Lagercrantz Group AB (CHIX:LAGRBs)
kr 254.2 (0%) Market Cap: 45.07 Bil Enterprise Value: 49.60 Bil PE Ratio: 37.13 PB Ratio: 9.82 GF Score: 96/100

Q4 2025 Lagercrantz Group AB Earnings Call Transcript

May 20, 2025 / 08:00 AM GMT
Release Date Price: kr232.4

Key Points

Positve
  • Lagercrantz Group AB (FRA:LG72) reported a 16% increase in net revenues for Q4, with 11% from acquisitions and 5% from organic growth.
  • The company achieved a 24% increase in EBITA, maintaining a strong EBITA margin of 17.8%.
  • The Electrify division showed exceptional performance with a 31% revenue increase and a strong EBITA margin of 17%.
  • The company completed four acquisitions in the quarter, adding $370 million in annual net sales, indicating a positive acquisition market.
  • Lagercrantz Group AB (FRA:LG72) has a strategic ambition to grow with proprietary products, currently at 78%, aiming for 85% in the coming years.
Negative
  • The TechSec division struggled with weaker construction market conditions, impacting its performance.
  • Increased geopolitical uncertainty and trade barriers pose potential risks, although no significant impact has been observed yet.
  • The company faced higher administrative costs due to extraordinary items, including a reservation for a claim and acquisition-related costs.
  • The International division experienced a slight decline in revenues, with challenges in the German market affecting performance.
  • The Electrify division's return on working capital is behind other divisions, partly due to its manufacturing model tying up inventory.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

LAGRb.ST - Lagercrantz Group AB
Q4 2025 Lagercrantz Group AB Earnings Call
May 20, 2025 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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Thank you, and welcome everyone to logicrons year-end report for 2,425. We released our numbers this morning and we will conduct an ordinary that we have done, a session here for, yeah, 45 minutes to an hour or so to given and taking questions at the end.

So, and we usually start with a short introduction, go over to the numbers, what we released this morning, and then talk a little bit of how we see the future and a couple of, pointers that we would like to for for you to have as well along the way. So, and together with me here is Peter as well, our CFO, right next to me, and we'll do this together along the way here.

So for those that are new to the group, well, we are, we usually start with this, oversight of
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