Lagercrantz Group LAGR B
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The news check keeps the assessment current.
General analysis — not personal advice.
Hold/wait; consider adding on a pullback or clearer progress toward 20% EBITA.
Strong organic growth and continued acquisition activity support the case despite modest margin pressure, justifying the review stance ahead of the next report.
The market reacts positively to the strong organic growth and acquisition pace, although cash flow lags slightly behind earnings growth.
NEUTRAL is the call. Positive is the market mood. Low risk means less can go wrong.
Latest change
- 24 Oct 2026 — The report shows strong organic growth and continued acquisition activity that sustains the case despite marginal margin pressure.
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Show all changes (2) — follow the company freeAbout the company
Lagercrantz Group is a decentralized industrial/technology group that acquires and develops niche B2B companies across areas such as electronics, mechatronics, industrial automation, and security solutions. Growth is driven by an active buy-and-build strategy combined with high profitability and strong cash generation. The company recently raised its ambition to reach a 20% EBITA margin within 2–3 years.
Bull case
High acquisition pace and organic growth can continue to drive earnings growth if price increases stabilise margins.
Bear case
Margin pressure and high valuation increase the risk of further share-price reactions if profitability does not recover clearly.
Why this signal
Strong organic growth and continued acquisition activity support the case despite modest margin pressure, justifying the review stance ahead of the next report.
Recent news
Q2 report (Jul–Sep 2026) showed net sales of SEK 2,990 m (+22 %, organic +12 %), EBITA of SEK 531 m (+21 %, margin 17.8 %) and net income of SEK 340 m (+31 %). Eight acquisitions added approximately SEK 660 m in annual revenue. The incentive programme was fully subscribed and insider purchases were noted.