### **Overview** Schneider Electric Infrastructure Limited (SEIL), established in 2011, is a key subsidiary of Schneider Electric Group—a global leader in energy management and automation. Headquartered in India, SEIL specializes in designing, manufacturing, and servicing intelligent, localized solutions for energy distribution, digital transformation, and infrastructure modernization. With a strong focus on digitization, sustainability, and innovation, SEIL supports India’s industrial and digital growth while contributing to global clean energy transitions. --- ### **Core Operations & Facilities** - **Manufacturing Presence**: SEIL operates **three advanced manufacturing facilities** in Vadodara (Gujarat) and Kolkata (West Bengal), producing medium-voltage (MV) switchgear, transformers, protection relays, and automation systems. - **New Expansion**: A **new manufacturing facility** is being established in Dankuni, West Bengal, reinforcing local production and scalability. - **Capacity Expansion (Planned by 2026–2027)**: - **Vadodara Plant**: Investment of ₹110.2 crores to scale switchgear manufacturing capacity from 8,000 to 14,000 panels. - **Kolkata Plant**: ₹90.6 crores investment to increase breaker production from 5,000 to 45,000 units/year. - Transformer capacity to rise from **5,500 MVA to 7,000 MVA**; RMU capacity increased by **25% to 32,000 units**. --- ### **Product Portfolio & Solutions** SEIL offers a comprehensive range of products and services across four business lines: | **Business Line** | **Key Offerings** | |--------------------------|-------------------| | **Equipment** | Medium-voltage switchgear, transformers, GIS/AIS panels | | **Transactional Products** | Ring Main Units (RMUs), circuit breakers, protection relays | | **Projects** | E-Houses, switchyards, substation automation, Skid solutions | | **Services** | EcoCare digital services, modernization, predictive maintenance, asset monitoring | **Key Product Innovations**: - **EcoStruxure™ Platform**: Open, IoT-enabled architecture integrating connected products, edge control, and cloud-based apps/analytics for digital transformation. - **SF₆-Free Switchgear**: Eco-friendly AirSet and PIX RoF switchgear using pure air and vacuum technology, eliminating greenhouse gas SF₆. - **Power Train Module (PTM)**: Plug-and-play, customizable substation solution for >2 MVA applications, scalable up to 3.15 MVA, with digital monitoring. - **EasySet MV**: Compact, indoor, air-insulated switchgear up to 12 kV, featuring digital connectivity, closed-door operation, and ergonomic design. - **EcoStruxure Transformer Expert (ETE)**: Cloud-based monitoring with H₂, H₂O, and temperature sensors for predictive analytics. --- ### **Core & Emerging Markets** #### **Core Sectors (Revenue Drivers)**: - **Power & Grid**: Utilities, DISCOMs, transmission projects. - **Mining, Metals & Minerals (MMM)**: Steel, cement, and mining operations requiring reliable, digitized power. - **Transportation & Mobility**: Metro rail, EVs, airports, ports. - **Industrial & Buildings**: Manufacturing, petrochemicals, data centers, commercial real estate. #### **Emerging Growth Segments (Strategic Expansion)**: - **Renewable Energy**: Solar, wind, green hydrogen, and hybrid projects. - **Data Centers**: Hyperscale, colocation, and cloud provider facilities. - **Electric Mobility**: EV battery gigafactories, EV charging infrastructure. - **Semiconductors**: Electrification and digitalization of semiconductor fabs. --- ### **Strategic Focus & Growth Drivers** 1. **Innovation & Digitalization**: - Transition from “blind” to **“active” equipment** with embedded sensors and cloud connectivity. - Focus on **predictive and condition-based maintenance** via EcoCare, Asset Advisor, and ETE. - Development of **digital twins** using ETAP integration for lifecycle optimization. 2. **Sustainability & Decarbonization**: - Leadership in **SF₆-free green switchgear**, Green Premium™ certified transformers (ester oil), and microgrid solutions. - Support for **net-zero goals** in infrastructure, manufacturing, and utilities. - Positioning in India’s **National Green Hydrogen Mission** (INR 20,000 crores allocation). 3. **India-for-India & Export Strategy**: - Investments in **localized manufacturing** to serve domestic and global markets (“India-for-the-globe”). - Export wins to Nepal, Qatar, Australia, Africa, and Southeast Asia. - Leveraging “Make in India” and global demand for high-quality Indian engineering. 4. **EV & Charging Infrastructure**: - **Current charging network**: ~26,000 stations. - **Future goal**: Deploy **~1.3 million EV chargers by 2030**. - Addressing infrastructure gap: **1 charger per 235 EVs in India**. 5. **Digital Service Monetization**: - Shift from **Capex to Opex model** via subscription services (EcoCare, ETE, Asset Advisor). - Services segment grew **1.5x YoY in orders (FY23)**; target to **double recurring service revenue**. - Focus on **modernization of legacy assets** across Schneider and competitor-installed base. --- ### **Key Project Wins & Customer References** - **Semiconductors**: - Supplied integrated power, automation, and digital solutions to **India’s first semiconductor manufacturing facility**, including PTM 2.5-compliant E-House and EcoCare services. - First-order win in **cell manufacturing** sector with connected MV solution. - **EV & Batteries**: - Delivered turnkey **MV power distribution system** for an **EV battery gigafactory**, including 33/6.6 kV AIS panels with EcoCare and real-time monitoring. - **Data Centers**: - Supplied **33 kV GIS** for major facilities in Mumbai and Kolkata. - Delivered **digitized PTM 2.25 MVA solution** to a leading Asian data center, enabling fast commissioning. - Provided **PIX Easy MV switchboards** for a hyperscale cloud environment. - **Utilities & Grid**: - Deployed **Smart RMUs** in Delhi for 24x7 reliable power. - Implemented **digitalization of 33/11 kV substations** for a major DISCOM using T300 Gateway. - Supplied **11 kV SSIS** and **RTU panels** to a leading East India DISCOM. - **Renewables**: - Won one of India’s **largest solar breaker orders** (33 kV) via channel partner. - Delivered **unified CRP SAS platform** for a **2.2 GW solar portfolio**, enabling centralized monitoring. - Supplied **T500 RTUs** for 2 GW solar project in Gujarat—**first in India**. - **Infrastructure & Industry**: - Revamped **petrochemical substation** with 33 kV GIS and SAS upgrade. - Digitalized cement plant with **PIX RoF, EcoStruxure, and arc flash protection**. - Provided **E-House with remote RIRO (Rack-In/Rack-Out)** for enhanced safety in utility applications. --- ### **Ecosystem & Go-to-Market Model** - **Partner-Centric Approach**: - Collaborates with **distributors, EPCs, panel builders, system integrators, and OEMs**. - **Partner Express program** streamlines procurement and delivery. - **Channel Empowerment**: - Trains partners and provides technical support to ensure high-value solution delivery. - License and core component partners enable scalability, especially in solar and utility sectors. --- ### **R&D & Technological Leadership** - Focus on **software-enhanced hardware** to solve operational pain points. - Embedded analytics and cloud platforms transform traditional equipment into **intelligent, connected assets**. - Over **1,400 patent applications filed globally in 2024**, reflecting innovation focus. - Acquisition of global **transformer analytics company** integrated into ETE platform. --- ### **Government & Infrastructure Alignment** SEIL’s growth strategy closely aligns with national initiatives: - **Revamped Distribution Sector Scheme (RDSS)**: ₹3 lakh crore for DISCOM modernization. - **Green Energy Corridor**: Grid integration of 500 GW renewable capacity. - **Digital India, Smart Cities, Make in India**: Demand for smart grid, EV, and data center solutions. - **Nuclear Power Expansion**: Potential role in SMR and micro-reactor projects. --- ### **Global Integration & Outlook** - Part of **Schneider Electric Group**, operating in **100+ countries**, with **177,000+ employees**. - Recognized as a **leader in Gartner Magic Quadrant for ADMS**; 75+ utility customers globally. - EcoStruxure platform deployed in **500,000+ sites**, monitoring **2 million+ assets**. - **India** is a **critical global hub**—for manufacturing, innovation, and export. --- ### **Forward-Looking Strategy (2025–2027)** - **Three Growth Pillars**: 1. **Accelerate in emerging sectors** (EV, batteries, data centers, semiconductors). 2. **Expand digital services** (remote monitoring, predictive maintenance, asset performance). 3. **Strengthen partner ecosystem** for scalable, localized delivery. - **Financial Discipline**: - ₹200.8 crores total capex planned, **funded primarily through internal accruals**. - Focus on **operational leverage** despite 90% plant utilization. - **Vision 2030**: - Become the **preferred partner for digital, sustainable energy infrastructure** in India and beyond. - Enable **India’s industrial digitization**, energy transition, and climate goals.