🔍

SCHNEIDER - Schneider Elect.

📊 NSE: SCHNEIDER 🏢 Electric Equipment 📅 Last Updated: 12/14/2025 12:57

📢 Recent Corporate Announcements

Schneider Electric Infrastructure Receives ESG Score of 75.6 for FY 2024-25

🟢 POSITIVE ⭐ 4/10

OTHER 📅 11 Mar 2026, 09:50 AM

Schneider Electric Infrastructure Limited has been assigned an ESG score of 75.6 out of 100 by SES ESG Research Private Limited for the financial year 2024-25. The rating was voluntarily assigned by the SEBI-registered agency based on the company's public disclosures and shared data. This score reflects the company's performance across environmental, social, and governance parameters. Such external validation is increasingly important for institutional investors and ESG-focused funds.

Assigned an ESG score of 75.6 out of 100 for the financial year 2024-25
Rating provided by SES ESG Research Private Limited, a SEBI-registered ESG Rating Provider
The rating was voluntarily assigned by the agency without formal engagement by the company
Score is based on publicly available information and data shared regarding ESG parameters

💡 Investors should view this high ESG score as a positive indicator of the company's governance and sustainability standards, which may attract institutional capital. No immediate trading action is required based on this disclosure.

Schneider Electric Infra Seeks Approval for 2026 Employee Share Plan and Material RPTs

🟡 NEUTRAL ⭐ 6/10

MANAGEMENT 📅 23 Feb 2026, 02:57 PM

Schneider Electric Infrastructure Limited has issued a postal ballot notice seeking shareholder approval for its participation in the 2026 Worldwide Employee Share Ownership Plan (WESOP). The company proposes to provide interest-free loans and financial assistance to employees for share subscriptions, capped at 5% of its paid-up share capital and free reserves. Additionally, the ballot seeks approval for material related party transactions with three key group entities, including Schneider Electric Industries SAS. The e-voting period is scheduled from February 24 to March 25, 2026.

Proposed participation in the 2026 Worldwide Employee Share Ownership Plan (WESOP) to encourage employee equity participation.
Financial assistance and loans for WESOP capped at 5% of the aggregate of paid-up share capital and free reserves.
Seeking shareholder approval for Material Related Party Transactions with Schneider Electric IT Business India, Schneider Electric India, and Schneider Electric Industries SAS.
E-voting window is active from February 24, 2026, to March 25, 2026, with results expected by March 27, 2026.
The WESOP includes the grant of free matching shares based on employee subscription ratios.

💡 Investors should review the specific terms of the material related party transactions to ensure they are conducted at arm's length and do not adversely affect minority shareholders. The WESOP is a standard global practice for the group and is generally positive for employee retention.

Schneider Electric Infrastructure Schedules Analyst & Investor Meetings for Feb 19, 2026

🟡 NEUTRAL ⭐ 3/10

ROUTINE 📅 18 Feb 2026, 05:46 PM

Schneider Electric Infrastructure Limited has announced a series of meetings with analysts and investors scheduled for February 19, 2026. The schedule includes two physical one-on-one sessions at their Gurugram office and one virtual meeting session. These interactions are part of the company's routine engagement with the financial community to discuss business developments. The company has clarified that no unpublished price sensitive information (UPSI) will be shared during these interactions.

Three separate analyst/investor meetings scheduled for February 19, 2026.
Two physical one-on-one meetings to be held at the Gurugram office (10:00-11:00 AM and 3:00-4:00 PM).
One virtual meeting session scheduled for the afternoon between 2:00 PM and 3:00 PM.
Company explicitly stated that no unpublished price sensitive information (UPSI) will be disclosed.

💡 This is a routine regulatory filing; investors should watch for any subsequent investor presentations or transcripts uploaded to the company's website for insights into management's outlook.

Schneider Electric Infra Q3 FY26: Strong Order Wins in Data Centers and Semiconductors

🟢 POSITIVE ⭐ 7/10

EARNINGS 📅 16 Feb 2026, 02:19 PM

Schneider Electric Infrastructure reported robust momentum in Q3 FY26, leveraging a significant push in government infrastructure spending and growth in high-tech segments. The company highlighted a positive market outlook with India's capex expected to reach INR 12.2 lakh crores next year, an 11% increase. Key achievements include securing a major order for a semiconductor fab in Gujarat and providing end-to-end digitalized solutions for data centers. Management is positioning the firm to capture growth from the 500 GW renewable energy target and the projected 4x expansion of data center capacity to 8 GW by 2030.

Government capex is projected to rise 11% to INR 12.2 lakh crores in the upcoming fiscal year.
Data center IT load capacity is expected to grow 4x from 1.7 GW to approximately 7-8 GW by 2030.
Secured a landmark order from a leading semiconductor manufacturer for a front-end fab in Gujarat.
Anticipating significant opportunities in the renewable sector with an investment pipeline of INR 1.7 to 2 lakh crores.
Digital economy contribution to GDP is expected to rise from 13% currently to 20% by 2030.

💡 Investors should focus on the company's ability to convert its strong order book in high-margin 'Sunrise' sectors like semiconductors and data centers into revenue. The stock remains a key beneficiary of India's long-term energy transition and industrial automation trends.

Schneider Electric Gets Stay on INR 17.12 Cr Tax Demand; Ordered to Pay 20% Deposit

🟡 NEUTRAL ⭐ 6/10

LEGAL 📅 14 Feb 2026, 11:57 AM

Schneider Electric Infrastructure Limited has received a stay order from the Income Tax Appellate Tribunal (ITAT), Ahmedabad, regarding a tax demand of INR 17.12 crore. The tribunal has directed the company to deposit 20% of the disputed amount, totaling approximately INR 3.42 crore, as a condition for the stay. This deposit must be paid in two equal installments by February 26 and March 26, 2026. While the stay prevents immediate recovery of the full amount, the final outcome of the litigation remains pending.

ITAT Ahmedabad granted a stay on a tax demand totaling INR 17,12,36,410
Company directed to pay 20% of the disputed tax, amounting to INR 3,42,47,282
Payment scheduled in two 10% installments due on February 26 and March 26, 2026
The stay order follows an appeal filed by the company against the Assessment Order

💡 Investors should monitor the final resolution of the ITAT appeal as the remaining 80% of the demand is still a contingent liability. The immediate cash flow impact is limited to the INR 3.42 crore deposit.

Schneider Electric Infrastructure Releases Q3 FY26 Earnings Call Recording

🟡 NEUTRAL ⭐ 4/10

EARNINGS 📅 13 Feb 2026, 04:20 PM

Schneider Electric Infrastructure Limited has made the audio recording of its Q3 and nine-month earnings conference call available to the public. The call, held on February 13, 2026, discussed the company's unaudited financial performance for the period ending December 31, 2025. This disclosure is a routine regulatory requirement under SEBI (LODR) Regulations, 2015, ensuring transparency for shareholders. Investors can access the recording through the company's official investor relations portal.

Audio recording of the Q3 FY 2025-26 earnings call is now available for investor review.
The call covered financial performance for the quarter and nine-month period ended December 31, 2025.
Disclosure follows the initial meeting schedule announced on February 5, 2026.
Recording is hosted on the company's official website under the Financial Results section.

💡 Investors should listen to the recording to understand management's perspective on the current order book and future growth guidance. This is particularly useful for assessing the company's positioning in the evolving Indian power infrastructure landscape.

Schneider Electric Infra Q3 FY26: Highest-ever Quarterly Sales of ₹1,029 Cr, Orders up 60.7%

🟢 POSITIVE ⭐ 8/10

EARNINGS 📅 12 Feb 2026, 09:08 PM

Schneider Electric Infrastructure reported a strong Q3 FY26 with its highest-ever quarterly sales of ₹1,029 crore, representing a 20.1% YoY growth. Order inflows surged by 60.7% YoY to ₹909 crore, leading to a robust order backlog of ₹1,707 crore, up 52.8% compared to the previous year. While Profit Before Tax (before exceptional items) grew 19.4% to ₹155 crore, the bottom line was impacted by a ₹24.6 crore exceptional charge related to gratuity liabilities under the new Labour Code. The company is strategically positioned in high-growth sectors like Data Centers, Semiconductors, and Renewables.

Q3 FY26 sales crossed ₹1,000 crore for the first time, growing 20.1% YoY to ₹1,029 crore.
Order inflows for Q3 grew by 60.7% YoY to ₹909 crore, with the total backlog reaching ₹1,707 crore.
Profit Before Tax (before exceptional items) rose 19.4% YoY to ₹155 crore in Q3.
Exceptional item of ₹24.6 crore due to new Labour Code gratuity liability impacted net profitability in the current quarter.
Significant order wins recorded in sunrise sectors including Semiconductors, Data Centers, and Clean Energy.

💡 Investors should focus on the strong operational momentum and the record-high order backlog which provides clear revenue visibility for the coming quarters. The temporary dip in PAT due to one-off regulatory adjustments for gratuity should be viewed as a non-recurring event.

Schneider Electric Q3 Revenue Rises 20% to ₹1,029 Cr; Net Profit Dips on Exceptional Item

🟡 NEUTRAL ⭐ 8/10

EARNINGS 📅 12 Feb 2026, 05:21 PM

Schneider Electric Infrastructure reported a robust 20% YoY increase in revenue for Q3 FY26, reaching ₹1,029.17 crore. However, Net Profit for the quarter declined by 12.2% to ₹97.03 crore, down from ₹110.53 crore in the same period last year. This profit dip was primarily driven by a one-time exceptional charge of ₹24.58 crore related to the incremental impact of new Labour Codes on gratuity. For the nine-month period, revenue grew to ₹2,300.94 crore, while net profit stood at ₹190.59 crore.

Revenue from operations grew 20% YoY to ₹1,02,917 Lakhs in Q3 FY26 compared to ₹85,720 Lakhs in Q3 FY25.
Net Profit for Q3 FY26 stood at ₹9,703 Lakhs, down from ₹11,053 Lakhs in the previous year's corresponding quarter.
Recognized a non-recurring exceptional charge of ₹2,458 Lakhs due to the notification of four new Labour Codes impacting gratuity liabilities.
Nine-month revenue for FY26 increased to ₹2,30,094 Lakhs from ₹2,04,982 Lakhs in the prior year period.
Board approved a Postal Ballot for material related party transactions and financial assistance for an employee share subscription scheme (WESOP).

💡 Investors should focus on the strong 20% top-line growth as the profit decline is largely due to a non-recurring accounting charge for labor codes. Monitor the details of the upcoming postal ballot regarding related party transactions to ensure alignment with minority shareholder interests.

Schneider Electric Q3 Revenue Rises 20% YoY to ₹1,029 Cr; Operational Profit Up 19%

🟢 POSITIVE ⭐ 8/10

EARNINGS 📅 12 Feb 2026, 05:19 PM

Schneider Electric Infrastructure reported a robust 20% YoY increase in revenue to ₹1,029.17 crore for the quarter ended December 31, 2025. Although Net Profit decreased by 12% YoY to ₹97.03 crore, this was primarily due to a non-recurring exceptional charge of ₹24.58 crore related to the new Labour Code compliance. Operationally, the company showed strength with Profit Before Tax (excluding exceptional items) growing 19.4% YoY to ₹154.99 crore. The company is also seeking shareholder approval for material related party transactions and an employee share subscription scheme.

Revenue from operations grew 20% YoY to ₹1,029.17 crore from ₹857.20 crore in the previous year.
Profit Before Tax (before exceptional items) rose 19.4% YoY to ₹154.99 crore, reflecting operational efficiency.
Reported Net Profit stood at ₹97.03 crore, impacted by a ₹24.58 crore one-time charge for gratuity under new Labour Codes.
Nine-month revenue for FY26 reached ₹2,300.94 crore compared to ₹2,049.82 crore in the same period last year.
Board approved a postal ballot for Material Related Party Transactions and a 2026 WESOP scheme for employees.

💡 Investors should focus on the strong 20% revenue growth and operational profit improvement, as the net profit dip is due to a non-recurring regulatory charge. The company remains a strong play in the power distribution infrastructure sector.

Schneider Electric Gets Stay on INR 13.83 Cr Tax Demand; Directed to Pay 20% Deposit

🟡 NEUTRAL ⭐ 4/10

LEGAL 📅 11 Feb 2026, 05:35 PM

Schneider Electric Infrastructure Limited has received a stay order from the Income Tax Appellate Tribunal (ITAT) regarding a tax demand of INR 13.83 crore for the Assessment Year 2021-22. As a condition for the stay on the recovery of the full amount, the company has been directed to deposit 20% of the disputed demand, amounting to approximately INR 2.77 crore, within two weeks. This update follows a previous order from August 2025 where the additional tax demand was reduced to the current figure. While the stay provides temporary relief from immediate full payment, the final outcome of the litigation is still pending.

ITAT Ahmedabad granted a stay on the recovery of an INR 13,82,91,940 tax demand for AY 2021-22.
Company must deposit 20% of the disputed amount (approx. INR 2.77 crore) within 14 days of the order.
The stay order was officially received by the company on February 10, 2026.
This is an ongoing litigation matter following a reduction in demand by the Deputy Commissioner in August 2025.

💡 Investors should view this as a procedural development in an ongoing tax dispute. Monitor future disclosures for the final tribunal ruling which will determine the ultimate financial impact.

Schneider Electric Challenges INR 17.12 Crore Income Tax Demand at ITAT

🔵 WATCH ⭐ 6/10

LEGAL 📅 11 Feb 2026, 09:27 AM

Schneider Electric Infrastructure Limited has filed an appeal and a stay application before the Income Tax Appellate Tribunal (ITAT), Ahmedabad Bench. This legal action is in response to an assessment order for the Assessment Year 2022-23, which raised a tax demand of INR 17.12 Crores. The company is contesting the demand under Sections 143(3)/144C of the Income Tax Act, 1961. Management currently believes the case has merit and does not foresee significant financial implications at this stage.

Tax demand of INR 17,12,36,410 (approx. 17.12 Crores) for Assessment Year 2022-23.
Appeal and stay application filed before the ITAT, Ahmedabad Bench.
Challenge pertains to an Assessment Order dated December 31, 2025.
Company management does not foresee significant financial impact based on the merits of the case.

💡 Investors should monitor the ITAT proceedings for any adverse rulings that could impact cash flows. While the company is contesting the demand, the outcome of the stay application will be a key near-term trigger.

Schneider Electric Infrastructure Schedules Q3 FY26 Earnings Call for Feb 13, 2026

🟡 NEUTRAL ⭐ 4/10

EARNINGS 📅 05 Feb 2026, 02:22 PM

Schneider Electric Infrastructure Limited has scheduled its earnings conference call for Friday, February 13, 2026, at 11:30 AM IST. The call is intended to discuss the company's unaudited financial results for the third quarter and the nine-month period ending December 31, 2025. Senior management, including the MD & CEO Udai Singh and CFO Omkar Prasad, will be present to address queries. This is a routine regulatory filing following the conclusion of the December quarter.

Conference call scheduled for February 13, 2026, at 11:30 AM IST
Discussion to focus on Q3 FY26 and 9M FY26 financial performance
Management participants include MD & CEO Udai Singh and CFO Omkar Prasad
Call hosted by Elara Securities (India) Private Limited with universal dial-in numbers +91 22 6280 1146

💡 Investors should track the financial results release prior to the call and listen for management commentary on the order pipeline and execution timelines. Focus on updates regarding the power infrastructure demand in India during the call.

Schneider Electric Receives ₹6.56 Cr Customs Order for Duty and Penalty

🔴 NEGATIVE ⭐ 4/10

REGULATORY 📅 24 Jan 2026, 09:46 PM

Schneider Electric Infrastructure Limited has received an order from the Customs Authority regarding the misclassification of imported goods for the period 2020-2024. The order demands a differential duty of ₹3.28 crore and an equivalent penalty of ₹3.28 crore, totaling approximately ₹6.56 crore excluding interest. The company is currently evaluating legal remedies to contest this demand. Management has stated that this development will not have a material impact on the company's overall financial or operational activities.

Demand for ₹3.28 crore in differential duty for the period 2020-2024.
Imposition of a penalty amounting to ₹3.28 crore by the Customs Authority.
Interest at the appropriate rate will be applicable on the tax amount.
Company is evaluating legal remedies and claims no material impact on operations.

💡 Investors should monitor the outcome of the company's legal appeal, though the current financial demand is relatively small compared to the company's scale.

Schneider Electric Infrastructure Clarifies ₹623 Cr Expansion News Pertains to Private Entity

🟡 NEUTRAL ⭐ 6/10

REGULATORY 📅 23 Jan 2026, 07:23 PM

Schneider Electric Infrastructure Limited (SEIL) has issued a clarification regarding news reports of a ₹623 crore expansion in Hyderabad. The company stated that this investment plan belongs to Schneider Electric India Private Limited (SEIPL), an unlisted sister concern, and not the listed entity SEIL. Both companies are subsidiaries of the French parent company, Schneider Electric SE. This clarification was prompted by stock exchange queries following a movement in the company's share price on January 23, 2026.

Clarified that the ₹623 crore Hyderabad expansion news does not pertain to the listed entity SEIL.
The expansion project is being undertaken by a separate private entity, Schneider Electric India Private Limited (SEIPL).
Both SEIL and SEIPL are subsidiaries of the ultimate holding company, Schneider Electric SE, France.
The company confirmed there is no undisclosed material information required under Regulation 30 of SEBI LODR.

💡 Investors should be aware that the reported ₹623 crore investment will not directly impact the financials of the listed entity SEIL. Caution is advised if the recent stock price movement was driven solely by this expansion news.

Schneider Electric Clarifies ₹623 Cr Expansion News Not Related to Listed Entity

🟡 NEUTRAL ⭐ 6/10

ROUTINE 📅 23 Jan 2026, 07:06 PM

Schneider Electric Infrastructure Limited (SEIL) has clarified that the news regarding a ₹623 crore expansion of facilities in Hyderabad does not pertain to the listed entity. The expansion is being undertaken by Schneider Electric India Private Limited (SEIPL), which is a separate unlisted entity within the Schneider Group. The company issued this clarification following a stock exchange query regarding recent price movements and news reports. SEIL confirmed that there is currently no undisclosed material information or event that requires disclosure under SEBI regulations.

Clarified that the ₹623 crore expansion news pertains to the unlisted entity Schneider Electric India Private Limited (SEIPL)
Confirmed that the listed entity, Schneider Electric Infrastructure Limited (SEIL), is not involved in this specific investment
Both SEIPL and SEIL are separate subsidiaries of the ultimate holding company, Schneider Electric SE, France
Stated no material information or event is pending disclosure under Regulation 30 of SEBI LODR

💡 Investors should exercise caution and not trade based on the Hyderabad expansion news as it does not involve the listed entity SEIL. The stock price may see a correction if it had previously risen on this misinformation.

View All SCHNEIDER Announcements on Live Market Tracking →

💰 Financial Performance

Revenue Growth by Segment

Revenue grew 20.1% YoY in FY 2024-25 to INR 2,661.28 Cr. Segment mix as of Q2 FY26 is Systems (65%), Transactional (20%), and Services (15%). H1 FY26 order booking grew 28% YoY, while sales grew 6.6% YoY.

Geographic Revenue Split

Exports contribute approximately 12% of total revenue (calculated as 23% of the 65% Systems segment). The remaining 88% is derived from the domestic Indian market.

Profitability Margins

Gross material margin improved to 39.7% in Q2 FY26, up 0.9 percentage points from 38.8% YoY. Profit After Tax (PAT) margin for Q2 FY26 was 8.0%, down from 9.0% YoY.

EBITDA Margin

EBITDA margin for FY 2024-25 was 15.3% (INR 407.34 Cr), up from 13.8% YoY. For Q2 FY26, EBITDA margin was 13.6%, a slight decrease of 0.3 percentage points YoY.

Capital Expenditure

The company announced a forward-looking Capex plan of INR 200.8 Cr to expand manufacturing of Panels and Breakers at its Vadodara and Kolkata plants.

Credit Rating & Borrowing

Finance costs reduced by 13.4% YoY in H1 FY26 to INR 22 Cr, down from INR 25 Cr, indicating improved debt management or lower borrowing requirements.

⚙️ Operational Drivers

Raw Materials

Material costs represent 61.0% of sales as of Q2 FY26. Specific raw materials include components for Panels and Breakers. Synergy on raw material supply is a key focus for productivity.

Capacity Expansion

Current capacity utilization is estimated at 90-95%. Planned expansion includes an INR 200.8 Cr investment at Vadodara and Kolkata plants to enhance production of Panels and Breakers.

Raw Material Costs

Material costs were INR 397 Cr in Q2 FY26, representing 61% of revenue. The company is focusing on raw material supply synergies to maintain flat gross margins despite inflationary pressures.

Manufacturing Efficiency

The company is targeting operating leverage by aiming for revenue growth that exceeds the 9-10% growth rate of fixed and employee costs.

📈 Strategic Growth

Expected Growth Rate

10-15%

Growth Strategy

Growth will be achieved through an INR 200.8 Cr capacity expansion at Vadodara and Kolkata, a strategic shift toward high-margin Services (15% of mix) and Transactional (20% of mix) businesses, and targeting high-growth sectors including Data Centers, Renewables, Power Grids, and Mobility.

Products & Services

Electrical Panels, Circuit Breakers, Power Grid infrastructure systems, Data Center solutions, and related maintenance and transactional services.

Brand Portfolio

Schneider Electric

New Products/Services

Focus on innovation-led strategy with new product development and technological advancements in digital capabilities for the semiconductor and digital infrastructure ecosystem.

Market Expansion

Expansion of manufacturing capabilities at Vadodara and Kolkata to serve rising market demand with speed and scale.

Strategic Alliances

The company is part of the Schneider Electric group, which is investing a total of INR 3,200 Cr in India across various entities.

🌍 External Factors

Industry Trends

The industry is evolving toward digital infrastructure and green energy, with strong demand growth in Data Centers, Renewables, and Power Grid modernization.

Competitive Landscape

Competitors in the field are achieving operating leverage, which Schneider aims to match by accelerating revenue growth beyond its 10% fixed cost inflation.

Competitive Moat

Sustainable advantages include parent group synergies, an innovation-led product strategy, and a growing high-margin services business (15% of revenue) which provides recurring income.

Macro Economic Sensitivity

Sensitivity to inflation, with fixed and employee costs growing at a range of 9% to 10% annually.

Consumer Behavior

Shift toward semiconductor and digital infrastructure ecosystems is driving robust order bookings, which grew 13.4% YoY to INR 2,693 Cr in FY 2024-25.

⚖️ Regulatory & Governance

Industry Regulations

Operations are subject to GST Act compliance; recent issues include wrong availment of ineligible Input Tax Credit (ITC).

Environmental Compliance

The company focuses on generating positive environmental and social outcomes through breakthrough technologies, though specific ESG costs are not disclosed.

Taxation Policy Impact

Normal Effective Tax Rate (ETR) applies, with permanent disallowances limited to CSR expenses as per law.

Legal Contingencies

Pending GST demand for FY 2018-19, 2021-22, and 2022-23 totaling INR 56.23 Lakhs (INR 28.11 Lakhs tax and INR 28.11 Lakhs penalty) plus interest.

⚠️ Risk Analysis

Key Uncertainties

The primary uncertainty is the cyclical nature of the project business, where long lead times can cause a disconnect between order growth (28%) and revenue realization (6.6%).