Schneider Electric Infrastructure Ltd.
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ABOUT
AI Sector View
AI GENERATEDCapital Goods
Capital goods is supported by strong public capex and still-expansionary industrial activity. Capital expenditure rose 66% YoY (2026-06), GST collections grew 8% YoY (2026-07), and the core industries Overall Index increased 5.4% YoY (2026-07). E-way bills slowed to 6% YoY (2026-07) and sector FPI flows show INR -9697 crore net outflow over 3 months to 2026-08-31, but the investment cycle and fiscal impulse remain favorable.
PROS
- Company has a good return on equity (ROE) track record: 3 Years ROE 59.6%
- Company has a healthy return on capital (ROCE) of 39.4%
- Company has delivered good sales growth of 17.4% CAGR over last 5 years
- Strong cash generation - operating cash flow backs reported profits (CFO/PAT 1.11x)
- Company generates healthy free cash flow
- Company comfortably covers its interest (6.7x coverage)
CONS
- Recent results are weak - TTM profit is down 25.8% versus prior year
- Stock is trading at 26.5x its book value
- Valuation is stretched - P/E of 159.7 is well above its own 5-year median (95.0)
- Recurring exceptional / one-off items are inflating headline profit
- Though reporting repeated profits, the company pays out little dividend (0.0%)
- Expensive relative to growth - PEG of 8.1
* The pros and cons are machine generated based on quantitative rules.
Peer comparison
| Name | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| ABB | 7269.10 | 51.56 | 154038.32 | 0.54 | 3623.00 | 930.02 | 35588.70 | 1110.31 | 30.18 | 12.56 |
| CGPOWER | 910.00 | 114.69 | 143365.96 | 0.14 | 308.28 | 15.52 | 3280.81 | 13.99 | 27.94 | 12.11 |
| SIEMENS | 3960.90 | 43.07 | 141055.77 | 0.45 | 214.31 | -49.38 | 4713.70 | 8.44 | 21.42 | 9.14 |
| POWERINDIA | 31415.40 | 121.72 | 140025.86 | 0.03 | 2941.50 | 2135.18 | 24936.90 | 1586.18 | 28.73 | 14.58 |
| GVT&D | 4545.00 | 623.18 | 116373.15 | 0.22 | 362.99 | 24.65 | 1836.14 | 38.04 | 75.51 | 25.10 |
| ENRIN | 3178.75 | 76.08 | 113201.81 | 0.13 | 440.90 | 67.83 | 2485.60 | 39.28 | 40.19 | 23.56 |
| WAAREEENER | 2627.50 | 19.80 | 75580.39 | 0.15 | 891.87 | 15.39 | 7931.79 | 79.22 | 37.92 | 18.15 |
| APARINDS | 17496.15 | 62.01 | 73260.47 | 0.34 | 4674.50 | 1677.98 | 65910.60 | 1191.31 | 31.84 | 11.50 |
| HAVELLS | 1114.80 | 42.84 | 69960.57 | 0.90 | 289.71 | -16.64 | 6518.19 | 19.48 | 25.74 | 7.15 |
| SUZLON | 44.16 | 19.31 | 60700.73 | 0.00 | 305.22 | -5.89 | 3829.09 | 22.83 | 35.79 | 15.55 |
| SCHNEIDER | 1227.70 | 159.75 | 29354.80 | 0.00 | 12.44 | -69.84 | 651.36 | 4.78 | 31.01 | 5.23 |
| TDPOWERSYS | 804.85 | 91.45 | 25148.09 | 0.13 | 862.93 | 72.33 | 6400.54 | 72.10 | 34.01 | 19.00 |
Quarterly Results
Standalone Figures in Rs. Crores / View Consolidated
| Jun 2023 | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 495 | 496 | 744 | 472 | 593 | 600 | 857 | 587 | 622 | 650 | 1,029 | 590 | 651 | |
| 446 | 433 | 633 | 399 | 511 | 526 | 717 | 500 | 552 | 566 | 857 | 545 | 641 | |
| Operating Profit | 49 | 63 | 110 | 73 | 82 | 74 | 140 | 87 | 69 | 84 | 173 | 45 | 10 |
| OPM % | 9.99% | 12.63% | 14.85% | 15.52% | 13.78% | 12.37% | 16.35% | 14.77% | 11.15% | 12.89% | 16.77% | 7.64% | 1.55% |
| 2 | -2 | 2 | 3 | 3 | 9 | 25 | 6 | 4 | 4 | -20 | 15 | 7 | |
| Interest | 12 | 12 | 12 | 32 | 13 | 12 | 11 | 13 | 11 | 11 | 14 | 15 | 15 |
| Depreciation | 5 | 6 | 6 | 6 | 6 | 6 | 7 | 6 | 7 | 7 | 8 | 10 | 9 |
| Profit before Tax | 35 | 43 | 94 | 38 | 65 | 65 | 147 | 73 | 56 | 70 | 130 | 35 | 17 |
| Tax % | 0.00% | 0.00% | 3.18% | 91.42% | 25.77% | 15.89% | 25.02% | 25.30% | 26.21% | 25.23% | 25.60% | 37.78% | 26.78% |
| Net Profit | 35 | 43 | 91 | 3 | 48 | 54 | 111 | 55 | 41 | 52 | 97 | 22 | 12 |
| 1.46 | 1.79 | 3.80 | 0.14 | 2.03 | 2.27 | 4.62 | 2.28 | 1.72 | 2.19 | 4.06 | 0.92 | 0.52 |
Profit & Loss
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | TTM | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1,263 | 1,314 | 1,390 | 1,384 | 1,297 | 1,530 | 1,777 | 2,207 | 2,637 | 2,891 | 2,920 | |
| 1,390 | 1,333 | 1,360 | 1,357 | 1,233 | 1,444 | 1,612 | 1,912 | 2,266 | 2,524 | 2,609 | |
| Operating Profit | -127 | -19 | 30 | 27 | 64 | 86 | 165 | 295 | 370 | 367 | 312 |
| OPM % | -10.03% | -1.45% | 2.18% | 1.95% | 4.92% | 5.63% | 9.27% | 13.38% | 14.05% | 12.70% | 10.67% |
| 20 | 25 | 15 | 13 | 6 | 7 | 31 | 6 | 54 | 7 | 6 | |
| Interest | 42 | 44 | 44 | 48 | 48 | 48 | 53 | 69 | 49 | 51 | 55 |
| Depreciation | 27 | 27 | 26 | 22 | 22 | 17 | 19 | 22 | 25 | 32 | 34 |
| Profit before Tax | -176 | -65 | -24 | -30 | -1 | 28 | 124 | 210 | 350 | 292 | 253 |
| Tax % | -0.00% | -0.00% | -0.00% | -0.00% | -0.00% | 0.00% | 0.00% | 18.08% | 23.54% | 27.10% | 27.28% |
| Net Profit | -176 | -65 | -24 | -30 | -1 | 28 | 124 | 172 | 268 | 213 | 184 |
| EPS | -7.41 | -2.70 | -1.02 | -1.24 | -0.04 | 1.16 | 5.17 | 7.19 | 11.20 | 8.89 | — |
| Dividend Payout % | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | — |
COMPOUNDED SALES GROWTH
- 10 Years:
- 7%
- 5 Years:
- 17%
- 3 Years:
- 18%
COMPOUNDED PROFIT GROWTH
- 10 Years:
- —
- 5 Years:
- —
- 3 Years:
- 20%
STOCK PRICE CAGR
- 10 Years:
- 25%
- 5 Years:
- 61%
- 3 Years:
- 54%
- 1 Year:
- 40%
RETURN ON EQUITY
- 10 Years:
- 37%
- 5 Years:
- 152%
- 3 Years:
- 60%
- Last Year:
- 32%
Balance Sheet
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Equity Capital | 48 | 48 | 48 | 48 | 48 | 48 | 48 | 48 | 48 | 48 |
| 58 | -7 | -38 | -60 | -58 | -25 | 90 | 235 | 501 | 713 | |
| 483 | 343 | 456 | 493 | 547 | 507 | 533 | 488 | 516 | 534 | |
| Trade Payables | 490 | 643 | 472 | 446 | 428 | 459 | 483 | 462 | 500 | 628 |
| 196 | 258 | 210 | 193 | 185 | 181 | 203 | 349 | 368 | 421 | |
| Total Liabilities | 1,274 | 1,284 | 1,148 | 1,119 | 1,149 | 1,170 | 1,356 | 1,582 | 1,933 | 2,344 |
| 347 | 354 | 308 | 314 | 300 | 309 | 320 | 401 | 419 | 462 | |
| Capital Work in Progress | 16 | 5 | 6 | 3 | 8 | 5 | 14 | 32 | 86 | 102 |
| 220 | 272 | 242 | 218 | 220 | 226 | 297 | 297 | 339 | 421 | |
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 656 | 667 | 813 | |
| Cash & Bank | 21 | 51 | 18 | 13 | 23 | 36 | 20 | 47 | 258 | 358 |
| 670 | 603 | 573 | 571 | 598 | 595 | 705 | 148 | 163 | 189 | |
| Total Assets | 1,274 | 1,284 | 1,148 | 1,119 | 1,149 | 1,170 | 1,356 | 1,582 | 1,933 | 2,344 |
Cash Flows
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|
| -134 | 159 | -48 | 9 | 9 | 122 | 91 | 189 | 308 | 224 | |
| Cash from Investing | -30 | -17 | 18 | -13 | -9 | -25 | -38 | -57 | -60 | -93 |
| Cash from Financing | 185 | -110 | 2 | 2 | 11 | -82 | -64 | -105 | -33 | -35 |
| 20 | 29 | -32 | -7 | 9 | 13 | -14 | 28 | 215 | 96 |
Ratios
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|
Documents
Corporate disclosures, annual reports, credit ratings, and concall transcripts
2026-09-11 - Schneider Electric Infrastructure Limited has submitted the Exchange a copy Srutinizers report of Annual General Meeting held on September 10, 2025. Further, the company has informed the Exchange regarding voting results.
2026-09-10 - Schneider Electric Infrastructure Limited has informed the Exchange regarding Proceedings of Annual General Meeting held on September 10, 2025
2026-09-09 - Schneider Electric Infrastructure Limited has informed the Exchange about Action(s) initiated or orders passed
2026-08-20 - Schneider Electric Infrastructure Limited has informed the Exchange about Transcript
2026-08-20 - Schneider Electric Infrastructure Limited has informed the Exchange about Copy of Newspaper Publication
2026-08-19 - Schneider Electric Infrastructure Limited has informed the Exchange regarding 'Letter to shareholders with non - Registered mail Ids - 2025-26'.
2026-08-18 - Schneider Electric Infrastructure Limited has informed the Exchange about General Updates on 16th AGM and Annual Report of the Company for 2025-26.
2026-08-18 - Schneider Electric Infrastructure Limited has informed the Exchange about Shareholders meeting
2026-08-17 - Schneider Electric Infrastructure Limited has informed the Exchange about Link of Recording
News
Recent coverage and analyst commentary for SCHNEIDER
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Schneider Electric Infrastructure Ltd.
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