According to the press release, Motivair by Schneider Electric has introduced the liquid distribution units (CDU) MCDU-45 and MCDU-55, designed to meet the increased thermal requirements of workloads in high performance computing (HPC) and artificial intelligence (AI). These CDUs, the first from the company to be specifically designed for optimized installation in utility corridors, provide data center operators with enhanced flexibility, performance, and integration.
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The MCDU-45 and MCDU-55 models, already available globally, are scheduled for increased production starting early 2026. They offer expanded cooling capacities and allow the use of a wider range of chilled water temperatures to optimize deployment and operations. The release states that these units are suitable for hyperscale, AI, colocation, edge, and retrofit environments, enabling the development of customized cooling strategies for optimal thermal performance.
Development Following Acquisition
According to the company, these new technologies have been developed since the acquisition of Motivair by Schneider Electric in February 2025. They aim to meet the growing demand for AI applications, particularly in HPC environments and data centers. Andrew Bradner, Senior Vice President, Cooling Business at Schneider Electric, emphasizes the importance of flexibility in data center cooling, stating that the new CDUs allow for the adaptation of deployment strategies to a broader range of accelerated computing applications.
2025 est une année marquante. Le chiffre d’affaires atteint un niveau record, la marge d’EBITA ajusté croît malgré la volatilité, et la génération de cash-flow libre atteint un niveau historique.
Chiffre d’affaires 2025: 40 152 millions d’euros, croissance organique +8,9 %. EBITA ajusté 7 520 millions d’euros, +12,3 % organique. Résultat net: 4 163 millions d’euros. Cash-flow libre: 4 635 millions d’euros. Dividende par action: 4,20 euros. Objectif 2026: EBITA ajusté +10 % à +15 % organique; chiffre d’affaires +7 % à +10 % et marge EBITA ajusté +50 à +80 pb. Carnet de commandes 2025: 25 362 millions d’euros, visibilité renforcée.
Risks mentioned
Incertitude macroéconomique persistante affectant la demande dans certains marchés
Volatilité des devises et leur effet sur le chiffre d’affaires et la marge
Inflation des coûts et droits de douane pesant sur la marge brute
Risque lié à la transition des logiciels vers des abonnements et à l’évolution du mix produit
Opportunities identified
Demande soutenue sur les centres de données et les marchés finaux des industries et infrastructures
Croissance des revenus récurrents via les Logiciels et Services
Solidité du carnet de commandes et potentiel de pipeline et de revenus récurrents
Outlook / guidance
Expected revenue: Le chiffre d’affaires 2026 est attendu entre 42,9 milliards d’euros et 44,2 milliards d’euros
Expected EBITDA: Objectif 2026: croissance organique de l’EBITA ajusté entre +10 % et +15 %
Expected net income: Le résultat net 2026 n’est pas communiqué; l’accent est mis sur l’EBITA ajusté et le cash-flow libre
Management commentary: La direction vise une croissance organique soutenue et une expansion de la marge d’EBITA ajusté, portée par la croissance du chiffre d’affaires et l’amélioration du ratio des coûts des fonctions support sur le chiffre d’affaires; l’objectif 2026 inclut un effet de change favorable potentiel et une stabilisation du cash-flow libre autour de 100 % sur la période 2026-2030.
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