agm - schneider electric infrastructure limited vadodara : 23 ......(smart homes, self-generation,...

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Confidential Property of Schneider Electric AGM - Schneider Electric Infrastructure Limited Vadodara : 23 - 09 -16 Prakash Chandraker

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Page 1: AGM - Schneider Electric Infrastructure Limited Vadodara : 23 ......(smart homes, self-generation, EVs, financing services) Decarbonization Digitization Decentralization Decarbonization

Confidential Property of Schneider Electric

AGM - Schneider Electric Infrastructure LimitedVadodara : 23 - 09 -16Prakash Chandraker

Page 2: AGM - Schneider Electric Infrastructure Limited Vadodara : 23 ......(smart homes, self-generation, EVs, financing services) Decarbonization Digitization Decentralization Decarbonization

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Disclaimer

All forward-looking statements are Schneider Electric Infrastructure Limited (India) management’s presentexpectations of future events and are subject to a number of factors and uncertainties that could causeactual results to differ materially from those described in the forward-looking statements..This presentation includes information pertaining to the our markets and our competitive positions therein.Such information is based on market data and our actual sales in those markets for the relevant periods.We obtained this market information from various third party sources (industry publications, surveys andforecasts) and our own internal estimates. We have not independently verified these third party sourcesand cannot guarantee their accuracy or completeness and our internal surveys and estimates have notbeen verified by independent experts or other independent sources.

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Page 3: AGM - Schneider Electric Infrastructure Limited Vadodara : 23 ......(smart homes, self-generation, EVs, financing services) Decarbonization Digitization Decentralization Decarbonization

Agenda

Page 3Confidential Property of Schneider Electric |

1 Business at a Glance

2 Our Customers & Markets Segments

3 Mega Trends

4 Our Strategy

5 Our Vision

Page 4: AGM - Schneider Electric Infrastructure Limited Vadodara : 23 ......(smart homes, self-generation, EVs, financing services) Decarbonization Digitization Decentralization Decarbonization

Business at a Glance

Page 4Confidential Property of Schneider Electric |

Page 5: AGM - Schneider Electric Infrastructure Limited Vadodara : 23 ......(smart homes, self-generation, EVs, financing services) Decarbonization Digitization Decentralization Decarbonization

SEIL Business at a Glance Market leadership

Huge installed base

Comprehensive End-to-End solutions

Powerful PARTNER go-To-Market in Transactional

MV switchgear & Component

Control, monitoringSAS, NA

Transformer

E-House & Solution

Field Service

Medium voltage & grid automation

#1Software and Command &

control centre

R O U T E T O M AR K E T ( % O F R E V E N U E )

Direct business~50%

Indirect business~50%

Page 6: AGM - Schneider Electric Infrastructure Limited Vadodara : 23 ......(smart homes, self-generation, EVs, financing services) Decarbonization Digitization Decentralization Decarbonization

Our customers & Market Segments

Page 6Confidential Property of Schneider Electric |

Page 7: AGM - Schneider Electric Infrastructure Limited Vadodara : 23 ......(smart homes, self-generation, EVs, financing services) Decarbonization Digitization Decentralization Decarbonization

Our customers

Page 7Confidential Property of Schneider Electric |

K E Y C U S T O M E R S

Electrical contractors

City Administrations

Panel Builders & system integrators

Renewable, PG

Electro IntensiveEnd users & EPC

Distribution Utilities

+ Strong synerg ies w i th the Group for smart c i ty

Our markets Segment

CIB

MMM

Utilities &PG

Key Drivers

• Institutional buildings, Convention centre's, Premium housing complex..

• Tier – 2 Cities ( Nagpur, Pune, Lucknow, A’Bad…)• Mission critical application• Extension of existing Metros : G.Noida,

• Secure Power system• Investments in IT / 4G• MV closer to the load with packaged solution

• Investment in Sulphur removal units• R & M • Uninterrupted power distribution system for

Critical processes

• Metals, Mining & Minerals market outlook is flat in short term

• 24X7 affordable and reliable power• GOT / IOT : Asset utilization, Grid Mgmt• Reduction in O&M costs

Oil & Gas

Data Center

Metro

Page 8: AGM - Schneider Electric Infrastructure Limited Vadodara : 23 ......(smart homes, self-generation, EVs, financing services) Decarbonization Digitization Decentralization Decarbonization

Mega Trends

Page 8Confidential Property of Schneider Electric |

Page 9: AGM - Schneider Electric Infrastructure Limited Vadodara : 23 ......(smart homes, self-generation, EVs, financing services) Decarbonization Digitization Decentralization Decarbonization

Page 9Confidential Property of Schneider Electric |

Megatrends: 3D equation behind profound change in the energy world…

New capacity addition through huge growth in variable renewable and Storage are expected to challenge Grid management

Solar

Wind

Biomass & Waste

Nuclear

“Grid of things”Big data integrationInternet of Things will connect GOT

Decarbonization Digitization Decentralization

Expanding energy consumerism(smart homes, self-generation, EVs, financing services)

Decarbonization Digitization Decentralization

Decarbonization Digitization Decentralization

Huge no of devices to become smart & get connected

Prosumer challenge : Bidirectional flow of power & consumers becoming power self-sufficient

Page 10: AGM - Schneider Electric Infrastructure Limited Vadodara : 23 ......(smart homes, self-generation, EVs, financing services) Decarbonization Digitization Decentralization Decarbonization

Our Strategy

Page 10Confidential Property of Schneider Electric |

Page 11: AGM - Schneider Electric Infrastructure Limited Vadodara : 23 ......(smart homes, self-generation, EVs, financing services) Decarbonization Digitization Decentralization Decarbonization

3 Axis & 5 transformation actions to realize profitable growth

Page 11Confidential Property of Schneider Electric |

PROFITABLE GROWTH

Accelerate profitable businesses and expand key Go-To-Market

Drive LEADERSHIP in new grid domains and INNOVATE

Transform our business models and re-focus on profitable growth opportunities through selectivity for high end solutions

(e.g. segments, offers)

Transactional Business

Services

Transformer

Project End to End Advanced Grid

Solutions

1

2 3

Acceleration

Transformation Leadership

Page 12: AGM - Schneider Electric Infrastructure Limited Vadodara : 23 ......(smart homes, self-generation, EVs, financing services) Decarbonization Digitization Decentralization Decarbonization

Page 12Confidential Property of Schneider Electric |

Profitability Actions

Value

Leverage Digitization& Standardization

Cost

Cost structure in line with Mix volumeBased On Selectivity

Profitable Business MIX

Channel to Market

Emerging Domains

HR Transformation

Advanced Solutions

CTO Model

New Offers

Acceleration

TransformationLeadership

Page 13: AGM - Schneider Electric Infrastructure Limited Vadodara : 23 ......(smart homes, self-generation, EVs, financing services) Decarbonization Digitization Decentralization Decarbonization

Our Vision

Page 13Confidential Property of Schneider Electric |

Page 14: AGM - Schneider Electric Infrastructure Limited Vadodara : 23 ......(smart homes, self-generation, EVs, financing services) Decarbonization Digitization Decentralization Decarbonization

Vision

Page 14Confidential Property of Schneider Electric |

Our Vision

“SEIL will remain the leading player in the new digitized energy world , offering our customers and partners innovative connected products & solutions making them ready to solve the new grid equation and the new power distribution enhanced

expectations.”

Our balanced business models & efficient supply chain will keep our growth and profitability resilient and sustainable”

We have a clear Vision of profitable growth and executing it through Energy Rebound Program to realize it

Page 15: AGM - Schneider Electric Infrastructure Limited Vadodara : 23 ......(smart homes, self-generation, EVs, financing services) Decarbonization Digitization Decentralization Decarbonization