Financial Results Summary

Q2 FY27 Performance (INR crores)

  • Order Intake: ₹1,265 crores (highest-ever quarterly), up 50.9% YoY from ₹838 crores in Q2 FY26
  • Sales: ₹779 crores, up 19.8% YoY from ₹650 crores and up 19.6% sequentially from Q1 FY27
  • EBIT: ₹56 crores, down 22.7% YoY from ₹72 crores

H1 FY27 Performance (INR crores)

  • Order Intake: ₹2,180 crores, up 24.7% YoY from ₹1,749 crores
  • Sales: ₹1,430 crores, up 12.5% YoY from ₹1,272 crores
  • EBIT: ₹64 crores, down 50.7% YoY from ₹130 crores

Order Backlog

  • As of September 30, 2026: ₹2,701 crores, up 49.6% YoY

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 centres, semiconductors and grid infrastructure. Stated priority is to convert strong order book into sales and improve project margins through disciplined execution, cost pass-through and portfolio enrichment.

Udai Singh, MD & CEO: Emphasized highest-ever orders in Q2, strong sequential sales recovery and record order backlog. Focus areas include timely delivery, operational excellence and improving margin quality of order book.

Capacity Expansion Approval

  • Date of Board Approval: October 29, 2026
  • Location: Kolkata Medium Voltage Components (KMVC) facility
  • Investment Amount: ₹211 crores
  • Funding: Internal accruals and/or external borrowings
  • Capacity Enhancements:
  • Vacuum Interrupter capacity increase from 250,000 to 375,000 units per annum
  • Addition of Breaker capacity of 18,000 units per annum
  • Completion Timeline: By end of FY 2028-29
  • Purpose: Supports capacity augmentation requirements, export growth plans and technology upgradation initiatives

Sustainability and Governance Recognition

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

Business Overview

Schneider Electric Infrastructure Limited specializes in manufacturing, designing, constructing, and servicing advanced products and systems for electricity networks. Product range 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.

Meeting Details

  • Board Meeting Date: November 5, 2026
  • Meeting Duration: 2:00 p.m. to 3:18 p.m. (IST)
  • Document Reference: SEIL/Sec./SE/2026-27/57 dated November 5, 2026

Additional Information

  • Corporate Office: 15th Floor, DT-4, DLF Downtown, Phase 3, Sector 25A, Gurugram, Haryana – 122002
  • Press release accessible at company website: https://infra-in.se.com/en/index.jsp