Lagercrantz Group AB (publ) (LAGRB) Earnings Call Transcripts

Lagercrantz Group AB (publ)'s Latest Earnings Call - May 19, 2026

In Q4 2025/26, Lagercrantz Group AB reported a strong performance, with revenues reaching SEK 10.6 billion, a 13% increase year-over-year, driven by acquisitions contributing 12% and organic growth of 6%. Earnings per share rose 18% to SEK 5.81, while EBITA increased 20%, resulting in an EBITA margin expansion to 19%. Management maintained their guidance for continued growth, targeting a 15% annual growth rate over the business cycle, with a focus on acquisitions and organic growth strategies.

Reported metrics

Guidance from management

Management reiterated their target for 15% annual growth over the business cycle, with a focus on achieving an EBITA margin of 20% within 2 to 3 years.

What management said

No, it's broad-based. We are always looking into whether we see some really differences in between geographies or so. But this time, it was very broad and yes, a lot of different sectors and geographies as well.

Right. I think it is around 5% at the moment. I don't think it's -- used to say that it's 3%, 4%, and I think it's climbed a little bit, but not significant. It is still a fairly small part of what we're doing. It depends on how you define things as well. I think we are not doing very much of active sort of weapons and stuff that we don't do, but we do a lot of supporting materials and supporting equipment around, ye...

What analysts pressed on

Analysts expressed concerns regarding the weak construction sector and its impact on profitability. There were also questions about potential seasonality effects on future earnings, particularly in the International division, which management acknowledged as a factor to consider going forward.

Main topics on the call

• Strong Revenue Growth — Lagercrantz reported a 13% increase in revenue for the quarter, reaching SEK 10.6 billion. Management stated, "Acquisitions contributed with 12%, while the currency had a negative impact of 4%."
• Improved EBITA Margin — The EBITA margin expanded to 19%, up from 17.8% the previous year. Karin Djarf noted, "EBITA increased by 20% and improved steadily over the course of the year quarter-by-quarter."
• Organic Growth Recovery — Organic growth improved to 6% in Q4, a positive shift after a period of lower growth rates. Management expressed satisfaction, stating, "It is very satisfying to see that organic growth has picked up here in the last qua...
• Acquisition Strategy — The company completed 12 acquisitions since April 2025, contributing significantly to revenue growth. Management emphasized, "This is part of our DNA. This is where we would like to be, finding these nice niche-oriented ...

Read the full Lagercrantz Group AB (publ) transcript (May 19, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 25 Lagercrantz Group AB (publ) earnings call transcripts on record, spanning October 23, 2020 to July 17, 2026. Based on this history, Lagercrantz Group AB (publ) reports quarterly. The most recent call on file is dated July 17, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

LAGRB

Exchange

OM

Country

SE

Sector

Information Technology

Industry

Electronic Equipment, Instruments and Components

Calls on record

25

First call

October 23, 2020

Most recent

July 17, 2026

Reporting cadence

quarterly