Schneider Electric : Q1 Revenues (Presentation)

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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 Q1 2026 Business Highlights Olivier Blum, Chief Executive Officer Property of Schneider Electric | Page 3 Strong start to the year, Q1 revenues up +11% organic Q1 2026 Group revenues € bn + % 10 11.2 Q1'26 revenues Q1 org. growth Energy Management Industrial Automation € 8 bn + 12.8 % Q1'26 revenues Q1 org. growth € 2 bn + 4.4 % Q1'26 revenues Q1 org. growth Property of Schneider Electric | Page 4 Sustainability Impact 2030 Q1 2026 Results IMPACT SCORE* 2025 Baseline: 3.00/10 Q1 Q2 3.40 - Q3 Q4 - - 2026 Target 4.20/10 We electrify the world towards decarbonization We reinvent our industry towards innovation We unlock human potential towards equal opportunities We empower local communities towards action and care 100 % >30 % Efficiency forward Future-designed Inclusion for all Impact starts with us 80 % Schneider Impact Revenues¹ 1500 M MWh energy saved or 75.4% 100 % of major offers in design demonstrate circular and environmental excellence* 14% of senior talents engaged in their own development or the development of others In progress of employees volunteering to be change agents, in their communities and homes 3.3% electrified with our solutions, 2026-2030* of applicable SE software 47.5M In Industry catalyzer 40 % of women in leadership ² 31.5% 100 sites designed to care for people, nature and 0 communities 100 % deliver advanced energy and carbon insights for customers progress 1500 suppliers on a Zero Carbon Pathway to decarbonize the Power progress Towards Net-Zero -90 % reduction of Scopes 1&2 CO 2 emissions, absolute vs 2017 -82.5% supply chain* 100 % 0 0% 3 M of strategic suppliers engaged to implement advanced Decent Work practices* 100 M people with access to sustainable electricity ³ * 64.6M -25 % reduction of Scope 3 CO 2 emissions, absolute vs 2021 -13.1% 50 % of materials selected to provide superior environmental and social value 19% people upskilled through educational programs, including those from vulnerable communities ³ * 1.2M 1500 Mt CO 2 saved and avoided by customers with SE solutions, 2018-2030 880Mt Longer, Better TBC School of Energy Tech electrical experts trained to bridge the energy tech skill gap x2 X 1 In progress growth of circular services for longer and better usage 2030 ambition Q1 2026 * Programs included in the calculation of the Impact score are the programs that contribute to the collective share of Schneider Electric's Short-Term Incentive Plan (STIP) Property of Schneider Electric | Page 5 1 Per Schneider Electric definition and methodology 2 The gender balance metric is a global strategic ambition. It does not apply to territories that prohibit such ambition. The Schneider Electric policy is to always select the best candidate for any position based on skills, experience and potential (irrespective of their gender, age, origin, disability, appearance, etc...). 3 Cumulated since 2009 3x acceleration impacting our markets New Energy Landscape Digitalization & AI Multi-Polar World A new era with more Electrification Renewables Decentralized energy Hybrid AC/DC AI Power Cooling Fragmentation Cloud sovereignty Localization Property of Schneider Electric | Page 6 We have positioned our company to Advance Energy Tech in this new era of Intelligence The First Revolution (19th Century) The Third Revolution (Late 20th Century) The Fifth Revolution (2025+) The Second Revolution (Turn of the 20th Century) The Fourth Revolution (up to 2024) Machines Electricity Automation Digital Property of Schneider Electric | Page 7 Unique portfolio to go to the next level of Energy & Industrial Intelligence leveraging Data & AI One unified customer experience Across the full lifecycle Confidential Property of Schneider Electric | Page 8 In all key targeted markets Property of Schneider Electric | Page 8 Energy Intelligence has the capability to pre-empt and optimize energy operations Traditional Energy Intelligence Customer Outcomes Siloed Systems Fragmented Unified Single ontology, digital twin validated, AI + Human Unlocked hidden capacity Monitor & Prevent Manual Decisions Minutes to Respond Design Operate (Cross Domain) Continuous lifecycle, not handoff silos Observe Act Autonomous execution, not just dashboards Reactive Pre-emptive Act before failure, in milliseconds Lowered energy costs Reduced unplanned downtime Extended asset lifespan Faster incident response Energy Intelligence means your facility doesn't just tell you something went wrong. It prevents the problem before it happens, in real time. Property of Schneider Electric | Page 9 Best-in-class solutions for AI factory across the lifecycle DESIGN BUILD OPERATE MAINTAIN Digital Twin integration of ETAP and NVIDIA Omniverse technologies enables the creation of a comprehensive AI Factory digital twin Liquid cooling CDU/TCS robustness Uniflair CDU MV to LV for architecture flexibility SF 6 free MV switchgear Maximum rack power delivery rPDU Predict & Act EcoCare for Data Center EcoCare Modernize and digitize infrastructure, enabling AI-driven, condition-based maintenance with remote monitoring for real-time visibility across critical assets Ultra efficient air-cooling system Uniflair Fan Wall Unified Operation Center Consulting services for design & build optimization Design system architecture and optimal asset strategy Digitized asset tracking & monitoring Dynamic load tolerant GVXL Visualize and manage EcoStruxure Foresight Collect asset data to perform health monitoring via connected sensors Maintenance & 1 2 Proactive Asset Manageme nt at system level Automatic Transfer Building Management support execution 4 3 Optimize asset maintenance strategy with analytic-based predictions Unified Engineering Liquid cooling Switches Flexible and efficient chiller system Turbocor (BCEC/F) Systems EcoStruxure Building Operations End to end power monitoring Power Monitoring Expert Sustainability & modernization services Optimize asset life and minimize impact with circularity & modernization services General Property of Schneider Electric | Page 10 Intelligence enabling industrial electrification at scale Industry end-market Netherlands 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 points From 542 smart Medium Voltage relays into a single operational view Dynamic load management within grid limits Single operational view supporting continuous, data-driven decision-making Open & Interoperable Architecture Built on EcoStruxure : EcoStruxure Foxboro DCS, EcoStruxure Electrodynamic Controller, EcoStruxure Control HMI, EcoStruxure Power & Process Integrated with AVEVA PI System Measurable Intelligence-driven outcomes : Supports ~30% CO₂ reduction by 2030 Enables ~1.5% annual energy-efficiency improvement Property of Schneider Electric | Page 11 CEO priorities for 2026 unchanged - focused execution of our medium-term strategic roadmap to drive shareholder value TECHNOLOGY Leadership CUSTOMER Differentiation OPERATIONAL Excellence Leadership in the New Energy Landscape AI to power Energy & Industrial intelligence and Software-defined architectures Leadership to design the Data Centers of the Future Strategic Partnerships for Innovation & Supply Chain Next level of regionalization Capture strong market demand across end-markets Accelerating the contribution of our Enterprise business Seamless execution of the record-high backlog Pricing excellence Margin obsession Delivering on our Productivity and Efficiency ambitions AI@scale for Efficiency & Scalability Property of Schneider Electric | Page 12 Q1 2026 Financial Performance Highlights Nathan Fast, Chief Financial Officer Property of Schneider Electric | Page 13 Strong growth in Q1 2026 up +11% organic Analysis of Change in Group Revenues (in €m) +12.8% +4.4% +1.1% -6.7% 9,767 9,325 Group +11.2% organic Mainly representing the acquisition of Motivair partly offset by some small disposals Mainly due to the weakening of the US Dollar, Indian Rupee and Chinese Yuan vs. the Euro Q1 2025 Energy Management Industrial Automation Scope Forex Q1 2026 Based on current rates, 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. Property of Schneider Electric | Page 14 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% Q1 organic growth Majority of growth volume related Price also contributed in Q1; expected to ramp through the year Energy Management up double-digit, with strong growth in electrical distribution across end-markets Industrial Automation up mid-single digit with growth in many product categories as steady recovery continues in Discrete +16% Q1 organic growth Energy Management up double-digit with contributions across end-markets, led by Data Center Industrial Automation grew low-single digit with good growth in Discrete markets, while Process & Hybrid was down +9% Q1 organic growth Agnostic software AVEVA: ARR up +12% with strong upsell to existing customers. High-single digit organic growth led by strong performance in SaaS EM Software : up low-single digit, led by performance at ETAP Field Services: Up double-digit in Energy Management linked to Data Center, while Industrial Automation grew low-single digit Digital Services: Up high-single digit with strong performance in Grid offers and EcoStruxure advisors Property of Schneider Electric | Page 15 End markets: Q1 performance highlights Data Center & Networks Double-digit demand growth despite high base of comparison, while sales grew strong double-digit Pure Data Center demand grew double-digit, reflective of both sustained strong momentum and a very large order in the baseline Distributed IT saw low-single digit growth in both demand and sales Buildings Strong demand overall, while sales grew modestly Strong demand in Non-residential which saw momentum in many technical building categories Positive demand overall in Residential , primarily in Europe and India, while the U.S. and China remained weak Industry Strong demand overall with positive momentum in both Discrete and Process & Hybrid Strong demand in Discrete reflecting continued recovery on a broad geographic base, driving good sales growth Process & Hybrid markets saw strong demand in Semicon, E&C and MMM, though sales were down slightly Infrastructure Strong demand across the end-market and strong sales growth led by Power & Grid Power & Grid saw strong demand from digitalization and flexibility projects across geographies, with good traction for SF 6 -free offers Water & Wastewater saw good demand Demand in Transportation was down slightly Property of Schneider Electric | Page 16 Q1 2026 up +11% organic Analysis of Change in Group Revenues (in €m) 9,325 +14.4% +8.3% +14.2% +6.5% +1.1% -6.7% 9,767 Group +11.2% org. Q1 2025 North America Europe China & East Asia South Asia & International 1 Scope Forex Q1 2026 1 The Middle East (which represented less than 5% of 2025 Group revenues) was down low-single digit in the quarter. Property of Schneider Electric | Page 17 Energy Management +13% Q1 org. growth China & South Asia Split of Q1 2026 North America Europe East Asia & International revenue by geography: 42% 25% 16% 17% North America +16% Europe +9% Double-digit growth against a multi-year double-digit base of comparison U.S. up double-digit, primarily volume-led, while price contributed in the quarter U.S. growth led by Data Center , while Buildings was down Canada up double-digit led by Data Center and Infrastructure Mexico down sharply South Asia & International +7% India up double-digit with strong contribution across end-markets, leveraging multi-brand strategy Australia up double-digit led by Data Center project execution Middle East & Africa down low-single digit in an environment of increased uncertainty; Saudi Arabia down, growth in U.A.E and Türkiye South America up mid-single digit driven by project execution in the E&C segment, while product sales declined in a muted market Growth led by Data Center , with Industry and Infra making strong contribution; Buildings solid, with Resi stable Spain up strong double-digit, led by Data Center and Power & Grid U.K. and Italy up double-digit, led by Industry and Infrastructure France and Germany up mid-single digit, with good execution on Data Center projects High-single digit growth in rest of the region led by Nordics and Portugal China & East Asia +18% China up strong double-digit, led by Data Center and Infra; strong growth in Industry led by Semicon, while Resi Buildings remained weaker East Asia up double-digit, led by Data Center Within East Asia, growth was strongest in Thailand and Indonesia , while Japan and Taiwan grew strongly, linked to Semicon Property of Schneider Electric | Page 18 Industrial Automation +4% Q1 org. growth Split of Q1 2026 North America Europe China & East Asia South Asia & International 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 AVEVA. Discrete up mid-single digit with strong growth in Industrial manufacturing, while Process & Hybrid was down Canada grew high-single digit, with strong growth at AVEVA and in Discrete automation Mexico was down on continued macroeconomic uncertainty South Asia & International +4% India up double-digit, driven by performance in Discrete and AVEVA Australia was around flat, with Discrete automation slightly positive Middle East & Africa was up low-single digit, in an environment of increased uncertainty, sales into Process & Hybrid markets were up while Discrete was down South America up low-single digit led by AVEVA Growth in the region led by AVEVA , up double-digit, while there was low-single digit growth in both Discrete and Process & Hybrid . U.K. grew double-digit with strong performance at AVEVA Spain was up double-digit with strong growth in Discrete while Process & Hybrid also contributed France and Germany up high-single digit, with France benefitting from a large renewal at AVEVA Italy grew low-single digit, with good growth in Discrete, while Process & Hybrid was impacted by timing of project execution China & East Asia +5% Growth led by Discrete automation, up high-single digit, supported by positive contribution from AVEVA , while Process & Hybrid was down China grew low-single digit overall, with strong growth in Discrete automation partly offset by weakness in Process automation East Asia grew double-digit, with strength in Discrete notably in Korea; supported by growth at AVEVA in Korea and Japan Property of Schneider Electric | Page 19 Expected Trends & Financial Target Olivier Blum, Chief Executive Officer Property of Schneider Electric | Page 20 Expected trends in 2026 Amid an environment of increased uncertainty, the Group currently expects: End-market Strong market demand to drive growth, with positive contribution from all four end-markets Data Center & Networks to lead growth based on strong demand in 2025; Industry and Infrastructure to accelerate; Buildings to improve contribution, aligned with macroeconomic trends Business model Systems to lead growth; Products to show improved contribution with continued recovery in Discrete Strong growth in Software and Services , with key focus on driving more recurring revenues Geography All four regions to contribute to growth (North America, Europe, China & East Asia, South Asia & International), led by U.S. and India South Asia and International region potentially impacted in Q2 , specific to the disruption and uncertainty created by the ongoing situation in the Middle East Operational Excellence The Group expects to be Net Price positive in value (price to offset raw material impact and tariffs), ramping up throughout the year The Group expects the other drivers of adj. EBITA margin expansion to be aligned with those set out in its recent Capital Markets Day Property of Schneider Electric | Page 21 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% organic Adjusted EBITA margin up +50bps to +80bps organic This implies Adjusted EBITA margin of around 19.1% to 19.4% (including scope based on transactions completed to-date and FX based on current estimation). Further notes on 2026 FX & Scope available in slide 26 Property of Schneider Electric | Page 22 Q&A Property of Schneider Electric | Page 23 Investor Relations ready to engage 30 April Q1 2026 Revenues 7 May Shareholders' Meeting (Paris) 3&4 June BNP Paribas CEO conference (Paris) 16 June JP Morgan European Industrials conference (London) 30 July 2026 Half Year Results Investor Relations contacts Antoine Sage - effective June 1, 2026 Graham Phillips - [email protected] Andrew Gamwell - [email protected] David Le Goascoz - [email protected] Frederic Jouen - [email protected] To schedule an interaction with Schneider Electric please contact Claudia Hess at [email protected] Publi c Property of Schneider Electric | Page 24 Appendix Property of Schneider Electric | Page 25 2026 additional notes Foreign Exchange impact: Based on current rates 1 , 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 and around flat on 2026 adjusted EBITA margin, based on transactions completed to-date Tax rate: The ETR is expected to be in a 23-25% range in 2026 Restructuring: The Group expects cumulative incremental restructuring costs of €500 million in the years 2025-2027 , above a normalized rate of c. €100 - €150 million per year Finance costs: The Group expects incremental costs of c. -€150 million in 2026 associated with the financing of the transaction to acquire the remaining 35% of SEIPL. 1. Forward exchange rates are volatile and difficult to predict. Consequently, the impact of such movement and possible impacts from hyperinflation technical accounting (IAS29) are not factored at this stage. Property of Schneider Electric | Page 26 Advancing Energy Tech se.com ©2026 Schneider Electric. All Rights Reserved. Schneider Electric trademark is the property of Schneider Electric, its subsidiaries, and affiliated companies. All other trademarks are the property of their respective owners Property of Schneider Electric Attention : This is an excerpt of the original content. To continue reading it, access the original document here .

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