Schneider Electric Infrastructure Ltd
Schneider Electric Infrastructure Q3 FY25 earnings call: Revenue & Margins
Q3 FY25 earnings call: what management guided on revenue, margins and order book.
The short version
The company expects continued growth in sales and revenue, highlighted by an 18.2% increase in sales over 9 months and highest-ever quarterly sales of INR 857 crores. The company has shown consistent growth with 18.2% sales increase and 26.4% PAT growth over 9 months, indicating a positive earnings trajectory.
From Schneider Electric Infrastructure Ltd's Q3 FY25 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- The company expects continued growth in sales and revenue, highlighted by an 18.2% increase in sales over 9 months and highest-ever quarterly sales of INR 857 crores.
- Order inflows grew by 13.8% over the prior period, with a healthy pipeline and a 7.3% increase in order backlog to INR 1,086 crores.
- There is optimism for better future performance, with management focused on growth in transactional and services segments that contribute to higher margins.
- Expansion plans include ramping up transformer capacity from 5,500 MVA to 7,000 MVA, expecting increased demand and supply chain gearing up to support this.
- Investment in digital solutions and services is anticipated to drive recurring revenue and margin improvement.
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Profitability & Margins
See what Schneider Electric Infrastructure Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Schneider Electric Infrastructure Limited is undertaking a capacity expansion of their transformer capacity from 5,500 MVA to 7,000 MVA at a cost of INR 14 crores, a brownfield expansion of about 1,500 MVA capacity.
- Investment in existing infrastructure is ongoing to scale up capacity and infuse new facilities.
- There is a planned major investment and expansion in the years ahead, funded using generated cash flows targeting both working capital and growth strategies.
- The Kolkata plant expansion is progressing and is expected to commence operations very soon (within the next few months).
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Top-ranked in Electrical Equipment
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
- Order backlog as of Q3 FY25: INR 1,086 crores (up by 7.3% year-on-year).
- Q3 order intake growth: 5.3%, slightly slower quarter.
- 9-month order growth: 13.8% at INR 1,546 crores.
- Order inflow was slower in Q3 due to timing effects but pipeline remains healthy with no visible roadblocks.
- Heavy sales during the quarter reduced backlog.
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Schneider Electric Infrastructure Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q3 FY26): revenue ₹1.0K Cr, net profit ₹97 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Schneider Electric Infrastructure Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Schneider Electric Infrastructure Ltd Q3 FY25 results?
The company expects continued growth in sales and revenue, highlighted by an 18.2% increase in sales over 9 months and highest-ever quarterly sales of INR 857 crores. The company has shown consistent growth with 18.2% sales increase and 26.4% PAT growth over 9 months, indicating a positive earnings trajectory.
What is Schneider Electric Infrastructure Ltd share price analysis?
Schneider Electric Infrastructure Ltd currently shows a neutral. The stock trades at a P/E of 145.1 with a market cap of ₹32,338 Cr. Investors should review the full earnings analysis for detailed insights.
Is Schneider Electric Infrastructure Ltd planning capital expenditure?
Schneider Electric Infrastructure Limited is undertaking a capacity expansion of their transformer capacity from 5,500 MVA to 7,000 MVA at a cost of INR 14 crores, a brownfield expansion of about 1,500 MVA capacity.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.