Schneider Electric Infrastructure (SCHNEIDER) Q3 25/26 earnings summary

Executive summary

• Achieved record quarterly revenue exceeding INR 1,000 crore, driven by strong order inflows, robust execution across core and sunrise segments, and a sustainable order backlog of INR 1,707 crore, up over 50% YoY.

• Significant wins in data centers, renewables, semiconductors, and traditional electro-intensive sectors, including the largest transformer and semiconductor orders in 2025.

• Major digital and automation solutions deployed in utilities and metro rail networks, enhancing operational efficiency.

• Unaudited financial results for the quarter and nine months ended December 31, 2025, were approved by the Board on February 12, 2026.

• Limited Review Report from statutory auditors provided an unmodified opinion on the results.

Financial highlights

• Q3 FY26 sales were INR 1,029 crore, up 20.1% YoY; nine-month sales reached INR 2,301 crore, up 12.3% YoY.

• Order booking for the quarter grew 60% YoY to INR 909 crore; nine-month order booking up 37% YoY to INR 2,657 crore.

• EBITDA for 9M FY26 was INR 339 crore (14.7% margin), up 7.6% YoY; Q3 EBITDA was INR 177 crore (17.2% margin), up 20.1% YoY.

• Profit before tax (before exceptional items) for 9M FY26 was INR 281 crore, up 8.2% YoY; Q3 was INR 155 crore, up 19.4% YoY.

• Profit after tax for 9M FY26 was INR 191 crore, down 10.6% YoY; Q3 was INR 97 crore, down 12.2% YoY, impacted by exceptional items.

Outlook and guidance

• Management expects continued healthy order intake, supported by government CapEx, policy initiatives, and sectoral growth in data centers, renewables, and infrastructure.

• Focus remains on accelerating order execution, profitability, and cost optimization.

• The company continues to monitor regulatory changes and will adjust accounting treatment as required.