Schneider Electric Infrastructure (SCHNEIDER) Q3 25/26 earnings summary

Executive summary

• Achieved record quarterly sales exceeding INR 1,000 crore, driven by strong order inflow and a robust order backlog of INR 1,707 crore, up over 50% year-over-year, with significant wins in data centers, clean energy, and semiconductors.

• Major digital and automation solutions deployed in utilities and metro rail networks, enhancing operational efficiency.

• Unaudited financial results for the quarter and nine months ended December 31, 2025, were approved by the Board on February 12, 2026.

• Limited Review Report from statutory auditors provided an unmodified opinion on the results.

Financial highlights

• 9M FY26 sales reached INR 2,301 crore, up 12.3% year-over-year; Q3 sales were INR 1,029 crore, up 20.1% year-over-year.

• EBITDA for 9M FY26 was INR 339 crore (14.7% margin), up 7.6% year-over-year; Q3 EBITDA was INR 177 crore (17.2% margin), up 20.1% year-over-year.

• Profit before tax (before exceptional items) for 9M FY26 was INR 281 crore, up 8.2% year-over-year; Q3 was INR 155 crore, up 19.4% year-over-year.

• Profit after tax for 9M FY26 was INR 191 crore, down 10.6% year-over-year; Q3 was INR 97 crore, down 12.2% year-over-year, impacted by exceptional items.

• Exceptional items of INR 42.2 crore in Q3 FY26, mainly due to gratuity liability changes from new labor code.

Outlook and guidance

• Management expects continued strong order intake, supported by government CapEx, infrastructure investments, and sectoral growth in data centers, renewables, and semiconductors.

• Focus remains on efficient order execution, profitability, and leveraging operational scale.

• No specific quantitative guidance provided, but Q4 is typically the strongest quarter.

• The company continues to monitor regulatory changes and will adjust accounting treatment as required.