Schneider Electric Infrastructure Limited — Investor Meet, 12-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Schneider Electric Infrastructure reported Q1 FY26 orders at INR 910 Cr (+42.1% YoY) and sales at INR 622 Cr (+5% YoY). PAT stood at INR 41 Cr (-1.5% YoY). A robust backlog of INR 1635 Cr (+25% YoY) was noted. Management indicated Q1 sales were affected by project spillovers into Q2, but remains confident in full-year profitability targets, driven by selective order intake for better margins. Strategic focus areas include green energy, digitalization, mobility, and energy storage, supported by capacity expansion and new product innovation like the upgraded 33 kV breaker. The company maintains an optimistic outlook.