Earnings call · Apr–Jun 2026
Schneider Electric Infrastructure Limited
Apr–Jun 2026 saw order intake of ₹915 crore (highest ever, +0.5%) but soft sales growth at 5% from a year earlier due to seasonal Q1 weakness. Gross margins & profit fell due to commodity inflation & legacy fixed-price contracts; management initiated pricing actions & expects recovery in remaining quarters.
The full notes: numbers & KPIs, strategy, outlook, risks, what analysts asked.
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From the company
- Udai SinghMD & CEO
- Omkar PrasadCFO
Questions came from
- Dhruv RawaniPriceBridge PMS
- Sameer ThakurAMBIT
- VinodPhillipCapital
- Jay NegandhiAmbit Capital
- Manish GoyalThinQwise Wealth Managers
- Aditya DeorahDivisha Investments
Hosted by Harshit Kapadia of Elara Securities
Topics in this call
Opening remarks
Udai SinghMD & CEO
Thank you, Harshit, and good morning to all who have joined. I just wanted to take you to the presentation, which we had shared last week and just wanted to take you along a few slides which we had shared. And I would take you to Page number 2, wherein we are so proud to share with you that we have been ranked as number 1 as the most sustainable companies in the world third year in a row. And this is something which actually we are extremely proud of and something which we very truly relate to being sustainable company. Now I would like you to take you through the next slide, which enumerates our vision and the mission.
And our vision, as you know, stays as that we will lead the new digitalized energy world, offering our customers and partners the most innovative connected products and solutions, which will be ready for the power distribution elevated expectations. And we do this by our balanced business models, superior quality and efficient supply chains, which will keep our growth and profitability resilient and sustainable.
Read the whole call: 153 paragraphs, 8 analysts' questions with every answer, 7 marked passages.
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The transcript as the company filed it on BSE. Our own rules split it into speakers & sections; an unusual layout can trip them, so check the original PDF for anything important. Not a recommendation.