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Advancing Energy Tech Half Year 2026 Results July 30, 2026 Record H1 driven by strong execution and broad-based demand Full Year Target upgraded Property of Schneider Electric
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03/ H1 2026 Business Highlights 28/ H1 2026 Financial Performance Highlights 42/ Expected Trends & Financial Target 45/ Q&A 47/ Appendix All forward-looking statements are Schneider Electric management’s present expectations of future events and are subject to a number of factors and uncertainties that could cause actual results to differ materially from those described in the forward-looking statements. For a detailed description of these factors and uncertainties, please refer to the section “Risk Factors” in our Universal Registration Document (which is available on www.se.com). Schneider Electric undertakes no obligation to publicly update or revise any of these forward-looking statements. This presentation includes information pertaining to our markets and our competitive positions therein. Such information is based on market data and our actual revenues in those markets for the relevant periods. We obtained this market information from various third-party sources (industry publications, surveys and forecasts) and our own internal estimates. We have not independently verified these third-party sources and cannot guarantee their accuracy or completeness and our internal surveys and estimates have not been verified by independent experts or other independent sources. Disclaimer Property of Schneider Electric | Page 2
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H1 2026 Business Highlights Olivier Blum, Chief Executive Officer Property of Schneider Electric | Page 3
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Record quarterly revenues; both businesses growing strongly and accelerating in Q2 Q2 2026 Group revenues €11.5bn +17% Q2’26 revenues Q2 org. growth Energy Management Industrial Automation €9.6bn +18% Q2’26 revenues Q2 org. growth €1.9bn +11% Q2’26 revenues Q2 org. growth Property of Schneider Electric | Page 4
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General General Broad-based contribution across all end markets, further supported by triple-digit demand in Data Center and Semiconductor in Q2 Property of Schneider Electric | Page 5 Page 5 Balanced end market exposure1 (FY 2025) 1 9M YTD 2025 Group revenues % 2 In 2025 the Group has adopted a new tool for the assessment of end-market exposures, resulting in a reclassification of amounts previously treated as industrial manufacturing into specific segments, improving the accuracy of the disclosure. Figures shown above represent the best estimate of Full Year 2025 orders split by end-market Infrastructure Data Center & Networks BuildingsIndustry 14% 30% 29% 27% Page 5 1 9M YTD 2025 Group revenues % 2 In 2025 the Group has adopted a new tool for the assessment of end-market exposures, resulting in a reclassification of amounts previously treated as industrial manufacturing into specific segments, improving the accuracy of the disclosure. Figures shown above represent the best estimate of Full Year 2025 orders split by end-market Broad-based demand across end markets2 (H1 2026) 1. % of FY 2025 Orders 2. Demand trends based on orders evolution across our end-markets and in representative segments Data CenterData Center & Networks Buildings Industry Infrastructure Non-residential buildings Residential buildings Semiconductor Industrial Manufacturing Metals, Mining & Minerals Energies & Chemicals Power & Grid Leading Material Supporting Demand contribution
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General General Disciplined execution of the new Company program driving strong H1 performance and full year target upgrade Property of Schneider Electric | Page 6 42.5% up +10bps org. 19.3% up +120bps org. €2.7bn €1.6bn Gross Margin Adjusted EBITA Margin Adjusted Net Income Free Cash Flow Revenue Adjusted EBITA up +14% org. up +22% org. €21.2bn €4.1bn up +21% 1. +140% when adjusted for the one-time impact of a fine paid in relation to a legal case in France in H1 2025 up +244% 1 62% of H1 2026 Group revenues driven by the Digital Flywheel
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Advancing Energy Tech to the Next Level of Intelligence Property of Schneider Electric | Page 7
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TECHNOLOGY Leadership CUSTOMER Differentiation OPERATIONAL Excellence Energy & Industrial Intelligence Regionalization Cost competitiveness & Scalability Advancing Energy Tech to the Next Level Property of Schneider Electric | Page 8
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TECHNOLOGY Leadership CUSTOMER Differentiation OPERATIONAL Excellence Property of Schneider Electric | Page 9
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Page 10Confidential Property of Schneider Electric | Unique portfolio to go to the next level of Energy & Industrial Intelligence leveraging Data & AI TECHNOLOGY Leadership Property of Schneider Electric | Page 10 ONE UNIFIED CUSTOMER EXPERIENCE ACROSS THE FULL LIFE CYCLE IN ALL KEY TARGETED MARKETS Digital Twin across Lifecycle Design Build Operate Maintain Organizing data in context & vast installed base Building. Data Center. Industry. Infrastructure. Domain Expertise & Ecosystem Data federation Device / Edge / Cloud Enterprise Data Operational Data Field Data Ecosystem Data
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Cognite 1 will connect the physical and digital worlds through an agnostic Data & Agentic AI foundation TECHNOLOGY Leadership Property of Schneider Electric | Page 11 1. Agreement to acquire Cognite, announced June 30th, 2026. Completion subject to customary closing conditions and regulatory approvals; expected in the coming quarters Cognite Flows AI-Native Industrial Experiences Action layer enabling industrial companies to rapidly build & scale production-ready AI-native workflows that empower frontline teams to turn expertise into enterprise-wide ROI Atlas AI Industrial Agentic AI Low-code industrial AI workbench that powers agents with industrial data to automate industrial workflows and accelerate business impact Cognite Data Fusion® Industrial Data Foundation Cloud-native, industrial knowledge graph ingests, contextualizes, connects, and governs data across IT/ET/OT sources to allow customers to drive greater value from industrial data; agnostic ecosystem allowing any data, any hyperscaler, any LLM Cognite Flows Atlas AI Cognite Data Fusion® Data Cube
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Property of Schneider Electric | Page 12 AiDASH 1 will accelerate Schneider’s Energy Intelligence leadership in AI-powered solutions for critical infrastructure 1. Agreement to acquire AiDASH, announced July 30th, 2026. Completion subject to customary closing conditions and regulatory approvals; expected in the coming quarters TECHNOLOGY Leadership Strengthening leadership in utility software and solutions • Combines AiDASH’s unique offer with Schneider’s portfolio, global footprint and installed base • Creates an end-to-end platform to improve reliability, resilience and operational efficiency Addressing critical and growing need for utilities, globally • Substantially reduces operating costs • Improves reliability of assets and networks AiDASH • Cloud-native solutions for critical infrastructure • AI-driven vegetation, asset & climate risk intelligence • Highly differentiated remote inspection & monitoring +
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Partnering with Kraken to enable smarter and more flexible grids TECHNOLOGY Leadership Property of Schneider Electric | Page 13 Kraken brings edge-side flexibility • AI platform orchestrating distributed energy assets • Low-voltage network visibility • Load shifting to support grid balancing Schneider Electric brings grid and demand-side flexibility • One Digital Grid Platform for real-time network visibility • EcoStruxure DERMS for demand-side flexibility Unlocking grid flexibility at scale • Monitoring + forecast + dynamic demand optimization • Unlocks grid capacity and reduces costs • Faster electrification across all customers + + =
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Powering the AI factory lifecycle end-to-end with new AVEVA DSX driving energy & industrial intelligence TECHNOLOGY Leadership Property of Schneider Electric | Page 14 Design • Start with the DSX Blueprint 1 GW from NVIDIA • Import data center campus from BIM software • Build an AI factory using SimReady OpenUSD files and visualize in Omniverse Simulate • Run CFD/air simulations to optimize room design and HVAC operations • Run process simulations on water-cooling loops • Run power simulations to validate design, explore what-if scenarios and prepare for next-gen systems eXchange • Exchange between digital and physical – Optimize operational digital twin EcoCare for Data Center EcoCare Data flow Data flow Digital Twin • Integration of ETAP + NVIDIA Omniverse technologies enables creation of a comprehensive AI Factory digital twin
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Property of Schneider Electric | Page 15 800 VDC portfolio designed in step with the next generation of AI Infrastructure TECHNOLOGY Leadership LV – Low Voltage SST – Solid State Transformer SSCB – Solid State Circuit Breaker TRU – Transformer Rectifier Unit 800 VDC Power Rack (Sidecar) • Location: IT Rack • Tech: Power Shelves • Power: Up to 1.2 MW DC to IT Rack, Up to 4.8 MW AC to Row, Group of 4 800 VDC Power Center • Location: Facility • Tech: LV Converter, 400-480V AC to 800 VDC; TRU LV Converter, 34.5kV to 800 VDC; SST, 13.8kV to 800V DC Busway Switchboard, ACB, MCB, SSCB • Power: 4.8MW DC to Data Hall per Feed 800 VDC Power Block • Location: Facility • Tech: SST, 34.5kV to 800 VDC • Power: 5-10MW DC to Data Hall per Feed Power Rack Power Center Power Block
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TECHNOLOGY Leadership CUSTOMER Differentiation OPERATIONAL Excellence Property of Schneider Electric | Page 16
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Deepening regionalization across Sales, R&D and Supply Chain to accelerate customer-centric innovation and execution North America Europe China & East Asia South Asia & International How we sell How we supply How we innovate Moving towards ~90% sourcing and manufacturing within regional hubs Property of Schneider Electric | Page 17 Customer Differentiation Supported by global governance in key areas in R&D for: • Hub Technology allocation & coordination • Platforming (MCU, MPU, Digital) & Architectures • Research & Material Resilience • Industrial/Eco Design & user experience in Supply Chain for: • Network design • Make or Buy • Global Procurement • Schneider Production System (SPS) in Sales for: • Global Customer Engagement & Delivery
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Enabling France’s Next Generation AI Infrastructure with SoftBank Customer Differentiation Property of Schneider Electric | Page 18 SoftBank’s AI infrastructure investment in France • Phase 1 with 3.1 GW by 2031 in Hauts-de-France • Up to 5 GW of AI Data Center Capacity in France Schneider as energy technology and industrial strategic partner • Invest in and operate a factory for prefabricated data-center power modules at the Port of Dunkirk • Energy Tech Partner for scalable AI Energy infrastructure (from grid to chip and chip to chillers) Accelerating AI infrastructure deployment • Local manufacturing for faster deployment • Strengthening domestic infrastructure to support AI compute growth New Data Center Power Module plant Dunkirk, France + = + +3.1 GW by 2031
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Scaling strategic acquisitions to enhance customer proximity Property of Schneider Electric | Page 19 Strengthening portfolio Through Liquid cooling technology Performing above business plan Accelerating commercial synergies Accelerating at scale Expands U.S. manufacturing footprint New India & Europe Hub capacities opened in H1 2026 Buffalo, NY Bengaluru Conselve Customer Differentiation Conceptualized & Designed in India Leverage in-house R&D & manufacturing Made in India, for India Tailored for India's unique market needs Brand awareness strengthened in 2 years And for the Globe Broadening from the Middle East to South America and Africa, supported by Agri & Renewable solutions
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TECHNOLOGY Leadership CUSTOMER Differentiation OPERATIONAL Excellence Property of Schneider Electric | Page 20
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Operational Excellence driving scalability across the Group OPERATIONAL Excellence Property of Schneider Electric | Page 21 At cost by design Supplier collaboration Industrial productivity Operating model AI @ scale Offer Cost Leadership Simplification & Scalability Trust Foundation Productivity YoY change delivered in H1 2026 +€535m Pricing on Products YoY change delivered in H1 20262 +€280m SFC1 / Sales ratio Excl. R&D, H1 2026 vs H1 2025 -1.2pt Partnership with Supply Chain partnerships with strategic suppliers for manufacturing and critical technologies 1. Support Function Costs 2. H1 price realization in the Gross Margin Analysis of Change
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Accelerating AI infrastructure deployment with Foxconn strategic partnership Property of Schneider Electric | Page 22 OPERATIONAL Excellence Ready-to-deploy infrastructure and AI capacity with greater predictability • Customer AI capacity built with greater speed, efficiency, and predictability • Integrated infrastructure solutions for AI data centers • Production begins in the coming quarters Schneider’s energy expertise • Schneider Electric brings power, cooling and energy expertise Foxconn’s manufacturing power • Foxconn brings advanced compute, AI rack integration and manufacturing scale + + =
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Driving strong shareholder value creation with a consistent capital allocation Strong Investment Grade Credit Ratings We are committed to retaining category A credit ratings Continued focus on Progressive Dividends We are committed to our progressive dividend policy 1 2 3 4 Active Portfolio Management We apply a disciplined approach to value creation Share Buyback We plan to undertake a systematic share buyback program A-grade credit ratings re-affirmed following announcement of proposed Cognite transaction A/A-1 S&P Global Ratings A2 Moody’s Ratings 16th year of progressive dividend Dividend of €4.20 per share (+8% yoy) for Fiscal Year 2025 was paid on May 13, 2026 • Strategic acquisitions in fast-growing technology and geographies • Cognite proposed acquisition1 for $3.1bn • AiDASH proposed acquisition2 of c.90% of the share capital Systematic share buyback started in 2026 As of June 30, 2026, €249 million had been repurchased 1. Agreement to acquire Cognite, announced June 30th, 2026. Completion subject to customary closing conditions and regulatory approvals; expected in the coming quarters 2. Agreement to acquire AiDASH, announced July 30th, 2026. Completion subject to customary closing conditions and regulatory approvals; expected in the coming quarters Property of Schneider Electric | Page 23
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People & Sustainability Centric Company TECHNOLOGY Leadership CUSTOMER Differentiation OPERATIONAL Excellence Property of Schneider Electric | Page 24
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Delivering on our People & Sustainability commitments Ranked #1 World’s Most Sustainable Company for the 3rd consecutive year Global recognition for accelerating a just and inclusive energy transition through recognized impact investing leadership. Recognized by the World Economic Forum Combining operational excellence, digitalization, and sustainability to build a resilient supply chain recognized as #1 by Gartner for the fourth consecutive year. 2 new Lighthouses in H1, bringing total to 11 Global Lighthouses, recognized for 4IR-enabled transformation with 6 sites recognized for sustainability. Awarded Future of Inclusion Lighthouse, supporting employees through professional development opportunities, promoting age inclusion and organizational resilience. Property of Schneider Electric | Page 25 Employee engagement and shareholding 80% 2026 Employee Engagement 88% 2026 annual engagement campaign participation rate 62% of employees participating in 2026 share- holding plan China, France and India above 80%
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Sustainability Impact 2030 MWh energy saved or electrified with SE solutions, 2026-2030*1,500M TBC electrical experts trained to bridge the energy tech skill gap Efficiency forward Schneider Impact Revenues¹80% Toward Net-Zero -90% reduction of Scopes 1&2 CO2 emissions, absolute vs 2017 -25% reduction of Scope 3 CO2 emissions, absolute vs 2021 Impact starts with us >30% of employees volunteering to be change agents, in their communities and homes100% Future-designed of major offers in the design phase demonstrate circular and environmental excellence* growth of circular services for longer and better usagex2 suppliers on a Zero Carbon Pathway to decarbonize the supply chain*1,500 100% of strategic suppliers engaged to implement advanced Decent Work practices* 100% of applicable SE software deliver advanced energy and carbon insights for customers* of materials selected to provide superior environmental and social value 50% Inclusion for all people with access to sustainable electricity³ * 100% of experienced talents engaged in their own development or the development of others² 3M youth equipped with skills to advance electrification and sustainability for inclusive progress³ * 100M We electrify the world Toward decarbonization We reinvent our industry Toward innovation We unlock human potential Toward equal opportunities We empower local communities Toward action and care CO2 saved and avoided by customers with SE solutions, 2018-2030 1,500Mt 75% 129M 29% -12% 913Mt 27% 1% 19% 16% 67M 6% 2030 ambition H1 2026 Performance School of Energy Tech Industry catalyzer Longer, better Power progress 100 workplaces designed to care for people, nature and communities 40% of women in leadership² 5 -82% In progress 15 X1.1 30% 1.4M 100% of employees upskilled each year in Energy Tech* 31% H1 2026 Results IMPACT SCORE* 2025 Baseline: 3.00/10 2026 Target 4.20/10 Q1 3.40 Q2 3.69 Q3 - Q4 - 1. Per Schneider Electric definition and methodology 2. The gender balance and the inclusion of all generations metrics are global strategic ambitions. They are not connected to any incentive structure and do not apply to territories that prohibit such ambition, like the U.S. The Schneider Electric policy is to always provide equal opportunities and select the right candidate for any position based on skills, experience and potential (irrespective of their gender, age, origin, disability, appearance, etc...). 3. Cumulated since 2009 * Programs included in the calculation of the Impact score are the programs that contributeto the collective share of Schneider Electric’s 2026 Short-Term Incentive Plan (STIP) Property of Schneider Electric | Page 26
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CEO priorities clear and unchanged – Executing on our Company Program in H2 and beyond • Leadership in the New Energy Landscape • AI to power Energy & Industrial intelligence and Software- defined architectures • Leadership to design the Data Centers of the Future • Strategic Partnerships for Innovation & Supply Chain TECHNOLOGY Leadership CUSTOMER Differentiation OPERATIONAL Excellence • Next level of regionalization • Capture strong market demand across end-markets • Accelerating the contribution of our Enterprise business • Seamless execution of the record-high backlog • Pricing excellence • Margin obsession • Delivering on our Productivity and Efficiency ambitions • AI@scale for Efficiency & Scalability Property of Schneider Electric | Page 27
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H1 2026 Financial Performance Highlights Nathan Fast, Chief Financial Officer Property of Schneider Electric | Page 28
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H1 2026 Financial performance Revenues €21.2bn, +14% org. H1 revenues driven by strong growth in Systems and acceleration in Products Gross Margin 42.5%, +10bps org. Gross Margin benefits from strong productivity while price-cost timing impacts H1 as expected Adj. EBITA Margin 19.3%, +120bps org. Strong operating leverage delivered in H1 as the Group executes on operational excellence plan Results reflect the strong execution on ‘Advancing Energy Tech’ program Strong growth in Free Cash Flow with Cash Conversion from Net Income (Group share) at 66% Free Cash Flow €1.6bn, +244% Operating Cash Flow €3.8bn, +28% Growth reflects the strong translation of operating performance to the bottom line Adj. Net Income (Group share) €2.7bn, +21% Net Income (Group share) €2.5bn, +30% 1. +140% when adjusted for the one-time impact of a fine paid in relation to a legal case in France in H1 2025 1 Property of Schneider Electric | Page 29
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H1 2026 revenues up +14% organic Analysis of Change in Group Revenues (in €m) Based on current rates, the FX impact on FY 2026 revenues is estimated to be between -€400 million to -€500 million The FX impact at current rates on adjusted EBITA margin for FY 2026 could be around flat. H1 2025 +15.4% Energy Management +7.7% Industrial Automation +0.2% Scope -3.9% Forex H1 2026 19,336 21,226 Mainly representing the acquisition of Motivair partly offset by some small disposals Group +14.0% organic Mainly due to the weakening of the US Dollar and Indian Rupee vs. the Euro Property of Schneider Electric | Page 30
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H1 Digital Flywheel drives strong growth, up 2pts vs. H1’25 FIELD SERVICES EDGE CONTROL SOFTWARE & DIGITAL SERVICES CONNECTABLE PRODUCTS 8% Key achievements of H1 2026: • Double-digit growth in Connectable Products driven by digital innovation and AI deployment • Good growth in Edge Control driven by BMS in Data Centers and industrial control offers • Agnostic Software2 led by AVEVA with high-single digit organic growth; transition to subscription near to completion • Recurring revenue in agnostic Software2 at 82% (vs. 78% in H1’25) 62% of H1 2026 Group revenues (vs. 60% in H1’25) 10% 36% 8% 1. % of H1 2026 Group revenues 2. Agnostic Software comprises AVEVA, ETAP and RIB Software 1 1 1 1 Property of Schneider Electric | Page 31
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Q2 revenues up +17% org. with all regions contributing Analysis of Change in Group Revenues (in €m) +23.1% North America +7.9% Europe +19.7% China & East Asia +12.3% 10,011 11,459 South Asia & International1 -0.6% Scope -1.2% Q2 2025 Q2 2026Forex Group +16.5% org. Property of Schneider Electric | Page 32 1 The Middle East (which represented less than 5% of 2025 Group revenues) grew mid-single digit in the quarter. Mainly due to the weakening of the US Dollar and Indian Rupee vs. the Euro, partly offset by strengthening of the Chinese Yuan vs. the Euro
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Q2 revenues driven by Systems, Products gaining momentum SOFTWARE & SERVICESPRODUCTS +13% Q2 organic growth +6% Q2 organic growth • Price accelerated through Q2 • Growth primarily volume-driven • Energy Management: up double-digit, growth across end-markets and regions • Industrial Automation: double-digit growth, Discrete recovery accelerating in Q2 SYSTEMS +28% Q2 organic growth • Energy Management: broad-based growth, up strong double-digit, led by Data Centers • Industrial Automation: mid-single digit growth, returning to growth in Process and Hybrid • Agnostic software • AVEVA: ARR up +11%. High-single digit organic growth led by SaaS • EM Software: Around flat, but with strong growth in recurring revenue • Field Services: Up mid-single digit with strong traction in Data Center • Digital Services: Up high-single digit led by strong growth in EcoStruxure advisors Property of Schneider Electric | Page 33 47% 35% 18%Split of Q2 2026 revenue by business model: Products Systems Software & Services
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Q2 org. growth in Energy Management up +18% 44% 23% 16% 17% Split of Q2 2026 revenue by geography: North America Europe • India up strong double-digit with broad-based growth across end-markets • Australia up strong double-digit driven by Data Center • Middle East & Africa up low-single digit against a high base and backdrop of increased uncertainty • South America up mid-single digit led by project execution in P&G North America • Growth led by Infrastructure, supported by strong growth in Non-residential and improving trends in Residential • Italy up double-digit and Germany high-single digit led by Infrastructure • France, U.K. and Spain each up mid-single digit, driven by Non-residential and P&G • High-single digit growth across rest of the region • China up double-digit, led by Semiconductor and Data Center, with good momentum in renewable power generation • East Asia up strong double-digit, supported by Systems project execution • East Asia growth in Data Center led by Indonesia and Malaysia, growth in Semiconductor across several countries • U.S. up strong double-digit, led by Data Center • Other end-markets mixed; Semiconductor and E&C strong, P&G stable, while Residential remains weaker • Canada up double-digit led by Data Center • Mexico down mid-single digit impacted by ongoing macroeconomic and trade uncertainty +25% South Asia & International +13% Europe +8% China & East Asia +20% Property of Schneider Electric | Page 34 South Asia & International China & East Asia
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Q2 org. growth in Industrial Automation up +11% 22% 31% 26% 21% Split of Q2 2026 revenue by geography: North America South Asia & InternationalEurope • India up strong double-digit, led by Discrete, benefitting from strategic initiatives • Australia up high-single digit, led by AVEVA • Middle East and Africa around flat amid increased uncertainty • South America down slightly due to timing at AVEVA China & East Asia North America • Led by AVEVA, up strong double-digit; Discrete up mid- single digit; low-single digit growth in Process & Hybrid • Italy up double-digit driven by AVEVA and Discrete • Spain up double-digit, U.K. up high-single digit, led by AVEVA • Germany up high-single digit growing in both Discrete and Process & Hybrid • France down low-single digit, growth in Discrete offset by timing at AVEVA and weakness in Process • Strong double-digit growth in Discrete, growth in Process & Hybrid; solid performance at AVEVA • China up strong double-digit with an acceleration in Discrete • East Asia up double-digit, Japan seeing strong growth in Semiconductor, Korea seeing strong growth at AVEVA • U.S. up mid-single digit, led by growth in Discrete • U.S. Discrete automation momentum in e-commerce and Data Center related customers • US Process & Hybrid return to growth driven by E&C • Canada up double-digit supported by E&C and Transportation segments • Mexico up double-digit against a low base +8% South Asia & International +9% Europe +8% China & East Asia +20% Property of Schneider Electric | Page 35
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H1 Adj. EBITA Margin at 19.3%, up +120bps organic H1 2025 H1 2026 Reported change Organic change Revenues 19,336 21,226 +9.8% +14.0% Gross Profit 8,202 9,014 +9.9% +14.2% Gross Margin (%) 42.4% 42.5% +10bps +10bps SFC1 (4,692) (4,921) +4.9% +8.3% SFC1 Ratio (% Revenues) 24.3% 23.2% +110bps +110bps Adjusted EBITA 3,510 4,093 +16.6% +22.1% Margin % 18.2% 19.3% +110bps +120bps R&D/Sales ratio 5.8% 5.8% flat flat In €m • SFC higher by +8.3% organic generating strong operating leverage in H1 • SFC/Sales ratio improves from 24.3% to 23.2% with a strong positive organic improvement of +110bps, while FX headwinds are offset by scope benefits Energy Management Industrial Automation 22.4% c.+100bps org. • R&D costs in P&L up +14% organic with R&D/Sales ratio remaining stable at 5.8%, flat organically • On a cash basis, R&D spend decreased to 5.8% of sales from 6.1% in H1 last year, primarily due to timing of capex spend 1. Support Function Costs 14.0% c.+50bps org. Property of Schneider Electric | Page 36
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H1 Gross Margin up +10bps organic Gross Margin: Analysis of Change (%) -0.3 Forex 0.0 R&D & Production Labor infl. -0.1 Mix -0.7 42.4 42.5 Productivity +2.4 Net price¹ -1.2 Scope & others H1 2026H1 2025 Net price -€154m • Pricing on products: +€280m • Raw Material headwind: -€330m • Net tariff impact: -€104m 1. Price on products, raw material impact and tariffs Scope impact around flat, ‘others’ consists of miscellaneous small items Adverse impact from the faster growth of Systems vs. Products and Software Property of Schneider Electric | Page 37
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H1 SFC delivering strong operating leverage Analysis of Change of SFC (in €m) 129 160 270 4,692 H1 2025 -148 Forex Inflation Investment -182 Cost savings Scope & Others 4,921 H1 2026 Strategic investments: R&D including Software & Digital Services innovation, digital and AI-enabled transformation Scope: -€1m; Others: +€271m, consisting of impact from bonus accruals and miscellaneous small items Mainly linked to headcount and simplification initiatives Property of Schneider Electric | Page 38
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H1 Adjusted Net Income €2.7bn, up +29% organic In €m H1 2025 H1 2026 Reported change Organic change Adjusted EBITA 3,510 4,093 +16.6% +22.1% Other operating income and expenses 9 (147) Restructuring costs (63) (127) Amortization & imp. of purchase accounting intangibles (233) (206) EBIT 3,223 3,613 +12.1% Net financial income/(loss) (248) (286) Income tax (714) (799) Profit/(loss) of associates and non- controlling interests (74) (40) Impairment of investment in associates (274) - Net income (Group share) 1,913 2,488 +30.1% Adjusted Net income (Group share)1 2,228 2,696 +21.0% +28.8% Adjusted Earnings per share1 3.97 4.79 +20.7% +28.5% Primarily consisting of an impairment of capitalized development costs resulting from the decision to simplify the Industrial Automation offer range and some M&A and integration costs €64m higher than H1’25 aligned with the expectation of incremental charges to drive operational excellence as previously communicated. Mainly driven by higher cost of debt associated with bond issuance in 2025 The Effective Tax Rate was 24.0%, in line with the expected range of 23-25% for FY26, and in line with the 24.0% ETR in H1’25 1: Adjusted net income and EPS calculation in appendix Variance mainly due to taking 100% ownership of Schneider Electric India Private Limited in Dec’25. Property of Schneider Electric | Page 39
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H1 free cash flow of €1.6 billion, up +244%1 Analysis of net debt change in €m H1 2025 H1 2026 Reported change Net debt at opening Dec 31 (8,147) (13,721) Operating cash flow 2,944 3,755 Capital expenditure – net (717) (669) Operating Cash Flow, net of capex 2,227 3,086 +38.6% Change in trade working capital (976) (1,208) Change in non-trade working capital (777) (247) Free cash flow 474 1,631 +244.1%1 Dividends (2,209) (2,411) Acquisitions – net (1,096) 23 Net capital increase / (decrease) (87) (602) Transactions with non-controlling interests (301) (55) FX & other (618) (225) (Increase) / Decrease in net debt (3,837) (1,639) Net debt at June 30 (11,984) (15,360) Record operating cashflow for H1 of €3.8bn, up +28%, due to the strong profitability of the H1 DSO change is 4 days adverse compared to H1’25, while DPO change is 1 day adverse. Change in DIN stable YoY with the expected inventory build in H1 Variance to H1’25 primarily due to payment of a fine in France in H1’25 for -€207m, and relative impact of bonus accruals and payments due to stronger performance in H1’26 Implementation of share buyback program announced at 2025 CMD Variance to H1’25 mainly due to FX and change in derivatives Record H1 FCF of €1,631m. Cash conversion ratio of 66% of Net Income (Group share). As in previous years, the Group expects a higher cash conversion ratio in H2 Property of Schneider Electric | Page 40 1: +140% when adjusted for the one-time impact of a fine paid in relation to a legal case in France in H1 2025 1: +140% when adjusted for the one-time impact of a fine paid in relation to a legal case in France in H1 2025 1: +140% when adjusted for the one-time impact of a fine paid in relation to a legal case in France in H1 2025 1: +140% when adjusted for the one-time impact of a fine paid in relation to a legal case in France in H1 2025
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H1 Balance sheet remains strong • Payment of €2.4bn to fulfill FY25 dividend • Share buyback of €0.6bn2 • Free cash flow generation of €1.6bn Main impacts Net Debt / Adj. EBITDA1 Jun-25 Dec-25 Jun-26 1.45x 1.60x 1.64x 1. Trailing 12 months Adj. EBITDA; Net debt as of period end 2. Including cash payment in H1 of €0.2bn and purchase commitment of €0.4bn Property of Schneider Electric | Page 41 A-grade credit ratings re-affirmed following announcement of proposed Cognite transaction Financing update • €850m OCEANEs due 2034 issued alongside repurchase of ~94% of OCEANEs due 2030 A/A-1 S&P Global Ratings A2 Moody’s Ratings
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Expected Trends & Financial Target Olivier Blum, Chief Executive Officer Property of Schneider Electric | Page 42
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Expected trends in H2 2026 Amid an environment of continued uncertainty, the Group currently expects: Property of Schneider Electric | Page 43 Business model • Systems to lead growth • Products contribution accelerated with price realization • Sustained momentum in recurring Software revenues • Improved growth from Services Geography • All 4 regions to contribute to growth, led by U.S. and India • Disruption in the Middle East to impact H2, with potential for pressure on global supply chains and increased inflation Operational Excellence • Disciplined execution of new Company program • Net Price positive in value by year end • Productivity and operating leverage to contribute positively to adj. EBITA margin in H2 End-market • All 4 end markets to drive growth, with Data Center & Networks to sustain strong momentum • Industry and Infrastructure to contribute strongly • Buildings expected to track macroeconomic trends
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2026 Target upgraded 2026 Adjusted EBITA growth of between +14% and 19% organic The target would be achieved through a combination of organic revenue growth and margin improvement, currently expected to be: • Revenue growth of +10% to +13% organic • Adjusted EBITA margin up +70bps to +100bps organic This implies Adjusted EBITA margin of around 19.4% to 19.7% (including scope based on transactions completed to- date and FX based on current estimation). Property of Schneider Electric | Page 44 The Group upgrades its 2026 financial target as follows: Further notes on 2026 FX & Scope available in slide 48
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Q&A Property of Schneider Electric | Page 45
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Publi c Investor Relations ready to engage Investor Relations contacts Graham Phillips – graham.phillips@se.com Antoine Sage – antoine.sage@se.com Andrew Gamwell – andrew.gamwell@se.com To schedule an interaction with Schneider Electric please contact Claudia Hess at SEInvestorRelations@se.com 30 July H1 2026 Results 8 September Morgan Stanley Industrial CEOs Unplugged (London) 9 September Kepler Cheuvreux Autumn Conference (Paris) 29 October Q3 2026 Revenues Frederic Jouen – frederic.jouen@se.com Property of Schneider Electric | Page 46 Tiphaine Lot – tiphaine.lot@se.com
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Appendix Property of Schneider Electric | Page 47
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2026 additional notes Foreign Exchange impact: Based on current rates1, the FX impact on FY 2026 revenues is estimated to be between -€400 million to -€500 million. The FX impact at current rates on adjusted EBITA margin for FY 2026 could be around flat Scope impact: Around flat on 2026 revenues and around flat on 2026 adjusted EBITA margin, based on transactions completed to-date Restructuring: The Group expects cumulative incremental restructuring costs of €500 million in the years 2025-2027, above a normalized rate of c. €100 - €150 million per year, with the expectation that in FY26 restructuring costs reach around €450 million in total Tax rate: The ETR is expected to be in a 23-25% range in 2026 1. Forward exchange rates are volatile and difficult to predict. Consequently, the impact of such movement and possible impacts from hyperinflation technical accounting (IAS29) are not factored at this stage. Property of Schneider Electric | Page 48
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H1 Adj. EBITA up +22.1% org. due to strong focus on operational excellence Analysis of Change of Adjusted EBITA (in €m) 987 535 -56 ForexSFC -173 -377 R&D & Production Labor infl. -31 Mix -148 3,510 4,093 ProductivityNet price1 -154 VolumeH1 2025 Scope & others H1 2026 1. Price on products, raw material impact and tariffs Property of Schneider Electric | Page 49
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H1 Adjusted Net Income calculation In €m H1 2025 H1 2026 Adjusted EBITA 3,510 4,093 Amortization of purchase accounting intangibles (233) (206) Net financial income/(loss) (248) (286) Income tax with impact from adjusted items (727) (865) Profit/(loss) of associates and non-controlling interests (74) (40) Adjusted Net Income (Group share) 2,228 2,696 Adjusted EPS (€) 3.97 4.79 Property of Schneider Electric | Page 50
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Advancing Energy Tech Property of Schneider Electric | Page 51
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