Added to YB: 2026-03-03
Pitch date: 2026-02-27
SCHNEIDER.NS [neutral]
Schneider Electric Infrastructure Limited
+0.95%
current return
Author Info
No bio for this author
Company Info
Schneider Electric Infrastructure Limited designs, manufactures, builds, and services products and systems for electricity distribution in India and internationally.
Market Cap
INR 216.7B
Pitch Price
INR 865.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
53.04
P/E
88.43
EV/Sales
7.59
Sector
Electrical Equipment
Category
growth
Schneider Electric Infra: The Silent Infra Compounding Machine Riding India’s Digital Energy Boom
SCHNEIDER.NS (overview): Q3 revenue ₹1,029Cr (+20% YoY), orders +61% YoY, backlog ~₹1,800Cr. Riding 4 mega themes: data centers (1.4→9GW by 2030), renewables (500GW target), EVs, semiconductors. Margins 17% OPM, 9.4% PAT but project-heavy volatility. Trading 80x P/E on inflection narrative. Key risk: order-to-revenue conversion lag. FII/DII accumulating (0.48%→3% FII). Execution critical next 2-3Qs.
Read full article (13 min)