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Schneider Electric raises 2026 guidance on data-centre demand

France-based Schneider Electric has raised its 2026 revenue guidance, citing stronger-than-expected demand for data-centre infrastructure.

France-based Schneider Electric has raised its 2026 revenue guidance, citing stronger-than-expected demand for data-centre infrastructure. The company highlighted robust growth in its digital and energy management segments, driven by increased investments in data centres globally. This update was shared in its latest earnings report released this week, reflecting the company’s optimistic outlook for the coming year, according to economictimes.indiatimes.com.

Schneider Electric's revised forecast followed a quarter marked by higher sales in critical segments supporting digital transformation and energy efficiency. The company attributed the surge to accelerating adoption of cloud computing and artificial intelligence technologies, which have increased the need for reliable and scalable data-centre solutions. CEO Jean-Pascal Tricoire emphasized that the company is well-positioned to meet this demand through its integrated hardware and software offerings, as detailed in the earnings call covered by economictimes.indiatimes.com.

The upward revision underscores the growing importance of data centres in the global technology landscape, with Schneider Electric competing alongside peers such as ABB and Siemens in this space. The data-centre market is expanding rapidly due to rising digital workloads, and Schneider’s enhanced guidance reflects broader industry trends of increased capital expenditure on infrastructure. This move also aligns with the company’s strategic focus on sustainability and energy efficiency, which are becoming key differentiators in the sector, according to economictimes.indiatimes.com.

Schneider Electric’s new 2026 revenue guidance anticipates a mid-to-high single-digit percentage growth, marking a notable increase from prior estimates. The company will report its next quarterly results on October 25, providing further clarity on how sustained data-centre demand impacts its financial performance, as per economictimes.indiatimes.com.

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