France · Delayed Price · Currency is EUR Lectra Earnings Call Transcripts
Fiscal Year 2026
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The meeting reviewed a challenging year marked by geopolitical and tariff disruptions, with strong recurring revenues and robust cash flow. Strategic focus remains on SaaS growth, AI integration, and operational excellence. All resolutions, including director appointments and compensation, were approved by large majorities.
Fiscal Year 2025
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2025 saw resilient recurring revenue and strong free cash flow despite macroeconomic headwinds, with ARR up 14% and gross margin rising to 72.9%. The strategic roadmap targets 15% ARR growth, higher EBITDA margins, and continued SaaS expansion, leveraging new platforms like Valia and ongoing cost optimization.
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2024 saw robust financials with double-digit growth in revenue, margin, and EBITDA, driven by SaaS and recurring contracts. Strategic acquisitions, R&D, and sustainability initiatives advanced, while all AGM resolutions—including dividend, governance, and auditor changes—passed with strong support.