BSECompany Update4d ago · 6 Nov 2026, 11:52 am
Please fin enclosed Investor presentation for unaudited financial results for second quarter and half year ended on Sep 30 2026.
Schneider Electric Infrastructure Ltd · 534139
✦ AI Summary▲ PositiveResults
Schneider Electric Infrastructure Ltd has announced its unaudited financial results for the second quarter and half year ended on September 30, 2026. The company has won two prestigious awards at the Bharat Electricity PowerGen India Utility Week 2026 Awards. It has also secured major orders for its products and services, including a landmark front-end fab win and a largest E-House order. The company has emphasized its commitment to sustainability and has received a 'STRONG' RATING for Corporate Governance - 2026.
Analysis Scores
Earnings Impact8/10
Growth Catalyst9/10
Governance Concern1/10
Regulatory Risk2/10
Balance Sheet Risk5/10
Liquidity Impact9/10
Market Sentiment8/10
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Schneider Electric Infrastructure Ltd - 534139 - Announcement under Regulation 30 (LODR)-Investor Presentation
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SEIL/Sec./SE/2026-27/60 November 6, 2026
The Manager The Secretary
Listing Department BSE Limited
National Stock Exchange of India Ltd Phiroze Jeejeebhoy Towers,
Exchange Plaza, Bandra Kurla Complex Dalal Street
Bandra (East), MUMBAI 400 051 MUMBAI 400 001
Fax # 022-2659 8237/8238/8347/8348 Fax # 022-2272 3121/2037/2039
Symbol: SCHNEIDER Scrip Code No. 534139
Sub: Investor Presentation on Unaudited Financial Results for 2nd quarter and half year ended on
September 30, 2026
Dear Sir(s)/ Madam,
In continuation of our letter no. SEIL/Sec./SE/2026-27/55 dated November 2, 2026, regarding schedule
of investor conference call, please find enclosed herewith the investor call presentation on the
Company’s Unaudited Financial Results for the 2nd quarter and half year ended on September 30, 2026,
approved by the Board of Directors at their meeting held on November 5, 2026.
This presentation will be made available on the Company’s website i.e. https://infra-
in.se.com/en/investor/annual-reports-financials/.
We request you to kindly take the above on record.
Thanking you.
Yours Sincerely,
For Schneider Electric Infrastructure Limited
(Sumit Goel)
Company Secretary & Compliance Officer
Schneider Electric Infrastructure Limited
Corporate Office: 15th Floor, DT-4, DLF Downtown, Phase 3, Sector 25A, Gurugram, Haryana – 122002
Tel. +91 9228078000
Registered Office: Milestone 87, Vadodara-Halol Highway, Village Kotambi, Post Office Jarod,
Vadodara-391510 Gujarat, India | Tel. +91 0266866200
CIN: L31900GJ2011PLC064420
schneider-infra.in
Schneider Electric Infrastructure Limited
Q2 FY27
6th Nov, 2026
The Recognition that reflects our…
Indian Chamber of Commerce
CRISIL ESG Rating
Golden Peacock Award
for Excellence in Sustainability “STRONG” RATING
for Corporate Governance - 2026
manufacturing –corporate
Schneider Electric Infrastructure Limited
Q2 FY27 | Page 2
…the Continues
Won Two prestigious awards at the Bharat Electricity PowerGen India
Utility Week 2026 Awards
Digital Transformation Partner Energy Technology
of the Year - Distribution Partner of the year
Schneider Electric Infrastructure Limited
Q2 FY27 | Page 3
India’s Growth Story: Sustained Demand despite Volatility
Macro Snapshot Headwinds
Rupee ▼
*Cu1 ▲ ▲
*Al2 ▲
GDP Q1 FY27: 7.8% PRIVATE CAPEX: $1.05 Tn PER CAPITA ELECTRICITY *Steel ▲
2030(F):6.8–7.2%YoY Manufacturing + Electricity Share: 74% ~1.5MWh → 2MWh (2030)
Fx Fluctuations Commodity Inflation Repo Rate
Near-term headwinds persist, but four structural mega trends underpin India’s long-term growth
Energy Transition AI & Digitalization Urbanization Make in India
▪ Non fossil Fuel : 300 GW → 500 GW ▪ Installed DC8 Capacity: ~1.6 GW → 8 GW ▪ EV Penetration: ~8% → 30% ▪ Manufacturing Sector’s contribution to
GDP: 15% → 25%
▪ BESS: ~9 GWh -> 208 GWh ▪ AI Contribution to GDP: $17.5Bn → $500 Bn ▪ Vande Bharat : 164 → 800 Trainsets
▪ Merchandise Exports: $450 Bn → $1 Tn
Supported by Supported by Supported by Supported by
Pradhan Mantri Surya Sarovar Yojana DPDP9 Act | National Data Center Smart Cities | Railway capex | High- Mobile Phone Manufacturing Scheme | PLI11
RDSS 3 | India Energy Stack | GEC4 –III Draft Policy (draft) | Tax holidays | India Speed Rail Corridors | FAME10 1&2 | PM schemes | ECMS12 | ISM 13 2 | Rare Earth
NEP5’26 | VGF6 for BESS | ISTS7 Waivers AI Mission E-Drive corridors | BHAVYA Rasayan Scheme
Renewables Power T&D Data Centers Power T&D Transportation E-Mobility E&C MMM Semicon
Strategic Pillars for Growth
Schneider Electric Infrastructure Limited 1. Copper 2. Aluminium 3. Revamped Distribution Sector Scheme 4. Green Energy Corridors 5. National Electricity Plan 6. Viability Gap Funding 7. Inter state transmission
Q2 FY27 | Page 4 System 8. Data Centers 9. Digital Personal Data Protection Act 10. Faster adoption & Manufacturing of Hybrid & Electric Vehicles 11. Production Linked Incentives 12.
Electronics Components Manufacturing Scheme 13. India Semicon Mission
Our Wins
Capturing the Next Wave of Growth
Semiconductors Data Centers Renewables
MV switchgear panels & Integrated MV skid solution & Transformers, Automation
Transformers Transformers panels and Circuit breakers
▪ Landmark Front-End Fab win, ▪ Technology-led differentiation ▪ Winning in the Evolving Energy
driven by tailored solutions driving strategic wins with leading Landscape through differentiated
Data Center customers solutions
Schneider Electric Infrastructure Limited
Q2 FY27 | Page 6
Strengthening Manufacturing & Make in India
Metals Materials Automotive Defence Battery
Compact Advanced Plant Operations &
MV switchgear Panels E-house
Substation Solutions Transformers Lifecycle Services
▪ Major order for AIS ▪ Largest E-House order ▪ Winning through ▪ Penetration of our ▪ Unlocking growth
panels from a leading secured through Compact solutions Innovative solutions through multi-year
aluminium refinery differentiated solution for a strategic client in defence segment lifecycle solutions
Schneider Electric Infrastructure Limited
Q2 FY27 | Page 7
Powering India’s Urban Transformation
Thermal Power Plant Urban Transportation Water
MV switchgear panels &
Automation panels Circuit Breakers
Protection Solutions
▪ Advancing our presence in ▪ Enabling smarter metro operations ▪ Penetration of our circuit breakers in
Thermal Power generation through through our digital solutions water segment
innovative solutions
Schneider Electric Infrastructure Limited
Q2 FY27 | Page 8
Our Brand, CSR & Sustainability…
Driving Thought Leadership…
Dominant presence in top exhibitions & Media Coverage
SEIL as Energy Technology Partner at top industry events
Bharat Electricity SEMICON India, CII 6th Power Industry panel discussion at
Yashobhoomi Conclave EU Chambers
POWERGEN India
SEIL Shaping Industry Conversations
ET Energy World Business Standard
Press feature
Schneider Electric, India’s transmission
Schneider to create
BRPL deploy India’s grid beat back
an intelligent
first SF6-free smart summer surge, but
energy ecosystem
RMU pilot capacity risks remain
Schneider Electric Infrastructure Limited
Q2 FY27 | Page 10
Unveiling of EvoPacT HVX breaker
140 + Strong Unveiling of
Participants leadership presence EvoPacT 𝗛𝗩𝗫 breaker
Schneider Electric Infrastructure Limited
Q2 FY27 | Page 11
EvoPacT 36kV breaker
Evolving from conventional circuit protection to intelligent, condition-based asset management
Native best-in-class sensing Operate beyond the arc-flash zone
Embedded sensors for CB Nearby or remote operation helps
health trend visibility reduce risks
CB health monitoring
Monitor vacuum interrupters
and mechanism health
More uptime
e Sustainable
r Up to 40% less maintenance
u Switching
t EcoCare's indexes help reduce Latest vacuum Detect thermal
maintenance hotspots and
e CB
F breaker
technology
misalignment to
without SF gas
e Longer service life 6
K avoid downtime
Up to 2x more operations
for lasting performance
End-Users Solar Data Centers BESS Semiconductors
Schneider Electric Infrastructure Limited
Q2 FY27 | Page 12
Advancing our journey towards Sustainability
CO Emissions Workplace Safety Gender Diversity
1 19.6%
100%
Recordable accidents Of workforce comprising of
(Sep’26) women
Electricity sourced from Renewables
Including On-site solar & RECs
Community Center
Skill Development Recognitions
Electrification
1908* 319000+**
Youth trained on electrical Beneficiaries from electrification ICC Award- CRISIL ESG
+5 CSV’s
skills through 16 skill centres of 32 community centres (CHC,
Excellence in “STRONG”
PHC, Anganwadi etc)
Sustainability 2026 Rating
*For Skill Development , the data is a cumulative figure for past 2 financial years
Schneider Electric Infrastructure Limited
**For Electrification, the data is a cumulative figure for past 3 financial years
Q2 FY27 | Page 13
Financial Performance
All Values are in INR
Robust Orders and Strong Sales Define SEIL's H1'FY27;
Investments in Capacity and Excellence in Sustainability Continue
ORDERS SALES EBIT
H1 - ₹ 2180 Cr. H1 - ₹ 143
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