Schneider Electric Infrastructure (SCHNEIDER) Q4 25/26 earnings summary

Executive summary

• Recognized with Golden Peacock Awards for ESG excellence and product innovation, highlighting sustainability and digitalization leadership, including EcoStruxure XR Operator Advisor.

• Achieved strong order growth in FY26 with orders up 27.4% YoY to INR 3430 cr and sales up 9.6% YoY to INR 2891 cr.

• Audited financial results for Q4 and full year ended March 31, 2026, were approved, showing continued growth in revenue and profitability year-over-year.

• Statutory auditors issued an unmodified opinion, confirming the accuracy and fairness of the financial statements.

• Re-appointments of Managing Director & CEO, Cost Auditor, and Internal Auditor were approved for the next term.

Financial highlights

• Orders grew 27.4% YoY; sales increased 9.6% YoY to ₹289,063 lakh; profit before tax up 10.1%.

• Q4 sales were flat due to customer delivery deferrals and external disruptions; Q4 sales at INR 590 cr, up 0.5% YoY.

• FY26 EBITDA at INR 389 cr (13.4% of sales), EBIT at INR 356 cr (12.3% of sales), and PAT at INR 213 cr (7.4% of sales), down 20.7% YoY.

• Gross margin for FY26 at 37.5%, down from 39.1% YoY; Q4 gross margin at 36.6%, down from 39.0%.

• Cash and cash equivalents increased to ₹35,785 lakh as of March 31, 2026.

Outlook and guidance

• Anticipates continued growth from government CapEx, energy transition, and data center expansion, supported by India's projected GDP growth (6.8–7.2% YoY by FY27).

• Cautious optimism for Q1 recovery, contingent on resolution of global supply chain and commodity issues.

• Strategic focus on grid modernization, digital solutions, and selective order booking to manage risk.

• Management continues to monitor regulatory changes, especially new labor codes, and will adjust financial reporting as needed.

• Focused on leveraging a diverse, localized product portfolio and AI-powered digital solutions to capture growth opportunities.