Schneider Electric Infrastructure Limited has informed the Exchange about Investor Presentation

SEIL/Sec./SE/2025-26/33

August 7, 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 Unaudited Financial Results for 1st quarter ended June 30, 2025

Dear Sir(s)/ Madam,

In continuation of our letter no. SEIL/Sec./SE/2025-26/29 dated August 1, 2025, regarding schedule of investor conference call, please find enclosed herewith the investor call presentation on the Company’s Unaudited Financial Results for the 1st quarter ended June 30, 2025, approved by the Board of Directors in their meeting held on August 7, 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

Q1, FY26

7th August, 2025

Public

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.

Public

Market Outlook

Public

Market Dynamics | Shaping the Future

* All Values in INR

Mega Trends

Green Energy

AI & Digitalization

Mobility

BESS

RE1 accounted for 78.9% of all capacity additions in Q1 FY25

RE accounts for 50.08% of total installed electricity capacity

Installed DC3 capacity stood at 1,263 MW | ~3.6x since 2020

Digital Economy contributed 13.4% to the national income in FY25

EVPCS5 grew to 26,367 in FY25 CAGR of 72% (FY22-FY25)

Passenger traffic at Indian airports increased by 6.6% in Q1 FY26

500 GW Renewable Energy Capacity Goal

Intermittent nature of RE posing challenges to leading to rise in ESS7

India’s hydrogen demand to reach 8.8 MTPA2 by 2032

DC Capacity expected to reach 3-4 GW by 2030

~1.3 million EVPCS will be required in India by 2030

India's BESS8 capacity to increase to 236 GWh by 2032

GROWTH DRIVERS

FUTURE

▪ Expected ₹14,147 Cr Solar Transmission Scheme to integrate 9 GW solar power to National Grid

▪ 100GW of nuclear energy by 2047 | 20,000 Cr

for Nuclear Energy Mission

GOI POLICIES

▪ National Green Hydrogen Mission | 19,744 Cr

for 5 MMTPA production

▪ India AI Mission | 10,000+ Cr outlay for building indigenous AI infrastructure

▪ RDSS Scheme | 3 Lac+ Cr outlay to improve

quality of power

▪ 76,000 Cr PLI4 Scheme for Semiconductors

▪ UDAN6: Regional connectivity to 120 new

▪ VGF9 Scheme | 5,400 Cr outlay approved for 30

destinations & carry 4Cr passengers

GWh of standalone

▪ PM E-Drive Scheme | 10,900 Cr Outlay – Demand

▪ PLI ACC10 Scheme | 18,100 Cr Outlay –

Incentives & Charging Infra

manufacturing capacity of 50 GWh for ACCs

▪ National Rail Plan | blueprint to make Indian

▪ Waiver of ISTS11 Charges for BESS for up to 12

Railways "future-ready" by 2030

years

SE Actions

Regulatory engagements CEA, IESA, IEEMA

Product Launches Tailored innovation for emerging markets

Customer Engagements Partnering with emerging players

Aligning Talent around key strategic segments

Schneider Electric Infrastructure Limited Q1 FY25-26 |

Page 4

1. Renewable Energy 2. Million metric tons per Annum 3. Data Centers 4. Production Linked Incentive 5. EV Public Charging Station 6. Ude Desh Ka Aam Nagrik 7. Energy Storage Systems 8. Battery Energy Storage Solutions 9. Viability Gap Funding 10. Advanced Chemistry Cell 11. Inter State Transmission Systems

Public

Our Wins

Public

Core Wins|Key Success across Segments

Mobility

Power & Grid

Water

33kV GIS Panels ,25kV GIS panels with CRP1 SAS2,RTU3,SCADA

40 MVA Power Transformers

Oil Distribution Transformers Medium Power Transformers

Energizing Metro Rail Transit in Western India

Lighting up One of the leading Discoms in Western India

Powering Hydro-Electric plant in Central India

▪ Largest order for 33kV GIS in transportation

▪ Customer trust enabling wins and paving

▪ Continuous Customer Engagement leading

in India

way for future opportunities

to recurring business

Schneider Electric Infrastructure Limited Q1 FY 2025-26 |

Page 6

1. Control and Relay Panel 2. Substation Automation System 3.Remote Terminal Unit

Public

Bundled Wins| Solutions for Success

MMM

Data Center

Power & Grid

6.6kV AIS panels with RIRO1 SAS2

11kV AIS panels 11kV RMU with EcoCare

E-House - 33KV GIS , 11KV AIS Motorized RIRO1, RTU3 & SCADA

Energizing prominent Steel manufacturer in India

Transforming Reliability at Scale for India’s Premier Data Center

Electrifying One of the largest Utilities in Northern India

▪ Consistent wins building a strong foothold for

future opportunities

▪ Proven Techno Commercial expertise enabled us to secure phase 2 order

▪ Credible Installed base which gives us a

competitive edge

Schneider Electric Infrastructure Limited Q1 FY 2025-26 |

Page 7

1.Rack in Rack out 2. Substation Automation System 3.Remote Terminal Unit

Public

Sustainable Wins|Technology for Tomorrow

Solar Energy

Solar & Wind Energy

Power & Distribution

8.8 MVA Inverter Duty Transformers

Enabling a Solar energy pioneer to shape a Cleaner future

Transformers with Ecostruxure transformer expert ,H2 Sensor and EcoCare Advanced subscription Driving Digital transformation in Renewable Energy

Smart RM AirSeT with T-300

11kV RMU

Partnering with leading DISCOMs to reduce carbon footprint

▪ Strong reference creation for upcoming

projects from this customer

▪ EcoCare accelerating conversions by

unlocking top opportunities across key segments

▪ First reference of Smart RM AirSeT Order

with FRTU (T-300) in India

Schneider Electric Infrastructure Limited Q1 FY 2025-26 |

Page 8

1.Feeder Remote Terminal Unit

Public

Offer Update : 33kV , 3150A Air-Insulated Switchgear (AIS)

Now upto 3150A

Value proposition

Product designed for Medium Voltage applications up to 36kV and for higher rating 3150A, featuring withdrawable vacuum breakers, robust Internal arc protection, forced air cooling, and Smart monitoring

Safety Internal Arc tested: AFLR1 31.5 kA / 1s High degree of operator safety

Efficiency CB2roll on floor design, compact Digitally connected

Key Benefits

Simplicity Easy access, Closed door operation QR3 code access

Reliability Longer lifetime

Schneider Electric Infrastructure Limited Q1 FY 2025-26 |

Page 9

1.Accesssibility to Front Lateral and Rear 2.Circuit Breaker

End Market

Renewables

Mining, minerals & metals

Financial Performance

Public

Q1’FY26 Performance : Strong Momentum in Orders

Figures in INR Cr.

910 Cr +42.1% Orders

622 Cr +4.8% Sales

241 Cr -1.5 pts GM

67 Cr -2.5 pts EBIT

Strong Order Growth Good traction in orders

Steady Sales growth Moderate growth on account of spillovers and project delays

Strategic Levers

Accelerate Segments Leverage emerging segments & Strengthen resilient segments

More Services Focus on Modernization, Digital services & Remote asset monitoring

41 Cr -1.5 pts PAT

1635 Cr +25.9% Backlog

Future Readiness Capacity expansion initiatives on track

Promote Partners Distributors & Panel Builders

Schneider Electric Infrastructure Limited Q1 FY 2025-26 |

Page 11

Public

Good Traction in orders with Better Order Mix

Figures in INR Cr.

Orders

+42.1%

910

640

Sales

+4.8%

593

622

Q1’ FY25

Q1’ FY26

Q1’ FY25

Q1’ FY26

Order Backlog on 30th June’25 at INR 1,635 Crores (+25.9% YoY)

Schneider Electric Infrastructure Limited Q1 FY 2025-26 |

Page 12

Public

P&L Statement – Q1’FY26

Figures in INR Cr.

✓

Schneider Electric Infrastructure Limited Q1 FY 2025-26 |

Page 13

Public

INR Cr.%INR Cr.%Sales622 593 4.8%Other Income4 0.7%3 0.4%65.6%Total Sales626 596 5.1%Material Costs385 61.9%357 60.1%7.9%Gross/ Material Margin241 38.8%239 40.3%0.9%-1.5ptsEmployee Costs 87 13.9%78 13.1%11.8%Other Expenses81 13.0%77 13.0%4.9%EBITDA74 11.8%84 14.2%-12.7%-2.4ptsDepreciation7 1.1%6 1.0%18.6%EBIT67 10.7%78 13.2%-15.0%-2.5ptsFinance Cost11 1.7%13 2.2%-18.0%Profit before Exceptional Items56 9.0%65 11.0%-14.4%-2.0ptsExceptional Items- 0.0%- 0.0%Profit Before Tax56 9.0%65 11.0%-14.4%-2.0ptsCurrent tax15 2.5%18 3.1%Deferred tax-1 -0.1%-1 -0.2%Total Tax Expense15 2.4%17 2.8%Profit After Tax 41 6.6%48 8.2%-14.9%-1.5ptsOth. Comprehensive Income/(Loss)1 0.1%-0 0.0%Total Comprehensive Income42 6.8%48 8.1%-12.8%-1.4ptsQ1 FY26Q1 FY25Margin ChangeYoY (%) ParticularPublic