Schneider Electric (OTCPK:SBGS.F) 2025 Capital Markets Day December 11, 2025 03:45 AM ET Company ParticipantsHilary Maxson - CFOMohammad Rashid - CTOOlivier Blum - CEONone - Video NarratorDavid Howson - President of EMEAAmit Bhalla - Head of Investor RelationsNoelle Walsh - President of Cloud Operations and InnovationRich Whitmore - CEOVincent Dessale - SEVP of Strategic Projects and Key AccountFrederic Godemel - EVP of Energy Management BusinessManish Kumar - EVP of Digital EnergyGuillaume Texier - CEOKell ...

Financial Performance & Targets - Schneider Electric achieved a revenue CAGR of +7% from 2019 to 2024 [5], reaching €38.2 billion in 2024 [5] - The company drove superior profitability growth with an adjusted EBITA CAGR of +11% from 2019 to 2024 [7], reaching €7.1 billion in 2024 [7] - Schneider Electric aims for organic revenue growth between +7% to +10% CAGR from 2025 to 2030 [165] - The company targets an adjusted EBITA margin organic expansion of +250bps cumulatively from 2026 to 2030 [166] - Schneider Electric expects a free cash flow conversion of ~100% of net income (Group share) from 2026 to 2030 [166] Digital Transformation & Innovation - The "Digital Flywheel" represented 60% of Group revenues in H1 2025 [8], with a target of >70% by 2030 [107] - Schneider Electric plans to increase software and services to approximately 25% of Group revenues by 2030 [107] - The company is committed to R&D, with a cash spend of approximately 7% of revenues [105] Market Positioning & Strategy - Schneider Electric estimates a potential addressable market of €600 billion+ by 2030, with a CAGR of +6% to +7% from 2025-2030 [151] - The company is focused on technology leadership, customer differentiation, and operational excellence [170]