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Latest filing: 2026-08-12 16:58
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Note: These are AI-generated, educational summaries of public NSE
filings — grounded in each document, but not investment advice and possibly incomplete.
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5 announcements match the current filters (relevance ≥ 5).
Schneider Electric President Q1 Revenue up 17% to ₹109.5 Cr; PAT drops 45% YoY
Schneider Electric President Systems reported a 16.9% YoY increase in revenue to ₹109.53 Cr for Q1 FY27. However, Net Profit (PAT) declined significantly by 45% to ₹4.47 Cr compared to ₹8.14 Cr in the same quarter last year. This profitability squeeze was primarily driven by a 39.2% surge in raw material costs, which rose to ₹81.17 Cr. The company also announced the appointment of Mr. Devender Kumar Sharma as Internal Auditor and sought approval for material related-party transactions with global Schneider entities.
Confidence: HIGH
What changedThe company reported its first full quarter results since listing on the BSE Main Board in June 2026, showing revenue growth but a sharp decline in profitability.
Why it mattersThe significant margin contraction despite revenue growth highlights cost-side pressures in the industrial machinery segment; the change in internal auditor is a routine group-level rotation.
Revenue (Q1 FY27): ₹109.53 CrPAT (Q1 FY27): ₹4.47 CrYoY Revenue Growth: 16.9%YoY PAT Growth: -45.0%Raw Material Cost vs Revenue: 74.1%
📅 Short termThe stock may face downward pressure in the short term as the market reacts to the 45% decline in net profit and the sharp rise in input costs.
📈 Long termWhile the company is now listed on the main board and backed by a global parent, long-term value will depend on stabilizing operating margins which fell significantly this quarter.
⚠ Risk flags
- Margin contraction
- High raw material cost sensitivity
- Significant related-party transactions
Key Highlights
Revenue from operations increased 16.9% YoY to ₹109.53 Cr in Q1 FY27.
Net Profit (PAT) fell 45% YoY to ₹4.47 Cr from ₹8.14 Cr in the year-ago period.
Raw material and component costs surged 39.2% to ₹81.17 Cr, significantly impacting margins.
Earnings Per Share (EPS) dropped to ₹3.70 from a restated ₹6.73 in Q1 FY26.
Board approved material Related Party Transactions with Schneider Electric IT Business India and Schneider Electric USA.
👀 What to Watch
Investors should monitor the company's ability to pass on rising raw material costs to customers in upcoming quarters and review the terms of the proposed material related-party transactions at the next AGM.
Schneider Electric President Q1 Revenue up 16.9% to ₹109.5 Cr; PAT Declines 45% YoY
Schneider Electric President Systems reported Q1 FY27 revenue of ₹109.53 Cr, a 16.9% increase from ₹93.71 Cr in Q1 FY26. However, Net Profit (PAT) fell significantly by 45% to ₹4.47 Cr compared to ₹8.14 Cr in the year-ago period, primarily due to a sharp rise in raw material costs which reached 74% of revenue. The company also appointed Mr. Devender Kumar Sharma as Internal Auditor following an internal role change for the predecessor. Additionally, the board has sought shareholder approval for material related party transactions with global Schneider Electric entities.
Confidence: HIGH
What changedThe company reported its first full quarter results post-BSE listing, showing strong top-line growth but significant margin contraction, alongside a routine change in the Internal Auditor.
Why it mattersThe sharp decline in PAT despite revenue growth indicates significant input cost pressure, which is critical for a company with a TTM OPM of 13.2%. The reliance on related party transactions with the global parent group remains a key structural feature of the business.
Q1 FY27 Revenue: ₹109.53 CrQ1 FY27 PAT: ₹4.47 CrRaw Material Cost % of Revenue: 74.1%Q1 Revenue vs TTM Revenue: 28.5%Paid-up Equity Capital: ₹12.10 Cr
📅 Short termThe stock may face pressure due to the 45% YoY decline in net profit and the visible squeeze on operating margins.
📈 Long termLong-term performance depends on the company's integration within the Schneider Electric global supply chain and its ability to maintain profitability while scaling operations in the industrial machinery sector.
⚠ Risk flags
- Significant margin contraction due to raw material costs
- High volume of material related party transactions
- Recent change in internal audit leadership
Key Highlights
Revenue from operations grew 16.9% YoY to ₹109.53 Cr in Q1 FY27.
Net Profit declined 45% YoY to ₹4.47 Cr from ₹8.14 Cr in Q1 FY26.
Raw material and component costs surged to ₹81.17 Cr, accounting for 74.1% of revenue versus 62.2% in the previous year.
Operating expenses (Other Expenses) increased to ₹15.97 Cr from ₹12.92 Cr YoY.
The company successfully listed on the BSE Main Board on June 12, 2026, with 12,096,000 equity shares.
👀 What to Watch
Investors should monitor the company's ability to pass on rising raw material costs to customers to restore margins. Additionally, review the terms of the proposed material related party transactions in the upcoming AGM notice.
Schneider Electric President Q1 Revenue up 17% to ₹109.5 Cr; Net Profit Drops 45% YoY
Schneider Electric President Systems reported a 16.9% YoY revenue growth to ₹109.53 Cr for Q1 FY27. However, net profit declined sharply by 45.1% YoY to ₹4.47 Cr, down from ₹8.14 Cr in the year-ago period. This bottom-line pressure was driven by a 39.2% surge in raw material costs, which reached ₹81.17 Cr. Consequently, operating margins saw significant compression compared to the TTM average of 13.2%.
Confidence: HIGH
What changedThe company reported its first quarterly results following its June 2026 listing on the BSE Main Board, showing a divergence between strong sales growth and declining profitability.
Why it mattersThe sharp margin compression indicates significant input cost pressure or a shift in product mix, which could impact the company's high ROCE (24%) if sustained over multiple quarters.
Revenue (Q1 FY27): ₹109.53 CrNet Profit (Q1 FY27): ₹4.47 CrRaw Material Cost Growth (YoY): 39.2%EPS (Restated Q1 FY27): ₹3.70Q1 Revenue vs TTM Revenue: 28.5%
📅 Short termThe stock may face pressure in the short term as the market reacts to the 45% drop in net profit and the resulting margin contraction.
📈 Long termLong-term prospects depend on the company leveraging its parentage (Schneider Electric) to scale operations and stabilize margins through better cost management or pricing power.
⚠ Risk flags
- Significant margin compression
- High raw material cost sensitivity
- Substantial related-party transactions with group entities
Key Highlights
Revenue from operations increased 16.9% YoY to ₹109.53 Cr from ₹93.71 Cr.
Net profit fell 45.1% YoY to ₹4.47 Cr, resulting in a diluted EPS of ₹3.70.
Raw material and component costs rose to ₹81.17 Cr, accounting for 74.1% of revenue versus 62.2% in Q1 FY26.
Other expenses increased to ₹15.97 Cr from ₹12.92 Cr in the previous year's corresponding quarter.
The company successfully listed on the BSE Main Board effective June 12, 2026.
👀 What to Watch
Investors should monitor the company's ability to pass on rising raw material costs to customers in subsequent quarters to restore margins. Additionally, track the execution of related-party transactions with global Schneider entities which are subject to upcoming shareholder approval.
₹109.5 Cr Q1 Revenue: Schneider Electric President Revenue Up 17% YoY, but PAT Drops 45%
Schneider Electric President Systems reported a 16.9% YoY revenue growth to ₹109.53 Cr for Q1 FY27. However, net profit declined significantly by 45.1% to ₹4.47 Cr compared to ₹8.14 Cr in the year-ago period. The profitability was impacted by a sharp rise in raw material costs, which jumped to ₹81.17 Cr (74% of revenue) from ₹58.29 Cr (62% of revenue) YoY. The board also approved material related party transactions with global Schneider entities, subject to shareholder approval.
Confidence: HIGH
What changedThe company reported its first-quarter results for FY27, showing strong top-line growth but a sharp contraction in profitability, alongside a change in the Internal Auditor.
Why it mattersThe significant margin compression (Net Profit margin falling from ~8.7% to ~4.1% YoY) indicates rising input cost pressures that the company has not yet passed on to customers. The reliance on related party transactions with the global parent group remains a key structural feature of the business.
Q1 Revenue: ₹109.53 CrQ1 Net Profit: ₹4.47 CrYoY Revenue Growth: 16.9%Raw Material Cost as % of Revenue: 74.1%Q1 EPS: ₹3.70
📅 Short termThe stock may see negative sentiment in the short term due to the substantial year-on-year decline in net profit and margin erosion.
📈 Long termWhile the company maintains strong ROCE (24%) and is debt-free, long-term value will depend on its ability to manage input costs and leverage its relationship with the global Schneider Electric group.
⚠ Risk flags
- Significant margin compression
- High raw material cost sensitivity
- High volume of related party transactions
Key Highlights
Revenue from operations increased 16.9% YoY to ₹109.53 Cr from ₹93.71 Cr.
Net profit fell 45.1% YoY to ₹4.47 Cr, down from ₹8.14 Cr in Q1 FY26.
Raw material and component costs rose to ₹81.17 Cr, a 39% increase compared to the previous year's quarter.
Earnings Per Share (EPS) declined to ₹3.70 from a restated ₹6.73 in the year-ago period.
Material Related Party Transactions approved with Schneider Electric IT Business India, USA, and Mexico entities.
👀 What to Watch
Investors should monitor the sustainability of margins as raw material costs have spiked significantly relative to revenue. Watch for the upcoming Annual General Meeting for details on the scale and terms of the proposed material related party transactions.
₹11.96 Cr GST Demand Dropped for Schneider Electric President Systems
Schneider Electric President Systems has received a favorable order (Form GST ASMT-12) from the Superintendent of Central Tax, Bangalore, dropping GST proceedings for FY 2022-23. The proceedings originally involved a potential demand of ₹11.96 Cr, which is significant as it represents approximately 31.5% of the company's TTM PAT (₹38 Cr). The tax authority accepted the company's submissions and closed the scrutiny notice (ASMT-10) without any financial impact. This resolution removes a notable contingent liability from the company's books.
Confidence: HIGH
What changedA potential tax liability of ₹11.96 Cr arising from a FY 2022-23 GST scrutiny has been dismissed and the proceedings closed.
Why it mattersThe resolution is financially significant as the dropped demand was equivalent to nearly one-third of the company's annual net profit, protecting the company's cash flows and net worth.
Dropped Demand: ₹11,95,68,159Demand vs TTM PAT: ~31.5%Demand vs TTM Revenue: ~3.1%Fiscal Year under Scrutiny: 2022-23
📅 Short termPositive sentiment is expected as the company successfully defended a significant tax demand without any cash outflow.
📈 Long termLimited structural impact as this is a resolution of a past regulatory matter, though it reflects well on the company's tax compliance and documentation.
⚠ Risk flags
- Ongoing GST audit (ADT-01) for the same period (FY 2022-23) could still result in future findings.
Key Highlights
GST demand of ₹11,95,68,159 (₹11.96 Cr) has been officially dropped by the tax authorities.
The order (Form GST ASMT-12) concludes the scrutiny proceedings initiated for FY 2022-23.
The potential demand represented approximately 31.5% of the company's TTM Net Profit of ₹38 Cr.
The matter was closed as a separate GST audit (ADT-01) had already been initiated for the same period.
The order was received on July 28, 2026, at 13:32 hrs.
👀 What to Watch
Investors should note the resolution of this tax risk but remain aware that a separate GST audit (ADT-01) for the same period is mentioned as the reason for dropping this specific scrutiny.
