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Schneider Electric CMD 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.CMD 2025 summary11 Dec, 2025
Strategic vision and market positioning
Launched a new five-year plan focused on advancing energy and industrial intelligence, leveraging electrification, automation, and digitalization to drive growth and differentiation.
Identified three mega trends: new energy landscape, digital acceleration (including AI), and a multipolar world, positioning the company to lead in these areas.
Emphasized a balanced global presence, resilient business model, and a unique technology stack, including EcoStruxure and AVEVA, to address evolving customer needs.
Highlighted a strong foundation of consistent financial performance, progressive dividend policy, and active portfolio transformation through selective acquisitions.
Reinforced commitment to sustainability, with significant CO2 reduction achievements and top global recognition for responsible business practices.
Technology, innovation, and business model transformation
Accelerating R&D investment to reach 7% of sales, focusing on automation, digital solutions, and partnerships (e.g., NVIDIA, Foxconn) to drive innovation.
Digital and recurring revenues are expected to exceed 70% of group revenues by 2030, with software and services reaching 25%, and recurring revenues set to double.
Advancing software-defined architectures, data-driven solutions, and AI-powered platforms (e.g., Data Cube, digital twins) to deliver full life cycle value for customers.
Multi-hub strategy enables regional agility and global scale, with significant investments in North America, Europe, China, and India.
Focusing on operational excellence, cost competitiveness, and scalability, including design-to-cost, supplier collaboration, and pricing discipline.
Financial guidance and shareholder value
Targeting organic revenue growth of 7%-10% CAGR through 2030, outpacing expected market growth, with all end-markets contributing and a total addressable market over €600bn by 2030.
Data center segment expected to grow 12%-14% CAGR (2025-2030), with North America as a key region and increasing software/services share.
Adjusted EBITA margin targeted to expand organically by +250 basis points cumulatively from 2026 to 2030.
Maintaining a 100% free cash flow conversion target and upgraded ROCE ambition to 15%-20% over the next five years.
Capital allocation priorities include progressive dividends, systematic share buybacks (€2.5–3.5bn), selective M&A, and €1–1.5bn in portfolio pruning by 2030.
Strategy to double recurring revenues by 2030
Competitive edge of foundational AI model
Criteria for
1.5bn divestment program
What's Schneider's edge in AI data center cooling?
Operational excellence: key drivers for margin growth?
IA margin recovery: role of software-defined automation?
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Next Schneider Electric earnings date
Q4 202526 Feb, 2026
Next Schneider Electric earnings date
Q4 202526 Feb, 2026
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Frequently asked questions
Masters of Energy Management
Schneider Electric is a global powerhouse in the realm of energy management and automation solutions. Founded in 1836 and based in Rueil-Malmaison on the outskirts of Paris, the company specializes in creating energy-efficient and sustainable solutions for customers across multiple market segments, including utilities & infrastructure, industries & machine manufacturers, data centers & networks, and buildings & homes.
The Birth of the Company
The inception of Schneider Electric dates back to the 19th century, when brothers Adolphe and Joseph-Eugene Schneider took over a failing iron and steel foundry in Le Creusot, France. Initially focused on heavy machinery and transportation, the company diversified into electricity towards the end of the 19th century. Schneider Electric steadily evolved over the decades, transitioning from an industrial conglomerate to a more focused energy management entity. A series of strategic acquisitions, including the likes of Telemecanique, Merlin Gerin, and Square D, significantly expanded the company's expertise and global reach.
Old Company, Modern Services
Today, Schneider Electric offers a comprehensive range of products, services, and solutions, all centered around energy management and sustainability. Their offerings include building automation and control, home automation, switches and sockets, industrial automation control, critical power, and cooling for data centers. Schneider provides various solutions for the charging of Electric Vehicles, which is just one example of how they aim to evolve over time. The company has a wide range of customers from various segments of society, spanning residential, data centers, infrastructure, and industries. This only scratches the surface of Schneiders operations, and due to the diverse range of services, they can offer a solution that is tailored to the client's specific needs.
A Global Reach
Schneider Electric's influence extends far beyond its home country. As a global energy management leader, it operates in more than 100 countries, including key markets like the United States, China, India, Germany, and the UK. Whether it's modernizing electricity grids in India, driving industrial automation in Germany, or providing sustainable energy solutions for data centers in the US, Schneider Electric has a solution that is well suited for the task. Some notable companies found on their customer list include names such as HSBC, Renault, and Hyatt.
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