Q1 2025 Schneider Electric Infrastructure Ltd Earnings Call Transcript
Key Points
- Schneider Electric Infrastructure Ltd (BOM:534139) reported a 19.7% increase in sales for Q1 FY25, reaching INR 593 crores.
- The company achieved a significant 63% growth in EBITDA, reflecting improved profitability.
- Order intake momentum remains strong, with a backlog of about INR 1,300 crores, up 15.5% to 16% from the previous year.
- The company has successfully launched new products, including powertrain modules and compact 11 kV distribution primary AIS, which have been well-received in the market.
- Schneider Electric Infrastructure Ltd (BOM:534139) is expanding its digital offerings, including EcoStruxure Power Operation and advanced reporting dashboards, enhancing its competitive edge.
- Other expenses have grown by 27%, outpacing the 20% sales growth, raising concerns about cost management.
- The company faces challenges in maintaining consistent growth across all segments due to the cyclic nature of its project business.
- There is uncertainty regarding the sustainability of the current gross margin levels, which are around 40%.
- The company has not provided specific guidance on revenue growth for the data center business, leading to some ambiguity for investors.
- Employee count has increased from 1,267 in June '23 to 1,292, which may impact operational efficiency and cost structure.
Ladies and gentlemen, good day, and welcome to the Schneider Electric Infrastructure Limited Q1 FY25 earnings conference call hosted by Elara Securities Private Limited. (Operator Instructions) Please note that this conference is being recorded. I now hand the conference over to Mr. Harshit Kapadia from Elara Securities Private Limited. Thank you, and over to you, sir.
Thank you, Steve. good evening, everyone. On behalf of Elara Securities, we welcome you all for the Q1 FY25 conference call of Schneider Electric Infrastructure Limited. I take this opportunity to welcome the management of Schneider Electric Infrastructure represented by Mr. Udai Singh, Managing Director and CEO; Ms. Suparna Bhattacharyya, Chief Financial Officer; and Mr. Mohit Agarwal, Head of Investor Relations.
We will begin the call with a brief overview by the management followed by Q&A session. I'll now hand over the call to Mr. Singh for his opening remarks. Over to you.
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