Schneider Electric Infrastructure · forward-looking guidance across the available source record.
Guidance tracker
Multiple capex programs at the medium voltage factory in Baddi, transformer factory in Baddi, and the new Kolkata export-focused plant are on track for staggered completion, with additional capacity available in the second half of FY27.
Management stated historically Q1 is always a soft start and Q2 onward performance improves. The strong backlog combined with initiated pricing actions should drive better sequential performance.
Price increases have been implemented across standard products governed by price lists. Management believes the impact of these actions will take some time to fully reflect in margins as legacy orders roll off.
As an internal policy, price variation clauses are now mandatory in all new contracts. This should progressively reduce margin exposure from commodity price swings in future periods.