Schneider Electric Infrastructure FY26 Annual Report

Schneider Electric Infrastructure's revenue grew 9.6% to Rs 2,891 crore in FY 2025-26, compared to Rs 2,637 crore in the previous year. Order intake saw a substantial increase of 27.4%, reaching Rs 3,430 crore from Rs 2,692 crore in FY 2024-25. The order backlog also surged by 50.1% to Rs 1,911 crore.

Reader Takeaway: Strong order book fuels revenue visibility; margin pressure from commodity costs needs watching.

What just happened

Schneider Electric Infrastructure announced its annual report for FY 2025-26. Key financial highlights include a 9.6% rise in revenue to Rs 2,891 crore and a significant 27.4% increase in order intake to Rs 3,430 crore. The company's order backlog grew by 50.1% to Rs 1,911 crore.

However, Earnings Before Interest, Taxes, Depreciation, and Amortisation (EBITDA) decreased by 4.6% to Rs 389 crore, and Profit After Tax (PAT) declined by 20.6% to Rs 213 crore. This was attributed to higher input costs for copper, aluminium, and steel, and an exceptional item impacting profit by Rs 31.8 crore.

Why this matters

The substantial growth in order intake and backlog indicates strong future revenue potential and sustained demand for the company's products. However, the dip in profitability highlights sensitivity to commodity price fluctuations, a key challenge for manufacturers.

The backstory

In the previous fiscal year, FY 2024-25, Schneider Electric Infrastructure reported revenues of Rs 2,637 crore and an order intake of Rs 2,692 crore. The company had recommended no dividend for FY 2025-26 to retain resources for expansion.

What changes now

• The company is undertaking capacity expansion at its Vadodara and Kolkata plants, with Rs 477 crore invested as of July 31, 2026.
• Mr. Udai Singh has been re-appointed as MD & CEO for three years from September 15, 2026.
• Mr. Soumya Bagchi and Ms. Nirupa Chander have been appointed as Whole-Time Director and Non-Executive Non-Independent Director, respectively, effective August 14, 2026.

Risks to watch

Rising input commodity prices (copper, aluminium, steel) continue to pose a risk to profit margins. The EBITDA margin has fallen to 13.4% from 15.4% in the prior year.

Peer comparison

(Peer comparison data not available in the filing.)

Context metrics (time-bound)

• FY 2025-26 Revenue: Rs 2,891 Cr
• FY 2025-26 Order Intake: Rs 3,430 Cr
• FY 2025-26 Order Backlog: Rs 1,911 Cr
• FY 2024-25 Revenue: Rs 2,637 Cr
• FY 2024-25 Order Intake: Rs 2,692 Cr
• FY 2024-25 EBITDA: Rs 407 Cr
• FY 2024-25 PAT: Rs 268 Cr

What to track next

Investors will be watching how Schneider Electric Infrastructure manages its input costs and its ability to translate the strong order backlog into profitable revenue growth in the upcoming fiscal year.