Schneider Electric Infrastructure (SCHNEIDER) Q4 24/25 earnings summary

Executive summary

• Achieved record revenue and profit in FY25, with strong order growth, sales momentum, and robust year-over-year financial performance.

• Focused on modernization, digitalization, sustainability, and indigenization as strategic pillars for future growth.

• Strategic wins in core and emerging segments, including renewables, cell manufacturing, and digital grid solutions.

• Audit report issued with an unmodified opinion, confirming compliance with Indian Accounting Standards.

Financial highlights

• Orders grew 13.4% year-over-year to INR 2,693 crore; sales increased 19.5% to INR 2,637 crore for FY25.

• Gross margin improved to 39.1% (up 2.0pts YoY); EBIT up 35% to INR 382 crore; PAT up 55.8% to INR 268 crore.

• Q4 sales rose 24.4% YoY to INR 587 crore; Q4 PAT up 91.2% YoY to INR 73 crore.

• Free cash flow increased 85% YoY to INR 245 crore; cash and cash equivalents at year-end were ₹25,843 lakh.

• Basic and diluted EPS for FY25 was ₹11.20, up from ₹7.19 in FY24.

Outlook and guidance

• Management optimistic about continued sales and margin growth, driven by high-margin segments and operational efficiency.

• Capacity expansions in Vadodara and Kolkata expected by FY27, with INR 200.8 crore investment funded mainly by internal accruals.

• Focus on leveraging emerging segments, improving cash efficiency, and investing in future readiness.