Replay available

Lagercrantz Group AB (publ) (LAGR_B) Q1 2026 Earnings Call

Lagercrantz Group AB (publ) (STO: LAGR_B) Q1 2026 earnings conference call, held 2025-07-18. Replay captured from the company's public earnings webcast.

Fri, July 18, 2025 at 4:00 AMendedReplay
Lagercrantz Group AB (publ) (LAGR_B) Q1 2026 Earnings Call

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Featured presenters

Jörgen Larsson

CEO and President

Peter Johansson

CFO and Deputy CEO

Max Baco

Analyst, SEB

Christian Binder

Analyst, Redeye

Patrick Schwartz

Analyst, Pareto Securities

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Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:05.097 segments and we saw especially within the electrification and also within the 00:00:05.097 -- 00:00:07.097 infrastructure 00:00:08.402 -- 00:00:13.468 segments within electrify there we had some strongest growth but also some 00:00:13.468 -- 00:00:18.234 parts of the niche products division with the with the specialization companies there 00:00:18.234 -- 00:00:21.158 that had posted some good growth along the way. 00:00:21.158 -- 00:00:26.744 But we also see demand more hesitant and the construction related businesses 00:00:26.744 -- 00:00:31.990 still struggling where the market remains sluggish during 00:00:31.990 -- 00:00:33.872 the quarter. 00:00:33.872 -- 00:00:39.438 All in all, we still think it's quite positive in terms of that order intake for comparable 00:00:39.438 -- 00:00:42.742 units was in line with or slightly above invoiced sales. 00:00:42.742 -- 00:00:48.466 The book to build was slightly positive, which was good. 00:00:48.867 -- 00:00:55.654 But of course, we are also very occupied with looking at the market and see how geopolitical 00:00:55.697 -- 00:00:58.338 uncertainty develops. 00:00:58.561 -- 00:01:03.869 And that, I think, is bringing some hesitation to the market, which we've seen from 00:01:03.869 -- 00:01:07.815 others that are importing as well. So I think we are well in line with what's happening 00:01:07.815 -- 00:01:10.965 in the market. And 00:01:12.210 -- 00:01:17.318 our exposure then to the U.S. is limited. We also commented on here 00:01:17.318 -- 00:01:19.762 to U.S. with 00:01:19.762 -- 00:01:24.910 amounted to less than 4% of group sales. So it's small, but still, 00:01:24.910 -- 00:01:26.673 of course, 00:01:26.673 -- 00:01:30.920 sort of affecting different parts of the market as well. 00:...