Schneider Electric Infrastructure Limited has made available the audio recording of its investor conference call, which was conducted on August 17, 2026. The session focused on the company's unaudited financial results and overall earnings performance for the first quarter ended June 30, 2026.

The disclosure was issued pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015. It serves as a continuation of the earlier communication sent on August 12, 2026, which outlined the schedule for the investor interaction.

Investors and stakeholders can access the recording via the company's investor relations website. The audio file is located under the 'Rec' tab within the section titled "Q1" of the "2026-2027 Financial Results" page.

Sumit Goel, Company Secretary and Compliance Officer, signed the disclosure letter addressed to the Listing Department of the National Stock Exchange of India Ltd and the Secretary of BSE Limited. The filing ensures regulatory compliance regarding the timely dissemination of material information to market participants.

Schneider Electric Infrastructure reported a significant contraction in profitability for Q1FY27, with net profit falling 70% YoY to ₹124 million from ₹412 million in Q1FY26. While the company managed to grow its topline, with revenue rising 4.5% to ₹6.5 billion from ₹6.22 billion, the bottom-line impact was severe due to widening cost pressures.

The operational performance highlights a sharp divergence between revenue growth and profitability metrics. EBITDA declined over 50% to ₹341 million from ₹693 million in Q1FY26, with EBITDA margin contracting significantly to 5.23% from 11.15% in the prior year period.

Q1FY27 financial performance

The key financial metrics for the quarter are summarised below:

What the numbers show

The data reveals a clear decoupling of volume and value growth from profitability. While revenue increased modestly, the absolute drop in EBITDA from ₹693 million to ₹341 million indicates that nearly half of the operating profit was lost. The net profit decline is even more pronounced at 70%, suggesting that non-operating expenses or tax impacts further weighed on the final result, or that the EBITDA decline was exacerbated by fixed cost absorption issues.

Strategic outlook and order book

Despite the near-term margin pressures, the company highlighted strong underlying demand drivers. The investor presentation for Q1FY27 noted the highest-ever quarterly order intake for the period, reinforcing a strong order book position. Management emphasized capitalizing on high-growth segments and building strategic footholds through digital wins.

The company’s vision focuses on leading the new digitized energy world, offering innovative connected products and solutions. Key structural growth engines identified include India’s infrastructure cycle, driven by factors such as the Revamped Distribution Sector Scheme, National Electricity Plan, and the Faster Adoption and Manufacturing of Hybrid and Electric Vehicles policy.

Earnings call details

Schneider Electric Infrastructure scheduled an earnings conference call for Monday, August 17, 2026, at 10:00 am IST to discuss its unaudited financial results for Q1FY27 ended June 30, 2026. The announcement was made pursuant to Regulation 30 read with Part A of Schedule III of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

The conference call is represented by key management personnel, including Udai Singh, Managing Director and CEO; Omkar Prasad, Chief Financial Officer; and Mohit Agarwal, Head of Investor Relations. Elara Securities (India) Private Limited is facilitating the event, providing dial-in numbers and registration links for participants across India, the UK, the US, Singapore, Hong Kong, and Australia.

Participants can access the call via universal dial-in numbers +91 22 6280 1146 or +91 22 7115 8047. Toll-free numbers are available for international participants in the US, UK, Singapore, Hong Kong, and Australia. A Diamond Pass login registration link is also provided for online access.

Regulatory compliance

The company notified the National Stock Exchange of India Ltd and BSE Limited on August 12, 2026. Sumit Goel, Company Secretary and Compliance Officer, signed the disclosure. The investor presentation was approved by the Board of Directors at their meeting held on August 14, 2026, and made available on the company’s website. Schedule and dial-in details are available on the company's website.