Schneider Electric Infrastructure Limited has informed the Exchange about Investor Presentation

SEIL/Sec./SE/2025-26/58

November 10, 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 2nd quarter and half year ended September 30, 2025

Dear Sir(s)/ Madam,

In continuation of our letter no. SEIL/Sec./SE/2025-26/55 dated November 4, 2025, regarding schedule of investor conference call, please find enclosed herewith the investor call presentation on the Company’s Unaudited Financial Results for the 2nd quarter and half year ended September 30, 2025, approved by the Board of Directors in their meeting held on November 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

Q2 FY26

10th November, 2025

Internal

IMPACT starts with Us!

SEIL Vadodara won the prestigious ‘Golden Peacock Award for ESG – 2025’

Made it to the Time’s ‘Top 15 employers in India’

Schneider Electric Infrastructure Limited Q2 FY 25-26 |

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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.

Market Outlook

* All Values in INR

Resilient Indian Economy amid Global Challenges

Segments

Enablers

7.4

7.8

6.4

+1.1bps YoY

6.7

Power Grid

▪ RDSS1 Scheme: ₹3.04 lakh crore to cut AT&C2 losses to 12–15% & eliminate the ACS-ARR3 gap by

strengthening distribution infrastructure

▪ Grid Modernization | SCADA4/ADMS5/Enabler projects to be implemented in majority of states

Q3 FY25

Q4 FY25

Q1 FY26

Q2 FY26(F)

India’s FY26 GDP forecast revised to 6.8% from 6.5%

GDP

9.4

7.8

5.2

+0.4bps YoY 5.6

Renewables

Q3 FY25

Q4 FY25

Q1 FY26

Q2 FY26(F)

GFCF6

Mobility

(F) - Forecast

▪ Digital Transformation & Rising Data Consumption (900 Mn internet users, 20+ GB avg data consumption per

▪

month) Surge in AI usage, UPI transactions, OTT streaming and E-commerce, fueling the demand for storage & processing infra

▪ Amazon, Microsoft, & Google are expanding in India; Google plans to invest $10 billion to develop Asia’s

largest Datacentre cluster in Visakhapatnam

Data Centers

▪

India's installed solar power capacity has reached 125 GW, making it the 3rd largest producer

▪ GST 2.0 on renewable energy equipment cut from 12% to 5% at 56th Council meeting

▪

Solar capital costs reduced by ₹20–25 lakh per MW, saving over ₹100 crore for a 500 MW solar park

▪ UDAN : Regional connectivity to 120 new destinations & carry 4Cr passengers over the next decade

▪ Metro: ~791kms of metro lines under construction in 27 cities across India

▪ National Rail Plan 2030 | blueprint to make Indian Railways "future-ready“ with focus on electrification

Schneider Electric Infrastructure Limited Q2 FY 25-26 |

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1. Revamped Distribution Sector Scheme 2. Aggregate Technical and Commercial losses 3. Average Cost of Supply (ACS) - Average Revenue Realized (ARR) 4. Supervisory Control and Data Acquisition 5. Advanced Distribution Management System 6. Gross Fixed Capital Formation

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Our Wins

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Strategic Wins Across Segments

Power & Grid

Cloud & Service Provider

Mobility

Substation solution

AIS Panels & Power Transformers

Loco breakers

Electrifying one of the leading utilities

Powering India’s Premier

Data Centers

Modernizing

Rail Network

▪ One of the largest orders in 2025

▪ One of the largest data center order in

2025

▪ Secured large incremental business

Schneider Electric Infrastructure Limited Q2 FY 25-26 |

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Driving Growth Through Future-Ready Solutions

Renewables

Aerospace & Defence

Semiconductor

Digital solutions CRP1 & SAS2 along with CAP3

DC5 breakers ,CSS4,E-House

GIS,Transformers, LV Switchboard

Empowering a Green energy

Powering Strategic sectors with

Energizing a leading

leader with digital solutions

Innovative solutions

Semiconductor player

▪ Secured order for Cybersecurity

▪ Secured order for compact solutions from

applications

strategic clients

▪ Secured significant order from a leading

Semiconductor manufacturer

Schneider Electric Infrastructure Limited Q2 FY 25-26 |

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1.Control Relay Panel 2.Substation Automation System 3.Cyber security Application Platform 4.Compact Sub-Station 5.Direct Current

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Make in India Offer Success

Power & Grid

Power & Grid

Renewables

GIS panels

AIS Panels with digital solutions –CRP1,SAS2

AIS Panels

Driving Energy Transformation

Enhancing a leading Power plant

Accelerating the Energy

for a leading utility

with reliable solutions

Transition for a Solar leader

Schneider Electric Infrastructure Limited Q2 FY 25-26 |

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1.Control Relay Panel 2. Substation Automation System

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H1 & Q2 Performance

Highlights

Strong Order Growth

Quarterly sales momentum continue to strengthen

Focus Areas

Accelerate orders execution

Drive Services and Transactional

Figures in INR Cr.

Orders H1 1749 Cr. +28.0% YoY Q2 838 Cr. +15.6% YoY

Sales H1 1272 Cr. +6.6% YoY Q2 650 Cr. +8.4% YoY

EBIT H1 148 Cr. 11.6% to sales Q2 81 Cr. 12.5% to sales

Schneider Electric Infrastructure Limited Q2 FY 25-26 |

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H1 : Strong Order Growth, Sales picked up in Q2

Figures in INR Cr.

Orders

+28.0%

1,749

1,366

Sales

+6.6%

1,193

1,272

H1’ FY25

H1’ FY26

H1’ FY25

H1’ FY26

Order Backlog on 30th Sep’25 at INR 1,805 Crores (+25.0% YoY)

Schneider Electric Infrastructure Limited Q2 FY 25-26 |

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Q2 : Strong Order Growth, Sales picked up in Q2

Figures in INR Cr.

Orders

+15.6%

838

725

Sales

+8.4%

600

650

Q2’ FY25

Q2’ FY26

Q2’ FY25

Q2’ FY26

Strong order and sales growth across Services

Schneider Electric Infrastructure Limited Q2 FY 25-26 |

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P&L Statement – H1’FY26

Figures in INR Cr.

Schneider Electric Infrastructure Limited Q2 FY 25-26 |

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INR Cr.%INR Cr.%Sales1,272 1,193 6.6%Other Income9 0.7%12 1.0%Total Sales1,281 1,204 Material Costs781 61.4%733 61.4%6.7%Gross/ Material Margin499 39.2%471 39.5%5.8%-0.3ptsEmployee Costs 165 13.0%148 12.4%11.5%Other Expenses172 13.5%156 13.1%10.3%EBITDA162 12.7%167 14.0%-3.3%-1.3ptsDepreciation14 1.1%12 1.0%14.9%EBIT148 11.6%155 13.0%-4.8%-1.4ptsFinance Cost22 1.7%25 2.1%-13.4%Profit before Exceptional Items126 9.9%130 10.9%-3.1%-1.0ptsExceptional Items- 0.0%- 0.0%Profit Before Tax126 9.9%130 10.9%-3.1%-1.0ptsCurrent tax33 2.6%37 3.1%Deferred tax-1 -0.1%-10 -0.8%Total Tax Expense32 2.5%27 2.3%Profit After Tax 94 7.4%103 8.6%-8.9%-1.2ptsOth. Comprehensive Income/(Loss)3 0.2%1 0.1%334.3%Total Comprehensive Income96 7.6%103 8.7%-6.8%-1.1ptsH1'FY26H1'FY25YoY (%) Margin ChangeParticularP&L Statement – Q2’FY26

Figures in INR Cr.

Schneider Electric Infrastructure Limited Q2 FY 25-26 |

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INR Cr.%INR Cr.%Sales650 600 8.4%Other Income4 0.7%9 1.5%-50.3%Total Sales655 609 7.5%Material Costs397 61.0%376 62.7%5.5%Gross/ Material Margin258 39.7%233 38.8%10.9%+0.9ptsEmployee Costs 79 12.1%71 11.8%11.2%Other Expenses91 14.0%79 13.1%15.7%EBITDA88 13.6%83 13.9%6.2%-0.3ptsDepreciation7 1.1%6 1.1%11.3%EBIT81 12.5%77 12.8%5.7%-0.3ptsFinance Cost11 1.7%12 2.0%-8.5%Profit before Exceptional Items70 10.8%65 10.8%8.5%+0.0ptsExceptional Items- 0.0%- 0.0%Profit Before Tax70 10.8%65 10.8%8.5%+0.0ptsCurrent tax18 2.8%19 3.1%Deferred tax-1 -0.1%-8 -1.4%Total Tax Expense18 2.7%10 1.7%Profit After Tax 52 8.0%54 9.0%-3.6%-1.0ptsOth. Comprehensive Income/(Loss)2 0.3%1 0.1%Total Comprehensive Income54 8.3%55 9.2%-1.6%-0.9ptsQ2 FY26Q2 FY25Margin ChangeYoY (%) ParticularGeneral

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