Schneider Electric Infrastructure Limited (SEIL) submitted a revised press release for its unaudited financial results for the quarter and half year ended September 30, 2026, pursuant to Regulation 30 and other applicable provisions of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The revision corrected an inadvertent typographical error in the EBIT figure from the original press release submitted under letter no. SEIL/Sec./SE/2026-27/58 dated November 5, 2026.

Financial Performance Highlights

Quarterly Performance (Q2 FY27 vs Q2 FY26):

  • Order Intake: ₹1,265 crores (up 50.9% from ₹838 crores)
  • Sales: ₹779 crores (up 19.8% from ₹650 crores)
  • EBIT: ₹56 crores (down 31.0% from ₹81 crores)

Half-Yearly Performance (H1 FY27 vs H1 FY26):

  • Order Intake: ₹2,180 crores (up 24.7% from ₹1,749 crores)
  • Sales: ₹1,430 crores (up 12.5% from ₹1,272 crores)
  • EBIT: ₹88 crores (down 40.4% from ₹148 crores)

Operational Highlights

  • Order Backlog as of September 30, 2026: ₹2,701 crores, representing a 49.6% year-on-year increase
  • Q2 FY27 order intake of ₹1,265 crores is the highest-ever quarterly intake, surpassing previous high of ₹915 crores in Q1 FY27
  • Strong demand across established segments and emerging sectors including data centers and semiconductors
  • Sales conversion and project execution showing improved momentum with 19.6% sequential growth from Q1 FY27

Management Commentary

Deepak Sharma, Zone President- Greater India, Schneider Electric, and Board Director: Noted strong order quarter and recovery in sales execution momentum. Highlighted strong demand from data centers, semiconductors, and grid infrastructure supporting India's electrification and industrial modernization journey. Priority remains on converting strong order book into sales and improving project margins through disciplined execution, cost pass-through, and portfolio enrichment.

Udai Singh, MD & CEO: Emphasized record orders, sequential sales recovery, and record order backlog. Focus on timely delivery, operational excellence, and improving margin quality of order book. Company investing for future growth while maintaining sustainability and governance standards.

Capacity Expansion

Board of Directors approved on October 29, 2026, a capacity expansion at the Company's Kolkata Medium Voltage Components (KMVC) facility with investment of ₹211 crores. The expansion will:

  • Increase Vacuum Interrupter capacity from 250,000 to 375,000 units per annum
  • Add Breaker capacity of 18,000 units per annum
  • Target completion by end of FY 2028-29
  • Funding through internal accruals and/or external borrowings
  • Supports capacity augmentation requirements, export growth plans, and technology upgradation initiatives

Sustainability and Governance Recognition

Post-quarter end, the Company received:

  • Excellence in Sustainability Award in Manufacturing Corporate category at 4th Annual Sustainability Symposium & Excellence Awards 2026 by Indian Chamber of Commerce (ICC)
  • Golden Peacock Award 2026 for Excellence in Corporate Governance

Sustainability achievements include:

  • 100% renewable electricity across all manufacturing sites
  • Approximately 80% reduction in Scope 1 and Scope 2 emissions over three years

Meeting Details

Board meeting commenced at 2:00 p.m. (IST) and concluded at 3:18 p.m. (IST) on November 5, 2026.

Additional Information

Press release accessible on company website at https://infra-in.se.com/en/index.jsp