Schneider Electric Infra announced its Q3FY26 financial results for the quarter ended December 31, 2025, during a board meeting held on February 12, 2026. The company delivered robust performance with revenue growth of 20.1% year-over-year and strong order inflows across key segments.

Financial Performance Overview

The company demonstrated strong operational performance across key metrics for Q3FY26. Revenue reached ₹1,029.2 crore, marking the highest-ever quarterly sales exceeding ₹1,000 crore milestone.

Nine-Month Performance Analysis

For the nine months ended December 31, 2025, Schneider Electric Infrastructure reported comprehensive financial metrics showing sustained growth momentum.

Management Commentary and Strategic Focus

Mr. Deepak Sharma, Zone President- Greater India, Schneider Electric, and Board Director, highlighted the company's strategic focus on high-potential segments and commitment to strengthening India's critical infrastructure. He emphasized continued momentum in Services business, coupled with growth in Cloud & Service Provider and Semiconductor sectors.

Mr. Udai Singh, MD & CEO, noted that the strong Q3 performance reflects customer trust in SEIL's execution excellence and technology leadership. The company continues to deliver innovative, reliable, and future-ready solutions enabling digital and sustainable transformation.

Exceptional Items and Regulatory Impact

The company reported exceptional items affecting profitability in Q3FY26. PBT after exceptional items declined by 11.5% year-over-year, primarily due to gratuity liability following the introduction of new Labour code. The Government of India notified four Labour Codes on November 21, 2025, consolidating 29 existing labour laws, resulting in an incremental gratuity charge.

Board Decisions and Corporate Actions

The board meeting, which commenced at 3:15 p.m. (IST) and concluded at 5:00 p.m. (IST) on February 12, 2026, approved several key initiatives:

The company maintains a sustainable backlog of ₹1,707 crore, representing a 52.8% year-over-year increase, with strong order growth driving future revenue visibility across key growth segments including data centers, clean energy, semiconductors, and utilities.

Schneider Electric Infrastructure Limited has received an updated stay order from the Income Tax Appellate Tribunal with revised payment terms for a tax dispute that has seen the demand amount increase to INR 17.12 crore from the previously reported INR 13.82 crore.

Updated Stay Order Details

The Income Tax Appellate Tribunal, Ahmedabad "D" Bench issued a revised stay order dated February 13, 2026, following a hearing on the company's stay application. The company received this updated order on February 13, 2026 at 04:19 p.m. (IST), replacing the earlier order dated February 9, 2026.

Revised Tax Demand and Payment Terms

The tax demand has been revised upward to INR 17,12,36,410 for Assessment Year 2021-22, representing an increase from the previously disclosed amount of INR 13,82,91,940. Under the new stay order terms, the company must pay 20% of this disputed amount in two equal instalments.

Payment Schedule and Compliance

The revised stay order provides more flexible payment terms compared to the earlier directive. The company has been given specific deadlines for each instalment payment, spreading the financial impact over two months.

This development follows the company's earlier communication dated February 11, 2026, regarding the appeal and stay application filed before the ITAT. The company has committed to keeping stock exchanges informed about subsequent updates on this matter, maintaining transparency under Regulation 30 of SEBI (Listing Obligations & Disclosure Requirements) Regulations 2015.