SCHNEIDER

What Schneider Electric Infrastructure promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q1 FY27

what the last two calls moved 9 tracked 4 delivered 1 missed 4 open
  • Kolkata Factory Commissioning delivered said Q2 FY25 Promised: Commissioning by April 2025 (Q1 FY26) Q1 FY27: No further update required; previously achieved.
  • Transformer Capacity (Baroda) missed said Q3 FY25 Promised: Increase capacity from 5,500 MVA to 7,000 MVA by FY26 Q1 FY27: No further update required; previously missed. While general capex in Baroda was mentioned, the specific FY26 target was not addressed and has passed.
  • Gross Margin at risk said Q2 FY26 Promised: Achieve 'close to 40%' Gross Margin Q1 FY27: Gross margins continued to be under pressure in Q1 FY27 due to commodity inflation, rupee devaluation, and legacy orders, moving further away from the medium-term 40% target.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 9 tracked commitments for Schneider Electric Infrastructure — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens