Industry Turnover:

• Electrical engineering: approx. 70%
• Building automation: approx. 20%
• Data communication: approx. 10%

TOP 3 Markets:

• France: approx. 25%
• USA: approx. 20%
• Italy: approx. 15%

Legrand SA is a leading company in the electrical engineering industry, generating its revenues mainly from the manufacturing and distribution of products for electrical and digital building infrastructures. The largest share of revenue comes from electrical engineering, followed by building automation and data communication.

France remains the most significant market for Legrand, followed by the USA and Italy. These markets are crucial for the company as they offer both strong demand and stable economic conditions. Legrand benefits from its established market presence and the continuous introduction of new technologies and products in these regions.

Production Sites: Worldwide, with a focus on Europe, North America, and Asia.

Legrand SA is a globally active company that offers electrical and digital infrastructures. It operates production facilities around the world to efficiently serve its international markets. The focus of production is in Europe, North America, and Asia, enabling the company to optimize supply chains and flexibly respond to local market requirements.

Through this geographical diversification, Legrand can also benefit from cost advantages and different technological competencies in various regions. This supports the company in maintaining its competitiveness in the global market.

Revenue growth (estimated): 5-7% annually (2025)

Legrand SA pursues a growth strategy focused on innovation, acquisitions, and geographical expansion. The company continuously invests in research and development to create new, energy-efficient, and connected products that meet current market requirements.

Another key focus is on strategic acquisitions to expand the product portfolio and enter new markets. In recent years, Legrand has acquired several smaller companies to strengthen its position in the building automation and digital infrastructure sectors.

Additionally, Legrand is targeting expansion into emerging markets to benefit from the increasing demand for modern infrastructure. These markets offer significant growth potential due to urbanization and the growing need for electrical solutions.

Main materials: Copper, plastic, aluminum

Legrand SA, a leading company in the field of electrical and digital building infrastructures, mainly imports copper, plastic, and aluminum. These materials are essential for the production of their products, such as switches, sockets, and cable management systems.

Countries of origin:

• Copper: Mainly from Chile, Peru, and the USA.
• Plastic: Imported from Germany, China, and the USA.
• Aluminum: Sourced from Canada, Russia, and Norway.

These sources of imports enable Legrand to ensure the quality and availability of the required raw materials to meet their production requirements. The selection of supplier countries is based on the availability of raw materials, costs, and delivery reliability.

Market share: Approx. 20% in the global market for electrical and digital building infrastructures (2024, estimation)

Research & Development: 4.8% of revenue (2024)

Legrand SA has a significant competitive advantage due to its strong market position and wide range of products in the field of electrical and digital building infrastructures. The company has made a name for itself through continuous innovations and strategic acquisitions.

Another advantage is the high investment in research and development, which enables Legrand to offer innovative solutions and quickly respond to changing market demands. The global presence and extensive sales network further strengthen competitiveness.

Despite strong competition in the industry, especially from companies like Schneider Electric and Siemens, Legrand remains well positioned due to its focus on niche markets and specialized products.

Institutional Investor Share: approx. 70% (estimate based on historical data)

Insider Purchases/Sales: No significant transactions reported in the last year

Legrand SA traditionally has a high proportion of institutional investors, indicating the trust of large funds and investment companies in the company's stability and growth potential.

In 2025, no significant insider transactions were reported, suggesting that management and other insiders have not made any significant changes to their stake in the company. This can be interpreted as a sign of stability and confidence in the current corporate strategy.

Market Share Legrand SA: 12% (2025, estimated)
Main Competitors and their Market Shares:

1. Schneider Electric: 15%
2. Siemens: 14%
3. ABB: 10%
4. Eaton: 9%
5. Honeywell: 8%

Legrand SA is a significant player in the field of electrical installations and building automation. Legrand's market share is approximately 12%, making it one of the leading providers in this sector. Schneider Electric and Siemens are the biggest competitors with market shares of 15% and 14% respectively.

Legrand's moat mainly consists of its strong brand recognition, wide product portfolio, and global presence. These factors enable the company to compete in a highly competitive market. Legrand continuously invests in research and development to offer innovative solutions, which also contributes to its competitive advantage.

Compared to its competitors, Legrand has a solid, but not insurmountable moat. Schneider Electric and Siemens have similar strengths, especially in terms of technological innovation and global reach. These companies might have a stronger moat in certain areas, particularly due to their extensive resources and diversified business models.

Overall, Legrand has a significant advantage in its niche but must remain innovative and adapt its market strategy continuously to maintain and expand its competitive edge.

Revenue Growth: 6.5% (2024) EBITDA Margin: 21.8% (2024) R&D Expenses: 5.2% of revenue (2024)

Legrand SA recorded a revenue growth of 6.5% in 2024, indicating solid demand for its electrical and digital infrastructure solutions. The EBITDA margin of 21.8% demonstrates strong operational efficiency and the ability to manage costs effectively.

The company continues to invest heavily in research and development, with expenses amounting to 5.2% of revenue, signaling a strategic focus on innovation and product development. These investments could lead to long-term competitive advantages and growth opportunities.

Overall, Legrand's financial performance points to a stable position in the market, supported by continuous innovation and efficiency. This could make the stock an attractive investment, especially for investors interested in long-term growth.

Dividend yield: 2.5% (estimated for 2025)
Dividend history: Continuous payout over the last 10 years

Legrand SA is known for its reliable dividend policy. The company has consistently distributed dividends in recent years, indicating a stable financial performance. The dividend yield for 2025 is estimated to be around 2.5%, based on the previous payout policy and current market conditions.

Legrand has a strong market position in the field of electrical and digital building infrastructures, contributing to the stability of dividends. The continuous payout over the past years suggests that the company will also strive to provide its shareholders with an attractive return in the future.