Industry Turnover:

• Energy management: approx. 75%
• Automation: approx. 25%

TOP 3 Markets:

• USA: approx. 30%
• China: approx. 15%
• France: approx. 10%

Schneider Electric S.E. generates the majority of its turnover from the energy management sector, which accounts for about three quarters of the total turnover. This includes solutions for energy distribution, control, and optimization. The automation sector, which represents about a quarter of the turnover, includes industrial automation solutions.

The USA is the largest market for Schneider Electric, followed by China and France. These markets are crucial for the company as they show high demand for both energy management solutions and automation technologies.

Production sites of Schneider Electric:

• Europe: France, Germany, Spain, Italy
• Asia: China, India, Vietnam
• North America: USA, Mexico
• Latin America: Brazil
• Africa: South Africa

Schneider Electric S.E. is a globally operating company that has strategically distributed its production facilities worldwide to efficiently serve local markets and benefit from cost advantages in different regions.

In Europe, some of the most important production sites are located, especially in France, where the company is headquartered. In Asia, China and India are significant locations that produce for both the local market and for export.

North America is also an important market, and here the company has production sites in the USA and Mexico. In Latin America, Brazil is a central production site, while in Africa, South Africa plays an important role.

This global presence enables Schneider Electric to flexibly respond to market changes and efficiently manage its supply chains.

Revenue growth: 7.2% (2024) Profit growth: 9.5% (2024)

Schneider Electric S.E. pursues a strategy that is strongly focused on sustainability and digitalization. The company invests significantly in the development of solutions for energy efficiency and sustainable infrastructure to meet the increasing demand for environmentally friendly technologies.

A central part of the growth strategy is the expansion of the portfolio in the area of digital services and software solutions. Schneider Electric plans to strengthen its market presence and integrate new technologies that support digital transformation in various industries through acquisitions and partnerships.

Furthermore, the company is focusing on tapping into new markets, especially in Asia and Africa, where there is a growing demand for sustainable energy and automation solutions. This geographical expansion is intended to be supported by local partnerships and investments in regional innovation centers.

Main raw materials: Copper, Aluminum, Steel

Import countries: Chile, Australia, China, Canada

Schneider Electric S.E. is a leading company in the field of energy management and automation. Production requires a variety of raw materials, especially metals such as copper, aluminum, and steel, which are essential for the manufacturing of electrical components and systems.

Copper is mainly imported from Chile, which is one of the world's largest copper producers. Aluminum is often sourced from Australia, which is also a significant exporter of this metal. Steel is imported from various countries, with China and Canada being important suppliers.

These raw materials are crucial for the production of transformers, switchgear, and other electrical devices that Schneider Electric manufactures. The geographical diversification of import sources helps the company minimize risks in the supply chain and ensure supply security.

Market share in energy automation: 20% (2024, estimate) R&D expenses: 5.1% of revenue (2024) Sustainability ranking: Top 5 worldwide (2024)

Schneider Electric S.E. has a significant competitive advantage, especially in energy automation and sustainable energy solutions. With an estimated market share of 20% in energy automation, the company is a leading player in this sector. This is supported by continuous investments in research and development, which accounted for about 5.1% of revenue in 2024.

The company has also positioned itself as a pioneer in sustainability, as confirmed by its placement in the top 5 worldwide in various sustainability rankings. These factors, combined with a strong global presence and a diversified product portfolio, significantly strengthen Schneider Electric's competitive advantage.

Institutional investor share: approx. 70% (estimated for 2025)

Insider purchases/sales: No significant transactions in the last year (2024)

The institutional investor share at Schneider Electric S.E. traditionally stands at about 70%, indicating the trust of large investment funds and institutional investors in the company. These investors typically value Schneider Electric's stable market position and sustainable business development.

In 2024, there were no significant insider transactions, suggesting that the management and other insiders did not make any significant changes to their stake in the company. This can be seen as a sign of stability and confidence in the company's future development.

Market share of Schneider Electric S.E.: 12% (2025, estimated)

Main competitors and their market shares:

1. Siemens AG: 15%
2. ABB Ltd.: 14%
3. Schneider Electric S.E.: 12%
4. Eaton Corporation: 10%
5. Rockwell Automation: 8%
6. Honeywell International Inc.: 7%
7. Mitsubishi Electric Corporation: 6%
8. General Electric: 5%
9. Legrand S.A.: 4%
10. Emerson Electric Co.: 3%

Moat of Schneider Electric:

Schneider Electric has a significant moat, characterized by its strong market position in power distribution and automation technology. The company benefits from a broad product portfolio that includes both hardware and software solutions. Another advantage is its global presence and the ability to offer customized solutions for various industries.

Compared to its competitors, Siemens has a similar, if not stronger, moat, especially due to its comprehensive digitalization expertise and innovation power. ABB and Eaton are also strong competitors who solidify their market position through specialized product offerings and strategic acquisitions.

Overall, Schneider Electric has a solid moat, but they must continuously invest in innovation and efficiency improvements to keep pace with similarly strong competitors in the competition.

Revenue Growth: 8.5% (2024)
Profit Growth: 10.2% (2024)
Market Share in Energy Efficiency Solutions: 20% (2024)

Schneider Electric S.E. recorded solid revenue growth of 8.5% in 2024, driven by strong demand for energy efficiency solutions and automation technologies. The company is benefiting from global trends towards sustainable energy and digitalization, further strengthening its market position.

The profit growth of 10.2% in 2024 shows that Schneider Electric is not only able to increase its revenues but also improve its profitability. This is a positive signal for investors, as it indicates an efficient cost structure and successful business strategies.

With a market share of 20% in the field of energy efficiency solutions, Schneider Electric is a leading player in this growing market segment. The strong market position and continuous commitment to research and development could propel the company further and open up new business opportunities.

Overall, these factors suggest that Schneider Electric S.E. could be an attractive investment, especially for investors interested in long-term growth and sustainable investments.

Dividend yield: 2.8% (2025, estimated)

Dividend history: Continuous payout over the last 10 years

Schneider Electric S.E. has pursued a consistent dividend policy in recent years. The dividend yield is currently around 2.8%, which can be considered stable compared to other companies in the industry.

Over the past ten years, the company has regularly distributed dividends, indicating a reliable payout policy. This stability is supported by solid financial performance and a strategic focus on sustainable growth. Analysts expect Schneider Electric to continue its dividend policy in the coming years, provided there are no significant economic disruptions.