Schneider Electric Infrastructure Limited — Q1FY27 earnings call summary

Filed 20 August 2026 · Official transcript

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