SCHNEIDERSchneider Electric Infrastructure Ltd.

Schneider Electric Infrastructure plans ₹211 crore Kolkata capacity push

Guidance
Electrical Equipment

Blacklitt Research29 October 20262 min read

An electrical substation with power lines against a blue sky. — Photo by janilson furtado on Unsplash (Unsplash License). Illustrative image.

Schneider Electric Infrastructure (NSE: SCHNEIDER) has approved enhancing vacuum interrupter and breaker capacity at its Kolkata Medium Voltage Components facility, with vacuum interrupter capacity going from 250,000 to 375,000 units a year and an investment of ₹211 crore, it said in a filing on 29 Oct 2026.

Key highlights

Vacuum interrupter capacity: 250,000 to 375,000 units a year
Breaker capacity added: 18,000 units a year
Investment: ₹211 crore
Completion: by the end of FY 2028-29

The capacity plan in numbers

Item	Detail
Location	Kolkata Medium Voltage Components (KMVC) facility
Vacuum interrupter capacity, existing	250,000 units a year, installed in phases
Vacuum interrupter capacity, revised	375,000 units a year
Breaker capacity added	18,000 units a year
Investment	₹211 crore
Period	By the end of FY 2028-29
Financing	Internal accruals and/or external borrowings
Board approval	29 Oct 2026, at a meeting held at shorter notice on the recommendation of the Audit Committee

Vacuum interrupter capacity rises to 375,000 units a year

The Board approved enhancing the existing capacity of vacuum interrupters and breakers at the Kolkata facility. The company says the existing 250,000 units a year are being installed in phases, and the revised plan takes vacuum interrupter capacity to 375,000 units a year.

This update revises disclosures the company made by letters dated 7 Sep 2022 and 3 Jul 2026.

One investment figure covers both product lines

The plan adds 18,000 breaker units a year. A single investment of ₹211 crore covers the vacuum interrupter increase and the breaker addition together.

The company says the plan supports its capacity augmentation requirements, export growth plans and technology upgradation initiatives. At the 29 Oct 2026 close, the company's market value was ₹27,035 crore at ₹1,130.70 a share. In Q1 FY27 on a standalone basis, total income was ₹658.27 crore, up 5.2% year on year, and net profit was ₹12.44 crore, down 69.8%.

What the capacity plan means for Schneider Electric Infrastructure's shareholders

The company commits ₹211 crore to the expansion, with the added capacity planned by the end of FY 2028-29.

The filing does not say how the ₹211 crore splits between vacuum interrupters and breakers, how much will come from internal accruals and how much from borrowings, what existing capacity utilisation is, or what effect the plan will have on results. The next dated step in the filing is completion by the end of FY 2028-29.

Reference: Original filing (PDF)

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