Schneider Electric Infrastructure Limited has informed the Exchange about Transcript
SCHNEIDER · price
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Schneider Electric Infrastructure reported Q1 FY26 sales of INR 622 crores, up about 5% year-on-year, while order inflows surged 42% to INR 910 crores with a 25% higher order backlog of INR 1,635 crores. However, profitability was under pressure: gross margins fell 1.5 percentage points to 38.8%, EBIT margin dropped to 10.7% (down 2.5 points), and PAT margin slipped to 6.6% from 8.2% a year ago, partly due to deferred projects and base-period exceptional credits. Management highlighted growth opportunities in data centres, green hydrogen, small modular reactors, EV charging, and energy storage, and reiterated confidence in meeting internal full-year targets. Capacity utilisation stood at 85-90%, with INR 200+ crores of capex planned on top of the earlier INR 130 crore expansion.
Strong order growth and a healthy backlog signal revenue visibility for coming quarters, which is positive. However, near-term margin compression and management's refusal to give specific FY26 guidance or break out segment-wise order mix may keep the stock rangebound until execution shows up in numbers.