Schneider Electric Infrastructure Limited has informed the Exchange about Investor Presentation
SCHNEIDER · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Schneider Electric Infrastructure reported FY26 sales of INR 2,891 Cr (up 9.6% YoY) and orders of INR 3,430 Cr (up 27.4% YoY), with a closing backlog of INR 1,911 Cr (up 50.1% YoY). However, profitability declined significantly - EBITDA margin fell to 13.4% from 15.4% in FY25, and PBT margin dropped to 10.1% from 13.3%. Q4 FY26 was particularly weak with sales of INR 590 Cr (flat YoY) and EBITDA margin falling to just 8.4% from 15.7% in Q4 FY25. Management attributed margin pressure to commodity price volatility, unfavorable order mix, and lower operating leverage. Exceptional items included INR 14.2 Cr gratuity adjustment and INR 10.4 Cr gain from labor code implementation. The company highlighted strong wins in metros, data centers, and digital solutions as growth drivers.
The sharp margin compression in Q4 and FY26 despite strong order intake signals near-term profitability headwinds. The 50%+ growth in backlog provides revenue visibility, but investors will monitor if margin pressure persists as these orders convert to sales. The flat Q4 sales also raise questions about execution capabilities.