Schneider Electric Infrastructure Limited share price

NSE: SCHNEIDER · ISIN INE839M01018

Key numbers

Market cap
₹ 28,920 Cr
Current price
₹ 1,209.50
52-week high / low
₹ 1,548 / 572
Stock P/E
156.9
Book value
₹ 32.4
Dividend yield
0.00%
ROCE
30.8%
ROE
31.8%
Debt to equity
0.45
Sales growth (3 yrs)
17.6%
Profit growth (3 yrs)
19.8%
1-year return
41.5%

About Schneider Electric Infrastructure Limited

Schneider Electric Infrastructure Limited designs, manufactures, builds, and services products and systems for electricity distribution in India and internationally. The company offers air-insulated switchgear, e-house and switchyard solutions, vacuum circuit breakers and protection relays, ring main units, gas-insulated switchgear, oil and dry type transformers, automation platforms and digital energy management systems, and battery energy storage solutions. It also offers medium voltage distribution and grid automation products, such as EasyPact EXE, a vacuum circuit breaker; medium voltage switchgear; protection relays, distribution management systems and grid solutions, including self-healing networks; digital substation, as well as EcoStruxure grid, AI-powered, software-defined platform. In addition, the company provides partner managed, and field and automation services. It serves power generation, transmission, distribution, oil and gas, metro rail, mining, metals and other infrastructure sectors, including electro-intensive industries. The company was formerly known as Smartgrid Automation Distribution and Switchgear Limited and changed its name to Schneider Electric…

Quarterly results

Consolidated figures in ₹ crores

Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Sales6226501,029590651
Operating profit69841734534
Net profit4152972212
EPS (₹)1.722.194.060.920.52

Concall summary (2026-08-20)

AI summary of the earnings call transcript · tone: Positive · source document

Guidance & outlook

  • One is a GDP forecast itself, which is expected to be anywhere between 6.5% to 7% for next 4 years.
  • And this is also being driven by 2 fundamental levers, which is the per capita GDP, which is -- which will grow, if not less, at least 1.5x by 2030 by taking it to about close to INR 4 lakhs is something which we expect the GDP to be at per capita level in 2030.

Growth & demand

  • While you see the growth year -to-year is 0.5%, but if you look at sequential quarter growth is in double digits.
  • The sales is a soft start as we say, we started from Y-o-Y around close to 5% growth.

Margins & costs

  • And of cour se, staying cost competitive so that we can not only bring in those technological differentiation, but at the right cost so that we can make the company more profitable.
  • When I talk about the fixed cost, employee costs and other expenses, while you see the percentage increase is high, but it's a normal Q1 where we do normal salary increment and all cost inflation happened in the Q1.

Capex & expansion

  • We are at 100% in electricity sourced from renewables power plant, including on-site s olar and the ICP, which we have bought -- we are super safe, 0 workplace safe -- 0 recordable incidents in all the sites.
  • We have typically -- in the last 3 years, if I may so, we have we have actually taken on a capex of roughly about INR500 crores in our 3 plants, which we have.

Balance sheet & cash

  • Now while we do this, what we are trying to do in the company itself is trying to finally leverage 3 strategic pillars for growth.
  • We have a normal tax expenses and then we have a total income, which is 1.9% is in the Q1 because of the impact on the GM and also we have a negative operating leverage, which we will try to catch up in the subsequent quarter.

Peers in Electrical Equipment & Parts

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