Financial Results Summary Q1 FY27

Orders and Backlog Performance

  • Order Intake: ₹915 crores - Highest-ever quarterly order intake in company history
  • Order Backlog (as of June 30, 2026): ₹2,169 crores, representing 32.7% year-on-year growth
  • Order growth driven by strong demand across emerging segments including data centers and semiconductors

Revenue Performance

  • Revenue: ₹651 crores
  • Year-on-Year Growth: +4.8% compared to previous year
  • Sequential Growth: +10.4% growth over Q4 FY26
  • Revenue growth moderated due to project execution timelines and phased conversion of recent order wins into sales

Profitability Metrics

  • EBIT: ₹32.1 crores
  • Comparative Performance: Significantly lower than ₹66.7 crores in corresponding quarter of previous year (Q1 FY26)
  • Profitability impacted by commodity price volatility and lag in passing on higher input costs on certain legacy orders

Management Commentary

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

  • Described performance as "resilient" despite operating environment volatility
  • Attributed record order intake to strength of customer relationships, relevance of technology-led portfolio, and growing opportunities across established and emerging segments
  • Emphasized commitment to supporting India's electrification, industrial modernization, and digital transformation journey
  • Noted focus on disciplined execution, portfolio enrichment, and capturing opportunities in high-growth segments for long-term value creation

Udai Singh, MD & CEO:

  • Highlighted strong market position reflected in record quarterly order intake, steady revenue growth, and robust order backlog expansion
  • Attributed strong customer demand to effectiveness of company strategy, execution capabilities, and customer-centric approach
  • Confirmed focus on operational excellence, project execution, and improving business quality
  • Expressed confidence in healthy pipeline of opportunities and strong order backlog positioning the company for future growth

Business Context and Operations

  • Company specializes in manufacturing, designing, constructing, and servicing advanced products and systems for electricity networks
  • Product portfolio includes transformers, switchgears, ring main units, circuit breakers, relays, services, automation solutions, and smart grid software
  • Serves industries including power generation, oil & gas, transportation, mining, metal and minerals, data centers, semiconductors, renewables, and other electro-intensive segments
  • Innovation rooted in EcoStruxure platform supporting digital transformation in energy management

Board Meeting Details

  • Meeting commenced at 3:16 p.m. (IST) and concluded at 4:36 p.m. (IST) on August 14, 2026
  • Results are unaudited financial results for quarter ended June 30, 2026 with limited review report

#Tags: #SchneiderElectric #FinancialResults #OrderIntake #EnergyInfrastructure #DataCenters