Latest news with #SchneiderElectricInfrastructureLtd
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Business Standard
2 days ago
- Business
- Business Standard
Goldman Sachs upgrades Schneider Electric Infra to 'Buy'; sees 21% upside
Goldman Sachs upgraded Schneider Electric Infrastructure Ltd to a 'Buy' rating from 'Sell', citing a sharp expansion in India's medium-to-long-term total addressable market (TAM) for power distribution equipment. The brokerage has also raised its 12-month target price to ₹910 per share, implying an upside potential of around 21 per cent. On Thursday, the stock fell as much as 2.42 per cent to ₹765 per share. The stock pared losses to trade 2 per cent lower at ₹764 apiece, compared to a 0.04 per cent decline in Nifty50, as of 11:10 AM. The upgrade comes on the back of rising electricity demand, widening power deficits, and the urgent need to upgrade India's power distribution infrastructure, the global brokerage said in a report on June 16. Goldman Sachs now expects India's power transmission capital expenditure to exceed $550 billion by the financial year 2050 (FY50), nearly 30 per cent of the country's overall energy transition capex requirement. Track LIVE Stock Market Updates Here An inflection in power demand growth is likely to elevate the importance of continued grid expansion and upgrade, including low- and medium-voltage distribution networks, transformers, switchgear and intelligent breakers, the brokerage said. It added that Schneider Electric's upcoming capacity expansions in circuits and breakers place it in a strong position to benefit from this structural trend. Schneider Electric is expanding its Vadodara switchgear plant by adding 6,000 panels to the existing 8,000 panels capacity, and scaling up its Kolkata breakers plant from 5,000 units to 50,000 units. These initiatives, along with margin improvement and order inflow momentum, support the revised earnings estimates, Goldman Sachs said. The firm now forecasts a 27 per cent earnings CAGR for the company during FY25 to FY28, compared with its previous estimate of 8 per cent. The order inflow CAGR is also raised to around 31 per cent from 15.5 per cent earlier. Gross margins rose 150 basis points year-on-year in FY25 to 38.2 per cent, driven by better pricing, product mix and cost efficiencies. Goldman Sachs now expects gross margins to improve further to 39.6 per cent by FY32. The research note highlights four key reasons for the upgrade: a significantly higher TAM with increased market share expectations, a stronger margin outlook, potential for valuation re-rating, and government support through schemes such as the Revamped Distribution Sector Scheme (RDSS). Since April 2024, Schneider Electric stock has underperformed broader markets, falling 4.3 per cent while the BSE Sensex gained 11.9 per cent. However, with rising urgency to reduce power distribution losses, currently at around 18 per cent of domestic supply, the brokerage expects the company to be a major beneficiary of distribution-led grid investments.
Business Standard
27-05-2025
- Business
- Business Standard
Bayer CropScience Ltd leads gainers in 'A' group
ITI Ltd, Avantel Ltd, Schneider Electric Infrastructure Ltd and AWL Agri Business Ltd are among the other gainers in the BSE's 'A' group today, 27 May 2025. ITI Ltd, Avantel Ltd, Schneider Electric Infrastructure Ltd and AWL Agri Business Ltd are among the other gainers in the BSE's 'A' group today, 27 May 2025. Bayer CropScience Ltd soared 11.84% to Rs 5737.3 at 11:46 IST. The stock was the biggest gainer in the BSE's 'A' group. On the BSE, 29990 shares were traded on the counter so far as against the average daily volumes of 1098 shares in the past one month. ITI Ltd surged 9.50% to Rs 307.7. The stock was the second biggest gainer in 'A' group. On the BSE, 5.69 lakh shares were traded on the counter so far as against the average daily volumes of 48541 shares in the past one month. Avantel Ltd spiked 8.75% to Rs 139.8. The stock was the third biggest gainer in 'A' group. On the BSE, 13.56 lakh shares were traded on the counter so far as against the average daily volumes of 4.21 lakh shares in the past one month. Schneider Electric Infrastructure Ltd spurt 7.33% to Rs 728.2. The stock was the fourth biggest gainer in 'A' group. On the BSE, 1.56 lakh shares were traded on the counter so far as against the average daily volumes of 30073 shares in the past one month. AWL Agri Business Ltd gained 5.77% to Rs 274. The stock was the fifth biggest gainer in 'A' group. On the BSE, 3.54 lakh shares were traded on the counter so far as against the average daily volumes of 1.44 lakh shares in the past one month.
Business Upturn
27-05-2025
- Business
- Business Upturn
Schneider Electric Infrastructure shares jump over 5% as Q4 revenue rises 24.4% YoY to Rs 586.9 crore
By Aman Shukla Published on May 27, 2025, 10:06 IST Schneider Electric Infrastructure Ltd witnessed a sharp rise in its stock price, climbing over 5% following the announcement of its fourth-quarter financial results for FY25. As of 10:02 AM, the shares were trading 4.98% higher at Rs 712.45. For the quarter ended March 2025, Schneider Electric Infrastructure posted a revenue of ₹586.9 crore, marking a 24.4% rise from ₹471.8 crore in the same quarter last year. The company's earnings before interest, taxes, depreciation, and amortization (EBITDA) stood at ₹86.7 crore, reflecting an 18.5% growth compared to ₹73.1 crore in the corresponding period of the previous fiscal. Despite the growth in absolute EBITDA, the company's operating margin slightly declined to 14.8% from 15.5% a year earlier. However, net profit showed a notable surge, reaching ₹54.6 crore for the quarter, a substantial increase from ₹3.3 crore in the same period last year. Schneider Electric Infrastructure shares opened at ₹684.90, and, at the time of writing, reached a day's high of ₹718.75 and a low of ₹653.55. The stock's 52-week high stands at ₹980.00, while the 52-week low is ₹540.00. Disclaimer: The information provided is for informational purposes only and should not be considered financial or investment advice. Stock market investments are subject to market risks. Always conduct your own research or consult a financial advisor before making investment decisions. Author or Business Upturn is not liable for any losses arising from the use of this information. Schneider Electric Infrastructure Aman Shukla is a post-graduate in mass communication . A media enthusiast who has a strong hold on communication ,content writing and copy writing. Aman is currently working as journalist at
