Order Book Or Contract Wins
Expected: CurrentHIGH confidence
What: Order Backlog: ₹1,700 Cr
Impact: 50% Y-o-Y growth
“we are sitting at INR1,700 crores is the order book which we have currently, which has grown upwards of 50% Y-o-Y.”
Schneider Electric Infrastructure Ltd: Why Is It Outperforming Nifty 500?
ActiveRS +76.2%Average12w Streak
In , Schneider Electric Infrastructure Ltd (Capital Goods - Transformers) is outperforming Nifty 500 with +76.2% relative strength. Fundamentals: Average. On a 12-week streak.
Schneider Electric Infrastructure Ltd Key Facts
- PE Ratio
- 123.0x
- Market Cap
- ₹32,149 Cr
- PAT Growth YoY
- -13%
- Revenue Growth YoY
- +20%
- OPM
- 17.0%
- RS vs Nifty 500
- +76.2%
PE: Early ExpansionStrong Opportunity
What's Happening
💎PE falling while earnings hold — value emerging
💪Debt reduced 13% YoY — balance sheet strengthening
💰Trading 39% above estimated fair value — significant premium
Earnings Acceleration Triggers
1. Order Book Or Contract Wins
CurrentHIGH
2. Operating Leverage Inflection
CurrentHIGH
3. New Product Or Brand Launch
Q3 FY26MEDIUM
Key Risks
1. ₹25 Cr one-time impact on profitability due to gratuity provision changes
MEDIUM2. Potential impact from volatile raw material prices in future contracts
MEDIUM3. Geopolitical situations may cause projects to go slightly off track
LOWSector-Specific Signals
Order Backlog₹1,700 Cr+50%
Quarterly Order Inflow₹909 Cr+60%
Export % of Revenue11-12%
Capacity Utilisation90-95%
Key Numbers
PAT Growth YoY
-13%
Inflection Down
Revenue YoY
+20%
Stable
Operating Margin
17.0%
+100 bps YoY
PE Ratio
123.0
Current Price
₹1,345
Fundamental Score
50/100
Average
3Y PAT CAGR
+80%
Market Cap
32.1K Cr
Valuation
Significantly Overvalued12-Week Performance
Weekly presence in the outperformers list. Green = beating Nifty 500 by 10%+ that week.
12 weeks agoThis week
Why Are Schneider Electric Infrastructure Ltd's Earnings Accelerating?
Based on Q3 FY26 earnings • Updated Apr 18, 2026
Operating Leverage Inflection
Expected: CurrentHIGH confidence
What: EBITDA Margin: 15% (pre-exceptional)
“we're able to leverage it because of the very good sales growth... it's around 15% before exceptional expense.”
New Product Or Brand Launch
Expected: Q3 FY26MEDIUM confidence
What: Product Launch: GMSeT
“we have launched... GMSeT, which is a primary distribution gas-based equipment, which is made fully in India.”
Tam Expansion Changing Consumption
Expected: Next 5 yearsMEDIUM confidence
What: Data Center IT Load: 1.7 GW to 7-8 GW
Impact: 4x growth
“IT commission load, which we see that in next 5 years down the line, this will go up to at least 4x... to about anywhere number 7 to 8 gigawatts.”
Geographical Expansion
Expected: 9 Months FY26LOW confidence
What: Export Mix: 11-12%
“if you look at exports today, in 9 months, if I give you the number, it's close to 11% to 12%”
Quarterly Revenue crossing ₹1,000 Cr
HIGH confidence
What: Quarterly Revenue crossing ₹1,000 Cr
“this quarter, I have to tell you that this is the first time a quarter we crossed INR1,000 crores. It's a stellar performance”
What Are the Key Risks for Schneider Electric Infrastructure Ltd?
Earnings deceleration risks from management commentary
₹25 Cr one-time impact on profitability due to gratuity provision changes
MEDIUMTrigger: Changes in the labor code required a cumulative provision for gratuity till December.
Monitor: labor
Potential impact from volatile raw material prices in future contracts
MEDIUMTrigger: Geopolitical situations and growing demand are challenging manufacturer capacities and RM stability.
Monitor: commodity
Geopolitical situations may cause projects to go slightly off track
LOWTrigger: Global uncertainties can impact project timelines and financial closures.
Monitor: geopolitical
What Is Schneider Electric Infrastructure Ltd's Management Saying?
Key quotes from recent conference calls
“percentages, number wise, they look single-digit, but we are hopeful that in times to come, and this will pick up and move into double digit [Previous Execution Momentum guidance]”
“we have launched, and I would urge you to go to Page 12, which speaks about the latest in the block, which is GMSeT [Initiative: GMSeT Launch]”
“9 months, we have a gratuity impact due to the labor code change. The impact -- onetime impact... it's coming close to INR25 crores [Risk (labor): MEDIUM]”
“geopolitical situation, in this absolutely volatile raw material scenario, in the growing demand, which is challenging capacities [Risk (commodity): MEDIUM]”
What Did Schneider Electric Infrastructure Ltd Report This Quarter?
Headline numbers from the latest earnings call
Revenue
₹1,000 Cr
YoY +20%
Why: The company achieved a milestone of crossing ₹1,000 crores in a single quarter due to very good sales growth and execution.
This represents the first time the company has crossed the ₹1,000 crore revenue mark in a single quarter.
EBITDA
₹155 Cr
YoY +20%Margin 15.5%
Why: Profitability grew due to the leverage of fixed costs like employee expenses and depreciation against higher sales volumes.
The 15% margin cited is the 'before exceptional' figure, reflecting core operational performance.
Other Highlights
• Order backlog reached ₹1,700 Cr, growing over 50% Y-o-Y.
• Quarterly order booking stood at ₹909 Cr, a 60% Y-o-Y increase.
• Exceptional gratuity impact of ₹25 Cr due to labor code changes.
What Sector Metrics Matter for Schneider Electric Infrastructure Ltd?
Sub-sector-specific signals from the latest concall — each with management's stated reason for the change
Order Backlog
₹1,700 Cr
YoY +50%
Why: Strong demand push from government schemes and infrastructure modernization.
Quarterly Order Inflow
₹909 Cr
YoY +60%
Why: Securing high-value orders and strong momentum in the market.
Export % of Revenue
11-12%
Why: Mix of direct exports and recharges within the global group.
Capacity Utilisation
90-95%
Why: High utilization levels prompted the current capex expansion plans.
Services Revenue Mix
15%
YoY +3%
Why: Strategic focus on higher-margin transactional and services business.
Transactional Revenue Mix
20%
YoY +1%
Why: Increased focus on standard products and transactional segments.
Systems Revenue Mix
65%
YoY -4%
Why: Intentional shift towards more profitable transactional and service mixes.
Data Center Order Contribution
10%
Why: Data centers are a growing segment, currently contributing roughly 10% of orders.
What Is Schneider Electric Infrastructure Ltd's Management Guidance?
Forward-looking targets from management
Capex Plan
₹200 Cr
Capex Plan
₹200 Cr
Expansion of Kolkata and Vadodara facilities for vacuum interrupters and switchgear.
Management Tone: BULLISH
How Fast Is Schneider Electric Infrastructure Ltd Growing?
Revenue, profit and margin growth rates
| Metric | YoY | 3Y CAGR | Trend |
|---|---|---|---|
| Revenue | +20% | +20% | Stable |
| PAT (Net Profit) | -13% | +80% | Inflection Down |
| OPM | 17.0% | +100 bps | Stable |
The above analysis is parsed from publicly available earnings call transcripts. This is educational research only — not investment advice. Last updated Apr 18, 2026.
Other Top Capital Goods - Transformers Stocks Beating Nifty 500
Frequently Asked Questions: Schneider Electric Infrastructure Ltd
Based on publicly available financial data. This is educational research, not investment advice.
What were Schneider Electric Infrastructure Ltd's latest quarterly results?
Schneider Electric Infrastructure Ltd's latest quarterly results (Dec 2025) show
- PAT Growth YoY: -12.6% (inflecting downward)
- Revenue Growth YoY: +20.1%
- Operating Margin: 17.0% (stable)
Is Schneider Electric Infrastructure Ltd's profit growing or declining?
Schneider Electric Infrastructure Ltd's profit is declining with an inflecting downward trend.
- PAT Growth YoY: -12.6% (latest quarter)
- PAT Growth QoQ: +86.5% (sequential)
- 3-Year PAT CAGR: +80.0%
- Trend: Inflecting downward — consistent growth pattern
What is Schneider Electric Infrastructure Ltd's revenue growth trend?
Schneider Electric Infrastructure Ltd's revenue growth trend is stable.
- Revenue Growth YoY: +20.1%
- Revenue Growth QoQ: +58.3% (sequential)
- 3-Year Revenue CAGR: +19.9%
How is Schneider Electric Infrastructure Ltd's operating margin trending?
Schneider Electric Infrastructure Ltd's operating margin is stable.
- Current OPM: 17.0%
- OPM Change YoY: +1.0% basis points
- OPM Change QoQ: +4.0% basis points
What is Schneider Electric Infrastructure Ltd's 3-year profit and revenue CAGR?
Schneider Electric Infrastructure Ltd's long-term compounding rates
- 3-Year Profit CAGR: +80.0%
- 3-Year Revenue CAGR: +19.9%
Is Schneider Electric Infrastructure Ltd's growth accelerating or decelerating?
Schneider Electric Infrastructure Ltd's earnings growth is inflecting downward with improving on a sequential basis.
- YoY Acceleration: -8.9% bps
- Sequential Acceleration: +23.2% bps
What is Schneider Electric Infrastructure Ltd's trailing twelve month (TTM) performance?
Schneider Electric Infrastructure Ltd's trailing twelve month (TTM) performance
- TTM PAT: ₹245 Cr
- TTM PAT Growth: +13.4% YoY
- TTM Revenue: ₹3,000 Cr
- TTM Revenue Growth: +14.5% YoY
- TTM Operating Margin: 14.4%
Is Schneider Electric Infrastructure Ltd overvalued or undervalued?
Schneider Electric Infrastructure Ltd appears significantly overvalued based on our fair value analysis.
- Valuation Signal: Significantly Overvalued
- Current PE: 123.0x
- Price-to-Book: 48.9x
What is Schneider Electric Infrastructure Ltd's current PE ratio?
Schneider Electric Infrastructure Ltd's current PE ratio is 123.0x.
- Current PE: 123.0x
- Market Cap: 32.1K Cr
How does Schneider Electric Infrastructure Ltd's valuation compare to its history?
Schneider Electric Infrastructure Ltd's current PE is 123.0x.
- Current PE: 123.0x
- Valuation Assessment: Significantly Overvalued
What is Schneider Electric Infrastructure Ltd's price-to-book ratio?
Schneider Electric Infrastructure Ltd's price-to-book ratio is 48.9x.
- Price-to-Book (P/B): 48.9x
- Book Value per Share: ₹28
- Current Price: ₹1345
Is Schneider Electric Infrastructure Ltd a fundamentally strong company?
Schneider Electric Infrastructure Ltd is rated Average with a fundamental score of 50.41/100. This score is calculated from objective financial metrics
- Revenue Growth YoY: +20.1% (10% weight)
- PAT Growth YoY: -12.6% (10% weight)
- PAT Growth QoQ: +86.5% (10% weight)
- Margins stable (10% weight)
Is Schneider Electric Infrastructure Ltd debt free?
Schneider Electric Infrastructure Ltd has a debt-to-equity ratio of N/A.
- Total Debt: ₹527 Cr
What is Schneider Electric Infrastructure Ltd's return on equity (ROE) and ROCE?
Schneider Electric Infrastructure Ltd's return ratios over recent years
- FY2023: ROCE 26.0%
- FY2024: ROCE 38.0%
- FY2025: ROCE 41.0%
Is Schneider Electric Infrastructure Ltd's cash flow positive?
Schneider Electric Infrastructure Ltd's operating cash flow is positive (FY2025).
- Cash from Operations (CFO): ₹308 Cr
- Free Cash Flow (FCF): ₹242 Cr
- CFO/PAT Ratio: 115% (strong cash conversion)
What is Schneider Electric Infrastructure Ltd's dividend yield?
Schneider Electric Infrastructure Ltd currently does not pay a significant dividend (yield 0.00%).
- Dividend Yield: 0.00%
- Current Price: ₹1345
Who holds Schneider Electric Infrastructure Ltd shares — promoters, FII, DII?
Schneider Electric Infrastructure Ltd's shareholding pattern (Mar 2026)
- Promoters: 75.0%
- FII (Foreign): 3.2%
- DII (Domestic): 4.1%
- Public: 17.7%
Is promoter holding increasing or decreasing in Schneider Electric Infrastructure Ltd?
Schneider Electric Infrastructure Ltd's promoter holding has remained stable recently.
- Current Promoter Holding: 75.0% (Mar 2026)
- Previous Quarter: 75.0% (Dec 2025)
- Change: 0.00% (stable)
How long has Schneider Electric Infrastructure Ltd been outperforming Nifty 500?
Schneider Electric Infrastructure Ltd has been outperforming Nifty 500 for 12 consecutive weeks, indicating strong sustained outperformance.
Is Schneider Electric Infrastructure Ltd a new momentum entry or an established outperformer?
Schneider Electric Infrastructure Ltd is an established outperformer with 12 weeks of consecutive Nifty 500 outperformance.
What are the growth catalysts for Schneider Electric Infrastructure Ltd?
Schneider Electric Infrastructure Ltd has 6 key growth catalysts identified from recent earnings analysis
- Order Book Or Contract Wins — Government schemes and demand push are boosting requirements for grid modernization.
- Operating Leverage Inflection — Higher sales volumes are allowing for better absorption of fixed costs like employee expenses and depreciation.
- New Product Or Brand Launch — The new modular digital switchgear is unique in the Indian market and targets high-growth segments like data centers.
- Tam Expansion Changing Consumption — Digitalization and AI are driving massive demand for data center infrastructure.
What are the key risks in Schneider Electric Infrastructure Ltd?
Schneider Electric Infrastructure Ltd has 3 key risks worth monitoring
- [MEDIUM] ₹25 Cr one-time impact on profitability due to gratuity provision changes — Changes in the labor code required a cumulative provision for gratuity till December.
- [MEDIUM] Potential impact from volatile raw material prices in future contracts — Geopolitical situations and growing demand are challenging manufacturer capacities and RM stability.
- [LOW] Geopolitical situations may cause projects to go slightly off track — Global uncertainties can impact project timelines and financial closures.
What did Schneider Electric Infrastructure Ltd's management say in the latest earnings call?
In Q3 FY26, Schneider Electric Infrastructure Ltd's management highlighted
- "percentages, number wise, they look single-digit, but we are hopeful that in times to come, and this will pick up and move into double digit [Previou..."
- "we have launched, and I would urge you to go to Page 12, which speaks about the latest in the block, which is GMSeT [Initiative: GMSeT Launch]"
- "9 months, we have a gratuity impact due to the labor code change. The impact -- onetime impact... it's coming close to INR25 crores [Risk (labor): ME..."
What is Schneider Electric Infrastructure Ltd's management guidance for growth?
Schneider Electric Infrastructure Ltd's management has provided the following forward guidance
- Revenue outlook: Not Given
- Margin outlook: Not Given
- Capex plan: ₹200 Cr for Expansion of Kolkata and Vadodara facilities for vacuum interrupters and switchgear.
- Management tone: bullish
What sector-specific metrics matter most for Schneider Electric Infrastructure Ltd?
Schneider Electric Infrastructure Ltd's most important sub-sector-specific KPIs from the latest concall
- Order Backlog: ₹1,700 Cr (YoY +50%) — Strong demand push from government schemes and infrastructure modernization.
- Quarterly Order Inflow: ₹909 Cr (YoY +60%) — Securing high-value orders and strong momentum in the market.
- Export % of Revenue: 11-12% — Mix of direct exports and recharges within the global group.
- Capacity Utilisation: 90-95% — High utilization levels prompted the current capex expansion plans.
- Services Revenue Mix: 15% (YoY +3%) — Strategic focus on higher-margin transactional and services business.
- Transactional Revenue Mix: 20% (YoY +1%) — Increased focus on standard products and transactional segments.
Is Schneider Electric Infrastructure Ltd worth studying for long term investment?
Based on quantitative research signals, here is why Schneider Electric Infrastructure Ltd may be worth studying
- Cash flow is positive — CFO ₹308 Cr
What is the investment thesis for Schneider Electric Infrastructure Ltd?
Schneider Electric Infrastructure Ltd investment thesis summary:
Research Signals (Bull Case)
- Revenue growing at +20.1% YoY
- Growth catalyst: Order Book Or Contract Wins
Risk Factors (Bear Case)
- Appears significantly overvalued
- Key risk: ₹25 Cr one-time impact on profitability due to gratuity provision changes
What is the future outlook for Schneider Electric Infrastructure Ltd?
Schneider Electric Infrastructure Ltd's forward outlook based on current data signals
- Earnings Trend: inflecting downward
- Revenue Trend: stable
- Margin Trend: stable
- Valuation: Significantly Overvalued
- Key Catalyst: Order Book Or Contract Wins
- Key Risk: ₹25 Cr one-time impact on profitability due to gratuity provision changes
The above FAQs are generated from publicly available earnings data and conference call transcripts. This is educational research only. Sector Alpha is not SEBI registered and does not provide investment advice.