(BFM Stock Exchange) – The specialist in electrical equipment and energy efficiency technologies recorded growth in comparable data of 12.5% ​​in the last quarter 2024, far above expectations, and its retired operating profit is greater than consensus . The company anticipated a year of strong growth in 2025.

Now the fourth capitalization of the CAC 40 (and the first excluding luxury and cosmetics), Schneider Electric has one of the most beautiful stock markets in recent years on the Parisian square. The title earns 23% over one year, 77% over three years and 140% over five years.

This progression is explained by the critical positioning of the company on electrical equipment and energy efficiency technologies (in particular the software consequences of its AVVA subsidiary). The products and services marketed by the company allow it to surf mega-tendencies such as the electrification of the economy and the energy transition.

Schneider Electric is notably very present on the energy management solutions of datacenters. With the rise of artificial intelligence, the demand on this segment flew in the latter quarters.

The back of the medal remains that Schneider Electric must deliver robust growth so as not to disappoint a market that has become demanding.

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The demand for data centers always vigorous

For the time being, the resident of the CAC 40 holds the right end. Schneider Electric published this fourth quarter and results for the whole year 2024 this Thursday 20 February.

Over the last three months of 2024, Schneider Electric has released income of 10.67 billion euros, up 12.5% ​​in published data as in comparable (organic) data, largely exceeding expectations, housed at 7, 9% for organic growth, according to a consensus quoted by Royal Bank of Canada.

Scheider Electric was clearly worn by North America, where its growth was 22% in the quarter, with an increase of 25.3% in the “energy management” segment. The company indicated that it has still benefited from the dynamism of data centers in this region. Its managing director, Olivier Blum, said on BFM Business that this segment had represented around 25% of its income in 2024.

Over the 2024, the company generated growth in comparable data of 8.4%. Its operating profit before certain depreciation (EBITA) adjusted registered at 7.08 billion euros, up 10.5% over one year.

The corresponding margin rate was 18.6%, compared to 17.9%in 2023 and a consensus at 18.3%. Royal Bank of Canada notes that the margin of the second semester did not flex (18.5% against 18.6% in the first half) while the company expected a withdrawal.

The net profit is 4.27 billion euros up 7% over a year. The free cash flow was established at 4.22 billion euros, against a consensus housed at 4.1 billion euros.

Regarding its prospects for 2025, the industrialist indicated rely on growth in comparable data between 7% and 10% as well as on an increase in its adjusted Ebita margin located between 50 basic points (0.5 percentage percentage point ) and 80 basic points.

These forecasts also exceed expectations. According to Royal Bank of Canada, consensus anticipated growth of 8.1% in comparable data for 2025 and an adjusted Ebita margin by 18.8%. However, the indications given by Schneider Electric suggest a margin located between 19.1% and 19.4% in 2025.

On the Paris Stock Exchange, the publication of Schneider Electric is welcomed. The action jumped 5.3% around 9:30 am and by far sign the highest increase in the CAC 40. Oddo BHF appreciates “a very good fourth quarter”.