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

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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 [Showing first 8,000 characters — download PDF for full document]