Schneider Electric Infrastructure Ltd.
SCHNEIDERIndustrials filings
We hold this company’s filings and have not read the financial statements out of them yet. Every filing on record is listed under filings, and each one opens.
Earnings calls
11 transcript(s)/analyst meet(s) served; 0 document(s) on file are not transcripts (cover letters, duplicates, unresolved) and are excluded. Speaker attribution is shown only where the segmenter attributes ≥ 95% of sentences to management or analysts (0 of 11 documents here); elsewhere sentences render unattributed.
| Kind | Date | Period | Served | Attribution rate |
|---|---|---|---|---|
| TRANSCRIPT | 20220527 | 2022-03-31 | yes | |
| TRANSCRIPT | 20221107 | 2022-09-30 | yes | |
| TRANSCRIPT | 20230217 | 2022-12-31 | yes | |
| TRANSCRIPT | 20231114 | 2023-09-30 | yes | |
| TRANSCRIPT | 20240529 | 2024-03-31 | yes | |
| TRANSCRIPT | 20240808 | 2024-06-30 | yes | |
| TRANSCRIPT | 20250214 | 2024-12-31 | yes | |
| TRANSCRIPT | 20250529 | 2025-03-31 | yes | |
| TRANSCRIPT | 20251112 | 2025-09-30 | yes | |
| TRANSCRIPT | 20260216 | 2025-12-31 | yes | |
| TRANSCRIPT | 20260820 | 2026-06-30 | yes |
SCHNEIDER
files the standard Schedule III statements. Every figure below opens to the filing it was read from; where a figure is not shown, the reason is printed in its place.
Identity
| Statement division | general |
| Scope served | standalone |
| Panels on this page | 4 |
Market
No split, bonus or consolidation is on record for this company inside the period this price series covers, so the closes need no adjustment.
| Last close | 1,218.80 |
| 52-week range | 579.2 – 1501.0 |
| Return 1M | 6.32% |
| Return 3M | -8.72% |
| Return 1Y | 42.54% |
| Return 3Y | 241.26% |
| Return 5Y | 963.53% |
| Market capitalisation | not shown — we could not confirm it |
| Shares outstanding | not shown — we could not confirm it |
| P/E | not shown — we could not confirm it |
| P/B | not shown — we could not confirm it |
| EV/EBITDA | not shown — we could not confirm it |
Latest quarter filed — period ending 2026-06-30
In INR crore except per-share figures. `period_id` is the period the filing names for the number; the date beside each cell is when it was filed.
| Revenue from operations | 651.00 |
| Other income | 7.00 |
| Total income | 658.00 |
| Cost of materials consumed | 457.00 |
| Purchases of stock-in-trade | 22.00 |
| Changes in inventories | -59.00 |
| Employee benefit expense | 100.00 |
| Finance costs | 15.00 |
Ownership — 2026-06-30, and the change from 2026-03-31
| Holder | Per cent | Change |
|---|---|---|
| promoter and promoter group | 0.75 | 0.00 |
| institutions foreign | 0.03 | 0.00 |
| institutions domestic | 0.05 | 0.01 |
| mutual funds | 0.04 | 0.01 |
| public | 0.25 | 0.00 |
Documents on file
| Class | Most recent | On file |
|---|---|---|
| TRANSCRIPT | 2026-06-30 | 11 |
Financial statements
Filed results, standalone, in INR crore except per-share figures. Every figure opens to the filing it was read from. Quarterly and annual columns are the periods the filing itself names, never a document date.
Quarterly results, as filed
| Line | 2022-06-30 | 2022-12-31 | 2023-03-31 | 2023-06-30 | 2023-09-30 | 2023-12-31 | 2024-03-31 | 2024-06-30 | 2024-09-30 | 2024-12-31 | 2025-03-31 | 2025-06-30 | 2025-09-30 | 2025-12-31 | 2026-03-31 | 2026-06-30 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue from operations | 371.00 | 574.00 | 411.00 | 495.00 | 496.00 | 744.00 | 472.00 | 593.00 | 600.00 | 857.00 | 587.00 | 622.00 | 650.00 | 1,029.00 | 590.00 | 651.00 |
| Other income | 1.00 | 3.00 | 4.00 | 2.00 | 2.00 | 2.00 | 4.00 | 3.00 | 9.00 | 7.00 | 6.00 | 4.00 | 4.00 | 5.00 | 5.00 | 7.00 |
| Total income | 372.00 | 577.00 | 414.00 | 498.00 | 498.00 | 746.00 | 475.00 | 596.00 | 609.00 | 865.00 | 593.00 | 626.00 | 655.00 | 1,034.00 | 594.00 | 658.00 |
| Cost of materials consumed | 259.00 | 376.00 | 280.00 | 274.00 | 318.00 | 437.00 | 301.00 | 360.00 | 376.00 | 474.00 | 390.00 | 356.00 | 437.00 | 557.00 | 417.00 | 457.00 |
| Purchases of stock-in-trade | 10.00 | 11.00 | 22.00 | 22.00 | 12.00 | 4.00 | 25.00 | 19.00 | 14.00 | 15.00 | 26.00 | 18.00 | 19.00 | 20.00 | 21.00 | 22.00 |
| Changes in inventories | -23.00 | 21.00 | -42.00 | 20.00 | -12.00 | 41.00 | -44.00 | -23.00 | -14.00 | 45.00 | -52.00 | 11.00 | -59.00 | 87.00 | -59.00 | -59.00 |
| Employee benefit expense | 56.00 | 58.00 | 59.00 | 69.00 | 65.00 | 73.00 | 64.00 | 78.00 | 71.00 | 77.00 | 76.00 | 87.00 | 79.00 | 82.00 | 89.00 | 100.00 |
| Finance costs | 11.00 | 14.00 | 14.00 | 12.00 | 12.00 | 12.00 | 32.00 | 13.00 | 12.00 | 11.00 | 13.00 | 11.00 | 11.00 | 14.00 | 15.00 | 15.00 |
| Depreciation and amortisation | 5.00 | 5.00 | 5.00 | 5.00 | 6.00 | 6.00 | 6.00 | 6.00 | 6.00 | 7.00 | 6.00 | 7.00 | 7.00 | 8.00 | 10.00 | 9.00 |
| Other expenses | 40.00 | 50.00 | 31.00 | 61.00 | 52.00 | 78.00 | 52.00 | 77.00 | 79.00 | 106.00 | 60.00 | 81.00 | 91.00 | 110.00 | 77.00 | 97.00 |
| Total expenses | 358.00 | 534.00 | 369.00 | 463.00 | 451.00 | 652.00 | 436.00 | 530.00 | 544.00 | 735.00 | 519.00 | 570.00 | 585.00 | 879.00 | 569.00 | 641.00 |
| Profit before exceptional items and tax | 14.00 | 44.00 | 45.00 | 35.00 | 46.00 | 94.00 | 39.00 | 65.00 | 65.00 | 130.00 | 73.00 | 56.00 | 70.00 | 155.00 | 25.00 | 17.00 |
| Exceptional items | 13.00 | 0.00 | -1.00 | 0.00 | -3.00 | 0.00 | -1.00 | 0.00 | 0.00 | 18.00 | 0.00 | 0.00 | 0.00 | -25.00 | 10.00 | 0.00 |
| Profit before tax | 27.00 | 44.00 | 45.00 | 35.00 | 43.00 | 94.00 | 38.00 | 65.00 | 65.00 | 147.00 | 73.00 | 56.00 | 70.00 | 130.00 | 35.00 | 17.00 |
| Current tax | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 10.00 | 43.00 | 18.00 | 19.00 | 35.00 | 13.00 | 15.00 | 18.00 | 43.00 | 3.00 | 5.00 |
| Deferred tax | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | -7.00 | -8.00 | -1.00 | -8.00 | 2.00 | 6.00 | -1.00 | -1.00 | -10.00 | 10.00 | -0.00 |
| Tax expense | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.00 | 35.00 | 17.00 | 10.00 | 37.00 | 18.00 | 15.00 | 18.00 | 33.00 | 13.00 | 5.00 |
| Profit for the period | 27.00 | 44.00 | 45.00 | 35.00 | 43.00 | 91.00 | 3.00 | 48.00 | 54.00 | 111.00 | 55.00 | 41.00 | 52.00 | 97.00 | 22.00 | 12.00 |
| Other comprehensive income | -13.00 | 10.00 | -5.00 | -6.00 | -3.00 | -18.00 | -0.00 | -0.00 | 1.00 | -5.00 | 2.00 | 1.00 | 2.00 | 10.00 | -12.00 | -0.00 |
| Total comprehensive income | 13.00 | 53.00 | 40.00 | 29.00 | 40.00 | 73.00 | 3.00 | 48.00 | 55.00 | 106.00 | 56.00 | 42.00 | 54.00 | 107.00 | 10.00 | 12.00 |
| Earnings per share, basic | 1.11 | 1.82 | 1.88 | 1.46 | 1.79 | 3.80 | 0.14 | 2.03 | 2.27 | 4.62 | 2.28 | 1.72 | 2.19 | 4.06 | 0.92 | 0.52 |
| Earnings per share, diluted | 1.11 | 1.82 | 1.88 | 1.46 | 1.79 | 3.80 | 0.14 | 2.03 | 2.27 | 4.62 | 2.28 | 1.72 | 2.19 | 4.06 | 0.92 | 0.52 |
Annual results, as filed
| Line | 2019-03-31 | 2020-03-31 | 2021-03-31 | 2022-03-31 | 2023-03-31 | 2024-03-31 | 2025-03-31 | 2026-03-31 |
|---|---|---|---|---|---|---|---|---|
| Revenue from operations | 1,384.00 | 1,384.00 | 1,297.00 | 1,530.00 | 1,777.00 | 2,207.00 | 2,637.00 | 2,891.00 |
| Other income | 50.00 | 12.00 | 19.00 | 10.00 | 12.00 | 9.00 | 25.00 | 18.00 |
| Total income | 1,434.00 | 1,396.00 | 1,316.00 | 1,540.00 | 1,789.00 | 2,216.00 | 2,661.00 | 2,909.00 |
| Cost of materials consumed | 957.00 | 942.00 | 902.00 | 1,032.00 | 1,219.00 | 1,330.00 | 1,600.00 | 1,767.00 |
| Purchases of stock-in-trade | 8.00 | 3.00 | 10.00 | 33.00 | 52.00 | 63.00 | 75.00 | 78.00 |
| Changes in inventories | 36.00 | 38.00 | -16.00 | 16.00 | -63.00 | 5.00 | -44.00 | -20.00 |
| Employee benefit expense | 200.00 | 210.00 | 185.00 | 210.00 | 236.00 | 271.00 | 301.00 | 337.00 |
| Finance costs | 44.00 | 48.00 | 48.00 | 48.00 | 53.00 | 69.00 | 49.00 | 51.00 |
| Depreciation and amortisation | 26.00 | 22.00 | 22.00 | 17.00 | 19.00 | 22.00 | 25.00 | 32.00 |
| Other expenses | 159.00 | 165.00 | 152.00 | 152.00 | 165.00 | 242.00 | 322.00 | 359.00 |
| Total expenses | 1,430.00 | 1,427.00 | 1,304.00 | 1,510.00 | 1,681.00 | 2,002.00 | 2,329.00 | 2,603.00 |
| Profit before exceptional items and tax | 4.00 | -31.00 | 12.00 | 30.00 | 108.00 | 214.00 | 333.00 | 306.00 |
| Exceptional items | 0.00 | 1.00 | -13.00 | -3.00 | 15.00 | -4.00 | 18.00 | -14.00 |
| Profit before tax | 4.00 | -30.00 | -1.00 | 28.00 | 124.00 | 210.00 | 350.00 | 292.00 |
| Current tax | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 53.00 | 85.00 | 80.00 |
| Deferred tax | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | -15.00 | -2.00 | -0.00 |
| Tax expense | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 38.00 | 82.00 | 79.00 |
| Profit for the period | 4.00 | -30.00 | -1.00 | 28.00 | 124.00 | 172.00 | 268.00 | 213.00 |
| Other comprehensive income | 0.00 | -10.00 | 3.00 | 5.00 | -9.00 | -27.00 | -2.00 | -0.00 |
| Total comprehensive income | 4.00 | -39.00 | 2.00 | 33.00 | 115.00 | 145.00 | 266.00 | 213.00 |
| Earnings per share, basic | -1.02 | -1.24 | -0.04 | 0.00 | 5.17 | 7.19 | 11.20 | 8.89 |
| Earnings per share, diluted | -1.02 | -1.24 | -0.04 | 0.00 | 5.17 | 7.19 | 11.20 | 8.89 |
Balance sheet, as filed
| Line | 2023-03-31 | 2023-09-30 | 2024-03-31 | 2024-09-30 | 2025-03-31 | 2025-09-30 | 2026-03-31 |
|---|---|---|---|---|---|---|---|
| Total assets | 1,355.00 | 1,403.00 | 1,582.00 | 1,783.00 | 1,933.00 | 2,065.00 | 2,344.00 |
| Non-current assets | 416.00 | 425.00 | 507.00 | 549.00 | 562.00 | 613.00 | 664.00 |
| Current assets | 939.00 | 978.00 | 1,075.00 | 1,234.00 | 1,370.00 | 1,452.00 | 1,680.00 |
| Property, plant and equipment | 320.00 | 249.00 | 251.00 | 252.00 | 419.00 | 255.00 | 297.00 |
| Capital work-in-progress | 14.00 | 6.00 | 32.00 | 61.00 | 86.00 | 110.00 | 102.00 |
| Goodwill | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other intangible assets | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Inventories | 297.00 | 311.00 | 297.00 | 0.00 | 339.00 | 433.00 | 421.00 |
| Trade receivables | 546.00 | 568.00 | 656.00 | 664.00 | 667.00 | 645.00 | 813.00 |
| Cash and cash equivalents | 20.00 | 19.00 | 47.00 | 140.00 | 258.00 | 277.00 | 358.00 |
| Total equity and liabilities | 1,355.00 | 1,403.00 | 1,582.00 | 1,783.00 | 1,933.00 | 2,065.00 | 2,344.00 |
| Equity | 151.00 | 221.00 | 296.00 | 400.00 | 562.00 | 658.00 | 774.00 |
| Equity share capital | 48.00 | 48.00 | 48.00 | 48.00 | 48.00 | 48.00 | 48.00 |
| Other equity | 103.00 | 173.00 | 248.00 | 352.00 | 514.00 | 610.00 | 727.00 |
| Total liabilities | 1,204.00 | 1,182.00 | 1,285.00 | 1,383.00 | 1,371.00 | 1,407.00 | 1,569.00 |
| Non-current liabilities | 434.00 | 449.00 | 541.00 | 560.00 | 565.00 | 585.00 | 598.00 |
| Current liabilities | 770.00 | 733.00 | 744.00 | 823.00 | 806.00 | 821.00 | 971.00 |
| Borrowings, non-current | 397.00 | 405.00 | 413.00 | 421.00 | 516.00 | 433.00 | 444.00 |
| Borrowings, current | 70.00 | 63.00 | 56.00 | 1.00 | 6.00 | 0.00 | 0.00 |
| Trade payables | 540.00 | 507.00 | 444.00 | 568.00 | 500.00 | 529.00 | 628.00 |
Cash flow, as filed
| Line | 2022-03-31 | 2023-03-31 | 2023-09-30 | 2024-03-31 | 2024-09-30 | 2025-03-31 | 2025-09-30 | 2026-03-31 |
|---|---|---|---|---|---|---|---|---|
| Net cash from operating activities | 120.00 | 95.00 | 45.00 | 192.00 | 139.00 | 308.00 | 84.00 | 224.00 |
| Net cash from investing activities | -25.00 | -38.00 | -17.00 | -57.00 | -32.00 | -63.00 | -54.00 | -93.00 |
| Net cash from financing activities | -82.00 | -71.00 | -23.00 | -107.00 | -16.00 | -30.00 | -9.00 | -35.00 |
| Purchase of property, plant and equipment | 26.00 | 38.00 | 17.00 | 58.00 | 33.00 | 63.00 | 54.00 | 104.00 |
| Net increase in cash | 13.00 | -17.00 | -1.00 | 28.00 | 92.00 | 211.00 | 19.00 | 99.00 |
| con:CFO.BEFORE_TAX | 122.00 | 98.00 | 48.00 | 209.00 | 181.00 | 402.00 | 125.00 | 315.00 |
| con:INTEREST_RECEIVED.OPERATING | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| con:INTEREST_PAID.OPERATING | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| con:DIVIDENDS_RECEIVED.OPERATING | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| con:TAX_PAID.OPERATING | 2.00 | 3.00 | 3.00 | 17.00 | 42.00 | 94.00 | 42.00 | 90.00 |
| con:CF_OTHER.OPERATING | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| con:INVESTMENTS_PURCHASED | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| con:INVESTMENTS_SOLD | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| con:PPE_DISPOSALS | 0.00 | 0.00 | 0.00 | 1.00 | 1.00 | 0.00 | 0.00 | 0.00 |
| con:CF_INVESTING.SUBSIDIARIES_SOLD | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| con:CF_INVESTING.SUBSIDIARIES_ACQUIRED | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| con:CF_INVESTING.JV_SOLD | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| con:CF_INVESTING.JV_ACQUIRED | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Who owns it
The shareholding pattern filed with the exchange every quarter, as a series. Percentages are of total shares. Each figure names the filing it was read from and the date it was filed.
| Holder | 2023-03-31 | 2023-06-30 | 2023-09-30 | 2023-12-31 | 2024-03-31 | 2024-06-30 | 2024-09-30 | 2024-12-31 | 2025-03-31 | 2025-06-30 | 2025-09-30 | 2025-12-31 | 2026-03-31 | 2026-06-30 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Promoter and promoter group | 75.00 | 75.00 | 75.00 | 75.00 | 75.00 | 75.00 | 75.00 | 75.00 | 75.00 | 75.00 | 0.75 | 0.75 | 0.75 | 0.75 |
| Domestic institutions | 1.76 | 2.18 | 2.29 | 2.27 | 2.62 | 2.77 | 2.93 | 3.16 | 3.23 | 2.97 | 0.03 | 0.03 | 0.04 | 0.05 |
| Mutual funds | — | — | — | — | — | — | — | — | — | 2.44 | 0.03 | 0.03 | 0.03 | 0.04 |
| Insurance companies | 0.32 | 0.52 | 0.64 | 0.71 | 0.73 | 0.76 | 0.76 | 0.77 | 0.79 | 0.22 | 0.00 | 0.00 | 0.00 | 0.00 |
| Foreign institutions | 0.48 | 0.67 | 1.32 | 1.85 | 1.93 | 1.96 | 2.66 | 2.98 | 3.00 | 3.10 | 0.03 | 0.03 | 0.03 | 0.03 |
| Government | — | — | — | — | — | — | — | — | — | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Public | 25.00 | 25.00 | 25.00 | 25.00 | 25.00 | 25.00 | 25.00 | 25.00 | 25.00 | 25.00 | 0.25 | 0.25 | 0.25 | 0.25 |
| Non-institutional | 22.76 | 22.15 | 21.39 | 20.88 | 20.45 | 20.27 | 19.41 | 18.85 | 18.77 | 18.93 | 0.19 | 0.19 | 0.18 | 0.17 |
| Shares outstanding | 239104035 | 239104035 | 239104035 | 239104035 | 239104035 | 239104035 | 239104035 | 239104035 | 239104035 | 239104035 | 239104035 | 239104035 | 239104035 | 239104035 |
Related parties
Transactions with related parties as disclosed to the exchange for the period ending 2024-09-30, by counterparty, largest first. Amounts are as filed. Each row names the filing and the date it was filed.
| Counterparty | Relationship | Type | Amount in the period | Transactions |
|---|---|---|---|---|
| Schneider Electric India Private Ltd | Fellow Subsidiary | Any other transaction, Purchase of goods or services | 2,429,066,000.00 | 10 |
| Schneider Electric Industries Sas | Ultimate Holding Company | Any other transaction, Purchase of goods or services | 927,914,000.00 | 6 |
| Schneider Electric (Xiamen) Switchgear Co. Ltd | Fellow Subsidiary | Any other transaction, Purchase of goods or services | 510,469,000.00 | 7 |
| Pt. Schneider Indonesia | Fellow Subsidiary | Any other transaction, Purchase of goods or services | 305,693,000.00 | 3 |
| Schneider Electric Sachsenwerk Gmbh | Fellow Subsidiary | Any other transaction, Purchase of goods or services | 256,952,000.00 | 5 |
| Schneider Electric It Business India Private Ltd | Fellow Subsidiary | Any other transaction, Interest paid, Purchase of go | 248,627,000.00 | 9 |
| Schneider Electric Private Limited | Fellow Subsidiary | Any other transaction, Sale of goods or services | 196,650,000.00 | 10 |
| Schneider Electric Se | Fellow Subsidiary | Any other transaction, Sale of goods or services | 155,293,000.00 | 2 |
| Schneider Electric France Sas | Fellow Subsidiary | Any other transaction, Purchase of goods or services | 127,026,000.00 | 8 |
| Schneider Electric Ltd | Fellow Subsidiary | Any other transaction, Purchase of goods or services | 123,044,000.00 | 7 |
| Schneider Electric (Australia) Pty. Limited | Fellow Subsidiary | Any other transaction, Purchase of goods or services | 68,849,000.00 | 9 |
| Schneider Electric Brasil Ltda | Fellow Subsidiary | Any other transaction, Sale of goods or services | 59,134,000.00 | 3 |
| Schneider Electric Singapore Pte Ltd | Parent of Holding Company | Any other transaction, Sale of goods or services | 57,304,000.00 | 3 |
| SCHNEIDER SHANGHAI APPARATUS PARTS MANUFACTURING CO. LTD | Fellow Subsidiary | Any other transaction, Purchase of goods or services | 53,028,000.00 | 3 |
| Schneider Elektrik | Fellow Subsidiary | Any other transaction, Sale of goods or services | 47,943,000.00 | 3 |
What management said
Every earnings call we hold for this company, read in full. Prepared remarks are separated from the question-and-answer session and every paragraph names who said it and on which page. These are management’s own words, not filed figures.
| Date | Quarter | Who spoke | |
|---|---|---|---|
| 2026-08-20 | Q1FY27 | PRIVATE LIMITED | Read the call |
| 2026-02-16 | Q3FY26 | LIMITED | Read the call |
| 2025-11-12 | Q2FY26 | Read the call | |
| 2025-05-29 | Q4FY25 | LIMITED | Read the call |
| 2025-02-14 | Q3FY25 | Read the call | |
| 2024-08-08 | Q1FY25 | Read the call | |
| 2024-05-29 | Q4FY24 | LIMITED | Read the call |
| 2023-11-14 | Q2FY24 | EXECUTIVE, INFRASTRUCTURE LIMITED, SCHNEIDER, SCHNEIDER ELECTRIC INFRASTRUCTURE LIMITED | Read the call |
| 2023-02-17 | Q3FY23 | SCHNEIDER ELECTRIC INFRASTRUCTURE LIMITED, i:19<.:tr!( | Read the call |
| 2022-11-07 | Q2FY23 | SCHNEIDER ELECTRIC | Read the call |
| 2022-05-27 | Q4FY22 | LIMITED, SCHNEIDER ELECTRIC INFRASTRUCTURE LIMITED | Read the call |
What they said about it, quarter by quarter
| Topic | Q2FY24 | Q2FY26 | Q3FY23 | Q3FY25 | Q3FY26 | Q4FY22 | Q4FY24 | Q4FY25 |
|---|---|---|---|---|---|---|---|---|
| Capex | There is a green hydrogen mission which has been rolled out which actually would mean typically generating about 15 to 20 giga of the capacity additio… | And if you notice, these things have been happening also because of the investment which has been coming from both Government and private side and esp… | We also see that the steel capacity additions will also be around 50% by '30-'31, which should also present some good opportunities for our business. | — | Going forward, could you share what sort of capex we have planned for the next -- for the remainder of this financial year and the next financial year… | — | And I am happy to share that all those digitalized solutions, which we are bringing in, there is a good ask and acceptability fast connection stabilit… | One thing which is very clearly emerging is we have come to a level which is sort of a steady growth in the country, which means that a couple of year… |
| Capital allocation | Is there any update on the acquisition of the switch gear related business of Schneider. | — | — | And the second thing I just wanted to understand, this probably you've been asked this many times, what is our offering and how is it different from t… | And second question is, any time frame of coming to dividend distribution, sir, for the shareholders? | — | — | — |
| Costs | — | What it indicates that, that our synergy on the raw material supply there in terms of bringing productivity on the price what we offer, we are improvi… | So depending upon how the volumes pan out and the ability of the suppliers to invest on behalf of us in terms of products, in terms of raw materials a… | So are we importing any of the imports in the raw material side or anywhere else? | Sir, any impact of this commodity cost inflation that we are seeing on our margins going ahead? | — | — | — |
| Debt and cash | — | — | And as you also know that we have been making losses for many years and then the COVID also impacted the cash flow. | Now how do you wish to allocate this capital or this cash flows that you generate over the next few years? | — | On the other side we have also looked at your cash flow which have improved materially because of better working capital management. | And if I probably look at your cash flow statement, what I see is that provisions for warranties have increased from INR8 crores to INR34 crores and a… | At the PAT level, 55.8% growth, significant improvement over there with INR268 crores and free cash flow is -- we generated INR245 crores of free cash… |
| Demand | The plan is to add another 45-50 data centers in coming years and the total demand should be going 1000 megawatt plus and there are so many of people … | We saw the GDP to grow at about 7.8%, which the key drivers were the domestic demand, the expanding investment, the stable external sectors, the polic… | Electricity continues to have a stronger demand driven by manufacturing and also retail consumption. | How your deal pipeline and future outlook in terms of order going forward? | Great set of numbers, execution and order booking. | We see the trends of housing construction, the bookings, etc., are moving in a very positive direction so there is good demand for steel and cement an… | So I just wanted to understand which are the sectors who are actually driving our sales and the order book? | You know that the inflation has come down to perhaps the lowest, 3.1%, which actually will have a cascading effect of more demand and more business. |
| Guidance | So, we are moving on the right track in Kolkata and things are moving as per plan and we expect that that should be happening and going live sometime … | We already have about 800 kilometers of metro lines, and we expect another 800 to 1,000 kilometers of metro line across close to 30 cities come up in … | We'll go to Slide number 8 on Minerals, Mining & Metals, is one of the world's top glass manufacturers who has repeated us with another order which is… | So are we expecting some slowdown in growth that we are looking maybe for this quarter or for the next few quarters? | And my second question is, do you have any kind of guidance that you can give for Q4 generally being the strongest quarter? | I understand that, but we have been doing it since last five to six years so like can you just guide through that what it changed because of every yea… | When do we expect it to start as probably the transition has started based on the provisions we have taken in last year? | Again, this also we expect to complete by '26, '27. |
| Margin | Sir first on the gross margin side like for the third quarter in row we had seen gross margins at 36% and congratulations for that. | If you look at this mix H1 versus H2 historically, you will find that the company is well in terms of delivering the orders and EBITDA is in the same … | If you see our gross margin has improved by 100 basis points, primarily due to the better sales mix, while as we see in the market, the raw material i… | And will there be the benefit of operating leverage will finally kind of kick in to the company? | So there seems to be a contraction in our gross margin in this quarter. | Now gross margin for the quarter is about 29.2% which is (-6.4%) versus last year. | And this number, which you have perhaps seen is by far a good number I would reckon with at about 36%, 37% margin is something good. | Overall, at the EBITDA level, we are growing by 33.5%, which is 1.6 points over last year. |
| People | — | — | — | — | — | — | — | So for Vadodara plant, we are currently manufacturing -- the existing capacity is 8,000 panels, and we are going -- and which is almost near utilizati… |
| Pricing | — | — | — | — | — | As far as sales is concerned I think sales does have a lag impact so we would say that the composition would again be slightly tilted more towards pri… | — | And you can see the improvement in gross margins by about 2 points, and this has actually come from the better pricing that we are taking from the mar… |
| Revenue growth | — | Schneider Electric Infrastructure Limited November 10, 2025 General While you see the growth at 11.5% and 10% in other expenses, this is as expected b… | So all-in-all, I would say the budget highlights provide a good impetus to growth of our key segments, and we should see positive uptake coming from t… | — | — | Discipline execution of the entire cycle from order to cash is what we are focusing on so we see good traction from the top line as you can see the le… | My single question is that you have, of course, explained the growth of only 6% in your order flow. | Other expenses, a little higher growth at 33.1%. |
What they said they would do
Sentences in which management set an expectation. Each names the speaker and the page of the transcript it came from.
| Date | Quarter | Who | What they said |
|---|---|---|---|
| 2022-11-07 | Q2FY23 | SCHNEIDER ELECTRIC | Going to slide 12 all these initiatives on the digital side should be able to take up our revenues in terms of maintenance and digital contracts which we call as recurring revenues so recurring revenues we expect to move from a 12% in 2020 to around 22% in 2025. |