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.
Awaiting price reaction for this filing.
Schneider Electric Infrastructure posted its highest-ever quarterly sales of ₹1,029 Cr in Q3 FY26, up 20.1% YoY, while 9M FY26 sales grew 12.3% YoY to ₹2,301 Cr. Order inflows were sharply stronger, with Q3 orders rising 60.7% YoY to ₹909 Cr and 9M orders at ₹2,657 Cr (+37.6% YoY), pushing the order backlog to ₹1,707 Cr (+52.8% YoY). PBT before exceptional items grew 19.4% YoY in Q3 to ₹155 Cr, but reported PAT fell 12.2% to ₹97 Cr due to a ₹42.2 Cr one-time charge from revised gratuity liability under the new Labour Code. The company highlighted major wins across data centers, semiconductors (described as its biggest order in 2025), transformers, renewables, and metals/mining. EBITDA margin held flat at 17.2% in Q3, though gross material margin slipped from 38.6% to 35.9%, and 9M EBITDA margin eased to 14.7% from 15.4%.
Robust order growth and a 53% larger backlog improve revenue visibility, but shrinking material margins and the one-time exceptional hit may weigh on near-term sentiment — investors should track margin recovery and execution of the strong order book in coming quarters.