Schneider Electric Infrastructure Limited has informed the Exchange about Investor Presentation
SEIL/Sec./SE/2025-26/14
May 27, 2025
The Manager Listing Department National Stock Exchange of India Ltd Exchange Plaza, Bandra Kurla Complex Bandra (East), MUMBAI 400 051 Fax # 022-2659 8237/8238/8347/8348 Symbol: SCHNEIDER
The Secretary BSE Limited Phiroze Jeejeebhoy Towers, Dalal Street MUMBAI 400 001 Fax # 022-2272 3121/2037/2039 Scrip Code No. 534139
Sub: Investor Presentation on Audited Financial Results for 4th quarter and the financial year ended March 31, 2025
Dear Sir(s)/ Madam,
In continuation of our letter no. SEIL/Sec./SE/2025-26/11 dated May 22, 2025, regarding schedule of investor conference call, please find enclosed herewith the investor call presentation on the Company’s Audited Financial Results for the 4th quarter and financial year ended March 31, 2025, approved by the Board of Directors in their meeting held on May 26, 2025.
This presentation will be made available on in.se.com/en/investor/annual-reports-financials.jsp.
the Company’s website
i.e. https://infra-
We request you to kindly take the above on record.
Thanking you.
Yours Sincerely,
For Schneider Electric Infrastructure Limited
(Sumit Goel) Company Secretary & Compliance Officer
Schneider Electric Infrastructure Limited Corp. Office: 9th Floor, DLF Building No.10.Tower C, DLF Cyber City, Phase II, Gurgaon – 122002, India; Tel: +91 124 7152300; Fax.: +91 (0) 124-422 2036; www.schneider-infra.in
Regd. Office: Milestone-87, Vadodara - Halol Highway, Village Kotambi, Post Office Jarod Vadodara -391510, Gujarat; Tel: +91 02668 664300 Fax: +91 664621; CIN: L31900GJ2011PLC064420
Schneider Electric Infrastructure Limited
Q4, FY 2024-25
27th May, 2025
General
Vision
“SEIL will lead the new digitized energy world, offering our Customers and Partners, innovative connected products & solutions, ready for the then power distribution’s elevated expectations.
Our balanced business models, superior quality & efficient supply chain will keep our growth and profitability resilient and sustainable.”
Mission
Our mission is to be a digital partner for sustainability and efficiency. We believe that Life is On everywhere, for everyone and at every moment.
Schneider Electric Infrastructure Limited Q4, FY2024-25
| Page 2
General
Market Outlook | Surge to Steady
Gross Domestic Product CY 24 : 6.6% → CY 25 (F) : 6.4%
Macro Outlook Gross Fixed Capital Formation CY 24 : 6.0% → CY 25 (F) : 6.0%
Figures in INR Cr.
Index of Industrial Production CY 24 : 4.3% → CY 25 (F) : 4.6%
Mega Trends
Energy Transition
AI & Digitization
Sustainability
Viksit Bharat
Leading to change in Status Quo
▪ Renewables ▪ Green Hydrogen ▪ Nuclear Energy ▪ Energy Storage Systems
▪ Digital Grid ▪ Digital Economy ▪ Smart Infrastructure
▪ Process Electrification ▪ Green MMM ▪ Electric Vehicle & Charging Infra
▪ Aatmanirbhar Bharat ▪ Make in India
▪ 500 GW of Renewables by 2030
▪ India AI Mission | 10,000+ Cr outlay
▪ PM E-Drive Scheme | 10,900 Cr Outlay –
Demand Incentives & Charging Infra
▪ PLI Schemes for 14 key sectors | 1.97 Lac Cr to enhance manufacturing capabilities
Supported by GOI Policies
▪ National Green Hydrogen Mission | 19,744 Cr for 5 MMTPA production
▪ 100GW of nuclear energy by 2047 |
20,000 crores for Nuclear Energy Mission
▪ VGF1 for 13.2 GWh of BESS 2
▪ 76,000 Cr PLI Scheme for Semicon
▪ Cyber Surakshit Bharat
▪ RDSS5 Scheme | 3 Lac+ Cr outlay to
improve quality of power
Focus Segments for SEIL
▪ Renewables including Green Hydrogen &
Nuclear Energy
▪ Data Center ▪ Semiconductor ▪ Power & Grid
▪ Green Steel Mission ( 15,000 Cr) & Green
Steel Taxonomy
▪ Regulatory Simplification | Ease of Doing Business
▪ India’s Net Zero Target by 2070
▪ QCO8, OTR9, BIS Certification etc
▪ Energy Efficiency Program (MoP)
▪ E-Mobility & Transportation ▪ MMM
▪ Industry ▪ Infrastructure
SE Innovative Offers
1. DERMS6 2. GIS4 (ArcFM) 3. MV Digital Offers 4. Microgrid
1. ADMS3 2. LV Network Management 3. EcoCare 4. Cybersecurity Solution
1. RM AirSeT 2. DELMS7 3. GM AirSeT 4. EcoCare
1. EasySet MV 2. GMSet
With our Diverse Product Portfolio, Innovative EcoStruxure Platform & Strong presence across India, we are well equipped to Partner in India’s Growth
Softening Capex
Other Factors
Trade Uncertainties Tariff & Non-Tariff Barriers
Softening Inflation Boost Domestic Consumption & Production
Schneider Electric Infrastructure Limited Q4, FY2024-25
| Page 3
1. Viability Gap Funding 2. Battery Energy Storage System 3. Advanced Distribution Management System 4. Geographical Information System 5. Revamped Distribution Sector Scheme 6. Distributed Energy Resources Management System 7.Dynamic Energy & Load Management System 8. Quality Control Mandate 9. Omnibus Technical Regulation
General
Established expertise
leading to significant Wins
Schneider Electric Infrastructure Limited Q4, FY2024-25
| Page 4
General
Sustained Excellence | Strengthen the Core Segments
Power & Grid
Energies & Chemicals
MMM
Power Transformers with EcoStruxure Transformer Expert & EcoCare Advanced
Oil Distribution Transformers
GIS, AIS & LV Panels
Transforming Utilities
Enabling Key Industry Player
Powering Mining Operations
Milestone win in Central India
Transformer Solutions for Long-Term Collaboration
MV Equipment Solutions for Reliable Performance
▪ First Order for SEIL from this customer leading to reference creation for upcoming projects
▪ Significant win leading to promising opportunity for continuous business engagement
▪ Secured key order paving way for
significant momentum from upcoming projects
Schneider Electric Infrastructure Limited Q4, FY2024-25
| Page 5
All Values are in INR General
Empowered Wins | Partner Driven Success
Power & Grid
Power & Grid
Renewables
RMU via License Partner
RMU via License Partner
Breakers via Core Component Partner
Enhancing Power Reliability
Empowering the Grid
Powering Renewables
Lighting up leading DISCOM of Western India
Trusted Partner for 4+ years
Breakers for a sustainable future
▪ Acceptance of Licensee Partners in
▪ Continuous business engagement with
leading Utilities of India
major South Indian Utility
▪ Reference creation for massive upcoming opportunities in Renewable Segment
▪ EvoPact HVX-O 2500A NC breaker
launched last year to further strengthen our product portfolio in this segment
Schneider Electric Infrastructure Limited Q4, FY2024-25
| Page 6
All Values are in INR General
Milestone Wins | New Products
Energies & Chemicals
Renewable Energy
AIS Panels with Thermal , Humidity and PD Sensor
EcoStruxure Power Operation Software & T500 remote terminal unit for 2 GW Manufacturing unit in Gujarat
Enhancing Operational Intelligence Active Plus Panel with PD Sensor
Digitalizing Solar Infra with RTU T500 A Smart Energy Solution
▪ First reference of PD100 (Partial Discharge sensor) in India
▪ Reference for other Modernization Projects within Energy &
Chemicals segment
▪ First reference for T500 Remote Terminal Unit in India
Schneider Electric Infrastructure Limited Q4, FY2024-25
| Page 7
All Values are in INR General
Expanding our footprint | New Energy Landscape
Cell Manufacturing
Renewable Energy
AIS Panels with Thermal, Temperature & Humidity Sensor, EcoCare Essential (Cloud Connected)
Supply, Supervision, Testing & Commissioning incl warranty under EcoCare for Transformer
Connected & Digitalized MV Solution for Cell Manufacturing Industry
Powering Performance Enhancing reliability of Transformers with EcoCare
▪ First major order in cell manufacturing industry, creating
reference in this growing segment
▪ First order from major customer in the renewable segment ▪ Creates reference for SE in upcoming green hydrogen projects
Schneider Electric Infrastructure Limited Q4, FY2024-25
| Page 8
All Values are in INR General
Success encompassing wins with
innovation & sustainability at its core
Schneider Electric Infrastructure Limited Q4, FY2024-25
| Page 9
General
Strong Performance in ESG Ratings : A Commitment to a Better Future
• •
SEBI has released guidelines for ESG rating providers to rate top 1000 companies based on BRSR report Currently there are 15 registered ESG providers, out of which 2 rating providers have published the rating
Mar-2025
Sl. No.
1
Company
SEIL
Env
37.9
Soc
81.9
Score
Gov
81.4
Overall
Remarks
65.5
Strong
Sl. No.
1
Company
SEIL
Mar-2025
Score
Env
53
Soc
63
Gov
Overall
Remarks
70
62
Strong
Rating criteria-
(>70.1- Excellent), (70.1-60.1- Strong), (60.1-45.1-Adequate), (45.1-30.1- Inadequate), (<30.1-Poor)
Rating criteria-
(>71-Leadership), (61-70- Strong), (51-60-Adequate), (41-50- Below Average), (<40- Weak)
Schneider Electric Infrastructure Limited | Page 10 Q4, FY2024-25
General
ELECRAMA | Innovation for Sustainable Impact
Schneider Electric Booth Snapshot
10,000+ Customers Footfalls
20+ Thought Leadership Sessions
Fully Sustainable Booth
Unveiling of New Offers
• SF6 Free & Digital Solution • Primary GIS up to 24 KV, 1250 A • Sustainable with 0 GWP1
• Primary SF6 GIS up to 36 KV, 2500 A • Make in India • Modular, Serviceable & Digital
GM AirSeT
Schneider Electric Infrastructure Limited | Page 11 Q4, FY2024-25
GMSet
1. Global Warming Potential
All Values are in INR General
Excellence in Sustainability | Thought Leadership
Keynote speeches by Schneider Leaders
Mr. Thierry Mathou, Ambassador of France in India presenting Award to SEIL Team
SF6 Free Solution : RM AirSeT
New frontiers of Power Generation by eTECHnxt
E-TechNXT is a leading platform of Industry, Policymakers & Stakeholders that promotes forward- looking actions on "NXT" technologies in the "electrification domain.
Awarded Most Innovative Product/Service of the Year for RM AirSeT
Indo-French Business Awards (IFBA) 2025 hosted by Indo-French Chamber of Commerce and Industry (IFCCI), in collaboration with Business France, CCEF and Team France Export, at the Embassy of France in New Delhi.
Leading India towards the goal of Viksit Bharat with our innovative solutions driving a more Electric, Digital & Sustainable world
Schneider Electric Infrastructure Limited | Page 12 Q4, FY2024-25
General
Sustained Growth
Impactful Results
Schneider Electric Infrastructure Limited | Page 13 Q4, FY2024-25
General
FY25 Performance : Sustained Growth in Orders and Accelerating Sales Momentum
Figures in INR Cr.
2693 Cr +13.4% Orders
2,637 Cr +19.5% Sales
1031 Cr +26.0% GM
382 Cr +35.0% EBIT
268 Cr +55.8% PAT
245 Cr +85.0% FCF
Highest ever Revenue & Profit Since Inception
Better Profitability Focused strategies leading to consistent profitability
Cash Efficiency Improvement in working capital, Higher FCF
Future Readiness Capacity and market assessment to invest in future
Strategic Levers
Accelerate Segments Leverage emerging segments & Strengthen resilient segments
More Services Focus on Modernization, Digital services & Remote asset monitoring
Promote Partners Distributors & Panel Builders
Schneider Electric Infrastructure Limited Schneider Electric Infrastructure Limited | Page 14 Q4, FY2024-25 Board Meeting Q1 FY24-25
General
Building Plant Capacity
fuelling Progress
Schneider Electric Infrastructure Limited | Page 15 Q4, FY2024-25
General
Future Readiness : Capacity Enhancement
Figures in INR Cr.
Sr. No.
1
2
3
4
5
6
7
Particulars
Vadodara Plant
Kolkata Plant
Existing capacity
Existing capacity utilization
Proposed capacity addition
Period within which the proposed capacity is to be added
Investment required
Mode of financing
Rationale
Approx 8000 Panels at Switchgear Plant, Vadodara. Approx 90%
Capacity addition of 6000 Panels. Post capacity addition - 14000 Panels Capacity.
Within FY 2026-27
INR 110.2 Crores.
Approx 5000 Breakers at Kolkata Plant
Approx 90%
Capacity addition of 40000 Plant. Post capacity addition - 45000 Breakers Capacity. Within FY 2026-27
INR 90.6 Crores
Internal accruals and/or borrowings
Internal accruals and/or borrowings
To meet market demand and Growth Ambition To meet market demand and Growth
Ambition
Schneider Electric Infrastructure Limited | Page 16 Q3, FY2024-25
General
Order Intake : Double Digit Growth with Better Order Mix
Figures in INR Cr.
12M
+13.4%
2,375
2,693
Q4
+11.1%
686
762
12M FY 24
12M FY 25
Q4 FY 24
Q4 FY 25
Order Backlog on 31st Mar’25 at INR 1,253 Crores
Schneider Electric Infrastructure Limited Schneider Electric Infrastructure Limited | Page 17 Q4, FY2024-25 Board Meeting Q1 FY24-25
General
Sales : Robust Topline with Superior Growth in Transactional & Services
Figures in INR Cr.
12M
+19.5%
2,637
2,207
Q4
+24.4%
587
472
12M FY 24
12M FY 25
Q4 FY 24
Q4 FY 25
Higher Q4 sales driven by execution of few large orders.
Schneider Electric Infrastructure Limited Schneider Electric Infrastructure Limited | Page 18 Q4, FY2024-25 Board Meeting Q1 FY24-25
General
P&L Statement – 12M
Figures in INR Cr.
• Margin expansion due to better product mix, order pricing, volume leverage and operational efficiency. •
Exceptional item in current year represents the reversal of interest provisions related to past direct tax litigation matters upon application made under the "Vivad se Vishwas scheme’ and acceptance thereof by the relevant income tax authorities.
Schneider Electric Infrastructure Limited | Page 19 Q4, FY2024-25
General
INR Cr.%INR Cr.%Sales2,637 2,207 19.5%Other Income25 0.9%9 0.4%Total Sales2,661 2,216 Material Costs1,631 61.8%1,398 63.3%16.6%Gross/ Material Margin1,031 39.1%818 37.1%26.0%+2.0ptsEmployee Costs 301 11.4%271 12.3%11.2%Other Expenses322 12.2%242 11.0%33.1%EBITDA407 15.4%305 13.8%33.5%+1.6ptsDepreciation25 1.0%22 1.0%15.0%EBIT382 14.5%283 12.8%35.0%+1.7ptsFinance Cost49 1.9%69 3.1%-28.5%Profit before Exceptional Items333 12.6%214 9.7%55.4%+2.9ptsExceptional Items-18 -0.7%4 0.2%Profit Before Tax350 13.3%210 9.5%66.9%+3.8ptsCurrent tax82 3.1%22 1.0%Adjustment of Tax relating to earlier periods2 0.1%30 1.4%Deferred tax-2 -0.1%-15 -0.7%Total Tax Expense82 3.1%38 1.7%Profit After Tax 268 10.2%172 7.8%55.8%+2.4ptsOth. Comprehensive Income/(Loss)-2 -0.1%-27 -1.2%-91.9%Total Comprehensive Income266 10.1%145 6.6%83.2%+3.5ptsFY25FY24YoY (%) Margin ChangeParticular P&L Statement – Q4
Figures in INR Cr.
Schneider Electric Infrastructure Limited | Page 20 Q4, FY2024-25
General
INR Cr.%INR Cr.%Sales587 472 24.4%Other Income6 1.0%4 0.8%Total Sales593 475 Material Costs364 62.0%283 59.9%28.8%Gross/ Material Margin229 39.0%193 40.8%18.6%-1.9ptsEmployee Costs 76 13.0%64 13.5%19.4%Other Expenses60 10.2%52 11.0%15.3%EBITDA92 15.7%77 16.3%20.3%-0.5ptsDepreciation6 1.1%6 1.2%15.0%EBIT86 14.7%71 15.1%20.7%-0.5ptsFinance Cost13 2.2%32 6.9%-60.1%Profit before Exceptional Items73 12.5%39 8.3%87.8%+4.2ptsExceptional Items- 0.0%1 0.1%Profit Before Tax73 12.5%38 8.1%91.2%+4.4ptsCurrent tax13 2.2%12 2.6%Adjustment of Tax relating to earlier periods- 0.0%30 6.4%Deferred tax6 1.0%-8 -1.6%Total Tax Expense18 3.1%35 7.4%Profit After Tax 55 9.3%3 0.7%1571.1%+8.6ptsOth. Comprehensive Income/(Loss)2 0.3%-0 -0.1%-483.6%Total Comprehensive Income57 9.6%3 0.6%1924.1%+9.0ptsQ4 FY25Q4 FY24Margin ChangeYoY (%) Particular General