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 focus, 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, despite execution headwinds and external pressures.

• 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.

• Significant progress in ESG: 83% CO2 emission reduction, 100% renewable electricity, and increased gender diversity.

Financial highlights

• Orders grew 27.4% year-over-year; sales increased 9.6% year-over-year to ₹289,063 lakh; profit before tax up 10.1% for FY26.

• FY26 EBITDA at INR 389 cr (13.4% of sales), down 4.6% YoY; EBIT at INR 356 cr (12.3% of sales), down 6.7% YoY.

• Net profit for FY26 was ₹21,256 lakh, compared to ₹26,789 lakh in FY25; Q4 PAT at INR 22 cr (3.7% of sales), down 59.8% YoY.

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

• Order backlog up 50% year-over-year, providing robust visibility for future quarters.

Outlook and guidance

• Positioned to benefit from India's projected GDP growth (6.8–7.2% YoY by FY27) and sectoral tailwinds in energy transition, transportation, digitalization, and manufacturing.

• Expects order momentum to remain strong, with backlog supporting execution in upcoming quarters.

• Cautious on near-term sales growth due to ongoing geopolitical and commodity market volatility.

• 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.