Latest news with #LagercrantzGroupAB
Business Insider
20-07-2025
- Business
- Business Insider
Kepler Capital Remains a Hold on Lagercrantz Group AB Class B (LG72)
Kepler Capital analyst Anders Jafs maintained a Hold rating on Lagercrantz Group AB Class B on July 18 and set a price target of SEK211.00. The company's shares closed last Friday at €21.58. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Make smarter investment decisions with TipRanks' Smart Investor Picks, delivered to your inbox every week. Jafs covers the Industrials sector, focusing on stocks such as Lindab International AB, Sweco AB, and AFRY AB Class B. According to TipRanks, Jafs has an average return of 10.5% and a 56.92% success rate on recommended stocks. The word on The Street in general, suggests a Moderate Buy analyst consensus rating for Lagercrantz Group AB Class B with a €20.78 average price target.
Yahoo
21-05-2025
- Business
- Yahoo
Lagercrantz Group AB (FRA:LG72) Q4 2025 Earnings Call Highlights: Strong Revenue Growth and ...
Release Date: May 20, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. 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. 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. Warning! GuruFocus has detected 7 Warning Sign with FRA:LG72. Q: Can you provide insights on the demand side, particularly regarding CapEx versus OpEx-related products? Are you seeing a similar trend this quarter as in the last? A: Most of our products are OpEx-related, being mission-critical but not high-priced items. We noticed a temporary hesitation in investments due to geopolitical uncertainties, but this has since stabilized. Long-term effects depend on potential trade barriers, but current trends suggest a return to normalcy. (Respondent: Unidentified_1) Q: The gross margin looks solid, but administrative costs seem higher compared to last year. Is there a specific reason for this? A: We had some extraordinary items, including a reservation for a claim and acquisition-related costs like stamp duty. These are not significant but can affect detailed financials. (Respondent: Unidentified_1) Q: Regarding the warranty claim, can you provide more details on its segment and impact? A: It's a routine claim related to proprietary products, not significant but reserved for around 8 to 10 million. It's part of our business model to handle such claims occasionally. (Respondent: Unidentified_1) Q: Electrify's profit by working capital seems lower than other segments. Is there a strategy to improve this? A: Electrify involves more in-house manufacturing, which ties up inventory. We are working on improvements, but given their business model, the current level is satisfactory. (Respondent: Unidentified_1) Q: Has the recent geopolitical uncertainty affected your M&A prospects or seller behavior? A: While there was a temporary slowdown around Easter, the situation has normalized. We haven't observed significant changes in seller behavior due to geopolitical factors. (Respondent: Unidentified_1) For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
