Schneider Electric Sa (SBGSF) Q1 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning. Welcome to the Schneider Electric's first quarter 2026 revenues call with Olivier Blum, Chief Executive Officer, and Nathan Fast, Chief Financial Officer. Thank you for standing by. All participants are in listen-only mode, and you may register for a question at any time by pressing star and 1 on your touchtone telephone. I would like to inform all parties that today's conference is being recorded. If you have any objections... You may disconnect at this time. I will now hand you over to Mr. Nathan Fest. Thank you, operator. And hello, everyone. Good morning. Glad that you can be with us today. I'll personally kick off the call. I'm here together with Olivier Blum, our CEO. For the agenda, you already have the slides available. We'll go through them now and then make sure to have enough time for Q&A. As always, I remind everyone about the disclaimer on page two. And with that, Olivier, I'll hand it over to you. Thank you very much, Nathan. Good morning to all of you, and thanks for joining our Q1 results call. So I'll go straight into the presentation and share with you that we have delivered a very strong start in 2026. with a growth of 11%, 10 billion revenue, which is a record. Both businesses, as you can see, energy management and industrial automation have contributed to the growth. We'll give you more details with Nathan later on, but you will see that all the regions are contributing to this growth in Q1. We have a very balanced growth across a different business model. You will notice in particular a strong start in product and that gives us really a strong confidence for the rest of the year. As usual, we like to report on our sustainability results. This time is important because that's the first time we are reporting on the new program that w...