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Schneider Electric Infrastructure Limited (SCHNEIDER) AI Stock Analysis

IN:SCHNEIDER

Schneider Electric Infrastructure Limited

(NSE:SCHNEIDER)

Select Model
Rating:68Neutral
Price Target:INR 1,192.00â–²(9.02% Upside)
Action:downgraded
Date:08/18/26

Schneider Electric Infrastructure’s overall score reflects a strong financial turnaround and significantly improved balance sheet, offset by still‑volatile margins and cash conversion. Very expensive valuation and recent earnings weakness, including a steep profit decline and post‑results share‑price selloff, materially constrain upside and heighten risk[4][8]. Technical indicators suggest a near‑term downtrend within a still‑intact longer‑term uptrend, as the stock corrects after strong gains and recent 52‑week highs[14][1][15]. Capacity‑expansion initiatives at key facilities underpin the long‑term growth narrative but add execution and capital‑allocation demands[2][5][10].

Positive Factors
Diversified end-market exposureExposure across residential, commercial, industrial, and infrastructure customers gives the company several demand channels rather than reliance on one market. This breadth can support resilience across construction and investment cycles while expanding opportunities for electrical distribution and energy-management adoption.
Negative Factors
2026 profitability step-downThe broad decline in gross profit, EBIT, and net income in 2026 signals that the recent improvement in earnings is not yet consistently sustained. If this weaker profitability persists, it could reduce reinvestment capacity and make future earnings more sensitive to operating conditions.

Schneider Electric Infrastructure Limited (SCHNEIDER) vs. iShares MSCI India ETF (INDA)

-40%-20%0%20%40%60%80%IN:SCHNEIDER+22.81%INDA-12.02%Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26
Market Cap
INR 308.66B
Dividend Yield
―
Average Volume (3M)
37.35K
Price to Earnings (P/E)
141.9
Beta (1Y)
1.17
Revenue Growth
9.56%
EPS Growth
-29.50%
Country
India
Employees
1,447
Sector
General
Sector Strength
55
Industry
Electrical Equipment & Parts

Schneider Electric Infrastructure Limited Business Overview & Revenue Model

Company Description

Schneider Electric Infrastructure Limited specializes in the design, manufacture, deployment, and servicing of essential systems and products for electricity distribution, serving both the domestic Indian market and international clients. The company...

How the Company Makes Money

SCHNEIDER primarily makes money by selling electrical distribution and energy management products and solutions to customers across residential, commercial, industrial, and infrastructure end-markets. Key revenue streams typically include: (1) Produc...

Schneider Electric Infrastructure Limited Financial Statement Overview

Summary

Strong multi-year revenue growth, improving profitability, and a much healthier balance sheet support a solid financial profile overall. Recent margin compression and weaker cash conversion, however, show that performance is still normalizing and somewhat volatile.

Income Statement

78Positive

Balance Sheet

88Very Positive

Cash Flow

72Positive
Financial statement breakdown
BreakdownTTMMar 2026Mar 2025Mar 2024Mar 2023Mar 2022
Income Statement
Total Revenue28.91B28.91B26.37B22.07B17.77B15.30B
Gross Profit9.67B6.97B9.87B7.91B5.55B4.35B
EBITDA3.70B3.75B3.86B2.98B1.72B892.49M
Net Income2.13B2.13B2.68B1.72B1.24B276.22M
Balance Sheet
Total Assets23.44B23.44B19.33B15.82B13.55B11.70B
Cash, Cash Equivalents and Short-Term Investments3.71B3.71B2.61B473.00M195.60M361.10M
Total Debt5.48B5.48B5.22B5.47B4.76B5.06B
Total Liabilities15.69B15.69B13.71B12.85B12.04B11.34B
Stockholders Equity7.74B7.74B5.62B2.96B1.51B361.24M
Cash Flow
Free Cash Flow299.90M1.02B2.45B1.34B568.95M948.30M
Operating Cash Flow837.30M2.06B3.08B1.92B945.62M1.20B
Investing Cash Flow-536.20M-1.04B-627.20M-569.50M-375.65M-252.82M
Financing Cash Flow-92.30M-60.00M-304.00M-1.07B-706.11M-817.83M

Schneider Electric Infrastructure Limited Technical Analysis

Technical Analysis SentimentNegative
Last Price1093.35

Price Trends

50DMA1193.46Negative
100DMA1266.85Negative
200DMA1115.39Negative

Market Momentum

MACD-27.43Positive
RSI35.38Neutral
STOCH45.01Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For IN:SCHNEIDER, the sentiment is Negative. The current price of 1093.35 is below the 20-day moving average (MA) of 1176.30, below the 50-day MA of 1193.46, and below the 200-day MA of 1115.39, indicating a bearish trend. The MACD of -27.43 indicates Positive momentum. The RSI at 35.38 is Neutral, neither overbought nor oversold. The STOCH value of 45.01 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IN:SCHNEIDER.

Schneider Electric Infrastructure Limited Peers Comparison

Overall Rating

UnderperformOutperform
Sector (55)

Financial Indicators

IN:SCHNEIDER against its peers
NameOverall RatingMarket CapP/E RatioROEDividend YieldRevenue GrowthEPS Growth
IN:CGPOWERIN:CGPOWER70OutperformINR 1.27T91.99―0.16%23.76%25.93%
IN:KEIIN:KEI69NeutralINR 359.63B34.14―0.12%25.18%32.49%
IN:SCHNEIDERIN:SCHNEIDER68NeutralINR 261.42B141.88――9.56%-29.50%
IN:POLYCABIN:POLYCAB67NeutralINR 1.18T37.00―0.60%40.99%28.09%
IN:APARINDSIN:APARINDS65NeutralINR 657.41B45.90―0.38%23.42%46.04%
IN:HAVELLSIN:HAVELLS65NeutralINR 635.56B38.23―0.99%16.50%13.65%
Sector *55Neutral$6.65B3.83-15.92%6.20%10.91%7.18%

* General Sector Average

Performance Comparison

0%50%100%IN:SCHNEIDERIN:APARINDSIN:CGPOWERIN:HAVELLSIN:KEIIN:POLYCABDec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26
IN:SCHNEIDER and its peers over the selected period
Show on chartTickerCompany NamePriceChange% Change
IN:SCHNEIDERSchneider Electric Infrastructure Limited1093.35230.1526.66%
IN:APARINDSAPAR Industries Limited15700.357194.6684.59%
IN:CGPOWERCG Power & Industrial Solutions Ltd803.9560.198.09%
IN:HAVELLSHavells India Limited1012.75-472.63-31.82%
IN:KEIKEI Industries Limited3760.00-217.69-5.47%
IN:POLYCABPolycab India Ltd.7800.00211.222.78%

Schneider Electric Infrastructure Limited Corporate Events

Schneider Electric Infrastructure to Boost Medium-Voltage Capacity with INR 211 Crore Expansion

Oct 29, 2026

Schneider Electric Infrastructure Limited’s board has approved a major capacity expansion at its Kolkata Medium Voltage Components facility, increasing annual vacuum interrupter output from 250,000 to 375,000 units and adding new breaker capaci...

Schneider Electric Infrastructure Faces GST Appeal Setback on Transitional Tax Credit

Oct 18, 2026

Schneider Electric Infrastructure Limited has disclosed that an appellate authority under the Central Goods and Services Tax framework has rejected its appeal regarding transitional input tax credit claimed for the 2017-18 financial year. The order u...

Schneider Electric Infrastructure Discloses Independent ESG Score of 70

Sep 21, 2026

Schneider Electric Infrastructure Limited has disclosed that Crisil ESG Ratings & Analytics, a SEBI-registered ESG rating provider, has independently assigned the company an ESG score of 70 out of 100. The rating was based on publicly available i...

Schneider Electric Infrastructure Clears All Resolutions at 16th AGM via E-Voting

Sep 11, 2026

Schneider Electric Infrastructure Limited held its 16th Annual General Meeting on September 10, 2026 via video conferencing and other audio-visual means, in line with MCA and SEBI guidelines. All items of business listed in the AGM notice dated Augus...

Schneider Electric Infrastructure Sets Virtual AGM and Releases 2025-26 Annual Report

Aug 18, 2026

Schneider Electric Infrastructure Limited has scheduled its sixteenth Annual General Meeting for September 10, 2026, to be held via video conferencing and other audio-visual means in line with directives from the Ministry of Corporate Affairs and SEB...

Schneider Electric Infrastructure Shares Q1 FY26-27 Investor Presentation

Aug 17, 2026

Schneider Electric Infrastructure Limited has released an investor presentation detailing its unaudited financial results for the first quarter ended June 30, 2026, which were approved by the board on August 14, 2026. The presentation, prepared for a...

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.

Date of analysis: Aug 18, 2026