France · Delayed Price · Currency is EUR Lectra Earnings Call Transcripts
Fiscal Year 2026
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The meeting reviewed robust recurring revenue growth, strong cash flow, and strategic advances in SaaS and AI, despite market disruptions from tariffs and geopolitical events. All major resolutions, including board renewals, compensation, and a share buyback plan, were approved with overwhelming support.
Fiscal Year 2025
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2025 saw resilient performance with ARR up 14% and recurring revenues at 75% of total, despite a 2% revenue decline and EBITDA margin at 15.7%. The 2026–2028 roadmap targets 15% ARR growth, higher EBITDA margins, and leverages Industry 4.0, SaaS, and AI, with strong cash flow and disciplined M&A.
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The meeting reviewed robust 2024 financials, successful SaaS and M&A strategies, and strong cash flow, with all resolutions—including a €0.40 dividend and governance reforms—passed by large majorities. Strategic focus remains on SaaS growth, sustainability, and resilience amid global uncertainties.