Schneider Electric Infrastructure Ltd

We are accelerating IMPACT for a more sustainable and digital India by deepening our focus on electrification, automation, and digitalisation. Through localised innovation and collaborative execution, we are helping shape a smarter, greener future that delivers meaningful outcomes across industries and communities.

In FY 2024-25, we delivered robust financial performance, marked by sustained growth in orders and strong sales momentum. Our orders grew by 13.4% year-on-year to 2,693 Crores, reflecting rising demand and a strengthened market presence.

It is with great enthusiasm and a deep sense of responsibility that I address you at a defining juncture for Schneider Electric Infrastructure Limited. The past year marked a period of significant progress and purposeful transformation as we continued to drive innovation, resilience, and sustainability across our operations. Our commitment to create value for all stakeholders including customers, partners, employees, and shareholders remained central to our strategy as we advanced India's digital and energy transition.

We are accelerating IMPACT for a more sustainable and digital India by deepening our focus on electrification, automation, and digitalisation. Through localised innovation and collaborative execution, we shape a smarter, greener future that delivers meaningful outcomes across industries and communities.

As we move into 2025, the global economic landscape is being continually reshaped by shifting trade policies, evolving monetary conditions, and rapid technological advancements. Recent policy changes including new tariffs and regulatory measures have altered global trade patterns, creating volatility and encouraging businesses to take a more cautious approach to investment and planning.

Growth remains uneven across regions: the US and Europe are experiencing moderate expansion alongside structural challenges, while India stands out, buoyed by resilient domestic demand and an expanding digital infrastructure. At the same time, China is managing its own economic transitions. The accelerated adoption of artificial intelligence is unlocking efficiencies worldwide, but it also underscores disparities in technological readiness among countries.

Within this evolving global context, India's economy has continued to demonstrate resilience and robust growth, reaffirming 230.2 Crs its status as the world's one of the fastest-growing major economy in 2024-25. This momentum has been driven by strong performances in construction, manufacturing, and services, supported by rising capital investments and growing consumer demand.

Major government initiatives like the National Infrastructure Pipeline and PM Gati Shakti have accelerated infrastructure development, while tax reforms and fiscal incentives have encouraged private sector participation. Simultaneously, advancements in digital infrastructure and the integration of artificial intelligence have enhanced productivity and spurred innovation across industries. Despite ongoing global challenges, India's diversified economic base and proactive policy measures have positioned it to sustain its growth trajectory, with continued momentum expected in the years ahead.

Against this backdrop of sustained national growth and policy momentum, we have aligned our own strategic investments with India's ‘Viksit Bharat' vision. We committed around 230.2 Crores to expand our manufacturing capacities domestically, emphasising both greater indigenisation and the ability to meet rising demand at home and abroad.

These investments address emerging regulatory requirements, such as the latest quality control orders and technical regulations. By adopting both ‘India-for-India' and ‘India-for-the-globe' strategies, we are reinforcing our role as a trusted provider of advanced and locally manufactured solutions and contributing directly to India's long-term industrial and economic progress.

At Schneider Electric, we are committed to advance the global shift towards clean energy by providing innovative solutions in renewable generation, grid modernisation, and advanced energy storage. By enabling greater adoption of sustainable energy sources, we aim to play a pivotal role in building a resilient and low-carbon energy landscape.

India's commitment to achieving net-zero emissions by 2070 represents a major shift in its development strategy aiming to balance economic growth with environmental sustainability. Reaching this target will require wide-ranging reforms across energy, industry, and transport: from scaling up renewable energy and electrifying mobility to adopting cleaner industrial technologies.

While challenges, such as coal dependence and substantial investment requirements remain, the transition is expected to create opportunities for job creation, innovation, and energy security. Policy initiatives, including the National Action Plan on Climate Change and the development of carbon markets, are set to drive this transformation, making coordinated national and international efforts essential.

At Schneider Electric, we are committed to advance the global shift towards clean energy by providing innovative solutions in renewable generation, grid modernisation, and advanced energy storage. By enabling greater adoption of sustainable energy sources, we aim to play a pivotal role in building a resilient and low-carbon energy landscape.

In FY 2024-25, we delivered robust financial performance, marked by sustained growth in orders and strong sales momentum. Our orders grew by 13.4% year-on-year to 2,693 Crores, reflecting rising demand and a strengthened market presence. Sales increased by 19.5% to 2,637 Crores, underlining the effective execution of our commercial and operational strategies. Profit after tax (PAT) rose significantly by 55.8% to 268 Crores, driven by improved profitability and disciplined cost management.

This performance was further supported by enhancements in gross margin and EBIT, as well as record-high free cash flow, highlighting increased cash efficiency and effective working capital management. FY 2024-25 stands out as a milestone year, with our Company achieving its highest-ever revenue and profit since inception, positioning itself for continued growth and future investments.

Our growth strategy is anchored on three key levers. These levers are designed to position us for long-term success, ensuring agility, innovation, and value creation across the business.

The expertise, commitment, and adaptability of our workforce enable us to navigate challenges, drive innovation, and deliver consistent results. We invest in developing our talent through continuous learning, leadership opportunities, and a culture that values collaboration and accountability. By empowering our teams and recognising their contributions, we ensure that our organisation remains agile, resilient, and positioned for sustained growth.

We remain committed to leading in sustainability across our operations and value chain, embedding responsible practices in partnership with customers and suppliers. By focusing on resource efficiency, clean technologies, and ethical supply chain management, we drive measurable environmental and social impact. Our solutions also empower customers to achieve their sustainability goals, enabling energy efficiency, emissions reduction, and circularity at scale.

Guided by our purpose-driven approach, we strive to create long-term value by delivering superior outcomes for our customers, empowering our people, supporting supplier ecosystems, engaging meaningfully with communities, and fostering investor confidence.