Schneider Electric Infrastructure Ltd Q3 FY25 Results & Concall Highlights: Revenue, Margins & Order Book
Published 7 Aug 2026 | Electrical Equipment | Market Cap: ₹32.3K Cr
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.
Price
₹1,217
Market Cap
₹32.3K Cr
P/E Ratio
145.1
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Schneider Electric Infrastructure Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹1.0K Cr, net profit ₹97 Cr.
Full financials →📊 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.
- →The Kolkata plant expansion is expected to commence operations soon, supporting increased capacity.
- →Growth will be supported by government reforms, infrastructure investments (INR 11.2 lakh crores capex), and rising demand in sectors like renewable energy and e-mobility.
📈 Profitability & Margins
- →The company has shown consistent growth with 18.2% sales increase and 26.4% PAT growth over 9 months, indicating a positive earnings trajectory.
- →EBITDA grew by 38%, EBIT by 39.8%, and Profit Before Tax by 61.4%, reflecting strong margin expansion.
- →Management expects further order inflows and backlog growth, supporting sustained revenue growth.
- →Expansion plans include increasing transformer capacity from 5,500 MVA to 7,000 MVA with a modest capital outlay, enabling higher production and revenue.
- →Focus on digital solutions, services, and modernization is expected to improve margins further.
- →Investments are aimed at growth, with cash generated being used for CapEx and working capital.
- →The pipeline for future orders is robust, with no current roadblocks expected, indicating positive outlook for operating earnings and profitability.
- →Overall, the company is poised for improved profitability and EPS growth driven by operational efficiency, product mix, and market expansion efforts.
🏗️ 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).
- →The company is working on making interrupters in a "kitchen factory" setup for Schneider Group, expected to go live soon.
- →The management is focusing on investments in growth while maintaining operational capabilities through internal capability building.
💰 Fundraising & Capital Structure
- →No explicit mention of new fundraising through debt or equity in the provided excerpts.
- →Management highlighted that the company has stabilized and is generating good cash flows (EBITDA around INR 360-370 crores).
- →Priority for capital allocation is towards CapEx for expansion (e.g., transformer capacity increase at Baroda and Kolkata plant commencement soon) and working capital.
- →The company plans to use internal cash generation to fund both working capital and growth strategies.
- →There is no indication of immediate plans for raising funds via debt or equity in the discussed call.
- →The focus is on internal capital and stable financial management rather than external fundraising.
📋 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.
- →Management expects order inflow to pick up in the coming quarters, especially Q4 FY25.
- →Focus remains on accelerating order growth and backlog buildup by year-end.
Key Metrics
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 concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.