SCHNEIDER
Large CapSchneider Electric Infrastructure Limited
Industrials
Schneider Electric Infrastructure Limited (SEIL) is an energy technology partner focused on electrifying, automating, and digitalizing industries, businesses, and homes. It aims to drive efficiency and sustainability through innovative connected products and solutions for power distribution, leveraging balanced business models and an efficient supply chain.
One read, four checks
75+ is strong, 60-74 is usable, 45-59 is mixed, and below 45 needs caution. These are research lenses, not buy/sell instructions.
Mixed fundamentals, management trust is supportive, price trend is neutral, and recent execution is weak.
Fundamental lens: valuation, quality, growth, balance sheet, and cash flow.
low confidence · 0/0 claims checked
Timing lens: price trend and sector relative strength.
Rolling lens: recent quarterly delivery, not the latest single-result score.
Quarter ended 31 Mar 2026
Bad · 0/100PAT -60% YoY · margin compression · Rev +1% YoY
| Metric | This quarter | YoY | QoQ |
|---|---|---|---|
| Revenue | ₹590 Cr | +0.5% | -42.7% |
| EBITDA | ₹45 Cr | -48.3% | -74.0% |
| Operating margin | 8.0% | -700 bps | -900 bps |
| PAT | ₹22 Cr | -60.0% | -77.3% |
| PAT margin | 3.7% | -564 bps | -570 bps |
NDF means not disclosed in the current structured filing feed. It is intentionally not treated as zero.
Where growth can come from, and what can break the case
FY26 sales grew 9.6% YoY to INR 2891 cr. and orders surged 27.4% YoY to INR 3430 cr., building a robust backlog. Q4 FY26 sales were flat YoY at INR 590 cr., with PBT down 51.7% YoY due to commodity volatility, order mix, and lower operating leverage.
While full-year order intake and sales growth are positive, the sharp decline in Q4 profitability and flat sales, attributed to commodity volatility and execution headwinds, raises concerns about near-term margin resilience and operational efficiency. The robust backlog provides some comfort for future revenue conversion.
Smart City Infrastructure Projects
Secured largest order in Q4 FY26 from a Smart City infrastructure project, driven by differentiated technology.
Data Center Expansion
Expanding data center footprint with major power transformer orders and seamless retrofit solutions for modernization.
Digital Solutions Penetration
Strategic bundling of digital solutions for semiconductor customers and intelligent transformer solutions for emerging industry verticals like solar.
Metro Rail Networks
Secured a major order for GIS from a leading metro rail network.
India's GDP Growth
GDP forecast to grow at 6.8–7.2% YoY in FY27.
Government Capex & Outlay
Effective Capex at ₹12.22L Cr (▲11.5%) and Power CPSU Outlay at ₹1.02L Cr (▲18.6%).
Energy Transition Initiatives
Per Capita Electricity Consumption projected to reach ~2MWh by 2030 and Non-fossil Fuel capacity to 500 GW by 2030.
Manufacturing & Digitalization Push
Supported by PLI schemes, Electronics Components Manufacturing Scheme, India Semiconductor Mission 2.0, and India AI Mission.
Geopolitical Uncertainties
Management notes ongoing geopolitical uncertainties as a headwind.
Volatile Commodity Prices
Volatility of commodity prices impacted Q4 profitability and is identified as a general headwind.
Forex Fluctuations
Forex fluctuations are noted as a general headwind.
Commodity Price Volatility
Q4 profitability was impacted by volatility of commodity prices, leading to moderated margins.
Execution Headwinds
Q4 sales were impacted by delivery deferrals and external factors, indicating execution challenges.
Operating Leverage
Q4 profitability was impacted by a relatively lower operating leverage.
What management said, and what results must prove
Issuer guidance and extracted claims are tracked against later reported outcomes. Treat these as management statements, not IndiaPulse forecasts.
Full-year (FY26) YoY comparison provides a holistic view of annual performance, while Q4 YoY comparison highlights recent trends and challenges, especially given the stated external pressures impacting the quarter's profitability and sales.
Orders (FY26)
INR 3430 cr., 27.4% growth YoY
Orders (Q4 FY26)
INR 772 cr., 1.4% growth YoY
Sales (FY26)
INR 2891 cr., 9.6% growth YoY
Sales (Q4 FY26)
INR 590 cr., 0.5% growth YoY
Lead Digitized Energy World
SEIL aims to lead the new digitized energy world by offering innovative connected products & solutions for power distribution.
Resilient Growth & Profitability
Management expects balanced business models, superior quality, and efficient supply chain to ensure resilient and sustainable growth and profitability.
Partner in India's Growth Story
The company is positioned to partner in India’s growth with its diverse & localized product portfolio, AI-powered digital offers, and strong presence.
Numbers and claims to verify in the next filings
| Checkpoint | Current evidence | What to verify next |
|---|---|---|
| Q4 Sales Growth | 0.5% YoY | Improvement in sales execution and overcoming external factors to drive sequential and YoY growth. |
| Q4 PBT Margin | 6.0% | Stabilization and recovery of profitability margins, indicating better management of input costs and operating leverage. |
| Closing Order Backlog Conversion | INR 1911 cr. (+50.1% YoY) | Efficient conversion of the robust backlog into revenue, demonstrating strong project execution capabilities. |
| Impact of Commodity Prices | Impacted Q4 profitability | Evidence of effective mitigation strategies against commodity price volatility and stabilization of input costs. |
Verification checkpoints are IndiaPulse research interpretation, not investment advice.
Trend score and candlestick chart
56NeutralSMA20 +55.8% / mo
Technical chart
SCHNEIDERdaily · 6M+52.7%Technical trend read
Mixed signalsSignals are conflicting — long-term trend unclear. RSI 38. Wait for confirmation.
- SMA20 rising (~5.2% over last month) — short-term momentum positive.
- RSI(14) at 38 — falling, no extreme reading.
- MACD below signal but histogram contracting — bearish momentum easing.
- 23% off 52W high · 92% above 52W low.
Mechanical read from the price + indicator series above. Not a recommendation — technical setups can reverse without warning, especially around earnings and macro events.
Valuation, score drivers, trust methodology, financials, and peers
Use these sections after reviewing the decision summary, latest result, thesis, management accountability, and technical timing above.
Fundamental score breakdown
FAIR VALUEWhy this score?
Top U-Score contributors and drags from the latest stored fundamentals.
Positive drivers
- Piotroski is strong at 8/9.
- Quality contributes 17/20 to the score.
- Cash flow contributes 6/10 to the score.
Main drags
- Fair-value margin of safety is negative at -174.4%.
- Valuation is weaker at 0/30; verify the latest quarterly trend.
- Growth is weaker at 12/25; verify the latest quarterly trend.
Execution business valuation: EV/EBITDA plus order and working-capital risk
Capital-intensive execution stories need cash-flow and balance-sheet checks alongside valuation.
Stored run vs live recompute
This shows the stored score trend when snapshots exist, and also compares the latest stored nightly score with a live recompute from current fundamentals and price.
Score history
12 stored score snapshots. Latest stored move: +0 points.
Factor attribution
Trust asks: does management behaviour match later outcomes? Higher is better, but confidence and evidence depth matter as much as the number.
Healthy Trust: Claim history is still being built. It ranks around the 82nd percentile of the scored universe and 80th percentile within Industrials. Main check: results consistency is weak at 46/100.
High Trust Lite: Promoter holding is 75%. Key concern: ROCE trend is -6.7%.
Generally investable credibility. Look for weak sub-scores before increasing position size.
overall median 67 · Industrials: 80th pctile, median 68 · Large: 63rd pctile, median 74
137 documents indexed, but claim history is not strong enough yet.
0 claims extracted · No contradicted claim yet
How to read this Trust Score
Healthy Trust · low confidenceRead Trust alongside U-Score, result consistency, and technical trend. A cheap stock with weak Trust needs a larger margin of safety; a high Trust score does not make an expensive stock attractive by itself.
Forensic breakdown
Read low sub-scores as due-diligence warnings, not automatic sell signals.
Trust positives
- ▸Promoter holding is 75%.
- ▸Promoter pledge is zero.
- ▸FCF yield is positive at 0.9%.
- ▸5 years of positive FCF.
Trust risks
- ▸ROCE trend is -6.7%.
- ▸0/4 latest quarters had positive YoY PAT growth.
- ▸1 of the latest 4 quarters had PAT decline worse than 25% YoY.
Trust Lite uses financial behaviour only. Prefer claim-tested Trust when enough concall claims have later outcomes.
Intrinsic value
Fundamentals
Valuation
- P/E
- 123.00
- P/B
- 35.28
- EV/EBITDA
- 69.17
- Market Cap
- 27327.00Cr
Profitability
- ROE
- 35.60%
- ROCE
- 29.60%
- ROA
- 9.09%
- Dividend Y
- —
Growth (CAGR)
- Revenue 5Y
- 17.00%
- EPS 5Y
- 80.00%
- Revenue 3Y
- 18.00%
- EPS 3Y
- 27.00%
Balance Sheet
- Debt/Equity
- 0.71
- Interest Coverage
- 7.27×
- Altman Z
- 8.31
- Book Value
- 32.40
Cash Flow
- FCF Yield
- 0.89%
- FCF Positive Y
- 5/5
- OCF
- 308.00 Cr
- EPS TTM
- 8.89
Shareholding
- Promoter Hold
- 75.00%
- Promoter Pledge
- 0.00%
- Momentum 52W
- 67%
Financial History
Updated 9/6/2026
Revenue
₹ CrNet Profit
₹ CrReturn on Equity
%Peers
Business-comparable peers in Industrials — ranked by industry, sub-sector, theme-tag overlap, market cap, and U-Score similarity. Green cells mark the best available peer metric in this table.