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Sagar Gandhi

Invesco Mutual Funds
SCHNEIDER

Schneider Electric Infrastructure Limited

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Schneider Electric Infrastructure Limited CC-Nov25.pdf
10 Nov 2025
Open call
  1. Good morning, sir. My question is on the data center opportunity that you alluded to. So, while you see a great opportunity for yourself, we understand that at the global level of Schneider Electric, the parent company is in place to capitalize on this opportunity, from an India perspective and from Indian listed and unlisted facilities perspective, how is this opportunity divided between the 2?

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  2. So, sir, how large this opportunity can be for us in our top line, can it be materially 15%, 20% of our top line over the next, say, 2 to 3 years?

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  3. Okay. Thank you. Sir, my subsequent question is on the DISCOM reforms that you've been seeing from quite some time. And we've been hearing that the newer package is likely to be even bigger than the RDSS scheme. So, sir, can you highlight the equipment opportunity that will come to industry as a general? And how can that open up a new phase of growth for you?

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