Copy of Investor Presentation on Audited Financial Results for the quarter and year ended March 31, 2026 is enclosed herewith.
SCHNEIDER · price
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Schneider Electric Infrastructure reported FY26 sales of INR 2,891 crore, up 9.6% YoY, with strong order intake of INR 3,430 crore growing 27.4% YoY. Q4 sales were INR 590 crore (flat YoY) with PBT at 6.0% of sales, impacted by commodity price volatility, unfavorable order mix, and lower operating leverage. For FY26, EBITDA margin declined to 13.4% vs 15.4% in FY25 due to input cost pressures. PBT margin fell to 10.1% vs 13.3% previously. Exceptional items included a INR 14.2 crore gratuity adjustment from new labor code and a INR 10.4 crore gain from actuarial valuation. The company highlighted robust order backlog of INR 1,911 crore, up 50.1% YoY, supported by wins in data centers, metros, and digital solutions. New products launched include Trihal dry-type transformers, the One Digital Grid AI platform, and BESS solutions.
Margin compression in Q4 raises near-term profitability concerns despite strong order momentum. The 50% YoY growth in closing backlog provides revenue visibility but translating this into improved margins remains the key challenge given commodity headwinds.