Schneider Electric Infrastructure reported a strong performance for Q3 FY26 and the nine months ended December 31, 2025. Order intake surged by 60.7% YoY in Q3, driving the backlog to INR 1,707 Crores (+52.8% YoY). Sales also saw strong growth, with the quarter achieving its highest-ever quarterly sales above INR 1,000 crores. The company continues to focus on order execution, profitability, and capturing momentum in sunrise segments like Data Centers and Clean Energy.
Q3 FY26 Performance Highlights
Schneider Electric Infrastructure Limited announced robust financial results for the third quarter and nine months of FY26. Key performance indicators show strong momentum across order intake and sales:
Orders
- 9M Performance: Orders stood at INR 2,657 Cr., marking a growth of +37.6% YoY.
- Q3 Performance: Orders reached INR 909 Cr., a significant increase of +60.7% YoY.
- The company reports a sustainable order backlog of INR 1,707 Crores (+52.8% YoY).
Sales
- 9M Performance: Sales were INR 2,301 Cr., up +12.3% YoY.
- Q3 Performance: Sales reached INR 1,029 Cr., growing by +20.1% YoY. The company achieved its highest-ever quarterly sales > 1000 crores, supported by a better Service business mix.
Profitability (Before Exceptional Items)
- 9M Profit Before Tax (PBT): Increased by +8.2% YoY to INR 281 Cr., aided by volume leverage in Overheads.
- Q3 PBT: Increased by +19.4% YoY to INR 155 Cr.
Focus Areas for the Near Term
The management is concentrating efforts on two primary areas moving forward:
Focus Areas:
- Accelerate orders execution
- Focus on Profitability
Exceptional Items Impact on Profitability
Profitability metrics were impacted by significant exceptional items during the period:
- An exceptional charge of INR 42.2 Crores was recognized in Q3 FY26, primarily due to a Change in Gratuity liability following the introduction of the new Labour code (amounting to 24.6 Cr).
- In the comparable Q3 FY25 period, there was a reversal of INR 17.6 Cr related to interest provisions from past tax litigation under the Vivad-se-Vishwas Scheme.
Capturing Momentum in Sunrise Segments
The company highlighted strong wins across emerging, high-growth areas:
Data Centers & Clean Energy
- Data Centers: Positioning strong technical solutions (Transformers, Connected AIS Panels, Eco Care) for a strategic client.
- Clean Energy: Achieved penetration of circuit breakers in the solar segment in 2025, and secured one of the largest transformer orders in 2025.
Semiconductors and Industrial Segments
- Semiconductors: Secured the biggest order from a leading semiconductor manufacturer in 2025, involving AIS, GIS, Transformers, and Eco Care solutions.
- Metals, Mining & Minerals (MMM): Secured a major order for GIS Panels, establishing a strong reference in the segment.
- Mobility: Achieved strategic bundling of solutions (AIS panels and Connected LV Switch Board) for a leading automobile client.
- Utilities: Received major orders for Smart RMUs from leading Northern and Southern utilities.
Digital Wins
Intelligent, connected operations are advancing through digital solutions:
- Utilities: Penetration of CRP & SAS Solutions observed in the utility sector.
- Metros: Secured deployment of SCADA solutions resulting in the highest installed base of SCADA in one of the leading metro rail networks.
New Product Introduction: GMSeT Switchgear
A new product, the GMSeT – Modular & Digital Switchgear, was introduced. This next-generation Gas Insulated Switchgear (GIS) for Medium Voltage applications (up to 36 kV) focuses on reliability, safety, and IoT-enabled smart monitoring. Key benefits include embedded sensors for predictive maintenance and a modular design for lifetime extension. Target end markets include Utilities, Transportation, Buildings, and Datacenters.
Commitment to Sustainability and CSR
The company detailed ongoing efforts in sustainability and corporate social responsibility:
Sustainability Initiatives
- Carbon Emission Management: Onsite solar systems (1MW capacity each at Vadodara plants) generate approximately 23% of in-plant usage.
- Water Management: Reduced water withdrawal by sourcing ~30% of total water usage from a rainwater harvesting pond, achieving Zero Liquid discharge at plants.
- Safe Workplace: Achieved “Zero Incidents or Accidents”, enhanced safety through rooftop improvements and installed AI-detection systems (Poka-yoke) to prevent entry into hazardous processes.
CSR Achievements
- Skill Development: Partnered with the Gujarat State Government to establish 10 skill centres in Govt ITIs focused on electrical and solar domains.
- Community Electrification: Electrified Community Health Centres (CHC), PHC, and Anganwadis with solar energy, providing lighting solutions to over 2,500 underprivileged families.
- CSR efforts were recognized with the FICCI Award for Skill Development and the FE Green Sarathi Award for overall CSR Excellence.
Source: BSE
