Schneider Electric Infrastructure has released its financial results for the second quarter and first half of fiscal year 2027. The company presented its performance, highlighted key awards and recognitions in corporate governance and sustainability, and discussed its strategic pillars including technology leadership, customer differentiation, and cost competitiveness. The management also provided insights into emerging segments like data centers and renewables, alongside an update on its manufacturing and export plans.
Schneider Electric Infrastructure Q2 & H1 FY27 Earnings Conference Call
Schneider Electric Infrastructure Limited hosted an earnings conference call on November 06, 2026, to discuss its Unaudited Financial Results for the 2nd quarter and half year ended on September 30, 2026 (Q2 FY27). The call featured management presentations on the company’s performance, strategic initiatives, and market outlook.
Key Highlights and Recognitions
Mr. Udai Singh, MD & CEO, opened the call by highlighting several prestigious awards received by the company. These include the Golden Peacock Award for excellence in corporate governance and recognition from the Indian Chamber of Commerce for excellence in sustainability manufacturing. The company also achieved a strong rating on ESG from CRISIL. Further accolades were received at the Bharat Electricity Summit for the POWERGEN India & Indian Utility Week awards.
Macroeconomic Landscape and Strategic Pillars
The presentation touched upon supportive macroeconomic factors such as GDP growth (7.8% in the quarter) and increasing private capex, particularly in manufacturing and electricity sectors. The increasing demand for electricity, projected to reach 2 megawatt hour per capita by 2030, positions the company favorably. Despite headwinds like rupee devaluation and rising commodity prices, Schneider Electric Infrastructure is focused on four key pillars: energy transition, AI and digitalization, urbanization, and Make in India. The company has adopted three strategic pillars: technology leadership, high customer differentiation, and cost competitiveness.
Emerging Segments and Wins
The company is actively pursuing growth in emerging segments such as data centers, semiconductors, and renewables. Notable wins include supplying components for semiconductor setups, data centers (utilizing skid-mounted stations for faster commissioning), and renewable energy projects. The company is also powering urban infrastructure, including thermal power plants, metro systems in Mumbai, and water infrastructure projects in Madhya Pradesh.
Product Innovation and Sustainability
Schneider Electric Infrastructure has launched one of the most advanced breakers globally, now in production at its Kolkata plant. This breaker boasts a longer life, increased operations, and reduced maintenance costs. The company is also committed to sustainability, with 100% energy sourced by renewables at its sites and a focus on gender diversity, reaching close to 20%.
Financial Performance Overview (Q2 & H1 FY27)
Mr. Omkar Prasad, CFO, provided a financial update. Order intake for H1 FY27 showed solid growth of 25%, with Q2 orders amounting to INR1,265 crore. Sales in Q2 FY27 grew by 20% YoY to approximately INR780 crore, with H1 sales reaching INR1,400 crore (12.5% growth). EBIT improved sequentially to 7.2% in Q2, with H1 EBIT at 6.2%. The company is managing material cost pressures through customer pricing and is undertaking capex expansion for its KMVC plant.
Market Outlook and Future Prospects
The company anticipates continued demand driven by India’s growth story, particularly in sectors like data centers, where capacity is expected to reach 8 GW by 2030. Schneider Electric Infrastructure is also focused on increasing its export revenue, with current plans for expansion in Kolkata catering to both domestic and international markets, aiming for a mix of 12%-13% exports. The company is strategically positioned to leverage upcoming infrastructure investments and government initiatives like the RDSS scheme.
Source: BSE
