Schneider Electric Infrastructure Limited

Schneider Electric Infrastructure is experiencing robust order growth, highlighted by a record quarterly intake of INR 915 crores fueled by demand in data centers and semiconductors, underpinning a substantial order backlog of INR 2,169 crores. However, the company faces margin pressure in the near term due to commodity inflation, legacy project costs, and increased employee expenses, resulting in a significant decline in both PAT and EBITDA during the first quarter of fiscal year 2027. Despite these challenges, management remains optimistic, emphasizing structural growth drivers like electrification and the “Make in India” initiative, suggesting a focus on navigating current headwinds while capitalizing on long-term opportunities in high-growth sectors.