Schneider Electric Infrastructure534139Quarterly results

Revised Q2 press release: record order intake, higher sales, lower EBIT; Kolkata expansion approved

Revised press release for Q2 and H1 FY27 – the earlier EBIT figure had an inadvertent typographical error, now corrected.

By ScoutQuest · Thu 5 Nov 2026, 5:54 PM IST · 2 min read

Q2 FY27 Order Intake: INR 1,265 crores, the company's highest-ever quarterly order intake
Q2 FY27 Sales: INR 779 crores in Q2'FY27
Board-approved Capex: INR 211 crores expansion at the Kolkata facility

Revised release, one correction

This is a re-issued press release for the quarter and half year ended 30 September 2026. The company states that the earlier release carried an inadvertent typographical error in the EBIT figure, which has been corrected, and that nothing else in the release has changed. The figures below are from the corrected version.

Orders and sales

Q2'FY27 order intake: INR 1,265 crores, described as the highest-ever quarterly order intake, ahead of the previous high set in the immediately preceding quarter.
H1'FY27 order intake: INR 2,180 crores.
Q2'FY27 sales: INR 779 crores.
H1'FY27 sales: INR 1,430 crores.
Order backlog as on 30 September 2026: INR 2,701 crores, which the company says gives healthy sales visibility.

Demand is described as strong across established segments and emerging ones such as data centres and semiconductors. The company says conversion of order wins into sales is progressing well and project execution has picked up.

Profitability

Q2'FY27 EBIT: INR 56 crores, lower than the same quarter of the previous year.
H1'FY27 EBIT: INR 88 crores, lower than the first half of the previous year.

The company attributes the lower profitability to commodity price volatility and the lag in passing on higher input costs on certain legacy orders. It adds that margins are improving sequentially as it executes orders booked at current cost levels.

Capacity expansion at Kolkata

The Board of Directors, at its meeting on 29 October 2026, approved a further capacity expansion at the Kolkata Medium Voltage Components (KMVC) facility. The planned investment is INR 211 crores, to be funded through internal accruals and/or external borrowings. The plan covers an increase in vacuum interrupter capacity, from 250,000 to 375,000 units per annum, plus an addition of 18,000 units per annum of breaker capacity, to be completed by the end of FY 2028-29. The company links the investment to capacity augmentation, export growth plans and technology upgradation.

Recognition

Excellence in Sustainability Award in the Manufacturing Corporate category at the 4th Annual Sustainability Symposium & Excellence Awards 2026, organised by the Indian Chamber of Commerce.
Golden Peacock Award 2026 for Excellence in Corporate Governance.

The release also refers to renewable electricity across its manufacturing sites and a reduction in Scope 1 and Scope 2 emissions over three years.

What a retail investor can take away

The order book and order intake are the strongest parts of this release, and the company presents them as evidence of demand and future sales visibility.
Profitability is the weaker part: EBIT is lower than a year earlier, and management says the priority is converting the order book into sales and improving project margins through execution, cost pass-through and portfolio mix.
The Kolkata investment is a board-approved, multi-year capex plan that will be funded internally and/or through borrowings, with completion targeted for the end of FY 2028-29.
The release is a revised version of an earlier one, issued only to correct the EBIT figure.

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