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

Executive summary

• Achieved highest-ever quarterly sales in Q3 FY25, driven by strong order backlog, robust execution, and focus on sustainability, digitalization, and innovation, including wins in green technologies and digital solutions.

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

• Board approved unaudited financial results for Q3 and nine months ended December 31, 2024, and revised governance policies in line with SEBI regulations.

Financial highlights

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

• 9M FY25 EBIT increased 34.5% YoY to INR 277.1 crores; Q3 EBIT up 32.3% YoY to INR 141 crores.

• 9M FY25 PAT grew 26.4% YoY to INR 213.3 crores; Q3 PAT up 21.5% YoY to INR 111 crores.

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

• Exceptional income of INR 17.64 crores in Q3 from reversal of interest provision related to tax litigation.

Outlook and guidance

• Management expects a healthy order pipeline, with order intake anticipated to pick up in Q4 and continued growth in emerging and resilient segments.

• MPT capacity expansion to 7,000 MVA by FY2025-26, targeting market demand and growth ambitions.

• Focus on accelerating growth in services, modernization, and digital offerings, leveraging digital solutions and strong presence across India.