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Data Center Services & Solutions: Powering the Backbone of the Internet
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Schneider Electric S.E. (SU) investor relations material
Schneider Electric S.E. Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary31 Jul, 2025
Executive summary
Achieved record H1 revenues of €19.3bn, up 8% organic, with strong Energy Management growth and stepwise improvement in Industrial Automation, reaffirming FY25 targets.
Digital solutions contributed 60% of H1 revenue, reflecting accelerated digitalization and strong demand, especially in data centers and infrastructure.
Recognized as the world's most sustainable company for the second consecutive year, supporting brand credibility and employee engagement.
Strategic acquisitions, including full ownership of the India JV and Motivair, reinforced market positioning and growth platforms.
Continued responsible investments in capacity, innovation, and AI, supporting future growth and operational excellence.
Financial highlights
H1 adjusted EBITDA/EBITA reached €3.5bn, up 7% organic, with margin at 18.2% (down 10bps organic); gross margin at 42.4% (down 90bps organic) due to mix and inflation.
Adjusted net income at €2.2bn, up 6% organic; reported net income at €1.9bn, up 2%.
Free cash flow at €474–500m, impacted by a €200m+ legal fine in France and working capital needs; strong H2 acceleration expected.
Net debt increased to €12bn as of June 2025, mainly due to acquisitions and dividend payments; Moody’s upgraded credit rating to A2.
R&D investment increased to 6.1% of sales.
Outlook and guidance
FY25 targets reaffirmed: organic revenue growth of 7–10%, adjusted EBITDA/EBITA growth of 10–15%, margin up 50–80bps organic.
Free cash flow conversion expected to approach 100% of net income for FY25.
All regions expected to contribute to growth, led by U.S., India, Middle East & Africa; strong demand in Data Center, Infrastructure, and Services.
FX headwinds expected to impact FY25 revenues by €1.25–1.35bn and EBITA margin by ~40bps.
Cautiously optimistic on European data center recovery; mid-term growth expected across all end markets.
Assess AVEVA's transition completion impact.
Explain India JV's value creation.
How does Schneider manage tariff impacts?
Assess India JV full ownership impact.
Explain drivers of Industrial Automation EBITA decline.
How will tariffs impact profitability?
Assess Data Center growth in Europe H2.
Detail gross margin pricing actions.
Elaborate on IA margin recovery plan.
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Next Schneider Electric S.E. earnings date
Q3 202530 Oct, 2025
Next Schneider Electric S.E. earnings date
Q3 202530 Oct, 2025
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Frequently asked questions
Masters of Energy Management
Schneider Electric is a global powerhouse in the realm of energy management and automation solutions. Founded in 1836 and based in Rueil-Malmaison on the outskirts of Paris, the company specializes in creating energy-efficient and sustainable solutions for customers across multiple market segments, including utilities & infrastructure, industries & machine manufacturers, data centers & networks, and buildings & homes.
The Birth of the Company
The inception of Schneider Electric dates back to the 19th century, when brothers Adolphe and Joseph-Eugene Schneider took over a failing iron and steel foundry in Le Creusot, France. Initially focused on heavy machinery and transportation, the company diversified into electricity towards the end of the 19th century. Schneider Electric steadily evolved over the decades, transitioning from an industrial conglomerate to a more focused energy management entity. A series of strategic acquisitions, including the likes of Telemecanique, Merlin Gerin, and Square D, significantly expanded the company's expertise and global reach.
Old Company, Modern Services
Today, Schneider Electric offers a comprehensive range of products, services, and solutions, all centered around energy management and sustainability. Their offerings include building automation and control, home automation, switches and sockets, industrial automation control, critical power, and cooling for data centers. Schneider provides various solutions for the charging of Electric Vehicles, which is just one example of how they aim to evolve over time. The company has a wide range of customers from various segments of society, spanning residential, data centers, infrastructure, and industries. This only scratches the surface of Schneiders operations, and due to the diverse range of services, they can offer a solution that is tailored to the client's specific needs.
A Global Reach
Schneider Electric's influence extends far beyond its home country. As a global energy management leader, it operates in more than 100 countries, including key markets like the United States, China, India, Germany, and the UK. Whether it's modernizing electricity grids in India, driving industrial automation in Germany, or providing sustainable energy solutions for data centers in the US, Schneider Electric has a solution that is well suited for the task. Some notable companies found on their customer list include names such as HSBC, Renault, and Hyatt.
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