Schneider Electric Infrastructure (SCHNEIDER) Q2 25/26 earnings summary

Executive summary

• Recognized with the Golden Peacock Award for ESG and named among India's top 15 employers for 2025, reflecting strong sustainability and workplace practices.

• Achieved strong order growth in H1 FY26, with orders up 28% year-over-year and sales up 6.6% year-over-year.

• Q2 FY26 saw orders rise 15.6% and sales increase 8.4% compared to Q2 FY25.

• Board approved unaudited financial results for Q2 and H1 ended September 30, 2025, with a clean review report from auditors.

• Appointments of two new Non-Executive Independent Directors and approval for commission payments to Non-Executive Independent Directors were announced.

Financial highlights

• H1 FY26 sales reached INR 1,272 Cr, up 6.6% year-over-year; Q2 FY26 sales were INR 650 Cr, up 8.4%.

• H1 FY26 EBIT was INR 148 Cr (11.6% margin); Q2 FY26 EBIT was INR 81 Cr (12.5% margin).

• H1 FY26 profit after tax was INR 94 Cr (7.4% margin), down 8.9% year-over-year; Q2 FY26 profit after tax was INR 52 Cr (8.0% margin), down 3.6% year-over-year.

• Revenue from operations for Q2 FY26 was ₹65,014 lakh, up from ₹62,163 lakh in Q1 FY26 and ₹59,971 lakh in Q2 FY25.

• Order backlog as of 30th Sep 2025 stood at INR 1,805 Cr, up 25% year-over-year.

Outlook and guidance

• Management expects execution to pick up, moving from single-digit to double-digit growth as backlog is converted.

• India's FY26 GDP forecast revised upward to 6.8% from 6.5%, supporting a positive market outlook.

• Growth drivers include grid modernization, digital transformation, and expansion in renewables and data centers.