Schneider Electric Infrastructure earnings calls.

Schneider Electric Infrastructure reported its highest-ever quarterly order intake of ₹915 crCurrent ₹915 Cr. Reported change: Highest-ever quarterly; +dd QoQ.ore in Q1 FY27, up 0.5% YoY with double-digit sequential growth, signaling robust demand. However, revenue growth remained soft at ~5% YoY due to execution linearity (Q1 historically being a moderate start). The key concern is gross margin compression from (a) commodity inflation (copper, transformer oil, aluminium, steel) impacting legacy fixed-price orders booked pre-December, and (b) rupee depreciation (~8% since year-start) inflating imported component costs. The company has taken pricing actions and is embedding price variation clauses in new contracts going forward. The backlog of ₹2,100+ crCurrent ₹2,100+ Cr. Reported change: ~+33% YoY.ore (~33% growth) provides strong revenue visibility entering Q2. Emerging segments (data centers, semiconductors) now constitute over one-fifth of the order book, while the Kolkata export-focused facility is ramping up. Capacity additions remain on track for H2 FY27, which should help operating leverage. Management expressed confidence that the next three quarters will be better as pricing actions materialize and commodity headwinds moderate.