Investor Presentation

Here's a summary for Schneider Electric Infrastructure Limited: **Financial Highlights:** Q1 FY26 saw sales hit ₹622 Cr (+4.8% YoY) with a remarkable 42.1% YoY surge in orders to ₹910 Cr, driving the backlog to ₹1,635 Cr (+25.9%). Profit After Tax was ₹41 Cr.

While strong order growth signals future revenue, margins (PAT margin: 6.6%, Gross margin: 38.8%) experienced a slight contraction YoY. **Strategic Initiatives & Growth Drivers:** The company is strategically aligning with mega trends like India's ambitious green energy targets (solar, nuclear, hydrogen), AI & digitalization, BESS, and EV mobility.

Initiatives include expanding partnerships, enhancing digital services, and capacity expansion to capture these opportunities. **Business Developments:** Key business wins spanned Power & Grid, Water, MMM, and Data Centers, demonstrating recurring business and securing large orders like 33kV GIS for metro rail.

A new 33kV, 3150A Air-Insulated Switchgear (AIS) product was launched, alongside sustainable solutions like Smart RM AirSeT. **Market Position & Competitive Advantage:** Leveraging its strong installed base and techno-commercial expertise, the company secures consistent wins.

Its focus on innovative, digitally connected products and solutions (e.g., EcoCare, EcoStruxure) positions it as a leader in the evolving energy landscape. **Investor Implications:** The significant order growth and backlog provide strong revenue visibility, indicating positive growth potential.

The company's strategic alignment with national mega-trends positions it favorably, but monitoring execution on margin recovery and capacity expansion will be important.