Schneider Electric Infra logo

Schneider Electric Infra

SCHNEIDER NSE

Key Fundamentals

SmallcapElectrical EquipmentCapital Goods
Market Cap
₹29,580 Cr
Volatility
Moderate
P/E Ratio
165.85
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 44.2 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

6d ago
AI opinion · based on fundamentals
Risk high

Schneider Electric Infrastructure Ltd has a market capitalisation of about ₹29,362 Cr. Over five years it grew profit at an 80% CAGR and sales at a 17% CAGR, and its 3-year average ROE was 60%. The stock trades at a P/E of 158.5x and a P/B of 43.49x. Trailing twelve-month profit is down 22% even though sales grew 10%, and ROE fell to 38% last year.

Bull Case 7
  • Profit grew at an 80% CAGR over 5 years, 27% over 3 years and 32% over 10 years, which shows sustained earnings growth over several timeframes.
  • Average ROE over the last 3 years was 60%. Even after moderating, last year's ROE of 38% is still high for a capital goods business.
  • Sales growth has picked up: the 3-year CAGR is 18% and the 5-year CAGR is 17%, versus 8% over 10 years. This suggests stronger demand in recent years, likely from power transmission and distribution and infrastructure capex.
  • Profit has grown faster than sales. The 3-year profit CAGR is 27% against 18% for sales, and over 10 years it is 32% against 8%, which points to operating leverage and better margins over time.
  • Sales still grew 10% on a trailing twelve-month basis despite the fall in profit, so revenue momentum has not stalled.
  • The stock compounded at 45% over 1 year, 50% over 3 years and 60% over 5 years, which reflects sustained market recognition of the company's turnaround.
  • At a market capitalisation of about ₹29,362 Cr, the company offers listed exposure to electrical infrastructure through a subsidiary of a global parent, which can support technology access and product pipeline.
Bear Case 8
  • The P/E of 158.5x is very high in absolute terms and prices in years of strong growth, which leaves little room for execution slippage.
  • The P/B of 43.49x (41.9x per the listed cons) is extremely high relative to book value, so any compression in the multiple could have a large effect on the share price.
  • Trailing twelve-month profit fell 22% while sales grew 10%. This points to margin compression and breaks from the 27% 3-year profit CAGR.
  • ROE has dropped from a 60% 3-year average to 38% last year, which suggests returns may be normalising from peak levels.
  • The 5-year stock CAGR of 60% is well ahead of the 5-year sales CAGR of 17%. Much of the return has come from multiple expansion rather than fundamentals alone.
  • The dividend yield is 0% despite repeated profits, so shareholders get no cash return while waiting for growth to justify the valuation.
  • The 10-year sales CAGR is only 8%, which shows the business has been cyclical before and recent growth may depend on the capex cycle continuing.
  • The 80% 5-year profit CAGR probably reflects a low starting base, so it may overstate how durable earnings growth will be from here.

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

AI News Digest

1d ago
Headwinds 3
  • Margin squeeze from commodity inflation Sep 5

    EBITDA margin fell to 13.4% in FY26 from 15.4% in FY25. Q1 FY27 profitability was also hit by commodity inflation, legacy fixed-price orders and lower operating leverage, and management has started pricing actions in response.

  • CGST appeal lost, ₹3.25 Cr Sep 28

    The company lost its appeal against a ₹3.25 Cr CGST demand over FY22 input tax credit discrepancies. It is now weighing further legal remedies.

  • ₹35.18 lakh Chennai GST penalty Sep 9

    Chennai GST authorities imposed a ₹35.18 lakh penalty after FY22-23 audit findings, citing ineligible ITC and export duty issues. Together with the CGST demand, this points to ongoing tax compliance scrutiny, though the amounts are small.

Positives 3
  • Loss to ₹213 Cr profit Sep 5

    The company went from a ₹1 Cr loss in FY21 to ₹213 Cr PAT in FY26, with sales up about 2.5x and EBITDA up about 5x. The stock has returned 917.8% over five years, a roughly 10x gain.

  • Order backlog up 50.1% Sep 5

    FY26 order intake rose 27.4% to ₹3,430 Cr, and the closing backlog grew 50.1% YoY to ₹1,911 Cr. Wins came from data centres, semiconductors, grid modernisation, renewables, metro rail and utilities.

  • Vadodara, Kolkata capacity expansion Sep 5

    Manufacturing capacity is being expanded at Vadodara and Kolkata to improve localisation and supply-chain strength, with additions on track through 2027 and beyond. Newer offerings include AI-enabled grid management, digital substations and battery energy storage.

Neutral 2
  • AGM approves FY26, MD reappointed Sep 10

    At the 16th AGM on September 10, 2026, shareholders adopted the audited FY26 financials and reappointed Udai Singh as MD and CEO, which keeps leadership continuity.

  • Crisil ESG score of 70 Sep 21

    Crisil gave the company an ESG rating of 70, based on an independent assessment of public data. The company disclosed the rating voluntarily.

TL;DR: Schneider Electric Infrastructure has turned around sharply, from a ₹1 Cr loss in FY21 to ₹213 Cr PAT in FY26, helped by 27.4% order intake growth and a backlog up 50.1% to ₹1,911 Cr from high-growth areas like data centres, semiconductors and grid modernisation. The main risk is margins: EBITDA margin fell 200 bps to 13.4% in FY26, and Q1 FY27 was hurt further by commodity inflation and legacy fixed-price orders. Recent GST demands of about ₹3.6 Cr combined are financially minor but worth watching. After a roughly 10x run, the stock's next leg will depend on whether pricing actions and the capacity ramp-up through 2027 bring margins back up.

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 Capital Goods 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 ₹29,580 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 165.85, 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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