Schneider Electric Infrastructure Ltd

Schneider Electric’s Growth Surge: Key Wins, Expansion Plans & Market Outlook 🚀

- Schneider Electric Infrastructure Limited (SEIL) won the 'Golden Peacock Award' under ESG sector for 2025.

- Recognized as one of the top 15 Best Employers in India for 2025 by TIME and Statista.

- Indian economy resilient with GDP forecasted at 6.7% for the year.

- Government announced INR 11.2 lakh crores in CAPEX investment for the year.

- Key growth segments: Power and Grid, Data Centers, Renewable Energy, and Mobility.

- Power and Grid: RDSS scheme with INR 3 lakh crores committed to reduce AT&C losses to 12-15%.

- Data Centers: Expected growth driven by digitalization and GenAI, with major players expanding in India.

- Renewable Energy: India reached 500 GW installed capacity, with 125 GW from solar.

- Mobility: UDAN program aims to connect 120 new destinations, with metro expansion planned.

- Strategic wins include large orders for substation modernization, Data Center power distribution, and loco breakers for Vande Bharat trains.

- Financial highlights for H1 FY26: Order growth at 28%, sales growth at 6.6%, and EBITDA at 11.6%.

- Q2 saw sales growth of 8.4% and EBITDA at 12.5%.

- Revenue mix: Systems 65%, Transactional 20%, Services 15%. Exports accounted for 23% of total revenue.

- CAPEX programs on track, including expansion of vacuum interrupter plant in Kolkata and switchgear/breaker facilities in Vadodara and Kolkata.

- Future growth expected from grid modernization, Data Centers, and renewable energy, with bullish outlook on Indian infrastructure spending.