Schneider Electric S.E. (SBGSY) Analyst/Investor Day December 11, 2025 3:45 AM EST
Company Participants
Amit Bhalla – Senior VP & Head of Investor Relations
Olivier Pascal Blum – Chief Executive Officer
Frederic Godemel – Executive Vice President of Energy Management
Gwenaelle Avice-Huet – Executive Vice-President of Europe Operations
Caspar Herzberg – Executive VP of Schneider Electric Software & CEO of AVEVA
Aamir Paul – Executive Vice President of North America Operations
Manish Pant – Executive Vice President of International Operations
Laurent Bataille – Executive Vice-President of France Operations
Kelly Becker – President of Schneider Electric UK & Ireland
Hilary Maxson – Chief Financial Officer
Conference Call Participants
Guillaume Texier
Rich Whitmore
Praveer Sinha
Noelle Walsh – Microsoft Corporation
David Howson
Vincent Dessale
Andre Kukhnin – UBS Investment Bank, Research Division
Jonathan Mounsey – BNP Paribas, Research Division
Martin Wilkie – Citigroup Inc., Research Division
George Featherstone – Barclays Bank PLC, Research Division
Eric Lemarié – CIC Market Solutions, Research Division
Lourdes Dominguez – Banco Santander, S.A., Research Division
Conversation
Operator
Ladies and gentlemen, please welcome Head of Investor Relations, Amit Bhalla.
Amit Bhalla
Senior VP & Head of Investor Relations
Wow, that’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’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 — we couldn’t accommodate everybody. So I know there’s many people watching online. Welcome to each one of you as well. We’re here today at this fantastic venue of the McLaren Technology Center, as you all can experience. And there’s probably a couple of reasons why we chose to be here.
First and foremost, this is such an intelligent site as we will see during the course of the day, and it’s fully powered by Schneider Electric. At