Schneider Electric Infrastructure (SCHNEIDER) Q1 25/26 earnings summary

Executive summary

• Achieved strong order inflow of INR 910 crore, up 42.1% year-over-year, with sales at INR 622 crore, a 5% increase compared to the same quarter last year.

• Order backlog reached INR 1,635 crore, up 25.9% year-over-year, providing visibility for future quarters.

• Board approved unaudited financial results for the quarter ended June 30, 2025, with a limited review report carrying an unmodified opinion.

• Project delays and spillovers impacted quarterly sales, but management expects recovery in subsequent quarters.

• Focused on capacity expansion, digital services, and strengthening partnerships to drive future growth.

Financial highlights

• Revenue from operations for Q1 FY26 was ₹62,163 lakh, up from ₹59,291 lakh in Q1 FY25.

• Net profit for Q1 FY26 stood at ₹4,124 lakh, compared to ₹4,848 lakh in Q1 FY25.

• Gross margin declined by 1.5 pts to 38.8% year-over-year, with material costs rising 7.9%.

• EBITDA margin at 11.8%, down 2.4 points; PAT margin at 6.6% of sales, down from 8.2% last year.

• Finance costs reduced due to interest optimization.

Outlook and guidance

• Management maintains full-year guidance, expecting sales and margin recovery as delayed projects are executed.

• Strong order backlog and ongoing capacity expansion support positive outlook.

• Strategic focus on accelerating growth in emerging and resilient segments, expanding capacity, and promoting digital and modernization services.