Schneider Electric Infrastructure Ltd (SCHNEIDER) is a key player in India’s power and electrical infrastructure sector, manufacturing transformers, switchgears, protection relays, and smart grid solutions. As a subsidiary of the global Schneider Electric Group, it benefits from strong technology transfer and brand credibility. The company has delivered exceptional profit growth and industry-leading return ratios in recent years, making it a favorite among growth-focused investors. However, its sky-high valuation and lack of dividends warrant caution. This article provides a balanced, fact-based outlook and realistic share price targets for each year from 2026 to 2030.
Schneider Electric Infrastructure: Company Overview
Incorporated: 2011
Business: Designs and manufactures power distribution equipment—transformers, switchgears, relays—and offers smart grid and e-House solutions for urban infrastructure
End Markets: Power utilities, renewable energy projects, railways, metro rails, and smart cities
Ownership: 75% promoter holding – controlled by Schneider Electric France
Listed: Yes – on BSE (539348) and NSE (SCHNEIDER)
Clarifications:
Is SCHNEIDER a good stock to buy? Only for high-risk, long-term investors who believe in India’s power infrastructure boom. Not suitable for conservative or income-focused portfolios.
Why is the share price falling? Due to valuation concerns (P/E >68x, P/B >26x), not business deterioration. Recent corrections reflect profit booking after a 300%+ rally since 2023.
What is the dividend?Zero – the company does not pay dividends (0% yield). All profits are reinvested.
Is it a good buy? It’s a high-quality growth business, but current valuation leaves little margin for error.
Schneider Electric Infrastructure: Key Financial Snapshot
Metric
Value
Market Capitalization
₹17,624.36 Cr
Current Share Price
₹737
52-Week High / Low
₹1,055 / ₹517
P/E (TTM)
68.13
P/B (TTM)
26.78
Book Value (TTM)
₹27.53
EPS (TTM)
₹10.82
ROE
64.45%
ROCE
47.04%
Dividend Yield
0%
Debt
₹427.78 Cr
Cash Reserves
₹258.43 Cr
Sales Growth (YoY)
19.49%
Profit Growth (YoY)
55.72%
Shareholding Pattern
Category
Holding (%)
Promoters
75.00%
Public (Retail)
18.69%
Domestic Institutions (DII)
3.29%
Foreign Institutions (FII)
3.02%
Others
0%
Note: Extremely high promoter control ensures strategic alignment but limits public float liquidity.
Schneider Electric Share Price Target Forecast (2026–2030)
Given the exceptional ROCE/ROE, strong order book, and India’s power infrastructure push, upside exists—but only if earnings sustain momentum. Targets assume:
EPS CAGR of 20–22% (supported by 55% recent profit growth)
P/E compression from 68x to 40–45x by 2030
No dividend payout (reinvestment focus)
Year
Target Price Range (₹)
2026
₹770 – ₹860
2027
₹820 – ₹940
2028
₹870 – ₹1,030
2029
₹920 – ₹1,120
2030
₹970 – ₹1,220
⚠️ Important: Even at ₹1,220 in 2030, P/E would be ~45x—still premium for an infrastructure play. Justified only if ROCE remains above 45%.
Year-wise Breakdown
Schneider Electric Share Price Target 2026
Year
Target 1
Target 2
2026
₹770
₹860
Rationale: Near-term upside supported by strong Q3 FY26 execution and smart grid orders. However, rich valuation caps aggressive moves.
Schneider Electric Share Price Target 2027
Year
Target 1
Target 2
2027
₹820
₹940
Rationale: Expected benefit from PLI schemes in power equipment, renewable integration, and metro rail expansions.
Schneider Electric Share Price Target 2028
Year
Target 1
Target 2
2028
₹870
₹1,030
Rationale: By 2028, e-House and smart city projects could contribute meaningfully. High ROCE supports premium valuation.
Schneider Electric Share Price Target 2029
Year
Target 1
Target 2
2029
₹920
₹1,120
Rationale: Long-term play on India’s $130 billion power infrastructure investment plan. Execution risk remains low due to global parent support.
Schneider Electric Share Price Target 2030
Year
Target 1
Target 2
2030
₹970
₹1,220
Rationale: The upper end assumes sustained 20%+ EPS growth, ROE >60%, and order book visibility. Still, valuation will likely remain stretched vs peers like Siemens or BHEL.
Strengths vs Risks
✅ Strengths
World-class ROCE (47%) and ROE (64%)
Backed by the global Schneider Electric Group
Beneficiary of India’s power & smart grid modernization
Strong order inflows from the government and the private sector
⚠️ Risks
Extremely high P/E (68x) and P/B (26.8x)
Zero dividend yield – not suited for income investors
Low public float (18.7%) can cause volatility
Execution risk in scaling new product lines
Investment Suitability
Factor
Assessment
Risk Profile
High (premium infrastructure stock)
Time Horizon
Long-term (5+ years)
Volatility
High
Dividend/Income
None (0% yield)
Ideal Investor
Aggressive growth investor bullish on India’s power infrastructure story
FAQs
Only if you accept high valuation risk. Fundamentals are strong, but price already reflects perfection.
For 2026, a realistic range is ₹770–₹860. By 2030, it could reach ₹970–₹1,220.
Zero – the company has never paid dividends and reinvests all profits.
Due to valuation concerns, not business weakness. The stock trades at a significant premium to peers.
It’s a high-quality compounder, but only suitable for long-term, high-conviction investors. Avoid for short-term trading.
Final Verdict
Schneider Electric Infrastructure is a best-in-class player in India’s critical power infrastructure ecosystem. Its capital efficiency, global backing, and sector tailwinds make it a compelling long-term holding. However, its current valuation leaves little room for error. Our 2026–2030 price targets (₹770–₹1,220) reflect steady appreciation—not speculative hype. Investors should consider accumulating only on significant corrections with a 5-year horizon.
📌 Disclaimer: Price targets are estimates based on current fundamentals and sector trends. They are not investment advice. Please consult a SEBI-registered advisor before investing.
Hi, I’m Raj Mittal, a stock market content writer focused on company analysis, share price trends, and fundamental research. I create simple, research-based insights to help investors make smarter market decisions.
