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Schneider Electric Infra
SectorCapital Goods
Schneider Electric Infrastructure Limited is an Indian company that designs, manufactures, and services products for electricity distribution. Their offerings include transformers, substation automation systems, medium voltage distribution products, and grid automation solutions. The company operates 9 manufacturing facilities across 5 locations in India, with 4 regional offices and 13 branch/sales offices. Their main customers are electrical distribution utilities, power generation companies, and electro-intensive industries. Schneider Electric Infrastructure Limited provides turnkey project solutions and has executed various projects for clients in different sectors, including solar power and smart city development.
In the news
The Quarter story
The two most recent quarterly results, compared side-by-side.
Strong order pipeline offsets recent profit volatility as costs stabilize.
Order backlog grew from ₹1,635 to ₹2,169 from Q1 FY26 to Q1 FY27 — securing a strong pipeline for future revenue
EBIT fell from ₹67 to ₹32.1 from Q1 FY26 to Q1 FY27 — reflecting volatile profitability after a mid-year peak
Order intake recovered from ₹838 to ₹915 between Q2 FY26 and Q1 FY27 — showing resilient customer demand
EBITDA declined from ₹74 to ₹41.0 from Q1 FY26 to Q1 FY27 — indicating margin pressure
Material costs eased from ₹664 to ₹420.8 from Q3 FY26 to Q1 FY27 — indicating supply chain stabilization
Profit after tax dropped from ₹41 to ₹12.4 from Q1 FY26 to Q1 FY27 — highlighting earnings instability
Other income rose from ₹4 to ₹6.9 from Q1 FY26 to Q1 FY27 — signaling improving ancillary returns
Employee costs rose from ₹87 to ₹99.5 from Q1 FY26 to Q1 FY27 — signaling rising wage inflation
Finance costs increased from ₹11 to ₹15.2 from Q1 FY26 to Q1 FY27 — reflecting higher debt servicing
Company insights, generated from the most recent coverage.
Stock jumped 4.62% to ₹1,259 on Oct 1 as trading window closure ahead of Q2 FY27 results triggered classic pre-result accumulation.
Per capita electricity consumption rising from ~1,000 kWh in 2014 to a targeted 1,800-2,000 kWh by 2030 underpins a multi-year structural demand runway for the order book.
Parent Schneider Electric SE's €21.2 bn H1 2026 revenue (+14% organic) and €1.2 bn Shelly Group bid create a halo effect that supports sentiment on the Indian listed subsidiary.
