Schneider Electric Infrastructure Limited — Investor Meet, 12-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Schneider Electric Infrastructure reported H1 FY26 order growth of 28% and sales up 6.6%, with Q2 momentum at 8.4% and improved gross margins. PAT for H1 was 7.4%. Management is bullish on India's economic growth, emphasizing opportunities in Power & Grid, Data Centers, Renewables, and Mobility. Strategic wins include large substation upgrades, data center power, and Vande Bharat loco breakers. CAPEX plans are on track, and despite a recent execution slowdown, a strong backlog points to future pickup. The company is focused on localized solutions and optimizing profitability.