Schneider Electric

Schneider Electric (NASDAQ: SBGSF) is a European multinational organization, headquartered in France, focused on energy management and digital automation. The company was established in 1836 as a steel and machine manufacturer. Schneider operates in over 100 countries and generated a revenue of EUR 35.9 billion (USD 38.1 billion) in 2023. 

Schneider operates under two business segments: Energy Management (focusing on energy efficiency; ~79% of total revenue in 2023) and Industrial Automation (focusing on process efficiency; ~21% of total revenue in 2023). It caters to customers in four end markets: Data Centers, Buildings, Industry, and Infrastructure. This is through its three strategic pillars: Products, Systems, and Software and Services. 

North America was the largest regional market, accounting for ~34% of total revenue, closely followed by Asia-Pacific (~28%) and Western Europe (~25%). The US was the single-largest market, accounting for ~29% of total revenue in 2023. 

Schneider expects to generate an organic revenue CAGR of 7%–10% through 2023-2027, supported by a +50 bps increase in the adjusted EBITA margin and an expected ROCE of 15%+. Schneider expects to be carbon neutral by 2025 and achieve net zero CO2 emissions across its entire value chain by 2050.