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Schneider Electric Infra

SCHNEIDER NSE

Key Fundamentals

SmallcapElectrical EquipmentCapital Goods
Market Cap
₹28,374 Cr
Volatility
Moderate
P/E Ratio
159.56
EBITDA
₹389 Cr
Return on Equity
27.45%
Debt to Equity
0.92
Book Value
₹28.02
52W High
₹1,548
52W Low
₹571.85

Tapetide Score

Data-driven rating, 0–100. How it works →

Key Insights

Strengths

2
  • Company has delivered good profit growth of 80.1% CAGR over last 5 years
  • Company has a good return on equity (ROE) track record: 3 Years ROE 60.5%

Weaknesses

2
  • Stock is trading at 42.5 times its book value
  • Though the company is reporting repeated profits, it is not paying out dividend

Growth Rate

Revenue Growth
9.29% lower than 3Y
Net Income Growth
-20.64% lower than 3Y
Cash Flow Change
-27.08% lower than 3Y
ROE
-42.43% lower than 3Y
ROCE
-29.69% lower than 3Y
EBITDA Margin (Avg.)
-12.67% lower than 3Y

AI Analysis — Bull vs Bear

Anthropic anthropic claude-opus-4.6 2d ago
AI opinion · based on fundamentals
Risk high

Schneider Electric Infrastructure Ltd operates in the Indian industrials sector with a market cap of ₹28,374 Cr. The company has delivered strong long-term profit growth of 80% CAGR over 5 years and a 3-year ROE of 60%, but currently trades at a P/E of 155.4x and 42.66x book value, while TTM profit growth has turned negative at -22%.

Bull Case 7
  • Exceptional 5-year compounded profit growth of 80% CAGR, reflecting a sustained earnings expansion trajectory
  • Strong 3-year ROE of 60.5%, indicating highly efficient capital deployment relative to equity base
  • Stock price CAGR of 60% over 5 years and 52% over 3 years, demonstrating sustained investor confidence and momentum
  • Compounded sales growth of 18% over 3 years and 17% over 5 years, well above the 10-year average of 8%, suggesting an acceleration in revenue
  • Backed by Schneider Electric SE, a global leader in energy management and industrial automation, providing technology access and brand credibility
  • India's infrastructure capex cycle, smart grid modernisation, and electrification push provide a structural demand tailwind for the electrical infrastructure segment
  • Last year ROE of 38%, while lower than the 3-year average of 60%, still represents a healthy return on shareholder equity
Bear Case 8
  • P/E ratio of 155.4x is extremely elevated, pricing in significant future growth and leaving minimal margin of safety
  • Price-to-book of 42.66x is extraordinarily high, meaning investors pay over 42 times the net asset value per share
  • TTM compounded profit growth has turned negative at -22%, signalling a potential earnings deceleration or margin compression
  • Zero dividend yield despite reporting repeated profits, meaning shareholders receive no income return on their investment
  • TTM sales growth has decelerated to 10% from the 3-year CAGR of 18%, indicating a possible slowdown in top-line momentum
  • ROE declined from the 3-year average of 60% to 38% in the last year, a 22 percentage point drop that warrants monitoring
  • 10-year stock CAGR of 25% versus 3-year CAGR of 52% shows much of the re-rating is recent, raising the question of sustainability at current multiples
  • 10-year compounded sales growth of only 8% suggests the business historically grew at a modest pace, and the recent acceleration may not be structural

This is AI-generated analysis, not financial advice. Do your own due diligence.

AI News Digest

Anthropic anthropic claude-opus-4.6 2h ago
Headwinds 2
  • EBITDA margin compression in FY26 Sep 5

    EBITDA margin slipped to 13.4% from 15.4% in FY25. Q1FY27 profitability further pressured by commodity inflation, legacy fixed-price orders and lower operating leverage.

  • GST penalty from Chennai authorities Sep 9

    Schneider Electric Infra received a ₹35.18 lakh GST penalty from Chennai authorities for FY22-23 audit findings citing ineligible ITC and export duty issues.

Positives 4
  • 10x multibagger, massive turnaround Sep 5

    Stock delivered 917.8% return over five years, with PAT swinging from a ₹1 crore loss in FY21 to ₹213 crore profit in FY26. Sales grew ~2.5x and EBITDA grew 5x over the same period.

  • Order intake and backlog surging Sep 5

    FY26 order intake rose 27.4% to ₹3,430 crore and closing order backlog reached ₹1,911 crore, up 50.1% YoY, with wins in data centres, semiconductors, grid modernisation, renewables and metro rail.

  • Capacity expansion on track Sep 5

    Manufacturing capacity expansion at Vadodara and Kolkata is on track, with several capacity additions expected through 2027 and beyond to support localisation and future demand.

  • Leadership continuity confirmed Sep 11

    Shareholders reappointed Udai Singh as MD and CEO at the 16th AGM on September 10, 2026, with overwhelming support, ensuring management stability.

Neutral 3
  • AGM approves all resolutions Sep 11

    All resolutions passed at the 16th AGM on September 10, 2026, including appointments of Soumya Bagchi as Whole-Time Director and Nirupa Chander as Non-Executive Non-Independent Director.

  • BRSR report filed for FY26 Aug 18

    Schneider Electric Infra filed its Business Responsibility and Sustainability Report for FY26, detailing progress on renewable energy targets, waste management, and employee safety.

  • Q1FY27 earnings call released Aug 17

    Audio recording of the Q1FY27 earnings call held on August 17, 2026 was released, discussing unaudited financial results for the quarter.

TL;DR: Schneider Electric Infra has executed a remarkable turnaround from losses to ₹213 crore PAT, with a surging order book (₹3,430 crore intake, ₹1,911 crore backlog) driven by India's electrification and infrastructure themes. The key risk is margin compression — EBITDA margin fell from 15.4% to 13.4% in FY26 with further pressure in Q1FY27 from commodity costs and legacy contracts. Management continuity and capacity expansion provide a stable foundation, but after a 10x run, the stock now needs margin recovery and sustained earnings growth to justify further upside.

Quarterly Results

Particulars Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Sales
495
496
744
472
593
600
857
587
622
650
1,029
590
651
Expenses
446
433
633
399
511
526
717
500
552
566
857
545
617
Operating Profit
49
63
110
73
82
74
140
87
69
84
173
45
34
OPM %
10%
13%
15%
16%
14%
12%
16%
15%
11%
13%
17%
8%
5%
Other Income
2
-2
2
3
3
9
25
6
4
4
-20
15
7
Interest
12
12
12
32
13
12
11
13
11
11
14
15
15
Depreciation
5
6
6
6
6
6
7
6
7
7
8
10
9
PBT
35
43
94
38
65
65
147
73
56
70
130
35
17
Tax %
0%
0%
3%
91%
26%
16%
25%
25%
26%
25%
26%
38%
27%
Net Profit
35
43
91
3
48
54
111
55
41
52
97
22
12
EPS in Rs
1.46
1.79
3.8
0.14
2.03
2.27
4.62
2.28
1.72
2.19
4.06
0.92
0.52
Figures in ₹ Crores

Profit & Loss

Particulars Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026TTM
Sales
1,310
1,403
1,263
1,314
1,390
1,384
1,297
1,530
1,777
2,207
2,637
2,891
2,920
Expenses
1,334
1,361
1,389
1,333
1,360
1,357
1,233
1,444
1,609
1,911
2,253
2,520
2,585
Operating Profit
-23
42
-126
-19
30
27
64
86
168
296
383
371
336
OPM %
-1.8%
3%
-10%
-1.4%
2.2%
1.9%
4.9%
6%
9%
13%
15%
13%
11%
Other Income
70
9
19
25
15
13
6
7
27
5
42
4
6
Interest
38
43
42
44
44
48
48
48
53
69
49
51
55
Depreciation
25
26
27
27
26
22
22
17
19
22
25
32
34
PBT
-17
-18
-176
-65
-24
-30
-1
28
124
210
350
292
253
Tax %
67%
0%
0%
0%
0%
0%
0%
0%
0%
18%
24%
27%
—
Net Profit
-29
-18
-176
-65
-24
-30
-1
28
124
172
268
213
184
EPS in Rs
-1.19
-0.76
-7.36
-2.7
-1.02
-1.24
-0.04
1.16
5.17
7.19
11.2
8.89
7.69
Div. Payout %
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
—
Figures in ₹ Crores

Balance Sheet

Particulars Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Equity Capital
48
48
48
48
48
48
48
48
48
48
48
48
Reserves
37
19
67
-80
-109
-131
-129
-96
19
164
430
642
Borrowings
333
347
480
493
538
574
629
590
618
575
606
633
Other Liabilities
929
876
680
824
671
628
601
628
671
794
849
1,021
Total Liabilities
1,347
1,290
1,274
1,284
1,148
1,119
1,149
1,170
1,356
1,582
1,933
2,344
Fixed Assets
195
184
347
354
308
314
300
309
320
401
419
462
CWIP
1
7
16
5
6
3
8
5
14
32
86
102
Investments
0
0
0
0
0
0
0
0
0
0
0
0
Other Assets
1,152
1,099
911
926
834
802
842
856
1,022
1,148
1,427
1,780
Total Assets
1,347
1,290
1,274
1,284
1,148
1,119
1,149
1,170
1,356
1,582
1,933
2,344
Figures in ₹ Crores

Cash Flow

Particulars Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Operating
25
5
-135
156
-52
4
8
120
88
189
308
224
Investing
-28
-21
-31
-16
17
-12
-9
-25
-41
-57
-63
-90
Financing
57
-37
185
-110
2
2
11
-82
-64
-105
-33
-35
Net Cash Flow
53
-53
20
30
-33
-5
10
13
-17
28
211
99
Free Cash Flow
-1
-16
-165
139
-34
-9
-2
95
50
132
245
120
CFO/OP
-119
15
107
-839
-159
34
14
142
54
70
105
85
Figures in ₹ Crores

Ratios

Particulars Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Debtor Days
192
174
138
110
109
111
120
108
112
108
92
103
Inventory Days
79
83
92
106
88
81
90
76
90
78
76
84
Days Payable
286
264
204
251
172
166
174
155
146
121
112
126
Cash Conversion Cycle
-15
-8
26
-35
25
27
36
30
56
65
56
61
Working Capital Days
-1
28
-45
-90
-60
1
0
8
31
47
42
44
ROCE %
4%
6%
-25%
-4%
10%
3%
12%
14%
26%
38%
41%
30%

Insights

Beta

AI-extracted from concalls & annual reports · figures as reported, with sources

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Shareholding Pattern

Others3.31%Promot.75.00%FIIs3.42%DIIs4.67%Public13.60%As ofJun 2026

Documents

Frequently Asked Questions about Schneider Electric Infra

What does Schneider Electric Infrastructure Ltd do?
Schneider Electric Infrastructure Limited, incorporated in 2011, is engaged in the business of manufacturing, designing, building and servicing technologically advanced products and systems for the electricity network. [1]
Where is Schneider Electric Infrastructure Ltd (SCHNEIDER) listed?
Schneider Electric Infrastructure Ltd trades as SCHNEIDER on the NSE and under code 534139 on the BSE.
Which sector does Schneider Electric Infrastructure Ltd belong to?
Schneider Electric Infrastructure Ltd is classified under the Industrials sector, in the Electrical Equipment industry.
What is the market capitalisation of Schneider Electric Infrastructure Ltd?
Schneider Electric Infrastructure Ltd has a market capitalisation of ₹28,374 Cr, which places it in the Large Cap band.
What is the PE ratio of Schneider Electric Infrastructure Ltd?
Schneider Electric Infrastructure Ltd trades at a PE ratio of 159.56, against a book value of ₹28.02 per share.
What is the 52-week high and low of Schneider Electric Infrastructure Ltd?
Over the last 52 weeks Schneider Electric Infrastructure Ltd has traded between ₹571.85 and ₹1,548.
What is the Return on Equity (ROE) of Schneider Electric Infrastructure Ltd?
Schneider Electric Infrastructure Ltd reported a return on equity of 27.45%. Its debt-to-equity ratio is 0.92.

Company Information

Schneider Electric Infrastructure Limited, incorporated in 2011, is engaged in the business of manufacturing, designing, building and servicing technologically advanced products and systems for the electricity network. [1]

Website schneider-infra.in
CEO Mr. Udai Singh
Employees 1,387
Listed 2012-03-20
Face Value ₹ 2
Issued Size 23,91,04,035

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