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

Executive summary

• Achieved record quarterly revenue exceeding INR 1,000 crore, driven by strong order inflow and robust backlog growth, with the order backlog reaching INR 1,707 crore, up 52.8% YoY.

• Significant wins in data centers, renewables, semiconductors, and core sectors like metals, mining, mobility, and utilities, including the largest transformer and semiconductor orders in 2025.

• 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.

Financial highlights

• Quarterly sales grew over 20% YoY to INR 1,029 crore; nine-month sales up 12.3% YoY to INR 2,301 crore.

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

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

• Net profit for Q3 FY26 was ₹9,703 lakh, compared to ₹11,053 lakh in Q3 FY25, impacted by exceptional items.

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

Outlook and guidance

• Strong order book and government CapEx push expected to sustain healthy order intake and growth, with continued support from government policies and private sector momentum in renewables, e-mobility, and digitalization.

• Focus remains on accelerating order execution, profitability, and leveraging digital and sustainable solutions.

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