Schneider Electric Infrastructure Limited (NSE: SCHNEIDER | BSE: 534139) equity shares closed at ₹815.35 on February 13, 2026, representing an intraday increase of 3.16%. The company’s performance follows the release of its third-quarter financial results for the period ended December 31, 2025.
Market Capitalization
As of today’s market close, the market capitalization of Schneider Electric Infrastructure Limited stands at ₹19,082.89 crore (approximately USD 2.27 billion).
Latest Quarterly Results
For the third quarter ended December 31, 2025 (Q3 FY26), the company reported the following consolidated financial figures:
- Revenue from Operations: ₹1,029.17 crore, a 20.1% increase from ₹857.20 crore in the year-ago period.
- Net Profit (PAT): ₹97.03 crore, a 12.2% decrease from ₹110.53 crore in Q3 FY25.
- Profit Before Exceptional Items and Tax: ₹154.99 crore, representing a 19.4% increase year-over-year.
The net profit decline was primarily attributed to an exceptional item of ₹24.58 crore related to incremental gratuity liability following the notification of new Labor Codes. In the prior year’s third quarter, the company benefited from a ₹17.65 crore reversal of interest provisions under the Vivad-se-Vishwas scheme.
Order and Backlog
The company operates as a single primary business segment focusing on products and systems for electricity distribution.
- Order Intake: Q3 orders reached ₹909 crore, up 60.7% year-over-year.
- Order Backlog: The sustainable backlog stood at ₹1,707 crore, a 52.8% increase.
- Sunrise Segments: The company secured major orders in Data Centers (Transformers and Connected AIS Panels) and Clean Energy (Solar circuit breakers).
FINANCIAL TRENDS
Nine-Month Result High Points
For the nine-month period ended December 31, 2025 (9M FY26), the company demonstrated the following directional trends:
- Revenue: ₹2,300.94 crore, compared to ₹2,049.82 crore in 9M FY25 (Growth).
- Net Profit: ₹190.59 crore, compared to ₹213.28 crore in 9M FY25 (Contraction).
- PBT (Before Exceptional Items): ₹280.85 crore, compared to ₹259.56 crore in 9M FY25 (Growth).
Business & Operations Update
The company introduced the GMSeT Switchgear, a next-generation modular and digital gas-insulated switchgear (GIS) for medium-voltage applications. Operationally, the company received a stay order from the Income Tax Appellate Tribunal, Ahmedabad, regarding a tax demand of ₹13.83 crore for Assessment Year 2021-22, requiring a 20% deposit of the disputed amount.
M&A or Strategic Moves
The Board of Directors approved the 2026 Worldwide Employee Share Ownership Plan (WESOP). This scheme involves financial assistance for employees to subscribe to shares of the parent entity, Schneider Electric SE. Additionally, the company is seeking shareholder approval for material related-party transactions through a postal ballot.
Investor Q&A Focal Points
During the earnings discussion, management addressed the 60.7% surge in order intake, noting that the current backlog of ₹1,707 crore provides visibility for the coming quarters. Questions focused on the impact of new Labor Codes, where management clarified that the ₹24.6 crore exceptional charge is a one-time adjustment to gratuity liabilities. Discussions also covered the execution timeline for the Data Center and Mobility segments, which are currently driving higher-margin service business mixes.
Guidance & Outlook
Management identified the acceleration of order execution and the maintenance of profitability margins as the primary focus areas for the final quarter of the fiscal year. Market participants are monitoring the conversion rate of the current order backlog into revenue and the impact of continued grid modernization initiatives in India.
Performance Summary
- Stock Move: Shares rose 3.16% to close at ₹815.35.
- Financials: Revenue grew 20.1% to ₹1,029.17 crore; PAT fell 12.2% due to one-off charges.
- Segments: Strong momentum in Data Centers and Utilities supported record quarterly sales.