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Schneider Electric Infrastructure Limited Q1 FY 26-27 17th August,2026
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Add awards if any Schneider Electric Infrastructure Limited Q1 FY 26-27 | Page 2
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SEIL will lead the new digitized energy world, offering our Customers and Partners, innovative connected products & solutions, ready for the then Power distribution’s elevated expectations Our balanced business models, superior quality & efficient supply chain will keep our growth and profitability resilient and sustainable Our Vision WE ARE YOUR ENERGY TECHNOLOGY PARTNER Our Mission ADVANCING ENERGY TECH We electrify, automate and digitalize every industry, business and home, driving efficiency and sustainability for all
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INDIA 2030: FOUR STRUCTURAL GROWTH ENGINES, Driving the next infrastructure cycle HeadwindsMacro Outlook *GDP FORECAST 2030 To grow at 6.5%–7.0% per annum *GDP PER CAPITA 1.5X BY 2030 | ~3.8 Lakhs -4 Lakhs PER CAPITA ELECTRICITY ~1.5MWh → 2MWh (2030) Commodity & Labour Cost InflationForex fluctuations Despite near-term volatility, India's long-term investment thesis remains intact — driven by four structural growth engines….. ELECTRIFICATION MAKE IN INDIAAI & DIGITALIZATION URBANIZATION ▪ Manufacturing Sector’s contribution to GDP(by 2035): 25% - 30% ▪ Goods Exports: $1 Tn by 2030 ▪ EV Penetration: ~8% → 30% ▪ Vande Bharat Trainsets: 164 → 800 Trainsets ▪ Data centres Capacity|1.6GW → ~8GW ▪ E commerce users: 450 Mn by 2030 ▪ Digital economy: ~20% of India's GDP by 2030. ▪ Non fossil Fuel : 300GW → 500 GW ▪ BESS3: ~8.6GWh → 208 GWh Policy-Led Transformation Turning Ambition into Execution RDSS4 | Green Energy Corridors | NEP5 2026, VGF6 for BESS | ISTS7 Waivers DPDP8 Act | National Data Center Policy (draft) | Tax holidays | India AI Mission Railway capex | High-Speed Rail Corridors | FAME9 1&2 | PM E-Drive PLI schemes | ECMS10 | ISM11 2.0 | Rare Earth corridors FOUR GROWTH ENGINES → DRIVING DEMAND FOR POWER INFRA More Power • Smarter Grids • Greater Reliability 3 Strategic Pillars for Growth 1.Copper 2.Aluminium 3.Battery Energy Storage Solutions 4.Revamped Distribution Sector Scheme 5.National Electricity Plan 6.V iability Gap Funding 7.Interstate transmission System charges 8.Digital Personal Data Protection 9.Faster Adoption and Manufacturing of Hybrid and Electric Vehicles 10.Electronic s Components Manufacturing Scheme 11.India Semiconductor Mission 2.0 All Values are in INR Schneider Electric Infrastructure Limited Q1 FY 26-27 | Page 4 1 2 3 *Cu1 ▲ *Al2 ▲ *Steel ▲ *Labor ▲ *Rupee ▼