- Full-Year Adjusted EBITA Forecast:
- EBITA organic growth forecast revised to +9% to +13% (previously +8% to +12%).
- Adjusted EBITA margin expected at 18.1% to 18.3% (previously 18% to 18.2%).
- Adjusted EBITA margin increase of +60 to +80 bps (previously +40 to +60 bps).
- Organic Revenue Forecast:
- Organic revenue growth forecast remains at +6% to +8% (estimate: 7.01%).
- First Half Results:
- Adjusted EBITA margin of 18.6% (previous year: 18%, estimate: 17.9%).
- Adjusted EBITA of €3.38 billion, a 6.6% year-on-year increase (estimate: €3.21 billion).
- Organic EBITA growth of +12.2%.
- Revenue of €18.17 billion, a 3.1% year-on-year increase (estimate: €18.1 billion).
- Organic revenue growth of +6.2% (estimate: +6.26%).
- Net income of €1.88 billion, a 7% decline year-on-year (estimate: €2.1 billion).
- Adjusted EPS of €4.01 (previous year: €3.64, estimate: €3.88).
- Free cash flow of €889 million, an 8.4% year-on-year increase (estimate: €1.1 billion).
- Second Quarter Results:
- Organic revenue growth of +7.1% (estimate: +6.06%).
- Revenue of €9.57 billion (estimate: €9.51 billion).
- Regional Revenue Performance:
- North America: €3.51 billion (estimate: €3.34 billion).
- Western Europe: €2.21 billion (estimate: €3.35 billion).
- APAC: €2.66 billion (estimate: €2.69 billion).
- Rest of the World: €1.19 billion (estimate: €1.25 billion).
- Energy Management Segment:
- Organic revenue growth of +9.8% (estimate: +8.98%).
- North America: +15.5% (estimate: +11%).
- Western Europe: +3.3% (estimate: +5.83%).
- APAC: +5.2% (estimate: +6.25%).
- Rest of the World: +16.2% (estimate: +15.3%).
- Total revenue: €7.79 billion (estimate: €7.73 billion).
- Industrial Automation Segment:
- Organic revenue decline of -3.5% (estimate: -4.7%).
- North America: -0.4% (estimate: -5%).
- Western Europe: -15% (estimate: -12.4%).
- APAC: -1.2% (estimate: -3.8%).
- Rest of the World: +9.7% (estimate: +8.5%).
- Total revenue: €1.77 billion (estimate: €1.78 billion).
A look at Schneider Electric Se Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 2 | |
| Dividend | 2 | |
| Growth | 4 | |
| Resilience | 3 | |
| Momentum | 5 | |
| OVERALL SMART SCORE | 3.2 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Analysis of Schneider Electric Se utilizing the Smartkarma Smart Scores indicates a promising long-term outlook for the company. With a high Momentum score of 5, Schneider Electric Se shows strong potential for continued growth and market performance. Its Growth score of 4 also points towards positive future prospects, indicating a focus on expansion and innovation within the industry. Additionally, the company scores moderately well in Resilience, showing a solid capacity to withstand market fluctuations and challenges.
However, Schneider Electric Se lags behind in the areas of Value and Dividend, with scores of 2 for both factors. This suggests that investors seeking value or dividend income may find better opportunities elsewhere. Overall, with a mixed bag of scores but a strong emphasis on growth and momentum, Schneider Electric Se presents itself as a company with potential for long-term success in the power distribution and automation systems sector.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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