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Schneider Electric
Schneider Electric (SU) investor relations material
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 direction and market positioning
Entering a new cycle focused on energy and industrial intelligence, leveraging electrification, automation, and digitalization.
Emphasizing balanced geographic and end-market exposure, with a multi-hub strategy and strong local ecosystems.
Differentiated by a unified technology stack (EcoStruxure), integrated services, and progressive digital transformation.
Partnerships and customer-centricity are central, with deep collaboration across the value chain and lifecycle.
Business model mix will be more balanced, with products, systems, software, and field services all contributing to growth.
Technology, innovation, and operational excellence
Advancing technology leadership in energy and industrial intelligence, with a focus on software-defined architectures, AI-driven solutions, and digital twins.
Launch of the first Energy & Industrial foundational model using Data Cube and digital twin technology.
Targeting 70%+ of revenue from digital flywheel by 2030, with 25% from software and services, and doubling recurring revenues.
Investing in R&D up to 7% of sales, with regionalized innovation and agile, mission-based management.
Operational excellence prioritized through cost competitiveness, productivity, and scalable, simplified processes.
Financial guidance and growth outlook
Organic revenue growth targeted at 7%-10% CAGR through 2030, outpacing expected market growth of 6%-7% CAGR.
Data center segment expected to grow 12%-14% CAGR, with significant opportunities in buildings, industry, and grid.
Adjusted EBITA margin to expand organically by +250bps cumulatively from 2026 to 2030.
Free cash flow conversion targeted at ~100% of net income for 2026-2030, with ROCE ambition upgraded to 15%-20% by 2030.
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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Latest summaries
- TimeTickerHeadlineOpen
- 7 Feb514167
Quarterly and nine-month results reflect solid revenue, profit, and compliance with new labour codes. - 7 FebMGL
Strong revenue growth offset by lower margins and profit; interim dividend declared. - 7 FebPGIL
Strong revenue and margin growth, with India set for further expansion and upgraded ratings. - 7 Feb504614
Strong revenue and profit growth in Q3 FY26, led by power and steel segments. - 7 FebCHEMPLASTS
Net losses widened and revenue fell year-over-year amid regulatory and market headwinds. - 7 FebSBIN
Q3 FY26 net profit reached ₹21,028.15 crore, driven by robust income and strategic divestments. - 6 FebHTOO
Resale registration for 71,429 shares via warrant, with proceeds only on exercise; financial risks persist. - 6 FebVSAT
Q3 revenue up 3% to $1.16B, net income $25M, strong cash flow, Ligado boost, satellite focus. - 6 FebWEC
Targets 7–8% EPS growth, $37.5B capex, and coal exit by 2032 amid surging data center demand. - 6 FebBR
Q2 FY26 recurring revenue grew 8% and adjusted EPS guidance was raised to 9-12%.
Next Schneider Electric earnings date
Q4 202526 Feb, 2026
Schneider Electric
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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