Schneider Electric Infrastructure Limited — Investor Meet, 01-06-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Schneider Electric Infra reported strong FY26 orders (+27.4%), sales (+9.6%), and profit (+10.1%), with a 50% YoY backlog jump. Q4 sales were flat at ₹590 Cr, impacted by commodity costs and customer delivery deferrals. Gross margins faced pressure from raw material prices and service mix. Management is optimistic about India's energy transition, robust data center growth (currently 10-12% of backlog, expected to increase), and new BESS solutions (excluding batteries). The company is strategically hedging commodity and forex risks, and employing variable contracts for large infrastructure projects. Emphasizing profitability and quality, the company holds a cautiously optimistic view on future growth amidst market dynamics.