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IT Business Investor Day February 20, 2014 Daniel Doimo EVP, IT Business

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IT Business

Investor DayFebruary 20, 2014

IT Business

Daniel DoimoEVP, IT Business

IT business: a leader in Critical Power & CoolingCritical Power & Cooling

A global business with leadership position

€3.4bn

Business size Key Channels

Our offer Geographies

#1worldwide

Critical Power, Cooling & Services

1st channel Other key channel

2013 revenues

Electrical Distribution & contractors

End users

Value added resellers

IT Distribution

3Schneider Electric – Investor Day – IT Business - 20 February 2014

Maturecountries

New economies

43%57%

SystemsThree Phase UPSRacks & PDUsCooling & ChillersModular SolutionsManagement software46% 36%

ServicesInstalled base servicesLife cycle services

18%

End marketsPrimary end market

Other end marketsData centers & networks

Non-residential & Residential Buildings

Utilities & Infrastructure

Industrial & Machines

ProductsOne Phase UPS Inverters

Transformed from a UPS product company to providing solutions in all end markets

Massive Scaling

Complete Solutions & Products

Discrete UPS

€2.7 Bn

Strategic Gap Filling

€3.2 Bn

€3.4 Bn

#1 Single Phase UPS

#1 Critical Power & cooling

4Schneider Electric – Investor Day – IT Business - 20 February 2014

1 SE MV 2010 Revenues before Areva Distribution2 Proforma including Areva Distribution acquisition on a 12-month 2010 basis

• UPS

• 1Ph UPS

• 3Ph UPS

• In-Row Cooling

• Racks

• PDUs

• Precision Cooling

• Data center Services

• DCIM capabilities

• Secure Power UPS

• Inverters

• DCIM Software

• Modular datacenters

• Extended Secure Power

capabilities

• Integration of other BU

capabilities

Discrete UPS Player

Seg

men

t S

tren

gth

Increasing focus on software & services

2011 20132007

We provide customers best-in-class products, integrated systems and value-added service

Smart -UPS®

Home & Business Networks

Enterprise Systems & Services

Har

dw

are

Secure PowerData centers

Symmetra &Galaxy UPS

InRow & Room Precision Cooling

PDU

GutorUPS

5Schneider Electric – Investor Day – IT Business - 20 February 2014

SurgeArrest ®

Back-UPS ®

Inverters

Har

dw

are

So

ftw

are

Ser

vice

s

Pre Fabricated Modules

NetShelter ®

Racks MGE ® EPE

StruxureWarefor Data Centers

DCIM software

Life cycle Services with a worldwide service team to be close to customers 1

1. Operate: supporting both Data Centers and Secure Power

External trends continue to be favorable despite short be favorable despite short term turbulence

We experienced turbulences in 2013 from macro economy and market transition…

Macro Environment Addressing a Datacenter Transition

USAGovernmental slowdown Debt ceiling and QE tapering uncertainty IT spending stop and go

Europe

Shift to:• Large / extra large data center• Modular data center• Cloud and service providers

Currently adapting our offers and

7Schneider Electric – Investor Day – IT Business - 20 February 2014

EuropeRussia: Slowdown in IT spendingWestern Europe: Economic situation worse than initially expected

IndiaAdverse weather conditions and economic slowdown impacting inverter market growth

Currently adapting our offers and engagement models to capturefuture growth

Long term outlook remains positive

… but this does not undermine the favorable trends

Favorable trends

Anything as a service

Internet of thingsStrong Growth in New Economies

Energy and Operationsefficiencies

24x7 Availability

Business opportunities

8Schneider Electric – Investor Day – IT Business - 20 February 2014

Business opportunities

1 IDC, Gartner and Internal analysis2 ARC (Industrial UPS Report – Includes 1Ph and 3Ph, Software and Services ), IMS and internal analysis3 IMS (UPS, Services, Racks) and Internal analysis

Continued investment in data centers

• IT spend in Data center to grow at 3-4%’CAGR1 for ‘14-’17 driven by collocation providers and Web Giants

• Protection of networking equipment is critical

Demand for secure power applications

• UPS for industry application will grow at 9-11% CAGR2 for ’14-’17 thanks to connectivity of Critical Non-IT equipment, growth in automation and convergence OT / IT

Fast growing market in new Economies

• Government investment in infrastructure

• BRIC represent 21% of market with growth 2 pts higher than world average in ‘14-173

Clear initiatives to capture opportunities from opportunities from favorable environments

Focused initiatives to embrace growth across the board

Enhance data center market leadership

• Leverage total business of the Group, especially in Cloud & Service Providers

• Ramp up modular offer• Expand service• Accelerate software

10Schneider Electric – Investor Day – IT Business - 20 February 2014

• Grow secure power application and service in targeted segments

Grow in non datacenter segments

Strengthen product portfolio

• Develop local offer for new economies

We are uniquely positioned to capture the opportunities in data centers

Busway

Rack Systems

Building & PartnerITInfrastructureIndustry

MV Switchgear

LV Switchgear

LV Panelboards& Switchboards

MV Transformers

Security

Enhance data center leadership

11Schneider Electric – Investor Day – IT Business - 20 February 2014

Modular UPS

Modular PDU

Rack PDURoom/Rack/Row

Cooling

Flexible Air Containment

LV Switchgear

Cooling - VSD

Chillers

Economizer

Meters

Lighting Control

DCIM and other Software

Services

Green data center for major service provider in South East Asia

Scope of Work: Scope of ITB Supply:

Customer Benefits:• One stop services & Strong local presence

• Expertise in mission critical application design

• Integrated design compliant with Data Center standard

• Best in class Energy Efficiency using StruxtureWare

• Optimised TCO by reducing intermediaries

Large Schneider multi business units win 11.7M€ project - 6,100 sqm2, 2 floors

Enhance data center leadership

12Schneider Electric – Investor Day – IT Business - 20 February 2014

Scope of Work:• Design (Conceptual &

Detailed)• Equipment supply• Services:

• Installation & Integration• Commissioning & System Test

Scope of ITB Supply:• Secure Power: Galaxy UPS

(10 x G7000, 500kva)• Precision Air: Uniflair CRAC

(x18 units)

Building & Partner • Electrical Distribution with LV

SwitchGear (BLOKSET) • BMS System: Smart Structure• Lighting Control• Security System (Pelco) &

Access Control (TAC)

Infrastructure• Electrical Distribution with MV

SwitchGear (RM6)

Schneider Intra-Group supply:

Busway

Data center components can be delivered as prefabricated functional building blocks

Power

Cooling

Enhance data center leadership

13Schneider Electric – Investor Day – IT Business - 20 February 2014

Modular UPS

IT

SE Best-in-class efficiency solutions can save up t o 30% Energy Opex

Data Center Lifecycle Services

Building a long term relationship with our customers

Key value creators:

• Increased client intimacy and touch points• Higher customer engagement

Enhance data center leadership

14Schneider Electric – Investor Day – IT Business - 20 February 2014

• Higher customer engagement through 2-3 update cycles over 20 years

• Best business model to drive additional solution sales & services

• More predictable revenues with recurring services

Energy andSustainability

Cooling MonitoringMonitor and control data center cooling

Track and manage enterprise energy and carbon costs

Operations ManagementManage Data Center assets, operational and capital costs

DCIM software enables data center management and improves efficiency

Across All Domains

Enhance data center leadership

15Schneider Electric – Investor Day – IT Business - 20 February 2014

center cooling

Power MonitoringAdvanced power monitoring control and analysis

IT Infrastructure and Device MonitoringAdvanced monitoring and automation

Focused efforts in mission critical segments to accelerate secure power growth

Water Oil & Gas

Highlights of Secure Power Projects

Tuen Mun Sludge Treatment Facility - Hong Kong

Applications� Process Control & SCADA� Incinerator� PLCs

Solutions:

Wheatstone LNG Project – Australia,

Applications:�SCADA & DCS�Security systems

Solutions:� Gutor PXW Systems in dual

redundant mode

Grow in non data center segments

16Schneider Electric – Investor Day – IT Business - 20 February 2014

Hospital Transportation

Valencia Hospital – Spain

Applications� Operating Theaters� Intensive Care Units

Solutions:� Smart UPS On-Line� Long back up time battery packs

Solutions:� Gutor PDW 120kVA

� Gutor PXP 120kVA

Applications:� Signaling systems� Station Control Room� Automatic Fare control

Solutions� 80 kVA MGE Galaxy 5500

Delhi Metro- India

redundant mode� Various models from 25 KVA-230 KVA

Installed base services provided to each customers

We develop offers locally to capture growth in new economies

Grow in new economies

Cooling

3 Phase UPS

Key R&D centers in New Economies

China

•1P UPS•3Ph UPS•Cooling Equipments

•Datacenter

17Schneider Electric – Investor Day – IT Business - 20 February 2014

Cooling

1 Phase

India

•1Ph UPS•Racks•Software

Brazil

•1Ph UPS•3Ph UPS

•Datacenter Cooling

•Racks

Over 40% of our R&D resources in these 3 countries

ConclusionConclusion

Despite turbulence in 2013, we are well positioned for growth

Bus

ines

s op

port

uniti

esK

ey

Str

engt

hs

Market leadership with strong brand and global footprint.

Broadest offer with fully integrated solutions & cross selling synergies

Largest Installed base with recurring business opportunities

19Schneider Electric – Investor Day – IT Business - 20 February 2014

Continue investment in Data center

Growing demand for secure power

Need for local offers in new economies

Bus

ines

s op

port

uniti

esC

lear

gro

wth

In

itiat

ives Enhance

leadership in datacenter

Grow in non-datacenter segments

Strengthen product portfolio in new

economies

Help people make the most of their energy