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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 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
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- 323410
Strong growth in customers, profits, and deposits, with stable asset quality and global milestones. - 3407
Net income rose 22.7% year-over-year, with improved financials and a revised upward forecast. - RYM
Refreshed strategy targets NZD 150m cash flow uplift, NZD 500m cash release, and resumed dividends by FY 2028. - 9101
Profits fell across most segments, but energy shipping and a major acquisition stood out. - 4626
Double-digit profit and sales growth, with strong segment results and a stock split impact. - 2371
Revenue up 21.5% YoY, but profit down on higher investments; LiPLUS Holdings acquired. - 3401
Major impairments and divestitures led to a net loss and lower revenue across all segments. - 8002
Profit forecast raised to ¥540.0B and annual dividend to ¥107.50 per share after strong results. - COF
Profit rebounded, NTA and occupancy rose, with strong leasing and premium divestment. - NUF
Statutory loss reported, seeds business repositioned, new CEO appointed, all resolutions passed.
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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