Schneider Electric Infrastructure Limited (SEIL) has announced strong financial results for the second quarter and first half of the fiscal year 2026, showcasing significant growth across key metrics.

Order Book and Sales Performance

SEIL reported impressive growth in its order book for the first half of FY26:

For the second quarter of FY26:

The company's order backlog as of September 30, 2025, stood at ₹1,805.00 crore, representing a robust 25% year-over-year increase.

Financial Highlights

SEIL's financial performance for H1 FY26 demonstrates solid profitability:

For Q2 FY26:

Strategic Wins and Future-Ready Solutions

SEIL secured significant orders across various segments:

• Power & Grid: Obtained one of the largest orders in 2025 for electrifying a leading utility with AIS Panels and Power Transformers.
• Cloud & Service Provider: Secured a major data center order, one of the largest in 2025.
• Mobility: Won an order for loco breakers to modernize the rail network.
• Renewables: Empowered a green energy leader with digital solutions including Control Relay Panel (CRP) and Substation Automation System (SAS).
• Semiconductor: Secured a significant order from a leading semiconductor manufacturer, providing GIS, Transformers, and LV Switchboard.

The company is driving growth through future-ready solutions, including cybersecurity applications and compact solutions for strategic clients.

Market Outlook

SEIL's investor presentation highlighted several positive market trends:

• The Indian economy remains resilient amid global challenges, with FY26 GDP forecast revised to 6.8% from 6.5%.
• Government initiatives like the RDSS scheme (₹3.04 lakh crore) aim to strengthen distribution infrastructure and reduce AT&C losses.
• The data center sector is experiencing growth due to digital transformation and rising data consumption.
• Renewable energy sector benefits from policy support, with GST on equipment reduced from 12% to 5%.
• The mobility sector is expanding through initiatives like UDAN and the National Rail Plan 2030.

Conclusion

Schneider Electric Infrastructure Limited's strong performance in H1 FY26, particularly in order growth and strategic wins across various segments, positions the company well for future growth. The focus on future-ready solutions and the positive market outlook in key sectors suggest potential for continued success in the coming quarters.

Schneider Electric Infrastructure Limited (SEIL) has released its financial results for the quarter and half-year ended September 30, 2025, showing significant revenue growth and profit.

Financial Highlights

Financial Performance

Schneider Electric Infrastructure Limited demonstrated strong financial performance for the quarter and half-year ended September 30, 2025. The company reported a revenue from operations of Rs. 35,459.00 lakhs for the quarter, indicating robust demand for its products and services in the infrastructure sector.

The net profit stood at Rs. 4,284.00 lakhs for the quarter, showcasing the company's ability to maintain profitability. This financial success is further reflected in the earnings per share (both basic and diluted) of Rs. 18.20 for the quarter.

For the half-year period, SEIL reported even more impressive figures, with revenue from operations reaching Rs. 70,265.00 lakhs and net profit at Rs. 8,993.00 lakhs. The half-yearly earnings per share (basic and diluted) was reported at Rs. 38.20.

Corporate Governance Initiatives

In addition to the financial results, Schneider Electric Infrastructure Limited's Board of Directors has approved conducting a postal ballot for shareholder approval on three significant matters:

1. Appointment of Dr. Shalini Sarin as Non-Executive Independent Director
2. Appointment of Mr. Sundaram Damodarannair as Non-Executive Independent Director
3. Payment of remuneration by way of commission to Non-Executive Independent Directors

These proposed appointments and remuneration changes indicate the company's focus on strengthening its governance structure and bringing in experienced professionals to guide future strategies.

Auditor's Opinion

The statutory auditors have provided an unmodified opinion on the financial results, which adds credibility to the reported figures and the company's financial statements.

Conclusion

Schneider Electric Infrastructure Limited's Q2 and half-yearly results for FY2025-26 present a picture of a company experiencing strong revenue growth and maintaining solid profitability. The proposed changes in the board composition through the appointment of new independent directors suggest a commitment to robust corporate governance.

As the company continues to navigate the dynamic infrastructure sector, these positive financial results and governance initiatives will likely be key factors for stakeholders to consider in the coming quarters.