Yes most of the action is in unlisted arm. Listed arm has a very limited mandate mainly in traditional sub-station infra. It was an acquisition from some MNC which was listed. Don’t remember which one.
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Schneider Electric Infrastructure Q1 FY25 Analysis: Key takeaways!!
Business Outlook:
- Schneider Electric Infrastructure Ltd (SEIL) is well-positioned to capitalize on the growing demand for power distribution and digital solutions across various sectors in India, including renewable energy, transportation, infrastructure, semiconductors, and e-mobility.
- The company’s vision to “lead the new digitized energy world” and its focus on offering innovative, connected products and solutions align with the evolving market expectations.
- SEIL’s diversified product portfolio, ranging from transformers and switchgear to digitalized solutions, enables it to cater to a wide customer base across electro-intensive industries.
Strategic Initiatives:
- The company’s strategic focus on developing differentiated products, such as the “powertrain module” for data centers, showcases its ability to innovate and address specific customer needs.
- SEIL is actively enhancing its digital capabilities, integrating advanced SCADA systems, analytics, and cloud-based platforms to provide comprehensive solutions to its clients.
- The company’s expansion into international markets, with recent orders from Nepal, Australia, and Qatar, demonstrates its ability to leverage its expertise and quality standards to explore global opportunities.
Trends and Themes:
- The strong government push for infrastructure development, renewable energy, and the growing data center industry in India present significant tailwinds for SEIL’s business.
- The focus on digitalization and the need for efficient, connected, and sustainable power distribution solutions are key industry trends that play to SEIL’s strengths.
Industry Tailwinds:
- The Indian government’s increased budgetary allocation for sectors like renewable energy, transportation, infrastructure, and semiconductors aligns with SEIL’s areas of operations.
- The rising demand for data centers and the push for renewable energy, including pump storage projects, create favorable market conditions for the company.
Industry Headwinds:
The management’s cautious approach to providing specific numerical guidance suggests the potential for market volatility or uncertainties that may impact the business.
Analyst Concerns and Management Response:
- Analysts sought clarity on the company’s GIS portfolio and the addressable market opportunity in the data center segment, to which the management provided detailed responses, highlighting its existing capabilities and the evolving nature of the market.
- The management also addressed concerns around the increase in other expenses, emphasizing the focus on building a sustainable organization and making operational decisions to drive long-term profitability.
Competitive Landscape:
- SEIL’s focus on digital solutions, sensorization of products, and its efforts to address specific customer needs, such as the powertrain module, suggest its competitive differentiation in the market.
- The management’s comments on catering to customers who appreciate quality and consistent performance indicate the company’s positioning as a premium player in the industry.
Guidance and Outlook:
-The management’s commentary on the strong order book, growing sales and profitability, and the favorable industry trends suggest a positive outlook for the business.
Capital Allocation Strategy:
- The focus on product innovation, digital solutions, and international expansion implies that the management is investing in areas that can drive long-term growth and value creation.
Opportunities and Risks:
- The growing demand for power distribution solutions, the push for digitalization, and the expansion into international markets present significant opportunities for SEIL.
- Potential risks could include market volatility, supply chain challenges, and the ability to maintain the company’s competitive edge through continuous innovation.
Regulatory Environment:
- The management highlights the government’s focus on areas like renewable energy, transportation, and infrastructure, which suggests a supportive regulatory environment for SEIL’s business.
Customer Sentiment:
- The management’s comments on the appreciation for the company’s quality, consistency, and digital offerings indicate a positive customer sentiment towards SEIL’s products and solutions.
Top 3 Takeaways:
- SEIL’s strategic focus on digital solutions, sensorization, and innovative products like the powertrain module positions it well to capitalize on industry trends and customer needs.
- The company’s diversified product portfolio and exposure to high-growth sectors, such as data centers and renewable energy, present significant growth opportunities.
- SEIL’s foray into international markets and the positive customer sentiment towards its offerings suggest the company’s ability to expand its global footprint and drive sustainable growth.
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Annual Report 2024 Highlights:
2024 overview and future roadmap:
Schneider Electric Infrastructure Limited (SEIL) experienced significant growth during the financial year 2023-2024. The company reported a revenue of ₹2,206.7 crore, marking a 24.2% increase from the previous year. This growth was driven by the rising demand for intelligent and energy-efficient solutions across various industries. Additionally, SEIL’s focus on cost optimization and operational efficiencies led to a 69.5% improvement in operating EBITDA, which increased from ₹179.9 crore in 2022-2023 to ₹305.0 crore in 2023-2024.
Looking ahead to 2024, SEIL is optimistic about its future prospects. The company’s outlook is buoyed by several factors, including the increasing demand for sustainable and energy-efficient solutions. SEIL is particularly focused on expanding its presence in the renewable energy sector, especially in solar and wind power, where it offers various integration solutions. Another area of growth is the digitalization of energy management and automation. SEIL is leveraging its expertise in IoT, analytics, and cloud computing to develop innovative solutions that optimize energy usage, reduce costs, and increase efficiency.
With these strategic focuses and a strong foundation built on innovation, SEIL is well-positioned to lead the industry towards a more sustainable future.
Plans for 2025 and beyond:
Schneider Electric Infrastructure Limited (SEIL) has outlined several strategic initiatives and future plans for the coming years, emphasizing innovation, sustainability, and digitalization. Here are the key components of their future plans:
1. Expansion in Renewable Energy:
- SEIL plans to significantly increase its presence in the renewable energy sector. This includes focusing on solar and wind energy solutions, where the company offers various integration and management solutions. The aim is to support the global shift towards cleaner energy sources and capitalize on the growing demand for renewable energy.
2. Digitalization of Energy Management:
- The company is prioritizing the digitalization of energy management and automation solutions. Leveraging its expertise in IoT (Internet of Things), analytics, and cloud computing, SEIL is developing innovative solutions designed to optimize energy usage, enhance efficiency, and reduce operational costs. This digital transformation is expected to be a critical growth driver, helping industries manage energy more intelligently and sustainably.
3. Sustainability Initiatives:
- Sustainability remains at the core of SEIL’s strategy. The company is committed to promoting energy-efficient solutions that reduce environmental impact. SEIL plans to integrate more sustainable practices across its operations and continue offering products and services that help customers achieve their sustainability goals.
4. Expansion of Product and Service Offerings:
- SEIL aims to expand its portfolio of products and services to meet the evolving needs of its customers. This includes introducing new technologies and solutions in the areas of energy distribution, automation, and smart grids. By expanding its offerings, SEIL hopes to capture a larger market share and address the growing demand for advanced energy management solutions.
5. Global Market Penetration:
- The company plans to strengthen its presence in international markets by leveraging its global network and expertise. This includes entering new markets and expanding in regions where the demand for energy-efficient and sustainable solutions is increasing.
6. Focus on Innovation:
- Innovation is a key focus area for SEIL. The company is investing in research and development (R&D) to stay ahead of industry trends and bring cutting-edge solutions to the market. SEIL’s future plans involve continuous innovation to address the challenges of energy management and sustainability in the modern world.
These plans reflect SEIL’s commitment to leading the industry through innovation, sustainability, and digital transformation, positioning the company for long-term growth and success.
Tools and eco systems offered by the SEIL:
In the AR 2024 (Page#30 to 44), the SEIL has explained what are kind of solutions they offered to address different kind of requirements of the customers, based on that I tried to list the hardware and the software tools offered by the SEIL
Schneider Electric Infrastructure Limited (SEIL) offers a comprehensive range of technological solutions designed to enhance energy management, automation, and digital transformation across various sectors. Below is an explanation of these solutions, including the tools, hardware, and software provided by SEIL:
1. Energy Management Solutions:
- Smart Grids:
- Tools & Hardware: SEIL provides advanced metering infrastructure, automated distribution systems, and grid management tools that facilitate the operation of smart grids.
- Software: SEIL uses software platforms like EcoStruxure™ Grid, which integrates IoT and analytics to optimize grid performance, manage energy flows, and ensure grid reliability.
- Energy Efficiency:
- Tools & Hardware: SEIL offers energy meters, sensors, and energy-efficient transformers that help in monitoring and reducing energy consumption.
- Software: Energy management systems (EMS) that analyze energy usage data to identify inefficiencies and optimize energy consumption.
2. Automation and Control Systems:
- Industrial Automation:
- Tools & Hardware: Programmable Logic Controllers (PLCs), Variable Speed Drives (VSDs), Human-Machine Interfaces (HMIs), and industrial sensors.
- Software: SEIL provides automation software such as SCADA (Supervisory Control and Data Acquisition) systems and DCS (Distributed Control Systems) that enable real-time monitoring, control, and automation of industrial processes.
- Process Automation:
- Tools & Hardware: Sensors, actuators, and automation controllers that ensure precise control over industrial processes.
- Software: Process automation software that optimizes operations in industries like oil & gas, chemical processing, and water treatment by integrating real-time data analytics and control.
3. Renewable Energy Solutions:
- Solar Power Integration:
- Tools & Hardware: Solar inverters, energy storage systems, and smart meters that facilitate the integration of solar power into the grid.
- Software: Solar power management software that optimizes the performance of solar plants, monitors energy production, and manages energy storage.
- Wind Energy Management:
- Tools & Hardware: Wind turbine controllers, energy storage systems, and power conversion systems.
- Software: Wind farm management software that monitors and controls wind turbines, optimizing their performance and ensuring efficient energy generation.
4. Power Distribution Solutions:
- Gas-Insulated Switchgear (GIS):
- Tools & Hardware: SEIL provides GIS systems that include circuit breakers, disconnectors, and transformers, all housed in compact, gas-insulated enclosures.
- Software: GIS monitoring software that provides real-time data on system performance, helps in fault detection, and ensures reliable power distribution.
- Medium and Low Voltage Products:
- Tools & Hardware: Circuit breakers, relays, distribution boards, and transformers designed for medium and low voltage applications.
- Software: Electrical distribution management systems that optimize the distribution of electricity, ensuring reliability and safety.
5. Digital Solutions:
- IoT-Enabled Platforms:
- Tools & Hardware: Smart sensors, connected devices, and edge control devices that enable real-time data collection and control.
- Software: EcoStruxure™ platform, an IoT-enabled architecture that provides real-time analytics, predictive maintenance, and remote monitoring to optimize energy management and automation processes.
- Data Analytics:
- Tools & Hardware: Data acquisition systems and cloud-based storage solutions.
- Software: Advanced analytics software that processes data from various sources to optimize energy usage, predict maintenance needs, and improve overall efficiency.
6. Sustainability and Green Solutions:
- EcoStruxure™:
- Tools & Hardware: SEIL’s EcoStruxure™ platform includes connected products such as smart sensors, intelligent circuit breakers, and energy-efficient transformers.
- Software: The EcoStruxure™ platform also includes software layers like EcoStruxure™ Power and EcoStruxure™ Building, which provide analytics, automation, and control capabilities to enhance safety, efficiency, and sustainability in energy management.
EcoStruxure Architecture:
Summary:
SEIL’s technological offerings encompass a wide array of tools, hardware, and software designed to support various industries in their quest for energy efficiency, reliability, and sustainability. Their solutions integrate cutting-edge technologies like IoT, data analytics, and automation to provide end-to-end management of energy systems, from power generation and distribution to consumption and efficiency optimization. By leveraging these tools, SEIL helps businesses and utilities transition to more sustainable and efficient energy practices, while also preparing them for future challenges in energy management and automation.
Disclosure: Invested.
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Huge application of Schneider products shown in this data center. But none of these products are manufactured by Schneider india right? If someone can please confirm.
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yeah thats the irony 
who manufactures these products? is it marine electricals?
As far as I’m aware, very few of these sophisticated equipments are manufactured in India right now. Schneider EU holds a significant market share and these machines are imported in India.
some dealer told me listed entity doesnot have these products its their unlisted entity not sure though but have reduced exposure please find more about this