Schneider Electric Infrastructure Share Price Target 2026 to 2030

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.

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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.

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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%

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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.

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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%.

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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.

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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

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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

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FAQs

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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.

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Sources

• Screener.in – Schneider Electric Infrastructure Consolidated Page
• Finology.in – SCHNEIDER Financials & Shareholding
• BSE/NSE Filings – Corporate Announcements
• Company Annual Report FY2025
• Investor Presentations (FY25–FY26)