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Internal Schneider Electric Infrastructure Limited Q2 FY26 10th November, 2025
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Public Page 2 Schneider Electric Infrastructure Limited Q2 FY 25-26 | IMPACT starts with Us! Made it to the Time’s ‘Top 15 employers in India’ SEIL Vadodara won the prestigious ‘Golden Peacock Award for ESG – 2025’
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Vision “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 mission is to be a digital partner for sustainability and efficiency. Mission
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Public Resilient Indian Economy amid Global Challenges Market Outlook Segments Enablers Power Grid ▪ RDSS1 Scheme: ₹3.04 lakh crore to cut AT&C2 losses to 12–15% & eliminate the ACS-ARR3 gap by strengthening distribution infrastructure ▪ Grid Modernization | SCADA4/ADMS5/Enabler projects to be implemented in majority of states Data Centers ▪ Digital Transformation & Rising Data Consumption (900 Mn internet users, 20+ GB avg data consumption per month) ▪ Surge in AI usage, UPI transactions, OTT streaming and E-commerce, fueling the demand for storage & processing infra ▪ Amazon, Microsoft, & Google are expanding in India; Google plans to invest $10 billion to develop Asia’s largest Datacentre cluster in Visakhapatnam Renewables ▪ India's installed solar power capacity has reached 125 GW, making it the 3rd largest producer ▪ GST 2.0 on renewable energy equipment cut from 12% to 5% at 56th Council meeting ▪ Solar capital costs reduced by ₹20–25 lakh per MW, saving over ₹100 crore for a 500 MW solar park Mobility ▪ UDAN : Regional connectivity to 120 new destinations & carry 4Cr passengers over the next decade ▪ Metro: ~791kms of metro lines under construction in 27 cities across India ▪ National Rail Plan 2030 | blueprint to make Indian Railways "future-ready“ with focus on electrification 1. Revamped Distribution Sector Scheme 2. Aggregate Technical and Commercial losses 3. Average Cost of Supply (ACS) - Average Revenue Realized (ARR) 4. Supervisory Control and Data Acquisition 5. Advanced Distribution Management System 6. Gross Fixed Capital Formation 6.4 7.4 7.8 6.7 5.2 9.4 7.8 5.6 Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26(F) Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26(F) India’s FY26 GDP forecast revised to 6.8% from 6.5% GFCF6 +1.1bps YoY +0.4bps YoY GDP (F) - Forecast * All Values in INR Page 4 Schneider Electric Infrastructure Limited Q2 FY 25-26 |