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Schneider Electrical S.E. (SBGSY) Analyst/Investor Day Transcript
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Schneider Electrical S.E. (SBGSY) Analyst/Investor Day Transcript

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Last updated: December 13, 2025 12:17 am
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Published: December 13, 2025
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Schneider Electrical S.E. (SBGSY) Analyst/Investor Day December 11, 2025 3:45 AM EST

Firm Contributors

Amit Bhalla – Senior VP & Head of Investor Relations
Olivier Pascal Blum – Chief Govt Officer
Frederic Godemel – Govt Vice President of Vitality Administration
Gwenaelle Avice-Huet – Govt Vice-President of Europe Operations
Caspar Herzberg – Govt VP of Schneider Electrical Software program & CEO of AVEVA
Aamir Paul – Govt Vice President of North America Operations
Manish Pant – Govt Vice President of Worldwide Operations
Laurent Bataille – Govt Vice-President of France Operations
Kelly Becker – President of Schneider Electrical UK & Eire
Hilary Maxson – Chief Monetary Officer

Convention Name Contributors

Guillaume Texier
Wealthy Whitmore
Praveer Sinha
Noelle Walsh – Microsoft Company
David Howson
Vincent Dessale
Andre Kukhnin – UBS Funding Financial institution, Analysis Division
Jonathan Mounsey – BNP Paribas, Analysis Division
Martin Wilkie – Citigroup Inc., Analysis Division
George Featherstone – Barclays Financial institution PLC, Analysis Division
Eric Lemarié – CIC Market Options, Analysis Division
Lourdes Dominguez – Banco Santander, S.A., Analysis Division

Dialog

Operator

Women and gents, please welcome Head of Investor Relations, Amit Bhalla.

Amit Bhalla
Senior VP & Head of Investor Relations

Wow, that is a century of historical past, legacy and innovation. And right this moment, we’re right here to speak concerning the future, the following 5 years and past. It is my nice pleasure to welcome all of you to our Capital Markets Day of 2025. Incredible to see a room which is packed. I do know we had — we could not accommodate everyone. So I do know there’s many individuals watching on-line. Welcome to every one in all you as properly. We’re right here right this moment at this implausible venue of the McLaren Expertise Heart, as you all can expertise. And there is in all probability a few the explanation why we selected to be right here.

Initially, that is such an clever website as we are going to see throughout the course of the day, and it is absolutely powered by Schneider Electrical. At

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