Schneider Electric Infrastructure Limited — Q2FY27 earnings call summary

Filed 12 November 2026 · Official transcript

Data center capacity in India expected to grow from 1.6 GW to ~8 GW by 2030; 2.5-3 GW projects under execution
Price variation clauses present in ~20-25% of project orders; tendering uses current commodity prices with contingencies
Margin pressure due to commodity inflation; management expects margin recovery as prices stabilize and revenue grows
Commodity cost pressure from copper, transformer oil persists, impacting margins
Q2 FY27 order inflow grew 25% y-y to INR 1,265 Cr; H1 orders up 50%+ y-y to INR 2,180 Cr
Medium voltage breaker capacity in Kolkata expanded to 3.75 lakh units/year due to strong demand
Export revenue currently ~12-13% of total; capacity expansions planned to support exports
EBIT margin improved sequentially to 7.2% in Q2; H1 margin at 6.2%