{"id":3161,"date":"2025-12-12T23:49:33","date_gmt":"2025-12-12T23:49:33","guid":{"rendered":"https:\/\/microvibenews.com\/?p=3161"},"modified":"2025-12-12T23:49:33","modified_gmt":"2025-12-12T23:49:33","slug":"schneider-electric-s-e-sbgsy-analyst-investor-day-transcript","status":"publish","type":"post","link":"https:\/\/microvibenews.com\/?p=3161","title":{"rendered":"Schneider Electric S.E. (SBGSY) Analyst\/Investor Day Transcript"},"content":{"rendered":"<p><\/p>\n<div>\n<header class=\"flex flex-col items-start justify-between\"\/>\n<div class=\"relative mb-18 flex-col\" data-test-id=\"author-brief\">\n<div class=\"flex items-start justify-between\">\n<div class=\"relative z-0 mr-18 flex grow\">\n<div class=\"flex shrink-0 items-center justify-center relative size-36 rounded-full\" data-test-id=\"user-pic-wrapper\"><img alt=\"\" class=\"text-transparent flex w-full items-center justify-center overflow-hidden text-black-5 rounded-full h-full bg-black-5 dark:bg-black-30\" data-test-id=\"user-pic\" height=\"36\" loading=\"lazy\" src=\"https:\/\/seekingalpha.com\/images\/users_profile\/000\/101\/639\/big_pic.png?io=w72 2x\" width=\"36\"\/><\/div>\n<\/div>\n<p><button data-state-text=\"Following\" aria-label=\"Follow SA Transcripts\" class=\"ihjjQ py-8 px-18 ml-auto print:hidden relative inline-flex cursor-pointer select-none items-center whitespace-nowrap break-words transition-colors hover:no-underline motion-reduce:transition-none border-black bg-black text-white hover:bg-black-70 disabled:border-transparent disabled:bg-black-20 dark:border-black-10 dark:bg-black-10 dark:text-black dark:hover:border-black-30 dark:hover:bg-black-30 dark:disabled:bg-black-30 w-auto min-h-36 justify-center border px-16 py-1 text-medium-b rounded-8\" data-test-id=\"follow-button\" type=\"button\"><span class=\"\"><span aria-hidden=\"true\" class=\"wMAFB relative flex justify-center\" data-state-placeholder=\"Following\"><span class=\"absolute\">Follow<\/span><\/span><\/span><\/button><\/div>\n<\/div>\n<div class=\"mb-12\">\n<div aria-label=\"Audio player\" class=\"relative mb-8 mr-8\"><button id=\"sa-audio-player-play-button\" class=\"inline-flex items-center font-bold md:hidden relative inline-flex cursor-pointer select-none items-center whitespace-nowrap break-words transition-colors hover:no-underline motion-reduce:transition-none border-black bg-black text-white hover:bg-black-70 disabled:border-transparent disabled:bg-black-20 dark:border-black-10 dark:bg-black-10 dark:text-black dark:hover:border-black-30 dark:hover:bg-black-30 dark:disabled:bg-black-30 min-h-36 justify-center border text-medium-b rounded-8 size-36 p-6\" data-test-id=\"play-button\" type=\"button\"><span class=\"relative flex shrink-0 items-center justify-center [&amp;&gt;svg]:max-h-full [&amp;&gt;svg]:shrink-0 [&amp;&gt;svg]:grow [&amp;&gt;svg]:fill-current size-24 m-0\"><span class=\"flex size-16 text-current\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewbox=\"0 0 16 16\" class=\"flex shrink-0 fill-current\" data-test-id=\"play-button-play-svg\"><path fill=\"currentColor\" d=\"M0 16V0l16 8z\"\/><\/svg><\/span><\/span><span class=\"sr-only\"><span class=\"font-bold b4Wu7\">Play Earnings Call<\/span><\/span><\/button><button id=\"sa-audio-player-play-button\" class=\"items-center font-bold hidden md:inline-flex relative inline-flex cursor-pointer select-none items-center whitespace-nowrap break-words transition-colors hover:no-underline motion-reduce:transition-none border-black bg-black text-white hover:bg-black-70 disabled:border-transparent disabled:bg-black-20 dark:border-black-10 dark:bg-black-10 dark:text-black dark:hover:border-black-30 dark:hover:bg-black-30 dark:disabled:bg-black-30 w-auto min-h-36 justify-center border px-16 py-1 text-medium-b rounded-8\" data-test-id=\"play-button\" type=\"button\"><span class=\"relative flex shrink-0 items-center justify-center [&amp;&gt;svg]:max-h-full [&amp;&gt;svg]:shrink-0 [&amp;&gt;svg]:grow [&amp;&gt;svg]:fill-current mr-8 size-24\"><span class=\"flex size-16 text-current\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewbox=\"0 0 16 16\" class=\"flex shrink-0 fill-current\" data-test-id=\"play-button-play-svg\"><path fill=\"currentColor\" d=\"M0 16V0l16 8z\"\/><\/svg><\/span><\/span><span class=\"\"><span class=\"font-bold b4Wu7\">Play Earnings Call<\/span><\/span><\/button><\/div>\n<\/div>\n<div class=\"paywall-full-content R6FbO mb-32 flex sa-text-content sa-media-content sa-table-content sa-content-helpers print:block\">\n<div class=\"w-0 grow print:w-auto\">\n<div>\n<div class=\"T2G6W\" data-test-id=\"content-container\">\n<div class=\"transcript-headline\">\n<p data-eci=\"true\">Schneider Electric S.E. (<span class=\"ticker-hover-wrapper\">SBGSY<\/span>) Analyst\/Investor Day December 11, 2025 3:45 AM EST<\/p>\n<\/div>\n<div class=\"transcript-company-participants\">\n<p class=\"transcript-company-participants-title\"><strong>Company Participants<\/strong><\/p>\n<p><span>Amit Bhalla &#8211; Senior VP &amp; Head of Investor Relations<\/span><br \/><span>Olivier Pascal Blum &#8211; Chief Executive Officer<\/span><br \/><span>Frederic Godemel &#8211; Executive Vice President of Energy Management<\/span><br \/><span>Gwenaelle Avice-Huet &#8211; Executive Vice-President of Europe Operations<\/span><br \/><span>Caspar Herzberg &#8211; Executive VP of Schneider Electric Software &amp; CEO of AVEVA<\/span><br \/><span>Aamir Paul &#8211; Executive Vice President of North America Operations<\/span><br \/><span>Manish Pant &#8211; Executive Vice President of International Operations<\/span><br \/><span>Laurent Bataille &#8211; Executive Vice-President of France Operations<\/span><br \/><span>Kelly Becker &#8211; President of Schneider Electric UK &amp; Ireland<\/span><br \/><span>Hilary Maxson &#8211; Chief Financial Officer<\/span><\/p>\n<\/p><\/div>\n<div class=\"transcript-other-participants\">\n<p class=\"transcript-other-participants-title\"><strong>Conference Call Participants<\/strong><\/p>\n<p><span>Guillaume Texier<\/span><br \/><span>Rich Whitmore<\/span><br \/><span>Praveer Sinha<\/span><br \/><span>Noelle Walsh &#8211; Microsoft Corporation<\/span><br \/><span>David Howson<\/span><br \/><span>Vincent Dessale<\/span><br \/><span>Andre Kukhnin &#8211; UBS Investment Bank, Research Division<\/span><br \/><span>Jonathan Mounsey &#8211; BNP Paribas, Research Division<\/span><br \/><span>Martin Wilkie &#8211; Citigroup Inc., Research Division<\/span><br \/><span>George Featherstone &#8211; Barclays Bank PLC, Research Division<\/span><br \/><span>Eric Lemari\u00e9 &#8211; CIC Market Solutions, Research Division<\/span><br \/><span>Lourdes Dominguez &#8211; Banco Santander, S.A., Research Division<\/span><\/p>\n<\/p><\/div>\n<div class=\"transcript-conversation\">\n<p class=\"transcript-conversation-title\"><strong>Conversation<\/strong><\/p>\n<div class=\"transcript-section presentation_operator_message\" seq=\"0\">\n<p class=\"transcript-section-title\"><span class=\"presentation_operator_message\"><strong>Operator<\/strong><\/span><\/p>\n<p>Ladies and gentlemen, please welcome Head of Investor Relations, Amit Bhalla.<\/p>\n<\/p><\/div>\n<div class=\"transcript-section presenter_speech\" seq=\"1\">\n<p class=\"transcript-section-title\"><span class=\"presenter_speech\"><strong>Amit Bhalla<\/strong><\/span><br \/><span><i>Senior VP &amp; Head of Investor Relations<\/i><\/span><\/p>\n<p>Wow, that&#8217;s a century of history, legacy and innovation. And today, we are here to talk about the future, the next 5 years and beyond. It&#8217;s my great pleasure to welcome all of you to our Capital Markets Day of 2025. Fantastic to see a room which is packed. I know we had &#8212; we couldn&#8217;t accommodate everybody. So I know there&#8217;s many people watching online. Welcome to each one of you as well. We&#8217;re here today at this fantastic venue of the McLaren Technology Center, as you all can experience. And there&#8217;s probably a couple of reasons why we chose to be here. <\/p>\n<p>First and foremost, this is such an intelligent site as we will see during the course of the day, and it&#8217;s fully powered by Schneider Electric. At<\/p>\n<\/p><\/div>\n<\/p><\/div>\n<\/div>\n<aside\/><\/div>\n<\/div>\n<\/div>\n<footer class=\"border-t border-share-separator-thin py-18 sm:py-24 print:hidden paywall-full-content\" data-test-id=\"post-footer\"\/><\/div>\n<p>#Schneider #Electric #S.E #SBGSY #AnalystInvestor #Day #Transcript<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Follow Play Earnings CallPlay &hellip; <\/p>\n","protected":false},"author":1,"featured_media":1051,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[245],"tags":[383,384,3249,3250,3251,3248,323],"_links":{"self":[{"href":"https:\/\/microvibenews.com\/index.php?rest_route=\/wp\/v2\/posts\/3161"}],"collection":[{"href":"https:\/\/microvibenews.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/microvibenews.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/microvibenews.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/microvibenews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=3161"}],"version-history":[{"count":0,"href":"https:\/\/microvibenews.com\/index.php?rest_route=\/wp\/v2\/posts\/3161\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/microvibenews.com\/index.php?rest_route=\/wp\/v2\/media\/1051"}],"wp:attachment":[{"href":"https:\/\/microvibenews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=3161"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/microvibenews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=3161"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/microvibenews.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=3161"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}