Schneider Electric Infrastructure Limited — Investor Meet, 20-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Schneider Electric Infrastructure (SEIL) recorded a highest-ever quarterly order booking of ₹915 Cr in Q1 FY27, with a strong backlog exceeding ₹2,100 Cr (up 33%). Sales saw a 5% YoY growth.

Gross margins were impacted by commodity inflation and "legacy" firm-price contracts booked before December. Operating costs rose due to Q1 salary increments and rupee depreciation on USD imports, which management notes are largely naturally hedged by exports.

SEIL is strategically focusing on high-growth segments like semiconductors, data centers, EV infrastructure, and grid modernization, securing key wins. All capacity expansion plans are on track. Management is confident that initiated pricing actions and a healthy pipeline will drive improved performance in the upcoming quarters.