Q4 2026 Lagercrantz Group AB Earnings Call Transcript
Key Points
- Lagercrantz Group AB (STU:LG72) reported a strong quarter with a 13% increase in revenues, driven by acquisitions and organic growth.
- The company achieved a 20% increase in EBITDA, with the EBITDA margin expanding to 19% from 17.8% last year.
- Cash flow from operations increased by 20%, reaching 410 million Swedish kroner, indicating strong operational efficiency.
- The Electrify division posted significant growth, with an 8% revenue increase and a 38% rise in EBITDA, achieving a margin of 21.8%.
- Lagercrantz Group AB (STU:LG72) completed 12 acquisitions since April 2025, adding 1.4 billion in sales, which is above their target of 10% growth through acquisitions.
- The construction sector remains weak, with slower demand impacting some divisions, particularly those with high exposure to this market.
- Currency fluctuations negatively affected order intake by 3%, posing a challenge to international operations.
- The TechSec division, despite organic growth, faced margin pressures due to weak construction-related markets.
- Seasonality in certain acquisitions, such as Sipohok and Frigirokes, may lead to softer performance in upcoming quarters.
- Some U.S.-exposed companies within the niche products division faced headwinds due to geopolitical uncertainties and trade tariffs.
Welcome to Lagercranz Group Q4 Report 2025-26. For the first part of the conference call, the participants will be in listen-only mode. During the questions and answers session, participants are able to ask questions by dialing pound key 5 on their telephone keypad. Now I will hand the conference over to President and CEO Jorgen Wigg and CFO Karen Mellegard-Jarf. Please go ahead.
Good morning, everyone. Welcome to Logicron's year-end report call.
We, as have our ending of our financial year end of March every year. So we have just concluded our numbers and released them here this morning. So welcome, everyone. Together with me here, I have Karin with us as well, our CFO.
And we will try to do this together. We usually end up having a 45 minute call or so and we'll open up for questions at the end if you don't have any along the way.
So with that, I
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