SCHNEIDER ELECTRIC INFRASTRUCTURE LTD.

Schneider Electric Infrastructure Limited announced key management and auditor changes following a Board of Directors meeting on August 14, 2026. Mr. Devendra Kumar Sharma has been appointed as the Internal Auditor for FY 2026-27, replacing Mr. Vinay Kumar Awasthi who resigned due to a role change within the group. The company also appointed Mr. Soumya Bagchi as Whole-Time Director for three years and Ms. Nirupa Chander as Non-Executive Non-Independent Director, both subject to shareholder approval. The Board also approved the Unaudited Financial Results for Q1 FY27, which received an unmodified opinion from the Statutory Auditors.

Schneider Electric Infrastructure Ltd (SEIL) announced its Q1 FY27 financial results, reporting its highest-ever quarterly order intake of INR 915 crores, driven by demand in data centers and semiconductors. Revenue grew 4.8% YoY to INR 651 crores, with sequential growth of 10.4% over Q4 FY26. EBIT stood at INR 32.1 crores. The company's order backlog remains strong at INR 2169 crores, up 32.7% YoY, providing healthy revenue visibility. Profitability was impacted by commodity price volatility and a lag in passing on higher input costs on legacy orders. Management expressed confidence in future growth, supported by a strong market position and a robust order backlog.

Schneider Electric Infrastructure Ltd announced board approvals for the appointment of Mr. Soumya Bagchi as Whole-Time Director and Ms. Nirupa Chander as Non-Executive Director, both effective August 14, 2026, subject to shareholder approval. The company also approved the unaudited financial results for the first quarter ended June 30, 2026, with an unmodified auditor's review report. Additionally, Mr. Vinay Kumar Awasthi resigned as Internal Auditor due to a role change within the group, and Mr. Devendra Kumar Sharma was appointed as the new Internal Auditor for FY 2026-27.

Schneider Electric Infrastructure Limited announced its unaudited financial results for the first quarter ended June 30, 2026. The Board of Directors also approved the resignation of Mr. Vinay Kumar Awasthi as Internal Auditor and appointed Mr. Devendra Kumar Sharma as his replacement for FY 2026-27. Additionally, the company appointed Mr. Soumya Bagchi as Whole-Time Director for three years and Ms. Nirupa Chander as Non-Executive Non-Independent Director, both subject to shareholder approval. A revised notice for the 16th AGM was also approved.

Schneider Electric Infrastructure's standalone PAT fell 69.8% YoY to ₹12.44 Cr (from ₹41.24 Cr in Q1 FY26) even as revenue from operations grew 4.8% YoY to ₹651.4 Cr — a clean YoY comparison since neither period carries exceptional items. Sequentially, revenue rose 10.5% QoQ but PAT fell 43.4% QoQ from ₹21.97 Cr, though that base was inflated by a ₹10.41 Cr one-off gratuity-provision reversal booked in Q4 FY26 (note 4) that doesn't recur here. EPS came in at ₹0.52 versus ₹1.72 a year ago and ₹0.92 last quarter. The squeeze is concentrated in raw materials: cost of materials consumed rose 28.5% YoY to ₹457.3 Cr, taking it to 70.2% of revenue versus 57.2% a year ago — a roughly 13-point jump that alone explains most of the margin compression. Gross margin came in near 35.4%, below the ₹625-650 Cr revenue / 37-38% gross-margin range flagged in our pre-result preview. Finance costs added further pressure, up 40.7% YoY to ₹15.15 Cr, alongside a 14.8% YoY rise in employee costs to ₹99.5 Cr. Net profit margin compressed to 1.9% from 6.6% a year ago (3.7% last quarter); operating margin (EBIT/revenue) fell to roughly 5.2% from 11.2% YoY. This directly confirms the caution management flagged after Q4 FY26 — a cautiously optimistic near-term outlook citing forex and raw-material headwinds, specifically copper and steel — while the offsetting tailwind they cited (government capex, central-utility outlay) has yet to show up in revenue growth, which remains modest at 4.8% YoY against a reported 50%+ YoY order-backlog build entering the quarter; this filing does not disclose fresh order-inflow or backlog figures to verify conversion. No formal analyst PAT consensus for this quarter was found in a web search, so the print cannot be graded against Street numbers directly; management has not issued a separate press release commentary in the materials reviewed. The same board meeting also cleared a revision of Kolkata plant capex to ₹291.2 Cr (announced July 3) and several leadership changes — Soumya Bagchi's elevation to Whole-Time Director and Nirupa Chander's appointment as a Non-Executive Director — none of which affect this quarter's P&L. A ₹12.16 Lakh CENVAT penalty from a lost tax appeal (July 30) is immaterial to the numbers. Going into Q2 FY27, the key question is whether the reported order backlog growth starts converting into faster topline growth, and whether copper/steel costs ease from their current elevated share of revenue.

Schneider Electric Infrastructure Ltd has announced that its Board of Directors will convene on August 14, 2026. The primary agenda item is to consider and approve the company's unaudited financial results for the first quarter ended June 30, 2026, along with the limited review report. This meeting follows a prior notice regarding the closure of the trading window. The company will officially intimate the financial results to the stock exchanges upon board recommendation and arrange for a press announcement as per listing regulations. Stakeholders can find further details on the company's website.

Schneider Electric Infrastructure Ltd has received an appeal order dated July 29, 2026, from the Commissioner (Appeals), CGST Noida. The order partly upholds a demand of ₹9,57,641 for ineligible CENVAT credit (Education Cess, SHE Cess, Krishi Kalyan Cess) transitioned via TRAN-1 and ₹2,58,549 for hotel booking facilitation services lacking business nexus. The appellate authority set aside a demand of ₹2,83,584 related to transit invoices. The total confirmed demand, along with applicable interest, results in a revised penalty of ₹12,16,190 under Sections 122 and 74 of the CGST Act, 2017. The company is evaluating legal remedies, stating there is no material impact on financials beyond the confirmed liability.

Schneider Electric Infrastructure Ltd announced revisions to its capital expenditure plans for its Kolkata Medium Voltage Components (KMVC) facility. The company's Board of Directors approved an increase in investment for capacity enhancement of Medium Voltage (MV) Vacuum Interrupters from INR 138 Crores to INR 184 Crores, aiming to boost production from 180,000 to 250,000 units annually by Q1 FY28-29. Additionally, capex for establishing a Mechanism Assembly Line was revised from INR 90.6 Crores to INR 107.2 Crores. The total revised capex amounts to INR 291.2 Crores. This expansion aligns with the company's localization strategy, export growth plans, and business continuity objectives. Financing will be through internal accruals and/or borrowings.

Schneider Electric Infrastructure Limited's Board of Directors has approved revisions to capital expenditure for capacity enhancement at its Kolkata Medium Voltage Components (KMVC) facility. The total revised capital expenditure now stands at ₹291.2 Crores. This includes an increase from ₹138 Crores to ₹184 Crores for enhancing Medium Voltage (MV) Vacuum Interrupters capacity from 180,000 to 250,000 units per annum, and an increase from ₹90.6 Crores to ₹107.2 Crores for establishing a Mechanism Assembly Line. These revisions are aimed at aligning with the company's manufacturing localization strategy, export growth plans, and business continuity objectives. The capacity enhancements are expected to be completed by the first quarter of FY 2028-29.

Schneider Electric Infrastructure Ltd has announced the appointment of Mr. Soumya Bagchi as an Additional Non-Executive Director (NED) and Senior Management Personnel (SMP) of the company. This appointment is effective from June 30, 2026, and is subject to shareholder approval. Mr. Bagchi brings over 30 years of experience in the electrical and automation sector, having held various leadership roles in P&L ownership, business development, and project management. He is not related to any existing directors or key managerial personnel and does not hold any shares in the company. He is also not debarred from holding a director's office by any regulatory authority.