition Monitoring Sensors Condition, Oil, eWTI/ eOTI & H2 Monitoring Condition Monitoring Sensors Sensors Asset Management 24/
Slide 12: Financial Update
Financial Update Page 11 Schneider Electric Infrastructure Limited – Investor Presentation | Page 11
Slide 13: Orders & Sales
Orders & Sales +16.4% +38.6% 2,887 2,882 2,481 2,080 Q1 FY 21 Orders Q1 FY 22 Q1 FY21 Q1 FY22 Sales Good momentum in orders and sales . All figures in MINR Schneider Electric Infrastructure Limited – Investor Presentation | Page 12
Slide 14: P&L Statement – Q1 FY'22 Vs Q1 FY'21
P&L Statement –Q1 FY’22 Vs Q1 FY’21 Q1 FY'22 Q1 FY'21 YoY (%) MINR % MINR % Change Sales 2,882 2,080 38.5% Other Income 14 0.5% 17 0.8% Toal Sales 2,896 2,097 Material Costs 1,979 68.7% 1,392 66.9% Gross Margin 916 31.8% 705 33.9% -2.1pts Employee Costs 502 17.4% 452 21.7% 11.2% Other Expenses 419 1
Slide 15: Schneider Electric Infrastructure Limited
SchneiderElectric Schneider Electric Infrastructure Infrastructure Limited Limited – Investor – Investor Presentation Presentation 14
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