Schneider Electric Infrastructure Ltd.
NSE: SCHNEIDERSchneider Electric Infrastructure Ltd.: A 30-second snapshot
Schneider Electric Infrastructure trades at ₹1,264.3 — up 103.9% over the past 12 months and 21.3% above its 52-week-high drawdown threshold — with a trailing PE of 123.5x, the highest among 6 tracked infrastructure peers. The company has grown revenue at a 5-year CAGR of 20.1% but earnings have declined at a 5-year CAGR of -12.1%, placing it last on the quality score ranking (22/100) among peers. Both the 50-DMA (₹1,042) and 200-DMA (₹864) are well below current price, with RSI at 59 in neutral territory.
P/E
123.5
Forward P/E
64.9
ROE
—
Debt / Equity
80.08
Profit Margin
+8.5%
Div. Yield
—
5Y ROE > 15%
4/5
5Y FCF > 0
4/5
Quality
50/100
News
3 headlines · 1 positive · 0 negative
Schneider Electric Infrastructure - 13 stocks surge up to 180% YTD; 2 turn multibaggers . Do you own any? - The Economic Times
The Economic Times
How AI is redefining power, cooling, and infrastructure design: Sumati Sahgal, VP, Schneider Electric on preparing for scale - Express Computer
Express Computer
Schneider Electric Infrastructure Limited Confirms Non-Applicability of SEBI Large Corporate Regulations for FY 2026-27 - scanx.trade
scanx.trade
Recent context
- ·An April 2026 Economic Times piece cited SCHNEIDER among 13 NSE stocks up as much as 180% year-to-date, consistent with the 103.9% 12-month price change in the technical data.
- ·Express Computer (April 2026) covered Schneider Electric on AI-driven demand for power and cooling infrastructure, reflecting the broader data-centre infrastructure theme that may be influencing sector sentiment.
- ·The company filed a SEBI large-corporate non-applicability declaration for FY 2026-27, a routine governance disclosure with no direct financial impact indicated.
Strengths
- +5-year revenue CAGR of 20.1% indicates sustained top-line momentum in the infrastructure and power-distribution segment.
- +FCF has been positive in 4 of the available fiscal years, and a persistence consistency score of 93 points to a degree of operational cash generation stability.
- +Stock is 46.3% above its 200-DMA (₹864) and 21.3% above its 50-DMA (₹1,042), with a 52-week drawdown of only -7.7% from peak, reflecting strong price-trend momentum over the period.
- +Forward PE of 64.9x is roughly half the trailing PE of 123.5x, implying analyst consensus expects a meaningful step-up in earnings over the coming year.
Weaknesses
- −5-year earnings CAGR of -12.1% contrasts sharply with revenue growth, indicating that scale has come at the cost of profitability; profit margin stands at 8.49%.
- −Quality score of 22/100 ranks 6th (last) among 6 tracked infrastructure peers, with BEL scoring 57, CGPOWER 45, and ABB 47.
- −Debt-to-equity of 80.1 is notably elevated for an industrial company, and the debt trend is classified as flat — no deleveraging is evident in the available data.
- −Trailing PE of 123.5x is the highest among tracked peers (BEL 51.8x, CGPOWER 108.7x, ABB 87.0x) while earnings have declined over 5 years, making the valuation multiple entirely dependent on a future earnings recovery.
Open questions
- ?At a trailing PE of 123.5x with a 5-year earnings CAGR of -12.1%, what specific operational or structural changes would need to materialize for current earnings multiples to be sustained?
- ?The debt-to-equity ratio of 80.1 is flat rather than declining — is the elevated leverage funding the revenue growth, and how does the company plan to service or reduce that debt load?
- ?Does the FCF consistency score of 93 reflect genuine cash conversion efficiency, or is it an artefact of working-capital management that could reverse if the order book slows?
- ?How much of the 103.9% 12-month price appreciation is attributable to sector-wide re-rating in power-infrastructure versus company-specific earnings expectations, and how distinguishable are those two drivers?
Peer comparison: Infrastructure
Ranks 6 of 6 on quality| Symbol | Name | P/E | ROE | Quality |
|---|---|---|---|---|
| SCHNEIDER | Schneider Electric Infrastructure Ltd.You're viewing | 123.5 | — | 22 |
| Industry avg | across 5 peers | 69.5 | +18.3% | 40 |
| BEL | Bharat Electronics Ltd. | 51.8 | — | 57 |
| ABB | ABB India Ltd. | 87.0 | — | 47 |
| CGPOWER | CG Power and Industrial Solutions Ltd. | 108.7 | +19.6% | 45 |
| LT | Larsen & Toubro Ltd. | 33.4 | +16.9% | 26 |
| CUMMINSIND | Cummins India Ltd. | 66.7 | — | 24 |
Technical state
Current price
₹1,264.30
SMA 50
₹1,042.18
SMA 200
₹864.44
RSI (14)
59.0 (neutral)
From 52w high
-7.7%
1Y return
+103.9%
3M return
+59.1%
50-DMA
Above
200-DMA
Above
Algorithmic support levels
Algorithmic resistance levels
Risk flags
- highTrailing PE of 123.5x is the highest among 6 tracked infrastructure peers (BEL 51.8x, CGPOWER 108.7x, ABB 87.0x, Cummins 66.7x, LT 33.4x), while 5-year earnings CAGR is -12.1% against 5-year revenue CAGR of +20.1% — top-line growth has not translated to bottom-line expansion over the period.
- highQuality score of 22 out of 100 ranks 6th of 6 among tracked infrastructure peers (BEL 57, CGPOWER 45, ABB 47, Cummins 24, LT 26); ROE data is unavailable, and profit margin stands at 8.49%.
- mediumDebt-to-equity of 80.1 is elevated for an industrial company; debt trend is classified flat rather than declining, and no dividend yield is reported.
- lowNews sample is sparse at 3 articles total, limiting the reliability of the sentiment reading (1 positive, 2 neutral, 0 negative) for near-term narrative assessment.
- lowAnalyst coverage is very thin at 2 analysts with no consensus rating available, substantially limiting the reliability of forward estimates (forward PE 64.9x).
Cross-section contradictions
- 5-year revenue CAGR of +20.1% alongside 5-year earnings CAGR of -12.1% indicates sustained margin pressure; yet the stock is up 103.9% over the past 12 months and 59.1% over the past 3 months, trading well above both its 50-DMA (₹1,042) and 200-DMA (₹864), suggesting the market is pricing a future earnings inflection that the historical record has not yet delivered.
- FCF-positive in 4 of available years with a consistency score of 93 points to operational steadiness, yet the quality score of 22/100 ranks last among all 6 tracked peers — an unusual divergence between persistence metrics and overall quality ranking.
For informational purposes only. Not investment advice. VivaTrades is not a SEBI-registered Investment Adviser or Research Analyst. Market data sourced from public feeds; consult a registered adviser before any investment decision.
Fundamentals & technicals: refreshed 25 Jun 2026 · refreshed daily at 01:00 IST
AI synthesis (narrative, snapshot, strengths/weaknesses, peer ranking): generated 17 May 2026 · rotates through NIFTY 500 every ~5 days