Schneider Electric Infrastructure Limited — Q1FY27 Earnings Call Summary

SCHNEIDER · Q1FY27 · Filed 20 Aug 2026

Key Takeaways

• Q1 FY27 order intake highest ever at INR 915 Cr, +0.5% y-y, double-digit q-q growth
• Gross margin impacted by commodity inflation and legacy fixed-price orders
• Confident of good performance in remaining three quarters of FY27
• Emerging segments (data centers, semiconductors) now >20% of order book
• Capex expansions on track; new Kolkata plant ramping up, export focus
• FX impact on costs partly offset by natural hedge from exports
• Price hikes initiated timely to mitigate inflation; operating leverage impact in Q1
• Sales grew 5% y-y in Q1; sequential growth also in double digits
• Backlog strong at INR 2,100 Cr, +33% y-y entering Q2

📄 Source: View original transcript (PDF)

Summary generated by AI from the official transcript filed on BSE/NSE. Not investment advice.