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Property of Schneider Electric Advancing Energy Tech Third Quarter 2026 revenues October 16, 2026 Record revenues, strong execution and full year target upgraded
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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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Record revenue €11.5bn Broad-based performance Upgraded FY target FY26 ↑ Top line growth ↑ Adjusted EBITA margin expansion ↑ Property of Schneider Electric | Page 3 Strong momentum and disciplined execution in Q3 2026 to be continued to deliver the upgraded FY target All 2 businesses | All 4 end markets All 4 regions
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Record high quarterly revenues with both businesses growing Q3 2026 Group revenues €11.5bn +17% Q3’26 revenues Q3 org. growth Energy Management Industrial Automation €9.6bn +19% Q3’26 revenues Q3 org. growth €1.8bn +8% Q3’26 revenues Q3 org. growth Property of Schneider Electric | Page 4
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Broad-based contribution across all end markets, further supported by triple-digit demand in Data Center in Q3 Property of Schneider Electric | Page 5 Page 5 Balanced end market exposure1 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 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 1. % of FY 2025 Orders 2. Demand trends based on orders evolution across our end-markets and in representative segments as of 9 months YTD 2026 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 Infrastructure Data Center & Networks BuildingsIndustry 14% 30% 29% 27%
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Systems-led growth, with Products and Software & Services growth accelerating sequentially SOFTWARE & SERVICESPRODUCTS +17% Q3 organic growth +7% Q3 organic growth • Sustained momentum in Pricing excellence – product price increased sequentially Q3 vs. Q2 • Strong and broad-based volume growth • Energy Management: up double-digit, broad-based growth across end- markets • Industrial Automation: up double-digit. Sustained momentum in Discrete SYSTEMS +22% Q3 organic growth • Energy Management: up strong double-digit led by Data Center and Infrastructure • Industrial Automation: up low-single digit, with good growth in Discrete; Process down overall • Agnostic software: • AVEVA: ARR up +10%. Organic growth at similar levels, led by strong SaaS • EM Software: Up mid-single digit led by ETAP • Field Services: Up high-single digit with good growth in Energy Management • Digital Services: Up high-single digit with strong growth across Data Center, Grid, Cybersecurity and Planon Property of Schneider Electric | Page 6 48% 35% 17%Split of Q3 2026 revenue by business model: Products Systems Software & Services
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Q3 2026 up +17% organic with all regions contributing Analysis of Change in Group Revenues (in €m) +19.9% North America +8.6% Europe +26.1% China & East Asia +13.2% 9,721 11,460 South Asia & International1 -0.4% Scope +1.2% Q3 2025 Q3 2026Forex Group +16.9% org. Property of Schneider Electric | Page 7 Based on current rates, the FX impact on FY 2026 revenues is estimated to be between -€300 million to -€400 million The FX impact at current rates on adjusted EBITA margin for FY 2026 could be around flat
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Q3 org. growth in Energy Management up +19% Data Center driving strong top line increase • U.S: strong double-digit led by Data Center, solid growth across other end-markets • Canada and Mexico up double-digit. Strong in Data Center and Infrastructure in Canada +16% Property of Schneider Electric | Page 8 44% 22% 17% 17% Split of Q3 2026 revenue by geography: North America Europe South Asia & International China & East Asia North America South Asia & International Europe China & East Asia +20% +9% Strong growth despite geopolitical tensions in Middle East • India, Australia and Middle East & Africa: all up double-digit, with India remaining strong across all end-markets • South America: down low-single digit with Chile facing a high base of comparison Momentum accelerated across Data Center and Semiconductor • China up strong double-digit, with AI investment benefitting several segments • East Asia up strong double-digit driven by very strong Data Center and Semiconductor project execution Sales expansion led by Data Center and Grid, good contribution from Non-Residential buildings • Germany and UK up double-digit. Broad-based growth across all end-markets in UK; Germany driven by Data Center and Grid • France up high-single digit led by Data Center; Italy up mid-single digit driven by Infrastructure; Spain up low-single digit +32%
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Q3 org. growth in Industrial Automation up +8% 23% 29% 26% 22% Split of Q3 2026 revenue by geography: North America South Asia & InternationalEurope Mixed performance across geographies • Double-digit growth in India driven by Discrete; and in South America with strength across AVEVA, Discrete and Process • Australia and Middle East & Africa both down, impacted by renewals cycle at AVEVA and a high base in Egypt China & East Asia North America Solid momentum driven by AVEVA, with mixed trends in traditional automation • U.K. up double-digit driven by AVEVA and Discrete automation • High-single digit growth in Germany (AVEVA and Discrete) and in Spain (Process & Hybrid) • France around flat; Italy down slightly against a high base Sustained strength in Discrete outweighs softness in Process • China up high-single digit with strong growth in Discrete with export OEMs, while Process down • East Asia up mid-single digit with strong growth in Semiconductor AVEVA and Discrete automation driving strong growth • U.S. up double-digit due to strength at AVEVA and in Discrete • Canada up mid-single digit driven by Discrete; Mexico up double-digit against a low base +16% South Asia & International +3% Europe +6% China & East Asia +8% Property of Schneider Electric | Page 9
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Sustainability Impact 2030 Property of Schneider Electric | Page 10 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% 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 76% 211M 32% -10% 943Mt 24% 6% 22% 23% 69M 9% Schneider Electric Tech Academy Industry catalyzer Longer, better Power progress 100 workplaces designed to care for people, nature and communities 40% of women in leadership² 59 -83% In progress 135 X1.2 31% 1.5M 100% of employees upskilled each year in Energy Tech* 82% reduction of Scope 3 CO₂ emissions, absolute vs 2021 2026 Target 4.20/10 Q1 3.40 H1 3.69 9m 4.04 FY - Q3 2026 Results IMPACT SCORE* 2030 ambition 9m 2026 Performance 1 Per Schneider Electric definition and methodology. 2 The gender balance and the inclusion of all generations metricsare global strategic ambitions. They are notconnected to any incentive structure and do notapply 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)
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Expected trends for Q4 Maintaining strong execution and operational discipline to achieve our upgraded FY26 target in a dynamic environment Property of Schneider Electric | Page 11 Business model • Systems to lead growth • Strong Products growth, supported by continued pricing momentum • Sustained momentum in recurring Software revenues • Accelerating growth in Services Geography • All 4 regions to deliver topline increase, led by U.S., China and India • Disruption in the Middle East may impact Q4, with potential for pressure on global supply chains and increased inflation Operational Excellence • Disciplined execution of Company program • Continued pricing momentum expected to offset the value impact of raw material inflation and net tariffs in FY26 • Productivity and operating leverage to contribute positively to adj. EBITA margin 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 +18% and 21% organic The target would be achieved through a combination of organic revenue growth and margin improvement, currently expected to be: • Revenue growth of +12% to +14% organic • Adjusted EBITA margin up +100bps to +120bps organic This implies Adjusted EBITA margin of around 19.7% to 19.9% (including scope based on transactions completed to- date and FX based on current estimation). Property of Schneider Electric | Page 12 The Group upgrades its 2026 financial target as follows: Further notes on 2026 FX & Scope available in slide 16
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Q&A Property of Schneider Electric | Page 13
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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 16 October Q3 2026 Revenues 10 November UBS European Conference (London) 16 November RBC Global Industrials Conference (New York) 30 November to 2 December1 Goldman Sachs Annual Industrials & Autos Week Conference (London) 1 December UBS Global Industrials & Transportation Conference (Florida) 18 February 2027 FY 2026 Results Frederic Jouen – frederic.jouen@se.com Property of Schneider Electric | Page 14 Tiphaine Lot – tiphaine.lot@se.com 1. Date of attendance to be confirmed
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Appendix Property of Schneider Electric | Page 15
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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 -€300 million to -€400 million. The FX impact at current rates on adjusted EBITA margin for FY 2026 could be around flat Scope impact: Around -€50 million on 2026 revenues and around flat on 2026 adjusted EBITA margin, based on transactions completed to-date Restructuring: The Group expects restructuring costs in FY26 to 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 16
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ADVANCING ENERGY TECH to the Next Level of INTELLIGENCE Property of Schneider Electric | Page 17
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