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

Executive summary

• Achieved record revenue and profit in FY25, with strong order and sales growth and significant improvements in profitability and cash flow.

• Focused on modernization, digital services, remote asset monitoring, and compliance to drive future growth.

• Strategic wins in renewables, cell manufacturing, and digital grid solutions, with continued investments in capacity expansion and innovation.

• Audited financial results for FY25 were approved 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 FY25 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 remains optimistic, with margin improvement expected to continue and a focus on high-margin categories and selective order intake.

• Capacity expansions in Vadodara and Kolkata to be completed by 2026-2027, with INR 200.8 crore investment funded mainly through internal accruals.

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