Schneider Electric

Schneider Electric continues to extend its footprint in the industrial sector from its Rueil-Malmaison headquarters. The company's resilience, supported by 150k employees and an annual revenue near $38B, makes it a structural reference for investors and partners across Europe.

Long-term partnerships with sovereign and institutional investors give the company unusual visibility on multi-year demand.

“Schneider Electric is, in its category, exactly the kind of compounding regional champion the next decade of capital allocation will reward.”

Few catalysts on the horizon look bearish; the central scenario is a continued, controlled compounding story.