Browsing Tag
Schneider Electric
33 posts
Schneider Electric Infrastructure (SCHNEIDER) shares fall 3.5% despite new factory expansion: What will November results reveal?
Schneider Electric Infrastructure Limited has approved a ₹211 crore manufacturing expansion in Kolkata to increase vacuum interrupter capacity and add circuit breaker production capabilities. The investment supports growing electricity infrastructure and export opportunities, but a 70% decline in first-quarter profit and continued share-price weakness have shifted attention towards margins, capital efficiency and the company's upcoming quarterly results.
Vertiv (NYSE: VRT) jumps 16% as AI orders double. Can earnings keep up?
Vertiv shares surged after third-quarter revenue climbed 61% and organic orders more than doubled. But with a US$93.5 billion market valuation and another major manufacturing expansion underway, the real question is whether exceptional AI infrastructure demand can sustain earnings and cash-flow growth through 2027.
Is the power bottleneck shifting from generation to transformers and switchgear?
Hitachi Energy, Siemens Energy, Hammond Power Solutions, GE Vernova and Schneider Electric are expanding or redesigning critical grid equipment as transformer and switchgear availability emerges as a constraint on data centers, electrification and power projects.
Apple unveils HomeView, HomePod mini 2 and new Apple TV 4K. Can it challenge Amazon and Google?
Apple has introduced a new generation of smart home hardware led by the $299 HomeView, expanding its artificial intelligence strategy into household devices and connected entertainment.
Canada wants a new heavy rare-earth supply chain. Can Torngat’s new CEO get Strange Lake built?
Torngat Metals has installed Michael McCann as Chief Executive Officer as its Strange Lake rare-earth project moves from feasibility work toward environmental approvals, financing and eventual construction. The privately held Canadian developer could support around 1,000 construction jobs and hundreds of operating positions, but the employment opportunity remains dependent on regulatory approval and project financing.
Schneider Electric’s $22.6bn PTC deal adds up to €17bn of new debt
Schneider Electric is making a much larger software bet after agreeing to acquire PTC for $205 a share, with debt, new equity and future synergies all becoming central to the return calculation.
PTC (NASDAQ: PTC) jumps 33% on $205 Schneider deal, yet 6.6% takeover spread remains
Schneider Electric has agreed to acquire PTC for $205 per share in cash, valuing the industrial software company at $22.6 billion. PTC closed at $192.26, leaving a sizeable spread that reflects a closing timetable extending into 2027 and outstanding shareholder and regulatory approvals.
Schneider Electric plans €1.2bn takeover of Shelly Group
The €70-a-share cash proposal carries a 27% unaffected premium and has support from Shelly Group founders controlling about 57% of the company.
ASUS server business grows 200% as Intel, AMD and edge AI widen its infrastructure bet
ASUSTeK Computer is expanding its AI infrastructure portfolio across Intel, AMD, industrial edge systems, storage, cooling and software after server revenue roughly tripled in the second quarter. The strategy could reduce dependence on individual platforms, but NVIDIA architectures still dominate the company’s current server mix.
Why Schneider Electric Infrastructure’s Rs 2,169cr backlog has a margin problem
Schneider Electric Infrastructure’s order backlog reached ₹2,169 crore after a record ₹915 crore Q1 intake, but net profit fell about 70% as commodity costs and legacy-contract pricing squeezed margins.