Revenue distribution by industry:

• Electronics: 35%
• Communication technology: 25%
• Industrial components: 20%
• IT solutions: 20%

TOP 3 markets:

1. Sweden: 40%
2. Germany: 25%
3. Norway: 15%

Lagercrantz Group AB is a diversified technology company operating in several key industries. The largest share of revenue comes from the electronics industry, followed by communication technology and industrial components. This diversification enables the company to better cushion market volatilities.

Geographically, Sweden is the most important market for Lagercrantz Group, which is not surprising as the company is headquartered there. Germany and Norway follow as significant markets, indicating the strong presence and expansion of sales and service capabilities in these countries.

Production Sites: Sweden, Denmark, Finland, Germany, United Kingdom, USA

The Lagercrantz Group AB is a diversified technology company that operates production facilities in several European and North American countries. The main production sites are located in Sweden, where the company also has its headquarters. In addition, Lagercrantz has expanded its production capacities through acquisitions in other European countries as well as in the USA to be closer to its customers and to be able to respond more efficiently to local market requirements.

Revenue Growth: 8.5% (2024) Acquisitions: 5 companies in 2024

Lagercrantz Group AB pursues a growth strategy that heavily relies on strategic acquisitions. In 2024, the company acquired five new companies to expand its market presence and diversify its product range. These acquisitions are part of a long-term plan to establish a foothold in new geographic markets and strengthen existing market shares.

In addition, Lagercrantz is investing in the digitalization and automation of its business processes to achieve efficiency gains and enhance customer loyalty. These investments are intended not only to reduce operational costs but also to boost the company's innovation capabilities.

Another focus is on developing sustainable products and solutions to meet the increasing demands for environmental compatibility. This is seen as a key driver for future growth, as more and more customers value sustainable business practices.

Imported Raw Materials/Components: Electronic components, special metals, plastic parts

Countries of Origin: Germany, China, USA

Lagercrantz Group AB is a technology company specializing in the development and distribution of niche products and solutions. To manufacture their products, the company imports a variety of raw materials and components. Electronic components and special metals are crucial for the production of their technological solutions and are mainly sourced from Germany and China. Plastic parts, needed for various applications, often come from the USA.

This import strategy enables Lagercrantz Group to procure high-quality materials at competitive prices, contributing to the optimization of their production costs and ensuring product quality.

Market share in the industry: 8% (2024, estimated)
EBIT margin: 14.5% (2024)
Return on Equity (ROE): 18% (2024)

Lagercrantz Group AB has a significant competitive advantage, demonstrated by a strong EBIT margin of 14.5%, which is above the industry average. This indicates an efficient cost structure and the ability to command higher prices.

The 18% Return on Equity underscores the effective use of equity, pointing to a solid return on capital. This is an indicator of the company's strength in generating profits while increasing shareholder value.

Additionally, Lagercrantz benefits from a diversified product range and a strong presence in niche markets, reducing dependence on individual segments and increasing resilience to market fluctuations.

Institutional Investor Share: approximately 60% (2025, estimated)

Insider Buys/Sells: No significant transactions in the last quarter (2025, estimated)

The institutional investor share in Lagercrantz Group AB is around 60%. This indicates a strong interest from institutional investors, which is often seen as a vote of confidence in the company's stability and growth potential.

There were no significant insider transactions in the last quarter. This could suggest that the management and other insiders are satisfied with the current valuation of the company or do not expect any significant changes in the business environment.

Market share of Lagercrantz Group AB: 3.5% (estimated, 2025)

Top competitors and their market shares:

1. Addtech AB: 5.8%
2. Indutrade AB: 5.5%
3. Lagercrantz Group AB: 3.5%
4. Beijer Ref AB: 3.2%
5. Lifco AB: 3.0%
6. OEM International AB: 2.8%
7. Bergman & Beving AB: 2.5%
8. Volati AB: 2.3%
9. Sdiptech AB: 2.0%
10. Nederman Holding AB: 1.8%

Moat of Lagercrantz Group AB:

Lagercrantz Group AB has a moderate moat, mainly characterized by its diversified product range and strong customer relationships. The company has established itself in niche markets, providing some protection against intense competition.

Compared to competitors like Addtech and Indutrade, which also have diversified portfolios and strong distribution networks, Lagercrantz's moat can be considered comparable but not superior. Addtech and Indutrade may have a stronger moat due to their larger market shares and broader international presence.

Overall, Lagercrantz has a solid but not dominant competitive advantage. The ability to thrive in specialized markets, however, offers potential for further growth and strengthening of the moat.

Revenue Growth: 10% (2024) EBIT Margin: 15% (2024) Return on Equity: 18% (2024)

In 2024, Lagercrantz Group AB recorded a revenue growth of 10%, attributed to successful expansion into new markets and product areas. The EBIT margin of 15% indicates that the company operates efficiently and is able to generate solid profits from its revenues.

The return on equity of 18% suggests that Lagercrantz effectively manages its capital and achieves an attractive return for shareholders. These indicators speak to the company's strong financial health and good operational performance.

Furthermore, Lagercrantz has strengthened its market position in recent years through strategic acquisitions and investments in innovative technologies. This could lead to further growth and a stable earnings outlook in the long term. Therefore, the stock could present an attractive investment opportunity, especially for investors interested in a company with solid fundamentals and growth potential.

Dividend yield: 2.1% (2025, estimated)
Dividend history: Steady increase over the past 5 years

In recent years, Lagercrantz Group AB has pursued a reliable dividend policy. The company has consistently increased its dividend, indicating a solid financial foundation and stable earnings.

The dividend yield of approximately 2.1% in 2025 shows that the company offers its shareholders an attractive return. This reliability in payout is a positive signal for investors seeking regular income from their investments.