Schneider Electric Infrastructure Limited (SCHNEIDER)
₹1,157.50 -0.56% last close, 16 Oct
Latest quarterly results (Q1 FY27)
In its latest reported quarter, Q1 FY27, Schneider Electric's revenue was ₹651 Cr (+4.7% year on year, +10.4% on the previous quarter), and net profit ₹12.4 Cr (-69.7% year on year); the operating margin was 5.2%.
| Q1 FY27 (₹ Cr) | Value | YoY vs Q1 FY26 | QoQ |
|---|---|---|---|
| Revenue | ₹651 | +4.7% | +10.4% |
| Operating profit | ₹34.0 | -50.7% | -24.3% |
| Net profit | ₹12.4 | -69.7% | -43.5% |
| EPS (₹) | 0.52 | -69.8% | -43.5% |
| Operating margin | 5.2% | — | — |
SCHNEIDER delivery percentage
NSE end-of-day data for
On Fri, 16 Oct 2026, 36.82% of the SCHNEIDER shares traded on NSE were taken to delivery, against the stock's own 20-session average of 48.94%. That is lower than usual for this stock.
Delivery in the last 5 sessions: 40.3% · 53.8% · 49.0% · 51.8% · 36.8%
A description of what the exchange published, not a recommendation. Names such as "accumulation" or "long buildup" label a pattern in the numbers. How delivery is analysed
📢 Recent Corporate Announcements
Schneider Electric Infrastructure Limited has submitted its quarterly compliance certificate under Regulation 74(5) of SEBI (Depositories and Participants) Regulations, 2018. The certificate from Registrar and Share Transfer Agent MUFG Intime India Private Limited confirms processing of dematerialisation requests for the quarter ended September 30, 2026. All received security certificates were verified, cancelled, and updated in records within prescribed timelines. This is a standard administrative filing with no financial or operational impact.
- Compliance certificate submitted under Regulation 74(5) for the quarter ended September 30, 2026
- Certificate issued by Registrar and Share Transfer Agent MUFG Intime India Private Limited dated October 3, 2026
- Filing submitted to BSE and NSE on October 8, 2026
Schneider Electric Infrastructure Limited (SEIL) responded to exchange queries regarding a news report titled 'Schneider Electric, NFH join hands to explore digital energy grid applications' and a 7.1% surge in its share price on October 1, 2026. The company clarified that the partnership news pertains entirely to another entity within the wider Schneider Group and does not involve SEIL. Furthermore, SEIL confirmed it has no undisclosed material information or events that could explain the intraday price movement.
- Clarified news report on digital energy grid tie-up with NFH does not involve SEIL
- Reported news pertains to a separate entity within the broader Schneider Group
- Exchange query followed a 7.1% price increase in SEIL shares on October 1, 2026
- Confirmed no undisclosed material events under Regulation 30 driving price movement
Schneider Electric Infrastructure Limited has received an appellate order from the Commissioner (Appeals), CGST & Central Excise, Vadodara, disallowing its appeal against an earlier demand order from December 2025. The Appellate Authority upheld a tax demand of ₹3,25,15,502 along with a penalty of ₹32,51,549 and applicable interest for FY 2021-22. The dispute pertains to alleged excess availment of Input Tax Credit (ITC) between GSTR-3B and GSTR-2A/2B. The total confirmed liability of ~₹3.58 Cr represents less than 0.5% of the company's net worth (₹775 Cr), meaning financial impact is immaterial. The company is currently evaluating further legal remedies.
- Tax demand upheld at ₹3,25,15,502 under Section 73(9) of the CGST Act, 2017.
- Penalty of ₹32,51,549 confirmed alongside applicable interest.
- Order relates to alleged excess ITC claims for the Financial Year 2021-22.
- Appellate Authority dismissed appeal and upheld the Order-in-Original dated December 15, 2025.
Schneider Electric Infrastructure Limited announced receipt of an independent ESG Rating/Score from Crisil ESG Ratings & Analytics. The agency assigned an ESG score of 70 out of 100 on September 19, 2026, based solely on publicly available data. The company clarified that it did not formally engage the agency for this rating, and the disclosure was made voluntarily under good governance principles. This non-credit rating update has no direct bearing on the company's financial operations or debt covenants.
- CRISIL ESG Ratings & Analytics assigned an ESG score of 70 out of 100
- ESG report was received by the company on September 19, 2026
- Rating was prepared independently from publicly available data without direct engagement
- Voluntary disclosure submitted under Regulation 30 on September 21, 2026
Schneider Electric Infrastructure Limited announced the conclusion and voting results of its 16th Annual General Meeting held on September 10, 2026. All proposed ordinary resolutions were approved by shareholders with over 99% majority of votes cast, including the adoption of FY26 financial statements and the re-appointment of Mr. Udai Singh as Managing Director and CEO. Total valid votes polled stood at 19,68,67,281 across 23,91,04,035 outstanding shares, representing an 82.34% turnout. Appointments of Mr. Soumya Bagchi as Whole-Time Director and Ms. Nirupa Chander as Non-Executive Non-Independent Director were also passed.
- Shareholder turnout reached 82.3354% with 19,68,67,281 valid votes cast on total equity capital of 23,91,04,035 shares
- Adoption of FY26 audited financial statements approved with 99.9999% votes in favour (19,68,67,231 votes)
- Re-appointment of Mr. Udai Singh as MD & CEO approved with 99.94% votes in favour
- Appointments of Mr. Soumya Bagchi as Whole-Time Director (99.9659% in favour) and Ms. Nirupa Chander as Non-Executive Director (99.9192% in favour) cleared
Schneider Electric Infrastructure held its 16th Annual General Meeting on September 10, 2026, where members transacted both ordinary and special business. All resolutions were approved with the requisite majority, including the re-appointment of Mr. Udai Singh as Managing Director and CEO. Additionally, appointments of Mr. Soumya Bagchi as Whole-Time Director and Ms. Nirupa Chander as Non-Executive Non-Independent Director were approved alongside FY26 audited accounts. The statutory auditor confirmed no qualifications or adverse remarks on the financial statements.
- 16th AGM held on September 10, 2026, commencing at 3:30 p.m. and concluding at 5:09 p.m.
- All 6 resolutions passed with the requisite majority via remote e-voting and AGM e-voting
- Re-appointment of Udai Singh as Managing Director and CEO approved
- Appointment of Soumya Bagchi as Whole-Time Director and Nirupa Chander as Non-Executive Director approved
- Auditors' Report for the year ended March 31, 2026, confirmed zero qualifications or adverse remarks
Schneider Electric Infrastructure Limited has received an Order-in-Original from the GST Authorities (Chennai Outer Commissionerate) regarding FY 2022-23 audit proceedings. The authority confirmed tax demands totaling ₹3.52 Cr alongside a penalty of ₹35.18 lakh, bringing the total quantified exposure to approximately ₹3.87 Cr plus applicable interest. Key allegations include non-payment of IGST on service exports due to unreceived foreign exchange (₹2.38 Cr) and ineligible ITC claims (₹1.06 Cr). The company stated there is no material impact on operations and is evaluating legal remedies.
- Confirmed IGST demand of ₹2,37,99,374 for export of services due to non-receipt of foreign exchange within the prescribed period
- Demand of ₹1,06,37,269 confirmed regarding alleged availment of ineligible input tax credit
- Penalty of ₹35,18,008 imposed under Section 122(2)(a) read with Section 73(9) of the CGST Act, 2017
- Other smaller demands include ₹3,79,519 for SEZ supplies and ₹3,63,915 for non-reversal of credit note ITC
- Demand of ₹67,316 relating to duplicate availment of ISD credit was dropped
Schneider Electric Infrastructure Limited has filed the transcript of its Q1 FY27 earnings conference call held on August 17, 2026. Management highlighted medium-to-long term demand drivers across data centers (projected to grow from 1.6 GW to 8 GW by 2030) and Indian Railways (expanding Vande Bharat fleet from 160 to 800 trains using Kolkata plant breakers). However, the company flagged near-term headwinds including an ~8% rupee depreciation and rising raw material costs for copper, aluminum, and steel. Management remains confident that ongoing pricing actions and a healthy order pipeline will support performance across the remaining three quarters.
- Data center capacity expected to expand from 1.6 GW to 8 GW by 2030, driving power infrastructure demand
- Target expansion of Vande Bharat trains from 160 to 800 units, powered by circuit breakers made at the Kolkata facility
- Noted near-term margin pressure from an ~8% rupee depreciation and rising commodity prices (copper, aluminum, steel)
- Per capita electricity consumption projected to reach 1,800 to 2,000 kWh by 2030, up from under 1,000 kWh in 2014
Schneider Electric Infrastructure Limited has issued a communication under Regulation 36(1)(b) of SEBI LODR to shareholders whose email addresses are not registered with the company or depositories. The letter provides web links to access the FY 2025-26 Annual Report and the Notice for the 16th Annual General Meeting (AGM). The AGM is scheduled to take place on September 10, 2026, at 3:30 PM IST via Video Conferencing. Additionally, the company reminded physical shareholders about KYC updates and the special window open till February 4, 2027, for the transfer and dematerialization of pre-April 2019 physical securities.
- 16th AGM scheduled for Thursday, September 10, 2026, at 3:30 p.m. IST via Video Conferencing
- Notice of AGM dated August 14, 2026, dispatched alongside the FY 2025-26 Annual Report
- SEBI special window for transfer and dematerialization of physical securities open from February 5, 2026, till February 4, 2027
- Filing made in compliance with Regulation 36(1)(b) for members with unregistered email addresses
Schneider Electric Infrastructure Limited has issued the notice for its 16th Annual General Meeting scheduled for September 10, 2026, via video conferencing. The key resolutions include the adoption of FY2025-26 audited financial statements and the re-appointment of Mr. Udai Singh as MD & CEO for a 3-year term from September 15, 2026, to September 14, 2029. Additionally, the company seeks approval for the appointment of Mr. Soumya Bagchi as Whole-Time Director for 3 years and ratification of ₹5.45 lakh cost auditor remuneration. Cut-off date for e-voting is September 3, 2026, with voting active between September 7 and September 9, 2026.
- 16th AGM scheduled on Thursday, September 10, 2026 at 3:30 p.m. IST via VC/OAVM
- E-voting period opens September 7, 2026 (9:00 a.m.) and closes September 9, 2026 (5:00 p.m.) with cut-off date on September 3, 2026
- Resolution proposed for re-appointment of Mr. Udai Singh as MD & CEO for 3 years (September 15, 2026 to September 14, 2029)
- Appointment of Mr. Soumya Bagchi as Whole-Time Director for a 3-year tenure effective August 14, 2026
- Ratification of ₹5,45,000 remuneration plus taxes/expenses for Cost Auditors M/s. Shome & Banerjee for FY2026-27
Schneider Electric Infrastructure Limited has issued the notice for its 16th Annual General Meeting scheduled for September 10, 2026, via Video Conferencing. Key agenda items include the re-appointment of Mr. Udai Singh as MD & CEO for a 3-year term effective September 15, 2026, to September 14, 2029. In addition, the company is seeking approval to appoint Mr. Soumya Bagchi as Whole-Time Director for a 3-year tenure and ratify cost auditor remuneration of ₹5,45,000 for FY 2026-27.
- 16th AGM scheduled on Thursday, September 10, 2026, at 3:30 p.m. IST via VC/OAVM
- Cut-off date for e-voting fixed as Thursday, September 3, 2026; remote e-voting runs September 7-9, 2026
- Proposal for re-appointment of Mr. Udai Singh as MD & CEO for 3 years (September 15, 2026 to September 14, 2029)
- Proposal to appoint Mr. Soumya Bagchi as Whole-Time Director for 3 years (August 14, 2026 to August 13, 2029)
- Ratification of cost auditor remuneration of ₹5,45,000 plus taxes for FY 2026-27
Schneider Electric Infrastructure Limited has published the audio recording link of its investor conference call held on August 17, 2026. The call discussed the company's unaudited financial results and performance for the first quarter ended June 30, 2026. The filing complies with Regulation 30 disclosure requirements following its initial intimation on August 12, 2026.
- Earnings conference call conducted on August 17, 2026, regarding Q1 FY27 financial results
- Covers operational and financial performance for the quarter ended June 30, 2026
- Follows prior schedule intimation dated August 12, 2026
- Recording made publicly accessible under the 2026-2027 Financial Results section on the company website
Schneider Electric Infrastructure Limited released its Q1 FY27 investor presentation, reporting its highest-ever quarterly order intake alongside sustained order book strength. Growth is being anchored in high-demand segments including Data Centers, Semiconductors (securing its largest front-end fab order), and Renewables. The company highlighted macro tailwinds, including India's data center capacity projected to expand from 1.6 GW to ~8 GW and non-fossil power capacity targeting 500 GW. On sustainability, the company achieved 100% renewable electricity usage across its plants and zero recordable accidents.
- Reported highest-ever quarterly order intake in Q1 FY27 with a strong ongoing order book.
- Secured largest front-end fab order in the semiconductor segment along with notable data center wins.
- Highlighted sectoral tailwinds including Indian data centers expanding from 1.6 GW to ~8 GW and BESS expanding from 8.6 GWh to 208 GWh.
- Achieved 100% renewable electricity sourcing for manufacturing plants and a zero recordable accident safety record.
- Trained 1,908 youth in electrical skills and expanded women's representation in the workforce to 18.7%.
Schneider Electric Infrastructure reported its Q1 FY27 (quarter ended June 30, 2026) financial results, with revenue from operations rising 4.8% YoY to ₹651.36 Cr (₹65,136 lakh) compared to ₹621.63 Cr in Q1 FY26. However, net profit dropped sharply by 69.8% YoY to ₹12.44 Cr (₹1,244 lakh) from ₹41.24 Cr, impacted by increased cost of materials and other operational expenses. Basic EPS fell to ₹0.52 from ₹1.72 in the corresponding quarter of the previous year. Alongside earnings, the board approved the appointment of Mr. Soumya Bagchi as Whole-Time Director for a 3-year term effective August 14, 2026, subject to shareholder approval.
- Q1 Revenue from operations stood at ₹651.36 Cr, up 4.8% YoY from ₹621.63 Cr in Q1 FY26
- Q1 Net Profit contracted 69.8% YoY to ₹12.44 Cr compared to ₹41.24 Cr in Q1 FY26
- Cost of materials consumed rose to ₹457.28 Cr from ₹355.84 Cr in the year-ago period
- Soumya Bagchi appointed as Whole-Time Director for 3 years (August 14, 2026 to August 13, 2029)
- Devendra Kumar Sharma appointed as Internal Auditor replacing Vinay Kumar Awasthi
Schneider Electric Infrastructure reported a 4.8% YoY revenue growth to ₹651.36 Cr for Q1 FY27. However, Net Profit plummeted 69.8% to ₹12.44 Cr from ₹41.24 Cr in the same quarter last year, primarily due to a sharp 28.5% increase in raw material costs. The company also announced key leadership changes, including the appointment of Soumya Bagchi as Whole-Time Director and Devendra Kumar Sharma as the new Head of Internal Audit.
- Revenue from operations grew 4.8% YoY to ₹651.36 Cr from ₹621.63 Cr.
- Net Profit fell 69.8% YoY to ₹12.44 Cr, down from ₹41.24 Cr in Q1 FY26.
- Cost of materials consumed surged to ₹457.28 Cr, accounting for 70.2% of revenue compared to 57.2% YoY.
- Appointment of Soumya Bagchi as Whole-Time Director for a 3-year term effective August 14, 2026.
- The company is currently executing a ₹200.8 Cr capacity expansion at its Vadodara and Kolkata plants.
Financial Performance
Revenue Growth by Segment
Revenue grew 20.1% YoY in FY 2024-25 to INR 2,661.28 Cr. Segment mix as of Q2 FY26 is Systems (65%), Transactional (20%), and Services (15%). H1 FY26 order booking grew 28% YoY, while sales grew 6.6% YoY.
Geographic Revenue Split
Exports contribute approximately 12% of total revenue (calculated as 23% of the 65% Systems segment). The remaining 88% is derived from the domestic Indian market.
Profitability Margins
Gross material margin improved to 39.7% in Q2 FY26, up 0.9 percentage points from 38.8% YoY. Profit After Tax (PAT) margin for Q2 FY26 was 8.0%, down from 9.0% YoY.
EBITDA Margin
EBITDA margin for FY 2024-25 was 15.3% (INR 407.34 Cr), up from 13.8% YoY. For Q2 FY26, EBITDA margin was 13.6%, a slight decrease of 0.3 percentage points YoY.
Capital Expenditure
The company announced a forward-looking Capex plan of INR 200.8 Cr to expand manufacturing of Panels and Breakers at its Vadodara and Kolkata plants.
Credit Rating & Borrowing
Finance costs reduced by 13.4% YoY in H1 FY26 to INR 22 Cr, down from INR 25 Cr, indicating improved debt management or lower borrowing requirements.
Operational Drivers
Raw Materials
Material costs represent 61.0% of sales as of Q2 FY26. Specific raw materials include components for Panels and Breakers. Synergy on raw material supply is a key focus for productivity.
Capacity Expansion
Current capacity utilization is estimated at 90-95%. Planned expansion includes an INR 200.8 Cr investment at Vadodara and Kolkata plants to enhance production of Panels and Breakers.
Raw Material Costs
Material costs were INR 397 Cr in Q2 FY26, representing 61% of revenue. The company is focusing on raw material supply synergies to maintain flat gross margins despite inflationary pressures.
Manufacturing Efficiency
The company is targeting operating leverage by aiming for revenue growth that exceeds the 9-10% growth rate of fixed and employee costs.
Strategic Growth
Expected Growth Rate
10-15%
Growth Strategy
Growth will be achieved through an INR 200.8 Cr capacity expansion at Vadodara and Kolkata, a strategic shift toward high-margin Services (15% of mix) and Transactional (20% of mix) businesses, and targeting high-growth sectors including Data Centers, Renewables, Power Grids, and Mobility.
Products & Services
Electrical Panels, Circuit Breakers, Power Grid infrastructure systems, Data Center solutions, and related maintenance and transactional services.
Brand Portfolio
Schneider Electric
New Products/Services
Focus on innovation-led strategy with new product development and technological advancements in digital capabilities for the semiconductor and digital infrastructure ecosystem.
Market Expansion
Expansion of manufacturing capabilities at Vadodara and Kolkata to serve rising market demand with speed and scale.
Strategic Alliances
The company is part of the Schneider Electric group, which is investing a total of INR 3,200 Cr in India across various entities.
External Factors
Industry Trends
The industry is evolving toward digital infrastructure and green energy, with strong demand growth in Data Centers, Renewables, and Power Grid modernization.
Competitive Landscape
Competitors in the field are achieving operating leverage, which Schneider aims to match by accelerating revenue growth beyond its 10% fixed cost inflation.
Competitive Moat
Sustainable advantages include parent group synergies, an innovation-led product strategy, and a growing high-margin services business (15% of revenue) which provides recurring income.
Macro Economic Sensitivity
Sensitivity to inflation, with fixed and employee costs growing at a range of 9% to 10% annually.
Consumer Behavior
Shift toward semiconductor and digital infrastructure ecosystems is driving robust order bookings, which grew 13.4% YoY to INR 2,693 Cr in FY 2024-25.
Regulatory & Governance
Industry Regulations
Operations are subject to GST Act compliance; recent issues include wrong availment of ineligible Input Tax Credit (ITC).
Environmental Compliance
The company focuses on generating positive environmental and social outcomes through breakthrough technologies, though specific ESG costs are not disclosed.
Taxation Policy Impact
Normal Effective Tax Rate (ETR) applies, with permanent disallowances limited to CSR expenses as per law.
Legal Contingencies
Pending GST demand for FY 2018-19, 2021-22, and 2022-23 totaling INR 56.23 Lakhs (INR 28.11 Lakhs tax and INR 28.11 Lakhs penalty) plus interest.
Risk Analysis
Key Uncertainties
The primary uncertainty is the cyclical nature of the project business, where long lead times can cause a disconnect between order growth (28%) and revenue realization (6.6%).
Geographic Concentration Risk
High domestic concentration with 88% of revenue from India; 12% from exports.
Third Party Dependencies
Dependency on vendors for raw materials, with vendor-linked inflation impacting costs by approximately 10%.
Technology Obsolescence Risk
Mitigated by a strong focus on digital capabilities and breakthrough technologies to remain future-ready.
