Order Booking (Q3)
₹999 Cr
+60% YoY
Strong order intake driven by data centers, semiconductors, and core segments.
SCHNEIDERELECTRICINFRAST
Infrastructure
10 Feb 2026
Schneider Electric Infrastructure Limited — Q3 FY26
Schneider Electric Infrastructure delivered a record quarter, crossing ₹1,000 crore in revenue for the first time, with 20% YoY growth.
Financial stats pending filing verification
2-Minute Summary
✦ AI-Generated from Full Transcript
Schneider Electric Infrastructure delivered a record quarter, crossing ₹1,000 crore in revenue for the first time, with 20% YoY growth. Order booking surged 60% YoY to ₹999 crore, driving the order backlog to ₹1,700 crore (up >50% YoY). PAT grew 20% YoY to ₹155 crore, aided by operating leverage and cost control. Management highlighted strong tailwinds from government capex, data centers, renewables, and urbanization. The launch of the indigenously developed GM set switchgear positions the company for high-growth segments. Risks include raw material volatility and geopolitical uncertainties, which management aims to mitigate through hedging and selective contract execution. Overall, the company is at an inflection point with robust demand visibility.
Key Numbers
Order Backlog
₹1,700 Cr
+50% YoY
Provides strong revenue visibility for upcoming quarters.
Order Booking (9M)
₹2,657 Cr
+37% YoY
Sustained momentum across all business segments.
Data Center Revenue Share
~10%
flat
Data centers contribute ~10% of order inflows; expected to grow.
Management Guidance
Maintain healthy order intake
Management expects to sustain strong order booking momentum driven by government schemes and private capex.
Management guidance growthFocus on profitable growth
Company aims to pick right contracts and mitigate raw material volatility to protect margins.
Management guidance marginsCapex for capacity expansion
Ongoing capex in three plants to prepare for future demand; details to be announced when approved.
Management guidance capexKey Risks
Raw material cost inflation
Commodity price volatility could impact margins; management hedges partially but not fully.
medium · analyst_questionGeopolitical uncertainties
Global geopolitical situation may affect demand and supply chains, making growth less predictable.
medium · management_commentaryContract execution risk
Picking the right contracts is critical; wrong selection could lead to margin pressure.
medium · management_commentaryNotable Quotes
We are at a right inflection point to actually capture the growth coming in this industry.
This is the first time a quarter we crossed 1,000 crore... and this has come with very good news with a strong order backlog.
We are trying to see as to in this geopolitical situation, in this absolutely volatile raw material scenario, how do we pick the right contract and execute it profitably.
Frequently Asked Questions
What was Schneider Electric Infrastructure's revenue in Q3 FY26?
Schneider Electric Infrastructure reported revenue of ₹1,000 Cr in Q3 FY26, representing a +20% change compared to the same quarter last year.
What guidance did Schneider Electric Infrastructure management give for FY27?
Maintain healthy order intake: Management expects to sustain strong order booking momentum driven by government schemes and private capex. Focus on profitable growth: Company aims to pick right contracts and mitigate raw material volatility to protect margins. Capex for capacity expansion: Ongoing capex in three plants to prepare for future demand; details to be announced when approved.
What are the key risks for Schneider Electric Infrastructure in FY27?
Key risks include Raw material cost inflation — Commodity price volatility could impact margins; management hedges partially but not fully.; Geopolitical uncertainties — Global geopolitical situation may affect demand and supply chains, making growth less predictable.; Contract execution risk — Picking the right contracts is critical; wrong selection could lead to margin pressure..
Did Schneider Electric Infrastructure meet its previous quarter's guidance?
Scorecard data is being built as historical quarters are processed.
Where can I read the full Schneider Electric Infrastructure Q3 FY26 concall transcript?
The full earnings conference call transcript or source release is available on the linked source material. This page provides an AI-generated summary with filing verification status shown on the financial stats.