Schneider Electric S.E.

Overview Key strengths Key risks Global leader in the digital transformation of energy management in the low- and medium-voltage segment. Indirect exposure to commodity price movements through industrial automation business and to the performance of construction markets in different regions. Balanced geographic diversification and customer distribution. Continuously expanding share of software and service revenue. Shareholder-friendly financial policy with progressive dividend payouts, while remaining opportunistic toward value-added acquisitions.. Well-positioned to take advantage of global megatrends, namely energy efficiency, decarbonization, decentralized power production, and connectivity. Clear commitment to a strong investment-grade credit rating and sustainability. Track record of profitability (19%-21% EBITDA margin for 2023-2025) that is resilient throughout the cycle and higher than most European peers. Its main goal was to closely

... it to capture growth and benefit from secular trends. Its main goal was to closely align the portfolio with long-term secular trends and reposition it toward more profitable and resilient growth. The most notable acquisitions in recent years were the addition of Aveva in 2017 and OSIsoft in 2020. Schneider already holds No. 1 positions in energy management and has a strong presence in industrial automation, being a market leader in certain areas like safety systems, signaling, and motor protection and control. The Aveva acquisition was a crucial move that enhanced Schneider's data analytics and artificial intelligence breadth. Furthermore, the later addition of OSIsoft complemented Aveva's digital solutions offering. OSIsoft specializes in aggregation and visualization of real-time industrial sensor, actuator, and control data. Its PI System is a leading platform for data acquisition and structuring and is compatible with a wide range of...

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