Schneider Electric Infrastructure Ltd logo

Schneider Electric Infrastructure Ltd

SCHNEIDER NSE

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]

AI Verdict: HOLD Confidence: 5%

Schneider Electric Infrastructure has delivered exceptional profit growth of 80% CAGR over 5 years and carries unanimous analyst buy ratings, but at a PE of 156.9x and PB of 43.1x, the stock prices in years of perfection. TTM profit decline of -13% signals near-term earnings pressure that makes the current valuation hard to justify for fresh entry.

Key Fundamentals

SmallcapElectrical EquipmentCapital Goods
Market Cap
₹33,039 Cr
Volatility
Moderate
P/E Ratio
150.2
EBITDA
₹357 Cr
Debt to Equity
0.54
Book Value
₹32.39
52W High
₹1,468.7
52W Low
₹571.85

Technical Indicators

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 58.9%

Weaknesses

2
  • Stock is trading at 42.4 times its book value
  • Though the company is reporting repeated profits, it is not paying out dividend

Growth Rate

Revenue Growth
8.62% ↗
Net Income Growth
-20.84% ↗
Cash Flow Change
62.55% ↗
ROE
-17.91% ↘
ROCE
6.45% ↗
EBITDA Margin (Avg.)
-19.92% ↗

AI Analysis — Bull vs Bear

Anthropic anthropic claude-opus-4.6 1d ago
HOLD
Risk high

Schneider Electric Infrastructure has delivered exceptional profit growth of 80% CAGR over 5 years and carries unanimous analyst buy ratings, but at a PE of 156.9x and PB of 43.1x, the stock prices in years of perfection. TTM profit decline of -13% signals near-term earnings pressure that makes the current valuation hard to justify for fresh entry.

Bull Case 8
  • Exceptional 5-year compounded profit growth of 80% CAGR demonstrates strong earnings trajectory and operating leverage
  • 3-year ROE of 59% indicates highly efficient capital allocation and strong competitive moat in electrical infrastructure
  • 100% analyst buy consensus with all 3 covering analysts rating it a buy signals strong institutional conviction
  • Stock CAGR of 78% over 3 years and 63% over 5 years reflects sustained re-rating driven by India's infrastructure capex cycle
  • Compounded sales growth of 18% over 3 years shows healthy topline momentum backed by electrification and grid modernization demand
  • Market cap of Rs 34,507 Cr positions it as a mid-to-large cap with adequate liquidity and index inclusion potential
  • Backing of Schneider Electric SE (global parent) provides technology access, brand credibility, and order flow visibility
  • Last year ROE of 36% though lower than the 3-year average still remains well above cost of equity for Indian industrials
Bear Case 8
  • PE ratio of 156.9x is extremely expensive even by growth stock standards, leaving no margin of safety for execution misses
  • Price-to-book of 43.1x implies the market is paying Rs 43 for every Rs 1 of book value, making downside risk severe in a de-rating scenario
  • TTM compounded profit growth of -13% shows earnings have already started decelerating, contradicting the growth premium in valuation
  • Zero dividend yield despite repeated profitability indicates no capital return to shareholders, raising questions about capital allocation priorities
  • TTM sales growth has decelerated to 10% from 18% three-year CAGR, suggesting order execution or demand slowdown
  • 5-year and 10-year ROE data unavailable (incomplete disclosure) makes long-term return consistency difficult to assess
  • Debt-to-equity ratio unavailable limits visibility into balance sheet leverage and financial risk assessment
  • 1-year stock CAGR of 84% implies significant momentum premium already baked in, increasing vulnerability to mean reversion

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

AI News Digest

Anthropic anthropic claude-opus-4.6 14h ago
Headwinds 2
  • Q4 net profit drops 60% Jun 17

    Standalone net profit tumbled 59.77% to ₹21.97 crore in Q4 FY26 despite a 0.48% rise in revenue to ₹589.69 crore, indicating significant operational challenges.

  • Whole-time director resigns Jun 17

    Chinmoy Das resigned as whole-time director effective June 30, 2026, due to personal reasons, also ceasing his role as senior management personnel and factory occupier.

Positives 3
  • GST penalty reduced by ₹83 lakh Jun 3

    Rectification order reduced GST penalty by ₹83.29 lakh (₹8,328,696) for FY20, though tax and interest amounts remain unchanged.

  • Revenue growth in Sep 2025 Jun 17

    Standalone net sales reached ₹650.14 crore in September 2025, representing 8.41% year-on-year growth, showing improving top-line momentum.

  • Stock rises 4% on resilience Jun 17

    Shares rose 4.11% to ₹1,231.95 on BSE following leadership change, suggesting investor confidence in operational continuity despite the transition.

Neutral 4
  • Trading window closed for Q1 Jun 23

    Trading window closed from July 1, 2026, until 48 hours after Q1 FY27 results are declared, per SEBI insider trading regulations.

  • ₹605 crore RPT approval sought Jun 3

    Shareholder approval sought for material related party transactions worth ₹605 crore with Schneider Electric IT Business India Private Limited for FY 2026-27.

  • ₹22 crore block trade at ₹1,094 Jun 11

    Block trade of ~201,882 shares at ₹1,093.50 per share totalling ₹22.08 crore on NSE, indicating institutional-level participation.

  • ₹21.8 crore block trade at ₹1,309 May 29

    Block trade of ~166,710 shares at ₹1,308.80 per share totalling ₹21.82 crore on NSE, reflecting institutional interest at higher price levels.

TL;DR: Schneider Electric Infrastructure faces near-term headwinds from a sharp 60% Q4 profit decline and a key leadership exit, though revenue trajectory is improving with 8.41% YoY growth in Sep 2025. Institutional block trades and a resilient stock price suggest continued market confidence. The ₹605 crore RPT signals ongoing parent-entity business flow. The trend is mixed — top-line growth is intact but margin compression and leadership stability remain risks to monitor heading into Q1 FY27 results.

Quarterly Results

  Mar 2023Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Sales
411
495
496
744
472
593
600
857
587
622
650
1,029
590
Expenses
350
446
433
633
399
511
526
717
500
552
566
857
545
Operating Profit
61
49
63
110
73
82
74
140
87
69
84
173
45
OPM %
15%
10%
13%
15%
16%
14%
12%
16%
15%
11%
13%
17%
8%
Other Income
3
2
-2
2
3
3
9
25
6
4
4
-20
15
Interest
14
12
12
12
32
13
12
11
13
11
11
14
15
Depreciation
5
5
6
6
6
6
6
7
6
7
7
8
10
PBT
45
35
43
94
38
65
65
147
73
56
70
130
35
Tax %
0%
0%
0%
3%
91%
26%
16%
25%
25%
26%
25%
26%
38%
Net Profit
45
35
43
91
3
48
54
111
55
41
52
97
22
EPS in Rs
1.88
1.46
1.79
3.8
0.14
2.03
2.27
4.62
2.28
1.72
2.19
4.06
0.92
Figures in ₹ Crores

Profit & Loss

  Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
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
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
Operating Profit
-23
42
-126
-19
30
27
64
86
168
296
383
371
OPM %
-2%
3%
-10%
-1%
2%
2%
5%
6%
9%
13%
15%
13%
Other Income
70
9
19
25
15
13
6
7
27
5
42
4
Interest
38
43
42
44
44
48
48
48
53
69
49
51
Depreciation
25
26
27
27
26
22
22
17
19
22
25
32
PBT
-17
-18
-176
-65
-24
-30
-1
28
124
210
350
292
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
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
Div. Payout %
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
Figures in ₹ Crores

Balance Sheet

  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
727
Borrowings
333
347
480
493
538
574
629
590
618
575
606
548
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

  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
—
Investing
-28
-21
-31
-16
17
-12
-9
-25
-41
-57
-66
—
Financing
57
-37
185
-110
2
2
11
-82
-64
-105
-30
—
Net Cash Flow
53
-53
20
30
-33
-5
10
13
-17
28
211
—
Free Cash Flow
-1
-16
-165
139
-34
-9
-2
95
50
132
245
—
CFO/OP
-119
15
107
-839
-159
34
14
142
54
70
105
—
Figures in ₹ Crores

Ratios

  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%

Shareholding Pattern

As of Mar 2026
Promoters 75.00%
Public 14.35%
DIIs 4.07%
Others 3.39%
FIIs 3.19%
Total 100.00%
  Mar 2021Jun 2021Sep 2021Dec 2021Mar 2022Jun 2022Sep 2022Dec 2022Mar 2023Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Promoters
75.00%
75.00%
75.00%
75.00%
75.00%
75.00%
75.00%
75.00%
75.00%
75.00%
75.00%
75.00%
75.00%
75.00%
75.00%
75.00%
75.00%
75.00%
75.00%
75.00%
75.00%
FIIs
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
1.32%
0.00%
1.93%
1.96%
2.66%
2.98%
3.00%
3.10%
3.08%
3.02%
3.19%
DIIs
4.45%
4.06%
3.48%
3.23%
2.20%
2.20%
1.90%
1.86%
1.76%
2.18%
2.29%
2.04%
2.62%
2.77%
2.93%
3.16%
3.23%
2.97%
3.28%
3.29%
4.07%
Government
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
Public
15.81%
15.01%
16.21%
17.20%
17.20%
17.73%
17.56%
17.72%
17.28%
16.26%
16.10%
16.06%
15.63%
15.96%
15.49%
15.16%
15.18%
15.33%
14.99%
15.01%
14.35%
Others
4.74%
5.93%
5.31%
4.57%
5.60%
5.07%
5.54%
5.43%
5.96%
6.55%
5.28%
6.89%
4.83%
4.31%
3.91%
3.69%
3.58%
3.60%
3.65%
3.68%
3.39%
No. of Shareholders
0
57,114
60,301
72,997
74,010
75,527
76,211
71,967
72,417
70,310
76,427
79,814
82,248
1,03,903
1,07,899
1,07,595
1,12,090
1,14,958
1,07,879
1,10,055
1,06,662

Documents

1
Concall - Feb 2018 Feb 2018
2
Concall - Jun 2018 Jun 2018
3
Concall - Feb 2020 Feb 2020
4
Concall - Nov 2020 Nov 2020
5
Concall - Feb 2021 Feb 2021

Frequently Asked Questions about Schneider Electric Infrastructure Ltd

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 is listed on the Indian stock exchanges. It is listed on NSE: SCHNEIDER and BSE: 534139. You can view its live share price, financials, and ratios on Tapetide.
Which sector does Schneider Electric Infrastructure Ltd belong to?
Schneider Electric Infrastructure Ltd operates in the Industrials sector within the Electrical Equipment industry. Sector classification helps investors compare companies affected by similar economic conditions and regulatory changes.
What is the market capitalisation of Schneider Electric Infrastructure Ltd?
Schneider Electric Infrastructure Ltd has a market capitalisation of approximately ₹33039.40 Cr. Based on this, it is classified as a Large Cap stock.
What is the PE ratio of Schneider Electric Infrastructure Ltd?
The Price-to-Earnings (PE) ratio of Schneider Electric Infrastructure Ltd is 150.20. The PE ratio compares a company's share price to its earnings per share and is commonly used to assess whether a stock is overvalued or undervalued relative to its peers.
What is the 52-week high and low of Schneider Electric Infrastructure Ltd?
Over the past 52 weeks, Schneider Electric Infrastructure Ltd has traded between a low of ₹571.85 and a high of ₹1,468.7. This range helps investors understand the stock's price volatility and recent trading levels.
How can I research Schneider Electric Infrastructure Ltd on Tapetide?
On Tapetide, you can view Schneider Electric Infrastructure Ltd's live share price, quarterly results, profit & loss statements, balance sheet, cash flow, key ratios, shareholding pattern, technical indicators, analyst ratings, and forecasts — all on a single page without needing to sign up.

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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