Electrical Equipment
High Scoring Large Cap stocks have outperformed low scoring stocks by 90% over last 4 years
Size: Market Cap wise it is among the top 20% companies of india.
Balance Sheet: Reasonably good balance sheet.
Buy Backs: Company has bought back it's stock in the past which is a good thing.
Past Returns: Outperforming stock! In past three years, the stock has provided 78.1% return compared to 11.4% by NIFTY 50.
Momentum: Stock price has a strong positive momentum. Stock is up 17.1% in last 30 days.
Profitability: Recent profitability of 8% is a good sign.
Smart Money: Smart money has been increasing their position in the stock.
Growth: Good revenue growth. With 69.2% growth over past three years, the company is going strong.
No major cons observed.
Valuation | |
|---|---|
| Market Cap | 21.52 kCr |
| Price/Earnings (Trailing) | 87.81 |
| Price/Sales (Trailing) | 7.4 |
| EV/EBITDA | 53.28 |
| Price/Free Cashflow | 80.68 |
| MarketCap/EBT | 65.34 |
| Enterprise Value | 21.68 kCr |
Fundamentals | |
|---|---|
| Revenue (TTM) | 2.91 kCr |
| Rev. Growth (Yr) | 19.6% |
| Earnings (TTM) | 245.2 Cr |
| Earnings Growth (Yr) | -12.2% |
Profitability | |
|---|---|
| Operating Margin | 12% |
| EBT Margin | 11% |
| Return on Equity | 37.25% |
| Return on Assets | 11.88% |
| Free Cashflow Yield | 1.24% |
Growth & Returns | |
|---|---|
| Price Change 1W | 3.1% |
| Price Change 1M | 17.1% |
| Price Change 6M | 2.1% |
| Price Change 1Y | 42.3% |
| 3Y Cumulative Return | 78.1% |
| 5Y Cumulative Return | 53.5% |
| 7Y Cumulative Return | 36.4% |
| 10Y Cumulative Return | 20.1% |
Cash Flow & Liquidity | |
|---|---|
| Cash Flow from Investing (TTM) | -62.72 Cr |
| Cash Flow from Operations (TTM) | 307.89 Cr |
| Cash Flow from Financing (TTM) | -30.4 Cr |
| Cash & Equivalents | 277.14 Cr |
| Free Cash Flow (TTM) | 244.8 Cr |
| Free Cash Flow/Share (TTM) | 10.24 |
Balance Sheet | |
|---|---|
| Total Assets | 2.06 kCr |
| Total Liabilities | 1.41 kCr |
| Shareholder Equity | 658.23 Cr |
| Current Assets | 1.45 kCr |
| Current Liabilities | 821.42 Cr |
| Net PPE | 255.44 Cr |
| Inventory | 433.47 Cr |
| Goodwill | 0.00 |
Capital Structure & Leverage | |
|---|---|
| Debt Ratio | 0.21 |
| Debt/Equity | 0.66 |
| Interest Coverage | 5.76 |
| Interest/Cashflow Ops | 7.56 |
Dividend & Shareholder Returns | |
|---|---|
| Dividend Yield | 0.04% |
| Shares Dilution (1Y) | 0.00% |
| Shares Dilution (3Y) | 0.00% |
High Scoring Large Cap stocks have outperformed low scoring stocks by 90% over last 4 years
Size: Market Cap wise it is among the top 20% companies of india.
Balance Sheet: Reasonably good balance sheet.
Buy Backs: Company has bought back it's stock in the past which is a good thing.
Past Returns: Outperforming stock! In past three years, the stock has provided 78.1% return compared to 11.4% by NIFTY 50.
Momentum: Stock price has a strong positive momentum. Stock is up 17.1% in last 30 days.
Profitability: Recent profitability of 8% is a good sign.
Smart Money: Smart money has been increasing their position in the stock.
Growth: Good revenue growth. With 69.2% growth over past three years, the company is going strong.
No major cons observed.
Investor Care | |
|---|---|
| Dividend Yield | 0.04% |
| Shares Dilution (1Y) | 0.00% |
| Earnings/Share (TTM) | 10.25 |
Financial Health | |
|---|---|
| Current Ratio | 1.77 |
| Debt/Equity | 0.66 |
Technical Indicators | |
|---|---|
| RSI (14d) | 68.72 |
| RSI (5d) | 67.16 |
| RSI (21d) | 70.2 |
| MACD Signal | Sell |
| Stochastic Oscillator Signal | Hold |
| SharesGuru Signal | Buy |
| RSI Signal | Hold |
| RSI5 Signal | Hold |
| RSI21 Signal | Sell |
| SMA 5 Signal | Buy |
| SMA 10 Signal | Buy |
| SMA 20 Signal | Buy |
| SMA 50 Signal | Buy |
| SMA 100 Signal | Buy |
Summary of SCHNEIDER ELECTRIC INFRASTRUCTURE's latest earnings call, featuring management's outlook on business performance, financial results, and analyst Q&A sessions that highlight key strategic initiatives and market challenges.
Management's outlook for Schneider Electric Infrastructure Limited emphasizes consistent growth and robust order intake amidst a challenging global economic environment. They anticipate a GDP growth projection for the coming year ranging from 6.8% to 7.2%. The government is expected to increase its capital expenditure from an estimated INR 11 lakh crores this year to INR 12.2 lakh crores next year, indicating a strong push for demand through various policy decisions.
Key forward-looking points from management include:
Order Backlog Growth: The company reported a significant order backlog of INR 1,700 crores, marking a growth of over 50% year-on-year and a 60% increase in order booking for the last quarter at INR 909 crores.
Sector-Specific Investments: The management highlighted hefty public investments in emerging sectors like data centers (INR 20,000 crores), semiconductors (INR 15,000 - 18,000 crores), and renewables (upwards of INR 1.7 - 2 lakh crores) until 2027.
Energy Transition Goals: Schneider aims to leverage the country's energy transition targets, including a renewable energy goal of 500 gigawatts and a 30% penetration rate of electric vehicles by 2030.
Financial Performance: The quarter saw achievements surpassing INR 1,000 crores in sales for the first time. The company recorded a revenue growth of 12.3% amounting to INR 2,300 crores for the nine months and a profitability increase of 8.2% year-on-year, reaching INR 281 crores.
New Product Launch: The introduction of GMSeT, a modular and digital switchgear, is expected to cater to various markets beyond data centers, enhancing the company's product offering in power distribution.
This positive outlook indicates a solid foundation for capturing growth in the energy sector, aided by favorable government initiatives and an expanding market for digital and energy solutions.
Here are the major questions and answers from the Q&A section of the earnings transcript:
Question: How does the order pipeline look going forward? Is it as strong as what we have witnessed in this current quarter?
Answer: We currently have an order book of INR 1,700 crores, which has grown over 50% YoY. The government schemes should boost requirements, allowing us to maintain healthy order intake in the future.
Question: Is the GMSeT product unique for data centers?
Answer: While GMSeT is unique, it isn't limited to data centers. It can be applied wherever power needs to be distributed at 33 kV compactly and digitally across various applications.
Question: What are the factors leading to the contraction in gross margins this quarter, and how should we look at the margin trajectory ahead?
Answer: The margin dilution is mostly due to a mix impact from different segments. We're managing multiple transactions which have changed the margin profile, but there's nothing unusual about it.
Question: Any impact of commodity cost inflation on our margins going ahead?
Answer: Commodity inflation hasn't significantly impacted this quarter due to our project timelines. However, we anticipate that future projects may be affected, and we hedge against key components to mitigate that risk.
Question: What are the sectors seeing good growth or positive tailwinds currently?
Answer: The Power and Grid sector, particularly around the RDSS scheme for digital modernization, shows growth. Mass transit infrastructure like metros and airports is also expanding, alongside increasing demand from data centers.
Question: What is the current percentage of exports and the potential impact of recent trade agreements?
Answer: Our exports are currently around 11% to 12% of revenue. We anticipate positive outcomes from the EU trade agreements, although benefits remain to be fully detailed.
Question: Do you have any guidance for Q4?
Answer: While we cannot share specific numbers, we are consistently working towards maximizing performance under our existing operational constraints.
Question: What are the key challenges you see impacting growth?
Answer: Our primary focus is profitable growth and executing contracts strategically. Mitigating risks from raw material fluctuations is crucial, especially in a volatile market landscape.
Each response is provided succinctly, adhering to the character limit while capturing essential details and figures presented.
Understand SCHNEIDER ELECTRIC INFRASTRUCTURE ownership landscape with insights into key distribution patterns, offering investors a clear view of stakeholder dynamics.
| Shareholder Name | Holding % |
|---|---|
| Energy Grid Automation Transformers And Switchgears India Private Limited | 70.57% |
| Schneider Electric Singapore Pte Ltd | 4.43% |
| Akash Bhanshali | 2.3% |
| Nippon Life India Trustee Ltd-A/C Nippon India Multi Cap Fund | 1.35% |
| Schneider Electric South East Asia (HQ) Pte. Ltd | 0% |
| Schneider Electric Industries SAS | 0% |
| Schneider Electric SE | 0% |
| Office Bearers | 0% |
Distribution across major stakeholders
Distribution across major institutional holders
Detailed comparison of SCHNEIDER ELECTRIC INFRASTRUCTURE against industry peers, highlighting key financial metrics, valuation ratios, and performance indicators to provide competitive context within the sector.
Ticker | Name | Mkt Cap | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
|---|---|---|---|---|---|---|---|---|---|
| LT | Larsen & Toubro | 5.29 LCr | 2.83 LCr | -5.60% | +18.40% | 32.51 | 1.87 | - | - |
| ABB | ABB India | 1.27 LCr | 13.56 kCr | +2.90% | +12.30% | 75.99 | 9.35 | - | - |
| SIEMENS | Siemens | 1.15 LCr | 18.09 kCr | +1.70% | -36.80% | 64.99 | 6.36 | - | - |
| CGPOWER | CG Power and Industrial Solutions | 1.1 LCr | 10.69 kCr | +3.40% | +10.70% | 109.25 | 10.27 | - | - |
Comprehensive comparison against sector averages
SCHNEIDER metrics compared to Electrical
| Category | SCHNEIDER | Electrical |
|---|---|---|
| PE | 88.38 | 59.24 |
| PS | 7.45 | 5.54 |
| Growth | 14.3 % | 13.5 % |
Schneider Electric Infrastructure Limited designs, manufactures, builds, and services products and systems for electricity distribution in India and internationally. The company offers distribution, medium power, and special transformers; substation automation systems, including power management systems, controllers and RTUs, communication elements, graphic user interfaces, engineering tools, SCADA and EMS gateways, and simulation tools; and ring main units. It also offers medium voltage distribution and grid automation products, such as Easergy T300, a remote terminal unit; EasyPact EXE, a vacuum circuit breaker; medium voltage switchgear; microgrids; digital substations; and Ecofit, a medium and low voltage equipment, as well as EcoStruxure grid, an IoT-enabled open and interoperable platform. In addition, the company provides partner managed, and field and automation services. Schneider Electric Infrastructure Limited serves the grid, power, utility, mining, minerals, metal, power generation, oil and gas, and smart city industries, as well as contractors, global strategic alliances, and panel builders. The company was formerly known as Smartgrid Automation Distribution and Switchgear Limited and changed its name to Schneider Electric Infrastructure Limited in December 2011. The company was incorporated in 2011 and is based in Gurugram, India. Schneider Electric Infrastructure Limited operates as a subsidiary of Energy Grid Automation Transformers and Switchgears India Private Limited.
This is an informational page just to provide a quick 'first look' at the stock. You must do your own deeper research. Know your risk appetite. Consult a SEBI-registered financial advisor before making any investment decisions.
SCHNEIDER vs Electrical (2021 - 2026)