Schneider Electric Infrastructure (SCHNEIDER) Q3 24/25 earnings summary

Executive summary

• Achieved highest-ever quarterly sales in Q3 FY25, supported by strong order backlog, robust execution, and board approval of unaudited results.

• Focused on sustainability, digitalization, and innovation, with wins in green technologies, SF6-free switchgear, and digital solutions.

• Expanded presence in emerging segments such as data centers and semiconductors, strengthening market positioning.

• Benefiting from government reforms, infrastructure investments, and sectoral growth in power, grid, transport, and data centers.

• Revised governance policies in line with updated SEBI regulations.

Financial highlights

• Q3 FY25 sales reached INR 857 crores, up 15.2% YoY; 9M FY25 sales up 18.2% YoY to INR 2,050 crores.

• Q3 FY25 net profit: INR 111 crores, up 21.5% YoY; 9M FY25 PAT: INR 213.3 crores, up 26.4% YoY.

• Order intake for 9M FY25 up 13.8% YoY to INR 1,546 crores; order backlog at INR 1,086 crores (+7.3% YoY).

• Gross margin improved by 3.1 pts YoY for 9M and 3.2 pts YoY for Q3, reflecting better product mix and operational efficiency.

• Exceptional income of INR 17.64 crores in Q3 from reversal of interest provisions due to favorable tax resolution.

Outlook and guidance

• Healthy order pipeline and capacity expansion to 7,000 MVA by FY 2025-26, targeting market demand and growth ambitions.

• Strategic focus on accelerating emerging segments, services, modernization, and digital solutions.

• Well-positioned to address government focus areas in renewables, nuclear, green hydrogen, and e-mobility.

• No major roadblocks seen in the business pipeline; optimism for continued margin and sales growth.