Schneider Electric Infrastructure Ltd — earnings calls

Schneider Electric Infrastructure reported FY26 order growth of 27.4%, sales growth of 9.6%, and profit before tax growth of 10.1%, with Q4 sales of Rs 590 crore roughly flat year-on-year. Management attributed the weak Q4 sales and margin performance to customer-requested delivery deferrals tied to geopolitical and commodity market disruption, alongside a rise in commodity input costs. Gross margin for the year declined versus FY25, which management linked to commodity cost increases and a shift in revenue mix toward lower-margin modernization and revamp projects.