Schneider Electric Infrastructure Limited (SCHNEIDER) AI Stock Analysis

• Market Cap: ₹165.73B
• Dividend Yield: N/A
• Average Volume (3M): 13.14K
• Price to Earnings (P/E): 64.1
• Beta (1Y): 1.72
• Revenue Growth: 12.77%
• EPS Growth: 31.32%
• Country: IN
• Employees: 1,295
• Sector: Industrials
• Sector Strength: 72
• Industry: Industrial - Machinery
• EPS (TTM): 2.19
• Shares Outstanding: 239,104,030
• 10 Day Avg. Volume: 14,645
• 30 Day Avg. Volume: 13,138
• PEG Ratio: 1.05
• Price to Book (P/B): 27.92
• Price to Sales (P/S): 5.95
• P/FCF Ratio: 64.09
• Enterprise Value/Market Cap: N/A
• Enterprise Value/Revenue: N/A
• Enterprise Value/Gross Profit: N/A
• Enterprise Value/Ebitda: N/A
• 1Y Price Target: N/A
• Price Target Upside: N/A
• Rating Consensus: N/A
• Number of Analyst Covering: 0
• EPS Forecast (FY): 13.11
• Revenue Forecast (FY): ₹30.70B

• Rating: 60 Neutral
• Price Target: ₹608.00 ▼(-13.42% Downside)

Overall score is driven by strong underlying financial performance and cash generation, but is materially weighed down by weak technical conditions (broadly below key moving averages with negative momentum) and a rich valuation (high P/E).

Positive Factors

Revenue Growth

Sustained double-digit revenue growth indicates durable customer demand and expanding market penetration. Over 2–6 months this supports scale benefits, recurring contract renewals, and stronger operating leverage that can fund product development and channel expansion without diluting margins.

Cash Generation

Consistent free cash flow growth and strong cash conversion improve internal funding capacity for capex, R&D, and debt reduction. Persistent FCF reduces reliance on external financing and enhances resilience through industry cycles, supporting sustained investment and shareholder optionality.

Balance Sheet Strength

A solid equity base and improved leverage metrics provide room to fund infrastructure projects, pursue strategic investments, and absorb shocks. Strong ROE signals efficient capital use, which supports long-term competitiveness and the ability to sustain investment through multi-quarter initiatives.

Negative Factors

Liabilities Level

Elevated liabilities, even with improved leverage, constrain financial flexibility if cash flows weaken. Higher absolute liabilities raise refinancing and interest risks, potentially forcing prioritization of servicing obligations over growth investments during adverse macro or sector downturns.

Customer / Contract Concentration

Heavy reliance on large utility and infrastructure contracts concentrates revenue exposure. While stable, such concentration increases counterparty and regulatory risk: renegotiation, policy shifts, or the loss of a major partner could materially reduce predictable revenue and project backlog.

Cyclical End-Market Exposure

Exposure to industrial and infrastructure capex ties performance to investment cycles; macro slowdowns or delayed customer capex can defer projects and compress order intake. This structural cyclicality can cause multi-quarter revenue and margin variability despite underlying product strength.

Schneider Electric Infrastructure Limited Business Overview & Revenue Model

Company Description

Schneider Electric Infrastructure Limited designs, manufactures, builds, and services products and systems for electricity distribution in India and internationally. The company offers distribution, medium power, and special transformers; substation automation systems, including power management systems, controllers and RTUs, communication elements, graphic user interfaces, engineering tools, SCADA and EMS gateways, and simulation tools; and ring main units. It also provides medium voltage distribution and grid automation products, such as Easergy T300, a remote terminal unit; EasyPact EXE, a vacuum circuit breaker; medium voltage switchgear; microgrids; digital substations; and Ecofit, a medium and low voltage equipment, as well as EcoStruxure grid, an IoT-enabled open and interoperable platform. Further, it offers partner managed, and field and automation services. The company serves the utility, metals, minerals and cement, mining, power generation, oil and gas, and smart city industries. The company was formerly known as Smartgrid Automation Distribution and Switchgear Limited and changed its name to Schneider Electric Infrastructure Limited in December 2011. The company was incorporated in 2011 and is based in Gurugram, India. Schneider Electric Infrastructure Limited operates as a subsidiary of Energy Grid Automation Transformers and Switchgears India Private Limited.

How the Company Makes Money

SCHNEIDER generates revenue through a diverse range of streams, primarily by selling products and services in energy management and automation. Key revenue streams include the sale of electrical distribution and automation equipment, software solutions for energy management, and consulting services aimed at improving operational efficiency for industrial and commercial clients. The company benefits from significant partnerships with utility companies and infrastructure projects, which provide stable income through long-term contracts and collaborations. Additionally, SCHNEIDER invests in research and development to innovate and expand its product offerings, further enhancing its competitive position and revenue potential in the market.

Schneider Electric Infrastructure Limited Financial Statement Overview

Summary

Strong profitability and revenue trajectory (income statement score 85) with improving margins and solid operating efficiency. Cash generation is also strong (cash flow score 82) with healthy cash conversion and rising free cash flow. Balance sheet is solid (score 78) with improved leverage metrics, though liabilities remain a key item to monitor.

Income Statement

Schneider Electric Infrastructure Limited has shown a strong income statement performance. The company achieved a significant revenue growth rate from previous years, with a particularly notable increase in net profit margin, reflecting improved profitability. Gross profit margins have also improved, indicating effective cost management. The EBIT and EBITDA margins show robust operational efficiency, contributing to an overall positive outlook for the company's revenue trajectory.

Balance Sheet

The balance sheet reflects a solid financial position, with a healthy equity ratio indicating strong asset backing. The debt-to-equity ratio has improved, showcasing effective leverage management. Return on equity (ROE) has been strong, indicating efficient use of equity to generate profits. However, some concern remains with the level of liabilities, which requires ongoing monitoring to ensure financial stability.

Cash Flow

The cash flow statement indicates a strong ability to generate cash, with an impressive growth in free cash flow year-over-year. The operating cash flow to net income ratio is healthy, suggesting good cash conversion efficiency. Free cash flow to net income is also strong, highlighting the company's ability to convert profits into actual cash flow, which supports both operational and strategic needs.

Breakdown	TTM	Dec 2025	Dec 2024	Dec 2023	Dec 2022	Dec 2021
Income Statement
Total Revenue	26.65B	26.37B	22.07B	17.77B	15.30B	12.97B
Gross Profit	9.88B	9.87B	7.91B	5.55B	4.35B	3.88B
EBITDA	3.69B	3.80B	2.94B	1.68B	859.99M	613.98M
Net Income	2.61B	2.68B	1.72B	1.24B	276.22M	-10.11M
Balance Sheet
Total Assets	0.00	19.33B	15.82B	13.55B	11.70B	11.49B
Cash, Cash Equivalents and Short-Term Investments	2.58B	2.61B	473.00M	195.60M	361.10M	257.70M
Total Debt	0.00	5.22B	5.47B	4.76B	5.06B	5.44B
Total Liabilities	-5.62B	13.71B	12.85B	12.04B	11.34B	11.46B
Stockholders Equity	5.62B	5.62B	2.96B	1.51B	361.24M	35.46M
Cash Flow
Free Cash Flow	0.00	2.45B	1.34B	568.95M	948.30M	-26.90M
Operating Cash Flow	0.00	3.08B	1.92B	945.62M	1.20B	75.99M
Investing Cash Flow	0.00	-627.20M	-569.50M	-375.65M	-252.82M	-94.36M
Financing Cash Flow	0.00	-304.00M	-1.07B	-706.11M	-817.83M	108.00M

Schneider Electric Infrastructure Limited Technical Analysis

• Technical Analysis Sentiment: Neutral
• Last Price: 702.25
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Negative
• MACD: Negative
• RSI: Neutral
• STOCH: Negative

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For IN:SCHNEIDER, the sentiment is Neutral. The current price of 702.25 is above the 20-day moving average (MA) of 643.60, above the 50-day MA of 694.17, and below the 200-day MA of 776.53, indicating a neutral trend. The MACD of -11.22 indicates Negative momentum. The RSI at 56.76 is Neutral, neither overbought nor oversold. The STOCH value of 89.71 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for IN:SCHNEIDER.

Schneider Electric Infrastructure Limited Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
CGPOWER	72 Outperform	₹919.33B	81.43	―	0.20%	25.63%	-26.61%
LT	66 Neutral	₹5.41T	26.38	―	0.84%	13.33%	21.25%
Sector *	63 Neutral	$10.79B	15.43	7.44%	2.01%	2.89%	-14.66%
SCHNEIDER	60 Neutral	₹165.73B	64.06	―	―	12.77%	31.32%
KEC	60 Neutral	₹177.58B	26.08	―	0.74%	12.21%	56.50%
KIRLOSBROS	59 Neutral	₹124.51B	31.76	―	0.43%	4.16%	-0.73%
SIEMENS	57 Neutral	₹1.10T	52.42	―	0.38%	-21.92%	-22.52%

Schneider Electric Infrastructure Limited Corporate Events

Schneider Electric Infrastructure Faces Customs Duty Demand Over Import Misclassification

Schneider Electric Infrastructure Limited has disclosed that it has received an order from the Principal Commissioner of Customs (Import), Mumbai, alleging misclassification of imported goods for the period 2020–2024 and demanding differential customs duty of ₹3.28 crore, along with an equivalent penalty and applicable interest. The company is reviewing legal options in response to the order and has indicated that there will be no material impact on its financials, operations or routine business activities beyond the liability specified in the customs demand.

Schneider Electric Infrastructure Clarifies Hyderabad Expansion News Relates to Another Group Entity

Schneider Electric Infrastructure Limited has clarified that a recent media report about a Rs 623 crore expansion of Hyderabad facilities pertains to another group entity, Schneider Electric India Private Limited, and not to the listed company itself. The company added that, as of now, there is no undisclosed information, event, or development requiring disclosure under SEBI’s listing regulations, effectively signalling to investors that the reported expansion has no direct bearing on its current operations or valuation.

Schneider Electric Infrastructure Files SEBI Demat Compliance Certificate for December Quarter

Schneider Electric Infrastructure Limited has submitted to the stock exchanges a compliance certificate under Regulation 74(5) of the SEBI (Depositories and Participants) Regulations, 2018 for the quarter ended December 31, 2025. The company’s registrar and share transfer agent, C B Management Services (P) Ltd, confirmed that all securities received for dematerialisation during the quarter were duly processed, either accepted or rejected, appropriately listed on the relevant exchanges, and that the corresponding physical certificates were mutilated, cancelled, and replaced in the register of members with the depositories as registered owners within the stipulated time, underscoring ongoing adherence to regulatory and dematerialisation requirements.

Schneider Electric Infrastructure Releases Q2 Financial Results

Schneider Electric Infrastructure Limited has released an investor presentation detailing its unaudited financial results for the second quarter and half-year ending September 30, 2025. The presentation, approved by the Board of Directors, highlights the company’s financial performance and is available on their website. This announcement provides stakeholders with insights into the company’s financial health and strategic direction.

Leadership Transition at Schneider Electric Infrastructure Limited

Schneider Electric Infrastructure Limited announced the cessation of Ms. Namrata Kaul as an Independent Director, effective November 5, 2025, upon the completion of her tenure. The Board has appointed Mr. Pravin Kumar Purang as the new Chairperson, effective November 6, 2025, marking a significant leadership transition for the company.

Leadership Change at Schneider Electric Infrastructure Limited

Schneider Electric Infrastructure Limited announced the cessation of Ms. Namrata Kaul as the Chairperson and Independent Director of the company effective November 5, 2025, upon the completion of her tenure. Mr. Pravin Kumar Purang has been appointed as the new Chairperson effective November 6, 2025. The company expressed appreciation for Ms. Kaul’s contributions during her tenure.