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PracticePower is now the constraint on growth

A fleet battery earns what the contract leaves it

Vehicle-to-grid tariffs are on sale, and the revenue quoted to a fleet can be gross: before the aggregator’s share, before battery wear. Four contract clauses, from net ledger to downside case, turn a fleet battery into a number a CFO can approve.

$9,741/yrupper bound of PJM Regulation revenue for a 33 kW fleet vehicle, from measured pilot performance and 2021 to 2025 prices, net of energy losses and before aggregator fees, customer support and battery wear
€132/MWhcompensation a vehicle owner needs per MWh of V2G energy flow to break even on battery degradation and infrastructure cost in the 2030 scenario

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PracticePeople & Governance

The return on AI depends on which tasks it is given

+40%higher quality for consultants using AI on tasks inside its capability frontier; outside it, they were 19 percentage points less likely to reach a correct solution

The same AI tool can add quality or remove it; the task decides which.

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PracticeWhere do we really stand?

An advantage is either renewed or consumed

41%recurring operating margin reported by Hermès for 2025, against 34.0% in 2019; over the same six years its revenue grew from €6.9bn to €16.0bn

A margin records last year's result; whether the advantage behind it is being rebuilt is another question.

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PracticeWhere would it break first?

Economic value leaves before book value does

EUR 34bnregulated asset base of France's gas transport, storage and distribution networks; today's assets would be only 25% to 35% of the 2050 base, the Commission de régulation de l'énergie reported on 1 July 2026.

A stranded cost is the part of book value no future revenue would recover.

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PerspectiveCorporate Strategy

The client now runs the layer once rented by the hour

23%Of French consulting engagements were assessed for impact in 2025, mostly on indirect indicators.

Capgemini paid $3.3bn to run process work with agentic AI; buyers of advice can now reprice the analytical layer.

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PerspectiveEnergy is becoming a market we could earn from

The margin in vehicle-to-grid goes to whoever runs the dispatch

€720A year at most, the connection bonus BMW with E.ON and Volkswagen with Elli each offer a driver in Germany.

BMW and Volkswagen offer drivers one connection bonus; what the grid pays above it goes to whoever runs the dispatch.

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PerspectiveCan the carbon plan become a business?

The low-carbon offer that sells is built into the product

943MtOf CO2 that Schneider Electric’s solutions let its customers save and avoid since 2018, above the 800Mt ambition set for 2025.

The carbon a client pays for is built into the product they need; the programme sold beside it waits for a budget.

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By the question you face.

Twenty situations our clients bring us. Open one to see the cases behind it.

Shape & Lead

Where do we really stand?Is the business model fit for the strategy we are about to commit to?6 cases · 3 with a preview
The current model has hit its ceilingWhat do we build next, and how do we fund it while today's business still carries us?5 cases · 2 with a preview
Clients ask for it. Will they pay for it?Where does responsibility carry a price, and how large is that market for us?4 cases · 1 with a preview
Can the carbon plan become a business?Which low-carbon offers will clients and partners actually pay for?4 cases · 1 with a preview
Energy is becoming a market we could earn fromWhich role in charging, flexibility or storage can we take, and with whom?7 cases · 2 with a preview
Our claims are about to be checkedWhich of the claims already on our packaging and pages can we substantiate, and by when?7 cases
We do more than we get paid forWho already values what we do, and why does it not show in the price?4 cases
Where would it break first?Under which shock does the model fail first, and who pulls the trigger?7 cases · 2 with a preview

Accelerate & Transform

A new model to try, not to bet onHow do we test it with real clients before the company commits to it?4 cases · 1 with a preview
The responsible range is not sellingWhat price, and what story, does it need?3 cases
Cut carbon, keep the marginWhere in the chain does carbon come out without the margin going with it?4 cases
Our suppliers cannot show the proofWhat standard can they actually meet, and what evidence can we put in front of a buyer or a regulator?5 cases
Returns and repairs are pure costWhere is the margin in what comes back?3 cases
The AI spend has not reached the P&LWhat does AI return once the full cost of the work it replaces is counted?7 cases · 1 with a preview
Who answers for what the AI decides?What may a system decide on its own, and who signs for it?5 cases
The business has outgrown its organisationHow do we redesign the operating model while the business keeps running?3 cases

Create Lasting Impact

Power is now the constraint on growthHow do we secure the electricity and the renewable supply the plan depends on?4 cases · 2 with a preview
The know-how is walking out of the doorHow do we change the company without losing its memory?7 cases · 1 with a preview
The project needs a local yesHow do we earn the agreement the project depends on, before it is contested?4 cases
The strategy is ahead of the organisationWhich behaviours does it depend on, and what currently rewards the opposite?5 cases · 1 with a preview

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