Schneider Electric Infrastructure Limited · NSE:SCHNEIDER
Schneider Electric Infrastructure — Q2 FY27 Earnings Presentation
19 slides from Schneider Electric Infrastructure's earnings presentation, Nov 6, 2026
Slide 1: Exchange filing cover letter for investor presentation
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 # 02
Slide 2: Schneider Electric Infrastructure Limited Q2 FY27
Schneider Electric Infrastructure Limited Q2 FY27 6th Nov, 2026
Slide 3: The Recognition that reflects our…
The Recognition that reflects our… Indian Chamber of Commerce CRISIL ESG Rating Golden Peacock Award for Corporate Governance - 2026 for Excellence in Sustainability “STRONG” RATING manufacturing –corporate Schneider Electric Infrastructure Limited Q2 FY27 | Page 2
Slide 4: …the Recognition Continues
…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
Slide 5: India's Growth Story: Sustained Demand despite Volatility
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
Slide 6: Our Wins
Our Wins
Slide 7: Capturing the Next Wave of Growth
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
Slide 8: Strengthening Manufacturing & Make in India
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 ▪ Unlocki
Slide 9: Powering India's Urban Transformation
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 throug
Slide 10: Our Brand, CSR & Sustainability…
Our Brand, CSR & Sustainability…
Slide 11: Driving Thought Leadership…
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 POWERGEN India Yashobhoomi Conclave EU Chambers SEIL Shaping Industry Conversations
Slide 12: Unveiling of EvoPacT HVX breaker
Unveiling of EvoPacT HVX breaker 140 + Strong Unveiling of Participants leadership presence EvoPacT 𝗛𝗩𝗫 breaker Schneider Electric Infrastructure Limited Q2 FY27 | Page 11
Slide 13: EvoPacT HVX 36kV breaker Key Features
EvoPacT 𝗛𝗩𝗫 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…
Slide 14: Advancing our journey towards Sustainability
Advancing our journey towards Sustainability CO2 Emissions Workplace Safety Gender Diversity 100% 1 19.6% Of workforce comprising of Recordable accidents (Sep’26) women Electricity sourced from Renewables Including On-site solar & RECs Community Center Skill Development Recognitions Electrification
Slide 15: Financial Performance
Financial Performance
Slide 16: Robust Orders and Strong Sales Define SEIL's H1 FY27
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 - ₹ 1430 Cr. H1 – 6.2 % to sales +24.7% YoY +12.5% YoY Q2 - ₹ 1265 Cr. Q2 - ₹ 779 Cr. Q2 – 7.2 % to sales +50.9% YoY +19.
Slide 17: P&L Statement – Q2'FY27
All Values are in INR P&L Statement – Q2’FY27 Q2'FY27 Q2'FY26 Particulars YoY (%) INR Cr. % to Sales INR Cr. % to Sales Sales: Sales 779 650 19.8% Other Income 5 0.6% 4 0.7% 11.7% Order conversion into sales is Total Sales 784 655 19.8% progressing well and project Material Costs 509 65.3% 397 61.0%
Slide 18: P&L Statement – H1'FY27
All Values are in INR P&L Statement – H1’FY27 H1'FY27 H1'FY26 Particulars YoY (%) INR Cr. % to Sales INR Cr. % to Sales Sales 1,430 1,272 12.5% Other Income 12 0.8% 9 0.7% 35.8% Total Sales 1,442 1,281 12.5% Material Costs 930 65.0% 781 61.4% 19.0% Gross/ Material Margin 512 35.8% 499 39.2% 2.7% Emp
Slide 19: Advancing Energy Tech
Advancing Energy Tech
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