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HomeMarket NewsSchneider Electric shares rise 4% after Goldman Sachs upgrade — here are the key drivers
Schneider Electric's Total Addressable Market (TAM) is expected to increase to $14.5 billion by FY32, up from $9.02 billion, while market share is expected to rise to 3.3% from 2.9%.
By Meghna Sen June 17, 2025, 1:28:33 PM IST (Published)
Shares of Schneider Electric Infrastructure Ltd. were trading with gains of 4% on Tuesday, June 17. The stock is extending its gaining streak for the second day running.
The rally comes after global brokerage firm Goldman Sachs upgraded the stock to 'Buy' from 'Sell', with a price target of ₹910 per share.
Key drivers behind the upgrade
- Total Addressable Market (TAM) is expected to increase to $14.5 billion by FY32, up from $9.02 billion, while market share is expected to rise to 3.3% from 2.9%.
- Further margin expansion is forecast, with operating margins expected to grow to 39.6% by FY32, compared to 38.5% currently.
- Valuation catch-up potential, as the stock may still be undervalued.
- Government support is seen as an additional growth lever.
- Order inflows are estimated to grow at a 31% CAGR over FY25–FY28E.
Shares of Schneider Electric Infrastructure are currently trading 1.63% higher at ₹762.40. The stock has risen over 15% in the last one month.
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