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Schneider Electric Infrastructure (SCHNEIDER) investor relations material
Schneider Electric Infrastructure Q1 26/27 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved highest-ever quarterly order intake at INR 915 crore in Q1 FY27, with strong demand from data centers and semiconductors and double-digit sequential growth.
Sales grew 5% year-over-year to INR 651 crore, with a strong backlog growth of 33% entering Q2.
Profitability was impacted by commodity price volatility, delayed cost pass-through, and negative operating leverage.
Company maintains a focus on technology leadership, customer differentiation, and cost competitiveness, with strategic wins in semiconductors, data centers, renewables, cement, and airport infrastructure.
Board approved unaudited Q1 FY27 results, with key management changes including new internal auditor, whole-time director, and non-executive director appointments.
Financial highlights
Orders reached INR 915 crore, up 0.5% year-over-year; sales at INR 651 crore, up 4.8% year-over-year.
EBIT for the quarter was INR 32.1 crore, down 51.8% year-over-year; PAT at INR 12.4 crore, down 69.8% year-over-year.
Gross/material margin declined to 36.5% from 38.8% year-over-year, impacted by commodity inflation and legacy orders without price variation clauses.
Export revenue contributed 10-12% of total revenue, with expectations for growth as new capacity ramps up.
Total expenses increased to ₹64,128 lakh in Q1 FY27 from ₹56,946 lakh in Q1 FY26.
Outlook and guidance
Management expects Q2 and subsequent quarters to outperform Q1, supported by a robust order backlog and healthy demand pipeline.
Pricing actions have been initiated to mitigate commodity cost pressures, with further improvements anticipated as new contracts include price variation clauses.
Expansion projects in Baroda and Kolkata are on track, with additional capacity expected in the second half of the year.
Long-term demand outlook remains robust, supported by India's infrastructure growth and digitalization trends.
No explicit forward-looking guidance provided; management continues to monitor regulatory changes and their financial impact.
- Order backlog up 50% YoY, sales rose 9.6% to ₹289,063 lakh, despite margin pressure.SCHNEIDER
Q4 25/26 - Record revenue and order growth, strong backlog, and positive outlook despite one-time expense.SCHNEIDER
Q3 25/26 - Order inflow up 42.1% YoY, sales rise 4.8%, but margins and net profit declined.SCHNEIDER
Q1 25/26 - India accelerates digital, sustainable growth with $2.2B sales and ambitious ESG targets.SCHNEIDER
CMD 2024 Day2 - India is central to growth, digital, and sustainability ambitions, targeting 7–10% CAGR by 2027.SCHNEIDER
CMD 2024 Day 1 - Q1 FY25 saw 19.7% sales growth, margin gains, strong orders, and board approval of results.SCHNEIDER
Q1 24/25 - Sales up 20.3% and PAT up 32.1% YOY, with margin gains and strong cash flow.SCHNEIDER
Q2 24/25 - Record revenue, margin expansion, and strong cash flow drive robust FY25 growth.SCHNEIDER
Q4 24/25 - Record sales, profit growth, and capacity expansion drive strong performance and future readiness.SCHNEIDER
Q3 24/25
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