Schneider Electric Infra

SCHNEIDER

NSE

BSE

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Company insights, generated from the most recent coverage.

Q1 FY27 PBT fell 69.6% YoY to ₹17.0 Cr despite 4.8% revenue growth — severe operating leverage miss driven by fixed cost inflation.
EBITDA margin collapsed 550 bps to 6.3% due to copper/transformer wire price hikes, legacy contract timing mismatch, and 10-15% FX headwind on imported components.
Record quarterly order intake of ₹915 Cr and backlog surge of 32.7% to ₹2,169 Cr provide strong revenue visibility for FY27.

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

About the company

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.

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Schneider Electric Infra

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