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The BSE, founded in 1875, is Asia's oldest stock exchange — it started under a banyan tree on Dalal Street, where the bronze bull stands today.
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The BSE, founded in 1875, is Asia's oldest stock exchange — it started under a banyan tree on Dalal Street, where the bronze bull stands today.
The BSE, founded in 1875, is Asia's oldest stock exchange — it started under a banyan tree on Dalal Street, where the bronze bull stands today.
Schneider Electric Infrastructure Limited is an India-based company engaged in the business of manufacturing, designing, building and servicing technologically advanced products and systems for electricity distribution, including products such as distribution transformers,…
Weekly engine runs — movement reflects the numbers, not analyst opinion.
A decent, steadily growing business, fully valued.
Schneider Electric Infra is scored on the commodity / cyclical framework. It keeps a slim 7.3% of every rupee of sales as net profit. Cash broadly tracks reported profit (CFO/PAT 1.06×). Free cash flow is worth about 0.5% of its market value.
Over the last 3 years revenue compounded at 18%/yr and profit at 20%/yr. Book value itself has compounded 72%/yr — the hallmark of a genuine compounder. Return on equity is an elite 19.7%. In the latest quarter profit fell 43% versus the prior quarter.
At 120× earnings, the stock sits at the 79th percentile of its own 3.6-year range — the expensive end of where it has historically traded. Today's price already implies ~36%/yr earnings growth sustained for a decade — a demanding bar. The books come through clean — a forensic grade of A, and Altman puts distress risk in the safe zone.
A plain-English restatement of the figures on this page — rules-based, for education and research context, not investment advice or a recommendation.
| Ratio | Company | Sector | Read |
|---|---|---|---|
| P/E | 138.28 | 26.37 | worse |
| P/B | 37.95 | — | — |
| EV/EBITDA | 85.16 | 18.09 | worse |
| ROE | 19.69 | 6.99 | better |
| ROCE | 20.49 | 11.64 | better |
| ROA | 6.54 | — | — |
| Quick Ratio | 1.3 | 1.61 | worse |
| Peer | P/E | P/B | ROE |
|---|---|---|---|
| BHEL | 50.7 | 5.5 | 10.8% |
| ABB India | 70.7 | 47.9 | 22.4% |
| CG Power | 89.3 | 13.9 | 15.7% |
Revenue has grown every year across all 4 financial years shown. 18% CAGR over 3 years — steady double-digit compounder. Growth is decelerating — latest year grew slower than the year before.
Profit is on a 2-year growth streak.
Operating margin has expanded from 7% to 10% — the business is keeping more of each rupee earned. The gap between operating and net margin is widening — interest or tax costs are rising.
ROE at 27% — the business earns well above its cost of equity. High ROE despite single-digit margins — an asset-turn play with high capital velocity. Capital efficiency declining — ROE down 54pp.
EPS dropped in the latest year despite possible profit changes — dilution or a profit dip could be at play. 20% EPS CAGR — this is the rate at which each share's claim on earnings is compounding.
Operating cash flow has been positive every year — the business generates real cash, not just accounting profit. Heavy investing spend every year, but operations generate enough to cover it — the business self-funds its growth. Financing outflows in consecutive years — balance-sheet discipline through debt repayment or dividends.
When operating cash keeps pace with reported profit, earnings are cash-backed; a persistent shortfall is a quality flag.
Revenue rose 11% sequentially — momentum is building. Wide quarterly swings (43% spread) — likely seasonality, lumpy orders, or project-based revenue. Run-rate fading — recent quarters 26% below earlier ones.
Profit fell 43% QoQ — one-quarter drops can be noise, but a pattern matters. Quarterly margins are compressing (8% → 2%) — more revenue isn't translating to proportionally more profit.
How today's P/E compares to the stock's own historical range. Dashed line = the 3.6y median.
Promoters hold 75.0% — heavily owner-operated with strong skin in the game.
Produced by a rules-based engine over licensed exchange fundamentals — every sentence above is derived from the numbers shown, no analyst or AI opinion involved. Education and research context, not investment advice. We are not SEBI-registered as an Investment Adviser or Research Analyst.