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Schneider Electric Infrastructure Limited (SCHNEIDER) Fair Value & Analysis

Industrials · IN · Market cap ₹348B

SE Schneider Electric Infrastructure Limited SCHNEIDER · NSE
Price₹1,212
Fair Value₹148.54
Upside-87.8%
Quality49/100
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Mixed Growth
Thin margins · 7.4% net margin
Moderate debt · generates free cash flow
Trails peers (4/13)
Moderate moat 58/100
Evidence: High Range ₹78.96 – ₹233.36 Share as image

Fair value as of: Aug 13, 2026

From 24 valuation models · updated 4 days ago

Share price −5.2% over the past month.

Below-average quality, and screening another 88% overvalued on our models.

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What matters now

  • The price sits above even our optimistic bull case (₹233.36). The favourable scenario is already priced in.
  • The model range is unusually wide (₹78.96 to ₹233.36). The outcome hinges heavily on assumptions, so read the point estimate with caution.
  • Solid but not exceptional quality (49/100) and above fair value, neither a clear bargain nor a standout compounder.
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Price vs Fair Value (5 years)

₹1,501 ₹90.85 Fair Value ₹148.54 May 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.

How to read this chart

60‑month range ₹90.85 – ₹1,501 · fair‑value band ₹78.96 – ₹233.36 · the ₹1,212 price screens above the ₹148.54 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 13, 2026.

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Analysis

Schneider Electric Infrastructure Limited (SCHNEIDER) currently trades at ₹1,212, while our model-based Fair Value estimate is ₹148.54, implying the stock looks roughly 87.8% overvalued today. The Quality Score stands at 49/100 (below-average quality), in the Industrials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).

Over the trailing twelve months, Schneider Electric Infrastructure Limited generated revenue of ₹28.9B at a net margin of 7.4%. Revenue grew 0.5% year over year. It earns a return on equity of 31.8%. Net debt stands at ₹1.9B. Fundamentals as of Aug 13, 2026

Our scenario range runs from ₹78.96 (bear case) to ₹233.36 (bull case); at ₹1,212, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 19% below its 52-week high and 112% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at -65% fair-value upside, at -88%, SCHNEIDER screens richer than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Note: the current price implies far more future growth than the conservative anchors of our models allow (base growth is deliberately capped, we do not regard such extreme rates as sustainable). Our models are not designed for expectations this high; that is why the individual models scatter extremely (₹21.70 to ₹239.04). Read the values as a conservative anchor, not as a price target.
Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Growth DCF ₹51.59 ₹90.92 ₹159.02 80
Residual Income ₹63.46 ₹86.87 ₹597.32 76
Rev-Margin DCF ₹99.39 ₹182.72 ₹284.72 74
All 24 models by family
DCF Models
FCF DCF ₹51.20 ₹91.52 ₹160.90 38
Owner Earnings ₹71.98 ₹127.60 ₹223.30 31
5Y Revenue Exit ₹99.39 ₹185.53 ₹301.48 39
5Y EBITDA Exit ₹107.54 ₹201.63 ₹317.36 41
5Y P/E Exit ₹100.61 ₹187.95 ₹285.06 38
10Y Revenue Exit ₹78.50 ₹155.69 ₹271.07 36
10Y EBITDA Exit ₹88.32 ₹167.48 ₹284.12 37
10Y P/E Exit ₹83.70 ₹157.46 ₹257.56 35
Earnings-Based
Graham-Dodd ₹60.45 ₹239.04 ₹324.66 54
Lynch FV ₹59.12 ₹84.45 ₹109.79 50
PEG = 1.0 ₹59.12 ₹84.45 ₹109.79 46
EPV ₹104.94 ₹124.09 ₹141.11 59
Multiples
P/E Multiple ₹140.02 ₹186.69 ₹233.36 63
P/S Multiple ₹113.35 ₹151.13 ₹188.91 58
P/B Multiple ₹109.31 ₹145.75 ₹182.18 55
EV/EBIT ₹176.92 ₹237.09 ₹297.26 53
EV/EBITDA ₹147.60 ₹198.00 ₹248.40 54
EV/Revenue ₹125.24 ₹180.46 ₹235.67 43
Asset-Based
NCAV (Graham) ₹16.19 ₹21.70 ₹32.39 50
Growth DCF
Growth DCF ₹51.59 ₹90.92 ₹159.02 80
Rev-Margin DCF ₹99.39 ₹182.72 ₹284.72 74
Economic Profit
Residual Income ₹63.46 ₹86.87 ₹597.32 76
ROIC Compounder ₹116.36 ₹153.10 ₹198.19 72
Growth Earnings
Growth-Adj P/E ₹104.77 ₹149.67 ₹194.57 68

Widest divergence: Multiples (₹180.46) versus Asset-Based (₹21.70). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) ₹28.9B
Revenue growth (YoY) +0.5%
Net margin 7.4%
Return on equity 31.8%
Free cash flow ₹1.0B FY2026
P/E ratio 136.5
More key figures
Operating margin 6.0%
EPS (TTM) ₹8.88
EPS growth (YoY) -59.6%
Net debt ₹1.9B FY2026

Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 49/100

Of which business quality 49 · Market factors (momentum, volatility) 72

Profitability 68
Margins and returns on capital today
Quality Growth 17
Are margins and returns improving?
Cashflow 30
Earnings quality: real cash, not paper profit
Fin. Strength 61
Balance sheet, leverage, solvency risk
Investment 30
Disciplined investing over empire-building
Low Volatility 64
Calm price path (market factor)
Momentum 76
Price trend over the last 3–12 months (market factor)
52W Momentum 75
Distance to the 52-week high (market factor)
Net Issuance 82
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Schneider Electric Infrastructure Limited designs, manufactures, builds, and services products and systems for electricity distribution in India and internationally.

Full company description

Schneider Electric Infrastructure Limited designs, manufactures, builds, and services products and systems for electricity distribution in India and internationally. The company offers medium power, distribution, and special transformers; substation automation systems, including power management systems, controllers and RTUs, communication elements, graphic user interfaces, engineering tools, SCADA and EMS gateways, and simulation tools; and ring main units. It also offers medium voltage distribution and grid automation products, such as EasyPact EXE, a vacuum circuit breaker; medium voltage switchgear; microgrids; digital substations; and Ecofit, a medium and low voltage equipment, as well as EcoStruxure grid, an IoT-enabled open and interoperable platform. In addition, the company provides partner managed, and field and automation services. It serves the grid, power, utility, mining, minerals, metal, power generation, oil and gas, and smart city industries, as well as contractors, global strategic alliances, and panel builders. The company was formerly known as Smartgrid Automation Distribution and Switchgear Limited and changed its name to Schneider Electric Infrastructure Limited in December 2011. The company was incorporated in 2011 and is based in Gurugram, India. Schneider Electric Infrastructure Limited is a subsidiary of Energy Grid Automation Transformers and Switchgears India Private Limited.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

Schneider Electric Infrastructure Limited reported revenue of ₹28.9B in FY2026 versus ₹15.3B in FY2022, a compound +17.2%/yr. Reported net income was ₹2.1B in FY2026, compounding +66.6%/yr from FY2022.

Growth Quality 81/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2026)
₹28.9B
Latest YoY
+9.6%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+17.6%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+17.4%
Avg. growth/yr (14Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+5.7%
Revenue +17.2%/yr
FY22 ₹15.3B
FY23 ₹17.8B
FY24 ₹22.1B
FY25 ₹26.4B
FY26 ₹28.9B
Net income +66.6%/yr
FY22 ₹276M
FY23 ₹1.2B
FY24 ₹1.7B
FY25 ₹2.7B
FY26 ₹2.1B

SCHNEIDER screens 88% overvalued. Compare with Contemporary Amperex Technology Co →

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Cite: Fair Value Calculator (2026). "Schneider Electric Infrastructure Limited Fair Value". https://www.fairvalue-calculator.com/stock/SCHNEIDER

Peer Group

Electrical Equipment & Parts · 529 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 49 · Below median
Fair Value upside −88% · Bottom 25%
Return on equity (TTM) 32% · Top 25%
Return on assets 10% · Top 25%
Net margin (TTM) 7% · Above median
Operating margin (TTM) 6% · Below median
Revenue growth 1% · Below median
Debt / equity 0.57× · Higher than 75% of peers

Valuation Multiples vs Electrical Equipment & Parts median · lower = cheaper

P/E (TTM) 136.5× · Pricier than 75% of peers
P/B 44.89× · Pricier than 75% of peers
P/S (TTM) 12.03× · Pricier than 75% of peers
P/FCF 3.6× · Cheaper than median
EV/EBITDA 94.0× · Pricier than 75% of peers

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 0 · sector 0
FUTURE 3 · sector 58
PAST 100 · sector 26
HEALTH 71 · sector 97
DIVIDEND 0 · sector 23

VALUE 0: the price sits above our fair-value range.

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Electrical Equipment & Parts stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).

Stock Price Fair Value vs Fair Value
Contemporary Amperex Technology Co 3750 HK$652.50 HK$394.19 -40%
Delta Electronics (Thailand) Public Company DELTA 269.00 THB 40.28 THB -85%
LG Energy Solution, Ltd 373220 365,500 KRW 201,455 KRW -45%
WEG S.A WEGE3 14,900 ARS 4,338 ARS -71%
Sungrow Power Supply Co 300274 ¥117.53 ¥123.83 +5%
HD Hyundai Electric Co 267260 782,000 KRW 371,133 KRW -53%
LS ELECTRIC Co 010120 206,500 KRW 29,594 KRW -86%
Hyosung Heavy Industries Corporation 298040 2,892,000 KRW 1,013,099 KRW -65%
Hitachi Energy India Limited POWERINDIA ₹35,800 ₹6,106 -83%
Polycab India Limited POLYCAB ₹9,289 ₹3,218 -65%

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Frequently asked questions

Is Schneider Electric Infrastructure Limited (SCHNEIDER) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of ₹148.54 versus a price of ₹1,212, about −88% (overvalued).
What is the fair value of SCHNEIDER?
Our model-based fair value for Schneider Electric Infrastructure Limited is ₹148.54 (as of Aug 13, 2026), built from audited fundamentals. The current price is ₹1,212.
What is the quality score of SCHNEIDER?
Schneider Electric Infrastructure Limited has a Quality Score of 49/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Schneider Electric Infrastructure Limited (SCHNEIDER)?
Schneider Electric Infrastructure Limited reported trailing-twelve-month revenue of about ₹28.9B (latest available figure, as of Aug 13, 2026).
What is the net profit margin of SCHNEIDER?
The net profit margin of Schneider Electric Infrastructure Limited is about 7.4%, meaning it keeps roughly 7.4% of revenue as net income. Based on the latest reported figures.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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