Questions across 2 calls

Naysar Parikh

Native Investment Managers

Schneider Electric Infrastructure Limited

Schneider Electric Infrastructure Limited CC-Nov25.pdf · 2025-11-10

Hi. Thanks for taking the question. Some of them were answered. I just want to understand from an order intake perspective, this quarter was somewhere around 15% growth. So, just if you could give some flavor going forward for the rest of the year, how do you see it? What segments are you seeing more inquiries in? And will we be closer to like this quarter's 15% mark or H1's 28% mark. Where do you see H2 going towards?

Yes, sorry. Just one more point. Our disclosures have always been less and quarter-after-quarter, like earlier, we used to give mix by product service or something revenue mix. Now we don't even give that. So, just one request, if you could look at some of the other listed players and the disclosures they are giving, and we can also just improve disclosures a bit, give some more flavor on revenue mix and margins and CAPEX and all that, it's just very helpful. We don't really give any disclosure except for orders, that's it. So, please do look and do it. Thank you.

Schneider Electric Infrastructure Limited CC-Jun25.pdf · 2025-08-08

Yes, what I wanted to understand is that you s poke about a bunch of segments at the start. But can you just be a bit more specific and -- with re gard to the kind of order wins that we've had this quarter, just talk a bit about where exactly are we seeing traction? And secondly, margin front, you said that we've kind of gone for orders where the margin is better. But this time -- this quarter, obviously, our margins have been lower. Our gross margins are -- versus the average that we've been seeing have actually been trending lower. So how should we look at gross margins, especially for the remaining part of the year?

Right. Understood. My question was if you could give some kind of your split between your -- the order inflow for the quarter, what segments between data center transmission, etcetera, how -- what segments are driving it? If you can give that mix, that would be helpful?