Stockrabit · Analysts
Questions across 4 calls

Aditya Deorah

Divisha Investments

Schneider Electric Infrastructure Limited

Schneider Electric Infrastructure Limited CC-Nov25.pdf · 2025-11-10
Good morning, Udai, sir. Sir, my query continues with the queries of the previous participants. This is related to the very tepid revenue growth which we had for the first half of this financial year. Sir, again, in the last few quarters, we had put in the press announcement that we were supposed to undergo capacity expansions where we had mentioned that our capacity is around 90%, 95%. So, is it more because of the capacity side of things that we are unable to supply the order that is there in the market that we have already received? Or is there something else related to the tepid revenue growth?
Okay. Okay. Sir, one slide, which is missing, which has been very frequent in all your investor presentations and which we really look forward to with new product launches. So, there is absolutely nothing related to new product launches in this particular presentation. Anything related to that you would like to speak about?
Schneider Electric Infrastructure Limited CC-Mar25.pdf · 2025-05-27
I have a couple of queries and suggestion. Over the last 3 months, we have had 3 announcements on store capacity additions related to the tran sformer business, RMU breakers and panel. Now in all these announcements, we have mentioned that the existing capacity is near 90%. So for the current financial year since the Kolkata fact ory is also not yet operational, how would we augment the resources for revenue growth?
Perfect. Now my second query is related to the breakers capacity, which we are setting up in a plant in Kolkata. So would it be in the Prospace plant in Dankuni or would it be in our existing plant in Salt Lake?
Schneider Electric Infrastructure Limited CC-Sep24.pdf · 2024-11-18
Sir, in our parent's commentary, it was mentioned that the energy part of the business for India grew double digit, while the industrial automation was down year -on-year for the India unit. So is it similar for us? Or is there a variance for our operations?
Okay. And sir, for last few years, if we see the sales CAGR that we are doing, it's around 20%. So my query comes with respect to the Calcutta factory. So would we see a leg up in the sales growth once the factory is established? Or should we model the 20% CAGR that we are seeing, or we have been seeing for the last 3 years going ahead?