Q2 2026 Lagercrantz Group AB Earnings Call Transcript

Oct 24, 2025 / 08:00 AM GMT

Transcript

Key Points

Positve

Lagercrantz Group AB (FRA:LG72) reported a strong quarter with earnings before tax up by 17%, surpassing their target of 15%.
Net sales increased by 13%, with acquisitions contributing 14% to this growth.
The company achieved an EBITDA margin improvement to 17.9%, indicating enhanced profitability.
The Electrify division posted a strong quarter with a 23% rise in EBITDA and a margin of 21.2%, surpassing previous performance.
The international division showed significant growth with revenues up 35%, driven by acquisitions and strong performance in marine and road safety sectors.

Negative

The Tech Sec division experienced a decline in revenues by 4% and a drop in EBITDA margin to 13.8% from 17% last year.
Cash flow performance was not entirely satisfactory, with seasonality affecting cash inflows.
The niche products division faced headwinds, with some major companies underperforming compared to last year.
Organic growth in sales was only 1%, with currency effects negatively impacting results by 2%.
The construction market remains sluggish, affecting smaller businesses within the control division.

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

LAGRb.ST - Lagercrantz Group AB
Q2 2026 Lagercrantz Group AB Earnings Call
Oct 24, 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 our interim report. We do this every quarter, so this is our Q2 report. As we are starting our year 1st of April, so we are concluding our numbers at the end of September as of today. Together with me here, we, we're, myself, Yorgenri speaking and also Peter Tal right beside me here, when we get to the numbers we'll let him. Do that part as well. So welcome everyone. I would like to start off with just in a short introduction to the group for those of you that are new to the group, and then carry on with the report, so in a couple of slides. Well, loggerros is the tech group, or an industrial group where we are using, we are working, in with the buy and build model, building a group around a number of

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