Analysts/Institutional Investor Meet/Con. Call Updates

SEIL/Sec./SE/2026-27/40 August 20, 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: Transcript of Earnings Conference Call on Unaudited Financial Results for 1st quarter ended June 30, 2026 Dear Sir(s)/ Madam, In continuation of our letter no. SEIL/Sec./SE/2026-27/29 dated August 12, 2026, regarding schedule of investor conference call, please find enclosed herewith the transcript of the conference call held on August 17, 2026, to discuss the unaudited Financial Results and earnings performance of 1st quarter ended June 30, 2026. This transcript will be made available on the Company’s website at 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 Q1 FY27 Results and Business Update Call” August 17, 2026 MANAGEMENT: MR. UDAI SINGH – MD & CEO MR. OMKAR PRASAD – CFO MR. MOHIT AGARWAL – HEAD - INVESTOR RELATIONS MODERATOR: MR. HARSHIT KAPADIA – ELARA SECURITIES INDIA PRIVATE LIMITED Page 1 of 16 General Schneider Electric Infrastructure Limited August 17, 2026 Moderator: Ladies and gentlemen, good day, and welcome to Schneider Electric Infrastructure Limited Q1 FY '27 Results and Business Update Conference Call. As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during this conference call, please signal an operator by pressing star then zero on your touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Harshit Kapadia from Elara Securities. Thank you, and over to you, sir. Harshit Kapadia: Thank you, Huda. Good morning, everyone. On behalf of Elara Securities, we welcome you all for the Q1 FY '27 conference call of Schneider Electric Infrastructure Limited. I take this opportunity to welcome the management of Schneider Electric Infrastructure represented by Mr. Udai Singh, Managing Director and CEO; Mr. Omkar Prasad, Chief Financial Officer; and Mr. Mohit Agarwal, Head of Investor Relations. We will begin the call with a brief overview by management, followed by a Q&A session. I'll now hand over the call to Mr. Singh for his opening remarks. Over to you, sir. Udai Singh: Thank you, Harshit, and good morning to all who have joined. I just wanted to take you to the presentation, which we had shared last week and just wanted to take you along a few slides which we had shared. And I would take you to Page number 2, wherein we are so proud to share with you that we have been ranked as number 1 as the most sustainable companies in the world third year in a row. And this is something which actually we are extremely proud of and something which we very truly relate to being sustainable company. Now I would like you to take you through the next slide, which enumerates our vision and the mission. And our vision, as you know, stays as that we will lead the new digitalized energy world, offering our customers and partners the most innovative connected products and solutions, which will be ready for the power distribution elevated expectations. And we do this by our balanced business models, superior quality and efficient supply chains, which will keep our growth and profitability resilient and sustainable. What you would also notice at this point in time is that we have slightly modified our vision now and we say that we are your energy technology partner, through which we electrify, automate and digitalize every industry, business and home, driving efficiency and sustainability for all. Taking you to the next slide, which is Page 4 of your presentation, where we are seeing as to how the company has a macroeconomic outlook. And what we see is that India 2030 is inflecting on the new infrastructure cycle where the macro outlook is strong. If you look at, there are 3 basic pillars which we have tried to capture for you. One is a GDP forecast itself, which is expected to be anywhere between 6.5% to 7% for next 4 years. And this is also being driven by 2 fundamental levers, which is the per capita GDP, which is -- which will grow, if not less, at least 1.5x by 2030 by taking it to about close to INR4 lakhs is something which we expect the GDP to be at per capita level in 2030. And also a very positive for the company, which is the per capita electricity consumption, which is going to be typically anywhere between 1,800 kilowatt hour to 2,000 kilowatt hour by 2030. Page 2 of 16 General Schneider Electric Infrastructure Limited August 17, 2026 This itself, just to give you a set of perspective, this was in 2014 was about 1,000 or less than 1,000 kilowatt hour. At the same time, there are certain headwinds, which all of us are facing and so is our company is also facing is the devaluation of rupee, which has gone down. And also it's about 8% is where the rupee has depreciated since the time we started this year. And also the commodity prices, if you notice, has actually also been going up, copper, aluminum, steel and the labor which we use actually has been going up, and we are trying to see as to, how do we mitigate this. We also would like to -- at the same breadth would like to speak about while there's a near-term volatility, which we see -- all of us are seeing, India long-term investment remains intact, which are primarily driven by 4 basic fundamental levers. One is electrification. And when I say so, I am talking about these levers which are pertinent and relevant to the company. The basic electrification need where we see that the nonfossil fuel is going from, say, 300 to 500, that's the vision for the country, and we are going -- the nation is going great here. And what I would also like to call about typically one typical example is the energy storage systems, where today, it is about 13 gigawatt hour, which is expected to be 200 plus by 2030 is the number which we see. Another topic, which I think all of us are very, very reading it every day is the data center and the AI and the digitalization which the nation is actually embarking on. Data center capacities, as you know, is going to grow up from 1.6 to about 8 gigawatts by 2030, if not more. The e-com users, which the nation has been very, very vibrant about with the young population which we have, is going to be about 450 million by 2030. And the digital economy itself would contribute typically about 20% as we see it by 2030. Now these are the ones which will propel more and more data centers being put up, and I'm sure you must be reading many announcements which are coming in the news in recent times. These are all supporting and getting driven by this wave, which we see here. Another element is the urbanization, wherein I'm talking about -- there's 2 things on the slide which you have is the EV penetration, which is expected to be about 30% and which is -- we are today at about 8-ish. But if you read in the papers, you read the auto story, you'll find that this is something which is going to go up, and this will bring in a lot of things which has to be made for the nation by us in terms of setting up the EV infrastructure to support this EV momentum. The secon [Showing first 8,000 characters — download PDF for full document]