Financial Performance Overview

Schneider Electric Infrastructure Limited announced its audited financial results for the fourth quarter and financial year ended March 31, 2026. The board meeting was held on May 28, 2026, from 5:13 PM to 6:17 PM IST.

Annual Financial Performance (FY26)

Orders Performance:

  • Full year orders inflow: ₹3,430 crores
  • Year-on-year growth: +27.4%

Revenue Performance:

  • Full year sales: ₹2,891 crores
  • Year-on-year growth: +9.6%

Profitability Metrics:

  • PBT before exceptional items: ₹305.8 crores
  • Year-on-year change: -8.1%
  • PBT after exceptional items: ₹292 crores
  • Year-on-year change: -16.8%
  • PAT after exceptional items: ₹213 crores
  • Year-on-year change: -20.7%

Backlog Position:

  • Backlog as of March 31, 2026: ₹1,911 crores
  • Year-on-year growth: +50.1%

Quarterly Financial Performance (Q4 FY26)

Orders Performance:

  • Quarterly orders inflow: ₹772 crores
  • Year-on-year growth: +1.4%

Revenue Performance:

  • Quarterly sales: ₹590 crores
  • Year-on-year growth: +0.5%

Profitability Metrics:

  • PBT before exceptional items: ₹24.9 crores
  • Year-on-year decline: -66.0%
  • PBT margin before exceptional items: 4.2% to sales
  • PBT after exceptional items: ₹35 crores
  • Year-on-year decline: -51.7%
  • PBT margin after exceptional items: 6.0% to sales
  • PAT after exceptional items: ₹22 crores
  • Year-on-year decline: -59.8%

Performance Analysis

The company delivered resilient performance in Q4 FY26 despite external pressures. The quarterly performance was impacted by volatility in commodity prices and an adverse revenue mix, which contributed to the significant decline in profitability metrics.

Management Commentary

Mr. Deepak Sharma, Zone President- Greater India, Schneider Electric, and Board Director:

  • SEIL delivered a resilient performance reflecting strength in strategic focus on high-potential segments
  • Continued traction in Services and steady contributions from Cloud & Service Provider, Power & Grid, and Mobility sectors
  • Maintained healthy demand in Medium Voltage switchgear and automation solutions
  • Company remains committed to enabling India's electrification and digital transformation journey with sustainable, resilient solutions
  • Focused on execution, strengthening portfolio, and positioning for sustained long-term growth

Mr. Udai Singh, MD & CEO:

  • Q4 performance shows strong resilience with stable growth in both sales and orders
  • Performance reflects robustness of business model, disciplined execution, and ability to adapt to dynamic environment
  • Continued focus on operational efficiency, customer centricity, and strategic priorities
  • Strengthened foundation for future growth

Business Overview

Schneider Electric Infrastructure Limited specializes in manufacturing, designing, constructing, and servicing advanced products and systems for electricity networks. The company's innovation is rooted in EcoStruxure™ platform, supporting digital transformation in energy management.

Product Portfolio includes:

  • Transformers
  • Switchgears
  • Ring main units
  • Circuit breakers
  • Relays
  • Services
  • Automation solutions
  • Smart grid software

Served Industries:

  • Power generation
  • Oil & gas
  • Transportation
  • Mining
  • Metal and minerals (MMM)
  • Emerging sectors: Data center, semiconductors, renewables
  • Other electro-intensive segments

Financial Summary Table

| Category | 12M' FY26 | YoY Change | Q4'FY26 | YoY Change |

| Orders Inflow | 3,430 | +27.4% | 772 | +1.4% |

| Sales | 2,891 | +9.6% | 590 | +0.5% |

| PBT before exceptional items | 306 | -8.1% | 25 | -66.0% |

| PBT after exceptional items | 292 | -16.8% | 35 | -51.7% |

| PAT after exceptional items | 213 | -20.7% | 22 | -59.8% |

All amounts in INR Crores