Synopsis: A stock that has given a compounded return of 81 percent in the last 3 years and rallied 32 percent in last 1 year, fueled by Rs 1,800 Cr order book and expansion in data center business.
This small-cap stock, in the business of energy management and digital automation, supplies advanced transformers, switchgear, and other industrial automation systems.Lately, rising data center demand has further boosted the company, supported by a strong Rs 1,800 Cr order backlog, record revenue milestones, and strategic expansion into high-growth segments.
With a market cap of more than Rs 20,904 Cr, Schneider Electric Infrastructure Ltd is the stock in the context. The stock has rallied by 32 percent in the last 1 year, and has given a compounded return of 81 percent in the last 3 years.
Schneider Electric Infrastructure Ltd, or SEIL, is an Indian subsidiary of the French MNC Schneider Electric. It specializes in energy management and digital automation for the electricity grid. The company manufactures and services advanced products, including transformers, switchgear, and automation systems for industries, utilities, and smart city infrastructure.
Surging Orders & Revenue
Schneider Electric Infrastructure Ltd (SEIL) is experiencing a massive growth phase, evidenced by a record Q3 FY26 revenue of Rs 1,029 crore. A 61 percent surge in order inflows has pushed their backlog past Rs 1,700 crore. This robust pipeline provides exceptional near-term visibility as demand for high-density power and cooling solutions accelerates rapidly.
Strategic Capex Expansion
To sustain this momentum, SEIL is executing a significant capital expenditure strategy. The company recently announced a Rs 623 crore investment in Telangana to expand manufacturing capacity. This facility will focus on critical data center components, including air circuit breakers and digital power systems, ensuring they can meet next-gen infrastructure requirements efficiently.
Future Growth Verticals
Looking ahead, SEIL is strategically diversifying into high-growth sectors beyond traditional power. The company has positioned itself as a vital equipment supplier for the semiconductor and nuclear industries. Furthermore, they are targeting edge data centers in Tier-2 cities and green energy-powered parks, capitalizing on India’s nationwide digital and renewable transition.
Financial Overview
In the latest quarter the company saw a YoY revenue growth of 20 percent percent, going from Rs 857 Cr in Q3FY25 to Rs 1,029 Cr in Q3FY26, while the QoQ went up by 58 percent percent from Rs 650 Cr in Q2FY26. The YoY Net Profits fell by 13 percent percent, going from Rs 111 Cr in Q3FY25 to Rs 97 Cr in Q3FY26, while the QoQ growth stood at 87 percent percent from Rs 52 Cr in Q2FY26.
The company has a 3 year sales CAGR of 20 percent, while the TTM is at 15 percent. The company’s 3 year profit CAGR is at 103 percent, while the TTM number is at 29 percent. The company also has a ROCE of 41 percent and a ROE of 74 percent.
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