Schneider Electric Infrastructure Limited — Investor Meet, 29-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Schneider Electric Infrastructure reported 19.5% revenue growth to INR 2,637 Cr and a 55.8% jump in PAT to INR 268 Cr, supported by better pricing, product mix, and gross margin improvement to 26%. Order inflow rose 13.4% to INR 2,693 Cr with a healthy backlog of INR 1,253 Cr. Growth drivers include data centres (15% of revenues), EV, semiconductors, and services. Capacity expansions at Vadodara (INR 100 Cr) and Kolkata (INR 90 Cr) will support growth and exports, phased till FY27. Margins should improve via higher-margin orders and efficiencies. Ongoing R&D focuses on digital, sustainable products like SF6-free solutions. Management remains confident on growth and profitability.