In Week of Mar 28, 2026, Schneider Electric Infrastructure Ltd (Capital Goods - Transformers) is outperforming Nifty 500 with +32.2% relative strength. Fundamentals: Average. On a 6-week streak.
Weekly presence in the outperformers list. Green = beating Nifty 500 by 10%+ that week.
Based on Q3 FY26 earnings • Updated Feb 22, 2026
What: Order book provides 75%+ revenue visibility for next 1-2 quarters with potential for 20%+ revenue growth
Impact: +₹500 Cr revenue
“We are sitting at 1700 crores is a order book which we have currently which has grown upwards of 50% y and y. - Udai Singh, CEO”
What: Major wins in data centers, renewables, and semiconductors driving higher-margin business
Impact: +₹200 Cr revenue
“Continuing we also witnessed major wins in the core segments where we actually have been working for quite a while. And these are what we call as electro intensive segments... - Udai Singh, CEO”
What: RDSS scheme and infrastructure investments driving demand for company's products
Impact: +₹150 Cr revenue
“We see going forward these schemes which have been getting rolled out will boost the requirements because government is pursuing that there has to be a demand push coming... - Udai Singh, CEO”
Earnings deceleration risks from management commentary
Trigger: Continued shift in product mix
Impact: -150 bps margin impact
Management view: The margin contraction to a change in the sales mix across different segments. - Omkar Prasad, CFO
Monitor: Product mix by segment
Trigger: Sustained RM cost inflation above 10%
Impact: -200 bps margin impact
Management view: While there can be an impact, but the actions, internal actions taken by us is how do we mitigate that impact to the least. - Udai Singh, CEO
Monitor: Copper and steel prices
Key quotes from recent conference calls
“We are sitting at 1700 crores is a order book which we have currently which has grown upwards of 50% y and y. — Udai Singh”
“The margin contraction to a change in the sales mix across different segments. The impact of commodity cost inflation was minimal this quarter, but the company anticipates potential future impacts and hedges some key components. — Omkar Prasad”
“We see going forward these schemes which have been getting rolled out will boost the requirements because government is pursuing that there has to be a demand push coming and which we see that we will be able to maintain a healthy, I would say order intake in coming times as well. — Udai Singh”
“We are hopeful that perhaps we will be able to see a stable growth in times to come in terms of orders. — Udai Singh”
Forward-looking targets from management for Next 2-4 quarters
Revenue Growth Target
20%
Implied PAT Growth
15%
OPM Guidance
15.5%
Key Milestones
• Maintain order booking growth
• Mitigate raw material cost impact
• Execute high-value contracts profitably
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 Feb 22, 2026.
Based on publicly available financial data. This is educational research, not investment advice.
Schneider Electric Infrastructure Ltd's latest quarterly results (Dec 2025) show
Schneider Electric Infrastructure Ltd's profit is declining with an inflecting downward trend.
Schneider Electric Infrastructure Ltd's revenue growth trend is stable.
Schneider Electric Infrastructure Ltd's operating margin is stable.
Schneider Electric Infrastructure Ltd's long-term compounding rates
Schneider Electric Infrastructure Ltd's earnings growth is inflecting downward with improving on a sequential basis.
Schneider Electric Infrastructure Ltd's trailing twelve month (TTM) performance
Schneider Electric Infrastructure Ltd appears significantly overvalued based on our fair value analysis.
Schneider Electric Infrastructure Ltd's current PE ratio is 80.1x.
Schneider Electric Infrastructure Ltd's current PE is 80.1x.
Schneider Electric Infrastructure Ltd's price-to-book ratio is 31.9x.
Schneider Electric Infrastructure Ltd is rated Average with a fundamental score of 50.41/100. This score is calculated from objective financial metrics
Schneider Electric Infrastructure Ltd has a debt-to-equity ratio of N/A.
Schneider Electric Infrastructure Ltd's return ratios over recent years
Schneider Electric Infrastructure Ltd's operating cash flow is positive (FY2025).
Schneider Electric Infrastructure Ltd currently does not pay a significant dividend (yield 0.00%).
Schneider Electric Infrastructure Ltd's shareholding pattern (Dec 2025)
Schneider Electric Infrastructure Ltd's promoter holding has remained stable recently.
Schneider Electric Infrastructure Ltd has been outperforming Nifty 500 for 6 consecutive weeks, indicating building momentum.
Schneider Electric Infrastructure Ltd is an established outperformer with 6 weeks of consecutive Nifty 500 outperformance.
Schneider Electric Infrastructure Ltd has 3 key growth catalysts identified from recent earnings analysis
Schneider Electric Infrastructure Ltd has 2 key risks worth monitoring
In Q3 FY26, Schneider Electric Infrastructure Ltd's management highlighted
Schneider Electric Infrastructure Ltd's management has provided the following forward guidance for Next 2-4 quarters
Based on quantitative research signals, here is why Schneider Electric Infrastructure Ltd may be worth studying
Schneider Electric Infrastructure Ltd investment thesis summary:
Schneider Electric Infrastructure Ltd's forward outlook based on current data signals
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.
