Schneider Electric Infrastructure Q1 FY27 Share Price & Earnings Call Analysis
- Market cap
- ₹27,023 Cr
- P/E
- 139.47
- ROE
- 38.22%
- PEG
- 5.13
- Price to sales
- 9.26
- Debt to equity
- 0.92
- 52W high / low
- ₹1,501 / ₹579
- Sales growth (5Y)
- 17.38%
- EBITDA margin
- 11.49%
- Net profit margin
- 7.72%
- Promoter holding
- 75.00%
- Sales (last year)
- ₹2,920 Cr
Schneider Electric Infrastructure Limited, incorporated in 2011, is engaged in the business of manufacturing, designing, building and servicing technologically advanced products and systems for the electricity network. [1]
Guidance scorecard · Q1 FY27 call
What Schneider Electric Infrastructure Ltd's management guided
and where it ranks in Electrical Equipment
Electrical Equipment
RevenueQ1 FY27 call
10–20%- The company sees a healthy and good pipeline of orders, especially from private utilities with some government infusion, providing strong visibility for Power & Grid segments.
- Order intake in Q1 was the highest ever at INR 915 crores, with a strong backlog growth of about 33%, indicating positive momentum.
- Export revenue currently constitutes about 10-12% of total revenues, with plans to grow exports through new facilities such as the Kolkata plant.
- The management is confident of volume growth driven by both pricing and increased volumes.
- Though Q1 is typically a soft start, Q2 and the remaining three quarters are expected to perform well.
- Expansion capex programs are on track, expected to add capacity and support growth in the medium term.
2 more points from Schneider Electric Infrastructure Ltd's call on revenue
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MarginsQ1 FY27 call
FlatSee what Schneider Electric Infrastructure Ltd said on margins — free account, 30 seconds.
CapexQ1 FY27 call
Planned- Multiple capex programs are underway, including expansions in the medium voltage factory and transformer factory in Baroda, and a new plant in Kolkata.
- These capex projects have staggered completion timelines with ramp-up plans extending into calendar years 2027 and 2028.
- The Kolkata plant is operational since early 2026 and is geared towards export growth and powering domestic demand such as Vande Bharat trains.
- Management is closely tracking all capex programs; they are on schedule without anticipated delays.
- Investment in digitalization and grid modernization is ongoing to leverage government schemes like RDSS and to address evolving infrastructure needs.
2 more points from Schneider Electric Infrastructure Ltd's call on capex
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FundraisingQ1 FY27 call
See what Schneider Electric Infrastructure Ltd said on fundraising — free account, 30 seconds.
Order bookQ1 FY27 call
Rising- Highest ever quarterly order intake of INR 915 crores achieved this quarter (Q1).
- Year-on-year order growth is modest at 0.5%, but sequential quarter growth is in double digits.
- Strong order backlog growth of approximately 33%.
- Total order backlog entering Q2 stands at around INR 2,100+ crores.
- Pipeline seen as healthy with good visibility and a mix of strategic and emerging segments.
- Management remains confident of executing orders and achieving good performance in the remaining three quarters.
2 more points from Schneider Electric Infrastructure Ltd's call on the order book
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Ranges are what management guided for revenue growth and margins on the latest earnings call. Not investment advice, and not a forecast of returns.
Potential multibaggers · Q2 FY27
Potential multibaggers in Electrical Equipment
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
Peers
Electrical Equipment companies ranked on guidance
| # | Company | Revenue guided | Margin guided | Market cap | P/E |
|---|---|---|---|---|---|
| 1 | 40%+ | Up 2%+ | ₹72,673 Cr | 18.1 | |
| 2 | 40%+ | Up 2%+ | ₹21,700 Cr | 158.1 | |
| 3 | 40%+ | Up 2%+ | ₹491 Cr | 12.2 | |
| 4 | 40%+ | Up 0–2% | ₹12,434 Cr | 48.4 | |
| 5 | 40%+ | Up 0–2% | ₹2,042 Cr | 35.4 | |
| 6 | 40%+ | Up 0–2% | ₹529 Cr | 7.0 |
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Pro shows every company guiding 40%+ revenue growth →Full Electrical Equipment rankingSchneider Electric Infrastructure Ltd announcements
All announcements →- OtherNotable· Adverse for the businessSchneider Electric Infrastructure Limited receives GST order with demands and penalty
Financials of Schneider Electric Infrastructure Ltd
Quarterly Results, Profit & Loss, Balance Sheet, Cash Flows, and Ratios are shown below as separate sections.
Shareholder Pattern
Schneider Electric Infrastructure Ltd
Shareholding breakup across reporting periods.
| Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 | Sep 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Promoters + | 75.00% | 75.00% | 75.00% | 75.00% | 75.00% | 75.00% | 75.00% | 75.00% | 75.00% | 75.00% | 75.00% | 75.00% |
| FIIs + | 1.85% | 1.93% | 1.96% | 2.66% | 2.98% | 3.00% | 3.10% | 3.08% | 3.02% | 3.18% | 3.42% | 3.42% |
| DIIs + | 2.26% | 2.61% | 2.76% | 2.93% | 3.17% | 3.22% | 2.97% | 3.28% | 3.28% | 4.07% | 4.65% | 4.80% |
| Public + | 20.88% | 20.46% | 20.27% | 19.40% | 18.86% | 18.76% | 18.92% | 18.64% | 18.70% | 17.74% | 16.91% | 16.79% |
| No. of Shareholders | 79,814 | 82,248 | 1,03,903 | 1,07,899 | 1,07,595 | 1,12,090 | 1,14,958 | 1,07,879 | 1,10,055 | 1,06,662 | 1,17,705 | 1,23,166 |
Financials of Schneider Electric Infrastructure Ltd
Quarterly Results
Quarter-by-quarter operating performance
| Jun 2023 | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sales + | 495 | 496 | 744 | 472 | 593 | 600 | 857 | 587 | 622 | 650 | 1,029 | 590 | 651 |
| Expenses + | 446 | 433 | 633 | 399 | 511 | 526 | 717 | 500 | 552 | 566 | 857 | 545 | 617 |
| Operating Profit | 49 | 63 | 110 | 73 | 82 | 74 | 140 | 87 | 69 | 84 | 173 | 45 | 34 |
| OPM % | 10% | 13% | 15% | 16% | 14% | 12% | 16% | 15% | 11% | 13% | 17% | 8% | 5% |
| Other Income + | 2 | -2 | 2 | 3 | 3 | 9 | 25 | 6 | 4 | 4 | -20 | 15 | 7 |
| Interest | 12 | 12 | 12 | 32 | 13 | 12 | 11 | 13 | 11 | 11 | 14 | 15 | 15 |
| Depreciation | 5 | 6 | 6 | 6 | 6 | 6 | 7 | 6 | 7 | 7 | 8 | 10 | 9 |
| Profit before tax | 35 | 43 | 94 | 38 | 65 | 65 | 147 | 73 | 56 | 70 | 130 | 35 | 17 |
| Tax % | 0% | 0% | 3% | 91% | 26% | 16% | 25% | 25% | 26% | 25% | 26% | 38% | 27% |
| Net Profit + | 35 | 43 | 91 | 3 | 48 | 54 | 111 | 55 | 41 | 52 | 97 | 22 | 12 |
| EPS in Rs | 1.46 | 1.79 | 3.80 | 0.14 | 2.03 | 2.27 | 4.62 | 2.28 | 1.72 | 2.19 | 4.06 | 0.92 | 0.52 |
Financials of Schneider Electric Infrastructure Ltd
Profit & Loss
Annual income statement trend
| Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | TTM | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sales + | 1,310 | 1,403 | 1,263 | 1,314 | 1,390 | 1,384 | 1,297 | 1,530 | 1,777 | 2,207 | 2,637 | 2,891 | 2,920 |
| Expenses + | 1,334 | 1,361 | 1,389 | 1,333 | 1,360 | 1,357 | 1,233 | 1,444 | 1,609 | 1,911 | 2,253 | 2,520 | 2,585 |
| Operating Profit | -23 | 42 | -126 | -19 | 30 | 27 | 64 | 86 | 168 | 296 | 383 | 371 | 336 |
| OPM % | -1.8% | 3.0% | -10% | -1.4% | 2.2% | 1.9% | 4.9% | 6% | 9% | 13% | 15% | 13% | 11% |
| Other Income + | 70 | 9 | 19 | 25 | 15 | 13 | 6 | 7 | 27 | 5 | 42 | 4 | 6 |
| Interest | 38 | 43 | 42 | 44 | 44 | 48 | 48 | 48 | 53 | 69 | 49 | 51 | 55 |
| Depreciation | 25 | 26 | 27 | 27 | 26 | 22 | 22 | 17 | 19 | 22 | 25 | 32 | 34 |
| Profit before tax | -17 | -18 | -176 | -65 | -24 | -30 | -1 | 28 | 124 | 210 | 350 | 292 | 253 |
| Tax % | 67% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 18% | 24% | 27% | |
| Net Profit + | -29 | -18 | -176 | -65 | -24 | -30 | -1 | 28 | 124 | 172 | 268 | 213 | 184 |
| EPS in Rs | -1.19 | -0.76 | -7.36 | -2.70 | -1.02 | -1.24 | -0.04 | 1.16 | 5.17 | 7.19 | 11.20 | 8.89 | 7.69 |
| Dividend Payout % | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
Financials of Schneider Electric Infrastructure Ltd
Balance Sheet
Capital structure and asset base
| Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Equity Capital | 48 | 48 | 48 | 48 | 48 | 48 | 48 | 48 | 48 | 48 | 48 | 48 |
| Reserves | 37 | 19 | 67 | -80 | -109 | -131 | -129 | -96 | 19 | 164 | 430 | 642 |
| Borrowings + | 333 | 347 | 480 | 493 | 538 | 574 | 629 | 590 | 618 | 575 | 606 | 633 |
| Other Liabilities + | 929 | 876 | 680 | 824 | 671 | 628 | 601 | 628 | 671 | 794 | 849 | 1,021 |
| Total Liabilities | 1,347 | 1,290 | 1,274 | 1,284 | 1,148 | 1,119 | 1,149 | 1,170 | 1,356 | 1,582 | 1,933 | 2,344 |
| Fixed Assets + | 195 | 184 | 347 | 354 | 308 | 314 | 300 | 309 | 320 | 401 | 419 | 462 |
| CWIP | 1 | 7 | 16 | 5 | 6 | 3 | 8 | 5 | 14 | 32 | 86 | 102 |
| Investments | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Other Assets + | 1,152 | 1,099 | 911 | 926 | 834 | 802 | 842 | 856 | 1,022 | 1,148 | 1,427 | 1,780 |
| Total Assets | 1,347 | 1,290 | 1,274 | 1,284 | 1,148 | 1,119 | 1,149 | 1,170 | 1,356 | 1,582 | 1,933 | 2,344 |
Financials of Schneider Electric Infrastructure Ltd
Cash Flows
Operating, investing and financing cash movement
| Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash from Operating Activity + | 25 | 5 | -135 | 156 | -52 | 4 | 8 | 120 | 88 | 189 | 308 | 224 |
| Cash from Investing Activity + | -28 | -21 | -31 | -16 | 17 | -12 | -9 | -25 | -41 | -57 | -63 | -90 |
| Cash from Financing Activity + | 57 | -37 | 185 | -110 | 2 | 2 | 11 | -82 | -64 | -105 | -33 | -35 |
| Net Cash Flow | 53 | -53 | 20 | 30 | -33 | -5 | 10 | 13 | -17 | 28 | 211 | 99 |
| Free Cash Flow | -1 | -16 | -165 | 139 | -34 | -9 | -2 | 95 | 50 | 132 | 245 | 120 |
| CFO/EBITDA Share of operating profit converting into cash: CFO (before tax) / Operating Profit | -119% | 15% | 107% | -839% | -159% | 34% | 14% | 142% | 54% | 70% | 105% | 85% |
Financials of Schneider Electric Infrastructure Ltd
Ratios
Working capital efficiency and return ratios
| Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debtor Days | 192 | 174 | 138 | 110 | 109 | 111 | 120 | 108 | 112 | 108 | 92 | 103 |
| Inventory Days | 79 | 83 | 92 | 106 | 88 | 81 | 90 | 76 | 90 | 78 | 76 | 84 |
| Days Payable | 286 | 264 | 204 | 251 | 172 | 166 | 174 | 155 | 146 | 121 | 112 | 126 |
| Cash Conversion Cycle | -15 | -8 | 26 | -35 | 25 | 27 | 36 | 30 | 56 | 65 | 56 | 61 |
| Working Capital Days | -1 | 28 | -45 | -90 | -60 | 1 | 0 | 8 | 31 | 47 | 42 | 44 |
| ROCE % | 4% | 6% | -25% | -4% | 10% | 3% | 12% | 14% | 26% | 38% | 41% | 30% |
Guidance history
How Schneider Electric Infrastructure Ltd's guidance has moved, call by call
| Call | Revenue | Margins | Capex | Fundraising | Order book |
|---|---|---|---|---|---|
| Q1 FY27 call → | 10–20% | Flat | Planned | — | Rising |
| Q4 FY26 call → | 0–10% | Down 0–2% | Planned | — | Rising |
| Q3 FY26 call → | 20–40% | Flat | Planned | — | Rising |
| Q2 FY26 call → | 0–10% | Flat | Planned | — | Rising |
What management guided on each call, newest first. Not investment advice, and not a forecast of returns.
Momentum score · price trend
27 out of 100 — Cooling
Over the past year its share price has done worse than most of the stocks we track.
| Period | Share price change | Better than … of 1,910 stocks |
|---|---|---|
| Last 12 months | +32.5% | 79% |
| Last 6 months | −9.1% | 38% |
| Last 3 months | −12.9% | 33% |
The price is 24.7% below its all-time high of ₹1,501 (6 Jul 2026). Stocks more than 20% below their peak have their score halved, so 53 became 27.
How we calculate it
“Better than 30%” means that over that period the share price did better than 30 out of every 100 stocks we track (1,910 Indian companies worth ₹500 Cr or more, with at least a year of prices).
The score weighs the longer periods more: 40% × 12-month + 40% × 6-month + 20% × 3-month. For Schneider Electric Infrastructure Ltd: 0.4 × 79 + 0.4 × 38 + 0.2 × 33 = 53, halved to 27 because the price is more than 20% below its all-time high.
Strengthening is 70 and above, Steady 40 to 70, Cooling below 40. Scores are recalculated every night after the market closes.
Full methodology →This describes only how the share price has moved up to 29 Oct 2026, compared with other stocks. It says nothing about the business, and it is not a prediction, a price target or a recommendation to buy or sell.
Continue your research
What Schneider Electric Infrastructure Ltd's management said in earlier quarters
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