What was Schneider Electric Infrastructure's revenue in Q3 FY26?

Schneider Electric Infrastructure reported revenue of ₹1,000 Cr in Q3 FY26, a +20% change year-over-year.

Did Schneider Electric Infrastructure management deliver on previous promises?

Scorecard data is being built as historical quarters are processed.

Schneider Electric Infrastructure Q3 FY26 Research Workspace: Revenue ₹1,000 Cr (+20%)

Q: What guidance did Schneider Electric Infrastructure management give?

Maintain healthy order intake: Management expects to sustain strong order booking momentum driven by government schemes and private capex.

Revenue ₹1,000 Cr +20%

EBITDA —

PAT ₹155 Cr +20%

EBITDA Margin —

Duration 55 min

Read Time 1 min read

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.

Risks3 trackedTranscriptfull text

Research workspace

Focused Modules

!Risks 3 risks

Risk Intelligence

Raw material cost inflation

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Quarter Snapshot

Order Booking (Q3) ₹999 Cr

+60% YoY

Strong order intake driven by data centers, semiconductors, and core segments.

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.

Fast read

Guidance and risk preview

Top guidance Maintain healthy order intake

Management expects to sustain strong order booking momentum driven by government schemes and private capex.

Top risk Raw material cost inflation

Commodity price volatility could impact margins; management hedges partially but not fully.