SCHNEIDER Schneider Electric Infrastructure Q2 FY26 results (Jul–Sep 2025) and concall
Schneider Electric Infrastructure reported a quarter of robust order wins (up 15.6%) but faced cyclical execution challenges, resulting in single-digit revenue growth of 8.4%. Management highlighted a strategic shift toward higher-margin services and transactional business, which now comprise 35% of the mix. While profitability margins saw a slight YoY dip due to operating leverage and inflation in 'other expenses', the company remains bullish on long-term tailwinds from Data Centers, Renewables, and Grid modernization.
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What they filed
Q2 FY26: revenue up 8.3%, net profit down 3.7% against the same quarter last year.
| Line item | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 |
|---|---|---|---|---|---|
| Revenue | 600 | 857 | 587 | 622 | 650 +8% |
| EBITDA | 74 | 140 | 87 | 69 | 84 +14% |
| Net profit | 54 | 111 | 55 | 41 | 52 −4% |
How to read this
₹ crore, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.
Inve summary of a publicly available earnings call transcript; see how call summaries are prepared. Not investment advice.
