Schneider Electric Infrastructure Limited — Investor Meet, 16-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Schneider Electric Infrastructure posted a stellar Q3, with sales crossing ₹1,000 Cr, up 20% YoY. 9-month sales reached ₹2,300 Cr (12.3% growth). Order booking surged 60% QoQ to ₹909 Cr, lifting the backlog over 50% YoY to ₹1,700 Cr. Profit before exceptional items grew 15% in Q3 to ₹155 Cr.

Management highlighted strong growth drivers from energy transition, digitalization, and infrastructure push. A new 'Made in India' digital switchgear, GMSeT, was launched for diversified applications. Gross margins saw a mix-driven dilution, and data centers contribute ~10% to current orders. Management expresses confidence in future growth, focusing on profitable execution amidst raw material volatility.