Schneider Electric Infrastructure Ltd
NSE: SCHNEIDER BSE: 534139Energy
Schneider Electric Infrastructure Limited, incorporated in 2011, is engaged in the business of manufacturing, designing, building and servicing technologically advanced products and systems for the electricity network. [1]
₹1,201
52W: ₹572 — ₹1395
PE 110 · Book ₹27.5 · +4267% vs bookMarket Cap₹28,718 Cr
Stock P/E110Price to Earnings
ROCE40.9%Return on Capital
ROE74%Return on Equity
Div. Yield0%Face Value ₹2
Strengths
- +Company has delivered good profit growth of 59.0% CAGR over last 5 years
- +Company has a good return on equity (ROE) track record: 3 Years ROE 109%
Weaknesses
- −Stock is trading at 44.2 times its book value
- −Though the company is reporting repeated profits, it is not paying out dividend
Shareholding Pattern
Promoters75%
FIIs3.18%
DIIs4.07%
Public17.74%
| Category | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|
| Promoters | 75% | 75% | 75% | 75% | 75% | 75% | 75% | 75% |
| FIIs | 1.96% | 2.66%▲0.7 | 2.98%▲0.3 | 3%▲0.0 | 3.1%▲0.1 | 3.08%▼0.0 | 3.02%▼0.1 | 3.18%▲0.2 |
| DIIs | 2.76% | 2.93%▲0.2 | 3.17%▲0.2 | 3.22%▲0.1 | 2.97%▼0.3 | 3.28%▲0.3 | 3.28% | 4.07%▲0.8 |
| Public | 20.27% | 19.4%▼0.9 | 18.86%▼0.5 | 18.76%▼0.1 | 18.92%▲0.2 | 18.64%▼0.3 | 18.7%▲0.1 | 17.74%▼1.0 |
Financial Statements
| Metric | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Sales | 496 | 744 | 472 | 593 | 600 | 857 | 587 | 622 | 650 | 1,029 |
| Expenses | 433 | 633 | 399 | 511 | 526 | 717 | 500 | 552 | 566 | 857 |
| Operating Profit | 63 | 110 | 73 | 82 | 74 | 140 | 87 | 69 | 84 | 173 |
| OPM % | 13% | 15% | 16% | 14% | 12% | 16% | 15% | 11% | 13% | 17% |
| Net Profit | 43 | 91 | 3 | 48 | 54 | 111 | 55 | 41 | 52 | 97 |
| EPS ₹ | 1.79 | 3.8 | 0.14 | 2.03 | 2.27 | 4.62 | 2.28 | 1.72 | 2.19 | 4.06 |
AI Insights
Revenue Trend
TTM revenue at ₹2,888Cr, up 9.5% YoY. OPM at 14%.
Debt Position
Borrowings at ₹527Cr. Debt-to-equity ratio: 0.86x. Moderate leverage.
Capex Cycle
CWIP at ₹110Cr (27% of fixed assets). Significant capex underway — growth runway building.
Institutional Flow
DIIs: 4.07% (+1.90pp change). FIIs: 3.18% (+2.51pp change). Promoters hold 75%.
Margin & Efficiency
ROCE improving from -15% (Mar 2014) to 41% (Mar 2025). Working capital days: 42.
Valuation
PE 110x with 40.9% ROCE. Price is 4267% above book value of ₹27.5. Dividend yield: 0%.
Recent Announcements
- Intimation For Merger Of Registrar And Share Transfer Agent (RTA) Of The Company With Another Company 13 May - RTA CB Management Services merged into MUFG Intime India, effective May 8, 2026.
- Compliances-Reg.24(A)-Annual Secretarial Compliance 6 May - Annual Secretarial Compliance Report for FY ended March 31, 2026; no non-compliances reported.
- Format of the Initial Disclosure to be made by an entity identified as a Large Corporate : Annexure A 17 Apr - Confirms Schneider Electric Infrastructure is not a Large Corporate for FY 2026-27.
- Announcement under Regulation 30 (LODR)-Newspaper Publication 17 Apr - Copy of Newspaper Publications dated April 17, 2026 are attached herewith.
- Compliances-Certificate under Reg. 74 (5) of SEBI (DP) Regulations, 2018 7 Apr - Certificate received from CB Management Services (P) Ltd, RTA of the Company, for quarter ended March 31, 2026.
- Financial Year 2025 from bse
- Financial Year 2024 from bse
- Financial Year 2023 from bse