Credit rating
Announcement under Regulation 30 (LODR)-Credit Rating 22 Sep - Clarifies September 21 ESG rating disclosure was voluntary; no mandatory rating event occurred.
Source: Bse
Schneider Electric Infrastructure Limited (SCHNEIDER)
Large CapIndustrials stocks · Large cap · NSE
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.
Data qualityFresh enough for analysisQuote updated 21 Oct, 04:45 am ISTDetails
Quote21 Oct, 04:45 am IST
Base fundamentals14 Oct 2026 · screener
Latest result14 Aug, 05:07 pm IST
Score21 Oct, 04:30 am IST · v4.3-runtime-valuation
Tags02 May 2026
Coverage14/14 · 100%
Valuation2026-07-20 · Rf 6.8% · Industrials P/E 26.2 (n=537)
Technical timing lens
Trend score and candlestick chart
52NeutralMACD −
Stock trend: 53
Sector RS: 50
Sector 3M: -6.3% vs Nifty 500 -5.6%
Industrials FPI tailwindNot confirmed
Latest mapped FPI equity flow was not positive. View sector evidence
Technical chart
SCHNEIDERD candles · FIT view-4.2%Latest close ₹1131.10 on 2026-10-19
Bar
-2.8%
RSI
37
MACD hist
-7.93
52W pos
57%
2026-10-19O ₹1163.80H ₹1167.40L ₹1124.00C ₹1131.10Vol 1.1L sh
Up bar
Down bar
EMA 20
EMA 50
Volume + 20D avg
Result date
RSI(14)
MACD / signal
Market context
Relative performance and chart statistics
Adjusted completed-session prices, rebased to 100
SCHNEIDERNifty India ManufacturingNifty 500
- SCHNEIDER
- -15.7%
- Nifty 500
- -5.6%
- Nifty India Manufacturing
- -5.8%
- Vs Nifty 500
- -10.1 pp
Chart stats
19 Oct 2026- From 52W high
- -26.9%
- 52W range position
- 57%
- ATR (14)
- 4.1%
- Volume vs 20D
- 0.41x
- Avg traded value
- ₹30.7 Cr
- 20D price channel
- ₹1,124 - ₹1,318.8
₹1,548
₹571.9 - ₹1,548
₹46.2
Latest completed session
20-session average
36.8% annualized volatility
Research snapshot
What the evidence says now
Weak fundamentals, management evidence is still limited to a financial-only Trust Lite signal, price trend is neutral, and recent execution is weak.
Suggested next step
Check latest quarters
Result consistency is weak; verify whether the thesis is improving or deteriorating.
U-Score
Legacy · WATCHLIST44
Fundamental lens: valuation, quality, growth, balance sheet, and cash flow.
Latest result
Bad0
Revenue +4.7% · PAT -70.7% YoY
Technical
Neutral52
Price trend and sector-relative-strength timing.
Valuation
Legacy model-274.3%
Legacy margin-of-safety estimate; the revised evidence label remains in shadow validation.
Trust
Limited evidence75
Financial-only signal; management claim evidence is not sufficient yet.
Financials
Fundamentals, quarterly history, margins, returns and balance-sheet evidence
Financials
Fundamentals, quarterly history, margins, returns and balance-sheet evidence
Latest result
Quarter ended 30 Jun 2026
Bad · 0/100PAT -71% YoY · margin compression · Rev +5% YoY · +10% QoQ
Filed 14 Aug 2026
Open results browser →| Metric | This quarter | YoY | QoQ |
|---|---|---|---|
| Revenue | ₹651 Cr | +4.7% | +10.3% |
| EBITDA | ₹34 Cr | -50.7% | -24.4% |
| Operating margin | 5.0% | -600 bps | -300 bps |
| PAT | ₹12 Cr | -70.7% | -45.5% |
| PAT margin | 1.8% | -475 bps | -189 bps |
NDF means not disclosed in the current structured filing feed. It is intentionally not treated as zero.
Fundamentals
Valuation
- P/E
- 148.00
- P/B
- 41.60
- EV/EBITDA
- 79.16
- Market Cap
- 28655.00Cr
Profitability
- ROE
- 38.20%
- ROCE
- 29.60%
- ROA
- 7.85%
- Dividend Y
- —
Growth (CAGR)
- Revenue 5Y
- 17.00%
- EPS 5Y
- 80.00%
- Revenue 3Y
- 18.00%
- EPS 3Y
- 27.00%
Balance Sheet
- Debt/Equity
- 0.92
- Interest Coverage
- 6.11×
- Altman Z
- 8.21
- Book Value
- 28.80
Cash Flow
- FCF Yield
- 0.47%
- FCF Positive Y
- 6/5
- OCF
- 224.00 Cr
- EPS TTM
- 7.69
Shareholding
- Promoter Hold
- 75.00%
- Promoter Pledge
- 0.00%
- Momentum 52W
- 64%
Financial History
Updated 20/10/2026
Revenue
₹ CrLatest: 2,891+9.6% vs prev
Net Profit
₹ CrLatest: 213-20.5% vs prev
Return on Equity
%Latest: 30.9-44.9% vs prev
Technicals
Trend interpretation, Stage 2, relative strength, volume and indicator evidence
Technicals
Trend interpretation, Stage 2, relative strength, volume and indicator evidence
Daily technical trend read
Bearish setupTrend is weak — long-term uptrend intact. RSI 37.
- Price above SMA200 (long-term uptrend) but mid-term MAs not aligned.
- SMA20 roughly flat — short-term momentum stalled.
- RSI(14) at 37 — falling, no extreme reading.
- MACD below signal, histogram expanding negatively — bearish momentum building.
- 27% off 52W high · 98% 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.
Nifty 500 leadership
Relative Strength & Trend Stage
81
RS percentile
Stage 3 Topping
1M return
-6.8%
3M return
-15.7%
6M return
+1.7%
1Y return
+30.7%
RS 1D
-3
RS 20D
-3
Sector rank
#5
Industry rank
#8
Stage evidence
- 24.6% below the 52-week closing high after prior strength.
- The 30-week proxy has stalled (+3.6% over 20 sessions).
- Price has not yet confirmed a full Stage 4 downtrend.
50-DMA
price below
200-DMA
price above
Sector
neutral
Industry
weakening
Relative-strength line vs Nifty 500 (base 100)
262 observations
19 Oct 2026Value 139.5-1.27%
RS vs Nifty 500140
Valuation & peers
U-Score 44 · legacy U-Score band WATCHLIST · valuation evidence and comparable companies
Valuation & peers
U-Score 44 · legacy U-Score band WATCHLIST · valuation evidence and comparable companies
Premium Compounder
Fundamental score breakdown
U band · WATCHLISTValuation0/30
Growth11/25
Quality17/20
Balance Sheet7/15
Cash Flow4/10
Piotroski
8/9 (+5)
Penalties
0
Raw sum
44
Why this score?
Top U-Score contributors and drags from the latest stored fundamentals.
44/100 · legacy band WATCHLIST
Positive drivers
- Piotroski is strong at 8/9.
- Quality contributes 17/20 to the score.
- Balance sheet contributes 7/15 to the score.
Main drags
- Fair-value margin of safety is negative at -274.3%.
- Valuation is weaker at 0/30; verify the latest quarterly trend.
- Cash flow is weaker at 4/10; verify the latest quarterly trend.
Sector valuation model
Execution business valuation: EV/EBITDA plus order and working-capital risk
Capital-intensive execution stories need cash-flow and balance-sheet checks alongside valuation.
Primary lens
EV/EBITDA and PE against execution quality and margin stability.
Secondary checks
Order book, receivables, working capital, debt, operating cash flow.
Main risk check
Order wins matter only if they convert into cash and margins.
PE
148.0
PB
41.6
EV/EBITDA
79.2
ROE
38.2%
ROCE
29.6%
FCF Yield
0.5%
Debt/Equity
0.9
MoS
-274.3%
Score movement
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.
Stored run: 21 Oct 2026
v4.3-runtime-valuation
Final score
44
Previous: 44
Legacy U-Score band
WATCHLIST
Previous: WATCHLIST
Margin of safety
-274.3%
Previous: -274.3%
Score history
12 stored score snapshots. Latest stored move: +0 points.
21 Oct 2026
v4.3-runtime-valuation
44
44
44
44
44
44
44
44
44
44
44
44
Factor attribution
No pillar movement versus the latest stored run. Historical score trend will appear after snapshot storage is enabled.
Modelled fair value
Graham Number
₹70.59
-1502.3% MoS
Growth-justified P/E
39.3
Growth-justified Value
₹302.22
-274.3% MoS
PEG
2.52
Comparable companies
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.
Ticker
Name
Why peer
Score
PE
ROE
MoS
Verdict
KIRLOSENG
Large
Kirloskar Oil Engines Limited
Capital Goods
match 171
38
54.9
17.5%
-34%
WATCHLIST
SHYAMMETL
Large
Shyam Metalics and Energy Limited
Capital Goods
match 170
30
28.3
9.7%
-147%
OVERVALUED
SUZLON
Mid
Suzlon Energy Limited
Capital Goods
match 161
75
18.3
39.7%
+56%
DEEP VALUE
TECHNOE
Large
Techno Electric & Engineering Company Limited
Capital Goods
match 160
40
25.5
12.0%
-10%
WATCHLIST
OMNI
Small
Omnitech Engineering Limited
Capital Goods
match 158
40
75.2
18.0%
-70%
WATCHLIST
Business, management & trust
Growth engines, risks, management commitments and evidence-backed delivery
Business, management & trust
Growth engines, risks, management commitments and evidence-backed delivery
Business and thesis
Where growth can come from, and what can break the case
Thesis under stressReviewed 2026-06-03T18:34:01.330Z
Management commentary snapshot
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.
Growth engines
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.
Tailwinds
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.
Headwinds
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.
Risk radar
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.
Management accountability
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.
Analyst reading lens
Compare BOTH
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.
Sector KPIs management disclosed
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
Management forward view
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.
Thesis monitor
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.
Trust Score
75Limited evidence · low confidenceTrust Lite
Trust asks: does management behaviour match later outcomes? Higher is better, but confidence and evidence depth matter as much as the number.
Limited evidence: Claim history is still being built. It ranks around the 78th percentile of the scored universe and 76th percentile within Industrials. Main check: results consistency is weak at 39/100.
This is a financial-behaviour screen, not a claim-tested management reliability verdict.
Computed 21 Oct 2026
management-trust-v1
129 docs text-extracted · 41 concalls text-extracted
Score band
Limited evidence
Financial behaviour is scored, but management claims do not yet have enough outcome checks.
Relative rank
78th percentile
overall median 67 · Industrials: 76th pctile, median 68 · Large: 59th pctile, median 73
Evidence depth
Financial-only
129 documents have extracted text, but claim history is not strong enough yet.
Claim delivery
Outcome history still building
0 claims extracted · No contradicted claim yet
How to read this Trust Score
Limited evidence · low confidenceWhat it measures
Reliability of management and financial delivery, using financial behaviour only.
Confidence
Treat this as an early read until more concalls and outcomes are matched.
Investor use
Can support position sizing if valuation and trend also agree.
Read 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.
Promoter
86
strong · holding, pledge, alignment
Cash flow
77
strong · profit to cash conversion
Balance sheet
81
strong · leverage and solvency
Discipline
80
strong · capital discipline
Results
39
weak · quarterly consistency
Trust positives
- ▸Promoter holding is 75%.
- ▸Promoter pledge is zero.
- ▸FCF yield is positive at 0.5%.
- ▸6 years of positive FCF.
Trust risks
- ▸2 latest quarters had PAT decline worse than 25% YoY.
- ▸ROCE trend is -6.7%.
- ▸0/4 latest quarters had positive YoY PAT growth.
Trust Lite uses financial behaviour only. Prefer claim-tested Trust when enough concall claims have later outcomes.
Continue researching Schneider Electric Infrastructure Limited
Important announcements & filings
Latest exchange and company disclosures found within the past two years.
Open source ↗
Announcement
Announcement under Regulation 30 (LODR)-Award_of_Order_Receipt_of_Order 9 Sep - GST adjudication order demands ₹3.47 crore IGST, ₹35.18 lakh penalty, plus interest for FY23.
Source: Bse
Announcement
Announcement under Regulation 30 (LODR)-Newspaper Publication 20 Aug - Newspaper publication on Notice of 16th AGM and remote e-voting.
Source: Bse
Annual report
Annual Report 2026
Source: Bse
Annual report
Annual Report 2026 from bse
Source: Bse
Annual report
Annual Report 2025
Source: Bse
Annual report
Notice Of The Sixteenth (16Th) Annual General Meeting And Annual Report Including Annual Accounts For The Financial Year 2025-26 And Matters Related Thereto 18 Aug
Source: Bse
All information is for study purposes only. For investment decisions, consult your financial advisor. See Playbook for methodology.