Capital Markets Day

June 26, 2019

Jean-Pascal Tricoire, Chairman & CEO

© 2019 Schneider Electric, All Rights Reserved | Page 1

 Disclaimer

All forward-looking statements are Schneider Electric management’s

present expectations of future events and are subject to a number
of factors and uncertainties that could cause actual results to differ
materially from those described in the forward-looking statements.
For a detailed description of these factors and uncertainties, please
refer to the section “Risk Factors” in our Annual Registration Document
(which is available on www.se.com). Schneider Electric undertakes
no obligation to publicly update or revise any of these forward-looking
statements.

This presentation includes information pertaining to our markets and

our competitive positions therein. Such information is based on market
data and our actual revenues in those markets for the relevant periods.
We obtained this market information from various third party sources
(industry publications, surveys and forecasts) and our own internal
estimates. We have not independently verified these third party sources
and cannot guarantee their accuracy or completeness and our internal
surveys and estimates have not been verified by independent experts
or other independent sources.

© 2019 Schneider Electric, All Rights Reserved | Page 2

 Energy efficiency

Energy Transition

Electrification Decentralization Decarbonization Digitization

x3
Electricity consumption between
50/50
Wind, solar, and storage
95%
of 2-degree carbon budget
30%
energy cost savings on average,
2020-2035 from pervasive will generate 50% of global would be consumed come 2040 up to 85% cost saving potential
adoption of Information & electricity by 2050 by existing infrastructures from customer digital
communications technology (ICT) transformation projects

Schneider Electric estimate BNEF, New Energy Outlook, IEA, world energy outlook 2018 Schneider Electric digital
2018 transformation benefits report, 2019

© 2019 Schneider Electric, All Rights Reserved | Page 3

 Process efficiency

Industry 4.0

IIoT Big Data Digital Twin AI 5G

x8
the total number of
x5
80Bn+ GB in 2017,
75%
of Organizations
x6
Worldwide spending on
35%
5G will contribute $2Tr+ to the
connected IoT devices will 400Bn+ GB in 2021 Implementing IoT Already cognitive and AI systems global economy between 2019-
be 8 times as many as Use Digital Twins or Plan 2017 – 2022 2034, c35% of which will go to
connected people by 2025 to Within a Year the manufacturing and utilities
sector

IDC 2019; GSMA, UN Cisco Gartner, 2018 International Data Corporation GSMA Mobile Economy 2019
population stat Report

© 2019 Schneider Electric, All Rights Reserved | Page 4

 Our unique positioning:
Energy and automation digital solutions for efficiency and sustainability

Energy Industrial
Energy Transition Management
Industry 4.0
Automation

Energy Efficiency Productivity Reliability & Safety Sustainability

Up to Up to Up to Aiming at

~65%
(Average 30%)
-50%
CapEx (integration)
50%
Fewer incidents
0
Carbon emissions

Serving 4 end-markets:

Buildings Data Centers Infrastructure Industry

© 2019 Schneider Electric, All Rights Reserved | Page 5

 We provide
energy and automation
digital solutions
for efficiency
and sustainability

© 2019 Schneider Electric, All Rights Reserved | Page 6

 Our Journey

Build
Integrate
2003-13

2008-18

2016 onwardsScale
© 2019 Schneider Electric, All Rights Reserved | Page 7
 Build (2003-2013)
Synergetic portfolio of Energy Management, Automation and Software

Industrial Software
Automation & Services

Software
& Services

Energy
Management MV & LV

Secure Power

2003 2013 2018

© 2019 Schneider Electric, All Rights Reserved | Page 8

 Integration (2008-2018)

Integration of acquired assets during the build phase

Relentlessly building our digital capability and our common platform, EcoStruxure™:
Plug-and-play EcoStruxure boosted by Majority ownership of
Transparent Factory
control architecture cloud and digital services

First Ethernet on First-generation End-to-end Step change in

industry shop floor EcoStruxure™ IoT-enabled platform Software capability
+
Schneider Electric Exchange

First use of open protocols in factories

First step: Complete portfolio of

Edge control platforms Efficient IoT platform
Easy to connect products Software + Marketplace

1997 2008 Today

© 2019 Schneider Electric, All Rights Reserved | Page 9

 Scale
2016 onwards

+3.2% +6.6% +5.9%

2017 2018 Q1 2019

Focus
Organic growth

Revenue divested €1.5Bn (2014-18)

Under review €1.5-2.0Bn (by 2021)

© 2019 Schneider Electric, All Rights Reserved | Page 10

 Triple Integration
for more Efficiency
1 2 3

© 2019 Schneider Electric, All Rights Reserved | Page 11

 Integration for more efficiency 1

Energy + Automation
= Significant value with concrete evidence thanks to cross selling

Buildings
CPG
Data Center
CPG MMM

MMM O&G
O&G
WWW
WWW
Utilities Utilities

MV LV Secure Power Industrial Automation Energy Management

• Resource efficiency • Carbon footprint improvement

• Cost reductions • Simplification

© 2019 Schneider Electric, All Rights Reserved | Page 12

 Integration for more efficiency 2

Cloud
Software
Advisors
Digital Services

End Point
Augmented Reality
Digital Assistants
Connected Products

© 2019 Schneider Electric, All Rights Reserved | Page 13

 Integration for more efficiency 3

Integrated software all along the lifecycle

CapEx OpEx
Project phase Operation phase

Design Build Operate Maintain

EcoDial Science Center EcoReal EcoReach Power Monitoring and SCADA Asset, Power, Facility, Building,
Data Center IGE + XAO Reference architectures Facility, building fire and security expert Workplace, Resource, Microgrid, IT advisors

AVEVA NET & ENGAGE MES, Historian, APC, Asset performance management
Pro II SimSci Citect SCADA, Spiral PRiSM, Optimizer+ IntelaTrac
AVEVA AVEVA ERM, AVEVA ProCon
DYNSIM E3D OTS Wonderware, Avantis.PRO

© 2019 Schneider Electric, All Rights Reserved | Page 14

 Triple integration delivering strong results powering and digitizing the economy

Energy efficiency Operational efficiency Reliability Safety Sustainability

Cost savings CapEx: Engineering Equipment Workforce safety CO2 footprint

average Efficiency up to availability improvements reduction
increase up to up to up to

~30% 60% 50% ~20% 50%

OpEx: Maintenance costs
reduction up to

75%
*From monitoring and analysis of projects data

© 2019 Schneider Electric, All Rights Reserved | Page 15

 From Site-by-site
to Integrated Company
Management

© 2019 Schneider Electric, All Rights Reserved | Page 16

 The integrated
company

© 2019 Schneider Electric, All Rights Reserved | Page 17

 Integrated: Sales

Distributors Integrators Machine Builders End Users

• One approach to customer with strong synergies

• One distribution network
• One CRM and PRM
• Key account management

© 2019 Schneider Electric, All Rights Reserved | Page 18

 Integrated: Supply Chain

One Schneider Production Leveraging global scale One purchasing One Schneider Electric Attractiveness to talent Scale for digitization
System (SPS) organization quality system

© 2019 Schneider Electric, All Rights Reserved | Page 19

 Integrated: Digital

One EcoStruxure One Cloud One Exchange One IT

© 2019 Schneider Electric, All Rights Reserved | Page 20

 Integrated: Marketing

One Innovation One Unified One Country Commercial One PRM & CRM One Digital One
World Tour Brand Portfolio & Marketing Blueprint Customer Experience Customer Care

© 2019 Schneider Electric, All Rights Reserved | Page 21

 Integrated: Organization and Management System

Countries | P&L Business | Innovation Supply Chain | Quality & Cost Functions | Global Scale
One
Simple
Organization

One SE Performance System Company Program Management Cadence Leadership

Management
System

© 2019 Schneider Electric, All Rights Reserved | Page 22

 Multi-local
for Agility

© 2019 Schneider Electric, All Rights Reserved | Page 23

 We have prepared for a multi-local world

Powerful revenue growth with geographic Headcount rebalanced to reflect our global mix
diversification and rebalance + growth at half the pace of our top line
€m + more flexible cost base

30000
Globally balanced Globally balanced
25000 +40%
16% 200000
20000 +193%
29%
150000 +20%
+105% 20%
15000
100000 31%
28%
10000
22%
50000
5000 27%
55% 58% 27%
0
0 2003 2008 2018
2003 2008 2018
Western Europe North America Asia Pacific
Western Europe North America Asia Pacific Rest of World
Rest of World 'International'

Note: headcount data shows average number of employees over the course of each year shown which includes contractors

© 2019 Schneider Electric, All Rights Reserved | Page 24

 Business & employees

28%22% 27%27%
29%31%
Western Europe
North America

16%20%
Asia Pacific

Rest of the world

% of revenue by geography 2018 % of total employees by geography 2018

© 2019 Schneider Electric, All Rights Reserved | Page 25

 Multi-hub for multi-local

NEMA* R&D IEC* R&D CCC* R&D

Business Business

Function Function
Suppliers Supply Sales Suppliers Supply Sales Suppliers Supply Sales
Chain Chain Chain

*Local electrical standards

© 2019 Schneider Electric, All Rights Reserved | Page 26

 Multi-hub, global & connected leadership

Executive Committee members

Europe
North Asia
America

© 2019 Schneider Electric, All Rights Reserved | Page 27

 Board diversity

Board members spread

across all geographies
North America Europe France Asia

3 5 4 2

Average age Female directors1 Independent Employee Directors

of directors Directors (83%) directors

58 46 % 10 2 14
(1) To the exclusion of the
employees’ representative.

© 2019 Schneider Electric, All Rights Reserved | Page 28

 Sustainability
Our Purpose and Way

© 2019 Schneider Electric, All Rights Reserved | Page 29

 We empower all to
do more with less,
ensuring
everywhere, for everyone,
at every moment

© 2019 Schneider Electric, All Rights Reserved | Page 30

© 2019 Schneider Electric, All Rights Reserved | Page 31
23%
75%
48%
165
200K

© 2019 Schneider Electric, All Rights Reserved | Page 32

 Sustainability recognition

© 2019 Schneider Electric, All Rights Reserved | Page 33

 Great people make a great company

Meaningful
Inclusive
Empowered

© 2019 Schneider Electric, All Rights Reserved | Page 34

 Open &
Partners

© 2019 Schneider Electric, All Rights Reserved | Page 35

 Open community & ecosystem

Network of Partners Schneider Electric Exchange

480,000 Over 20,000

sites deployed system developers
and integrators

3,000 Over 650,000

electricity service providers
companies and partners 45,000+ 200 23
registered users apps developed communities

© 2019 Schneider Electric, All Rights Reserved | Page 36

 Strategic technology partners & Innovation at the Edge

Strategic Technology Partners Innovation at the Edge

100+ 40+ JV AlphaStruxure

Invested start-up with Carlyle Group
companies partnership

© 2019 Schneider Electric, All Rights Reserved | Page 37

 Strategy that delivers
Performance

© 2019 Schneider Electric, All Rights Reserved | Page 38

 Consistent strong operational performance

2003 2018

Revenues €9bn +3x €26bn

Adjusted EBITA €1bn +4x €4bn

EPS €0.97 +4x €4.16

Market Cap €10bn +4x €38bn
Enterprise Value €11bn +4x €46bn

© 2019 Schneider Electric, All Rights Reserved | Page 39

 Delivering strong returns for shareholders

700
570% TSR
600
Schneider Electric c.330% of
CAC 40 relative
500 outperformance
vs index
400

238% TSR
300

200

100

Source: Factset, priced at market close 21st June 2019

© 2019 Schneider Electric, All Rights Reserved | Page 40

 A simple strategy that works & positions us for macro factors

More Products More Services More Digital Better Systems

© 2019 Schneider Electric, All Rights Reserved | Page 41

 Balanced, agile and resilient

Business Exposure People Footprint Less Cyclical Growth In Software & Flexible Cost Base in 2018
Services

18% 28% 42% 42% 73%

30%

70%

82% 72% 58% 58% 27% >50% ~40% 8% 16% ~20%

1998 2008 2018 1998 2018 2008 2018 2008 2018 Future

Mature Economies Western Europe Short Cycle Software & Services as % group Fixed
New/Emerging Economies Rest of the world Variable

© 2019 Schneider Electric, All Rights Reserved | Page 42

 Our priorities for the next 3 years built upon strong foundations

What we achieved in 2016-2018 What we target to achieve in 2019-2021

More products, more software, more services More products, more software, more services

Significant MV margin improvement Further scale our digital offers

Built a strong platform with AVEVA Continue to work on efficiency:

in Industrial Automation Software focus on the core and organization efficiency

Organic revenue growth:+3% on average Organic revenue growth:+3%-6% through cycle

Adj. EBITA margin: +140 bps Adj. EBITA margin: +200 bps (pre-FX)
Portfolio optimization (€1.5Bn since 2014) Portfolio optimization (€1.5Bn to €2Bn)
Simplification and efficiency Further simplification and efficiency

© 2019 Schneider Electric, All Rights Reserved | Page 43

 Schneider Electric

Integrated
Multi-hub
Sustainability
Open

© 2019 Schneider Electric, All Rights Reserved | Page 44