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Lectra
Lectra (LSS) investor relations material
Lectra Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary12 Feb, 2026
Executive summary
2025 results showed resilience amid global macroeconomic and geopolitical uncertainty, with recurring revenues and SaaS transformation limiting revenue decline and supporting strong free cash flow generation.
Strategic roadmap for 2026–2028 focuses on Industry 4.0, SaaS expansion, operational excellence, and leveraging AI, IoT, and big data, with Valia positioned at the forefront of manufacturing.
Key priorities include scaling Valia, accelerating SaaS adoption, and optimizing operational efficiency.
The company maintained R&D investments and reinforced its strategic positioning through targeted acquisitions and continued buybacks.
Financial highlights
Total revenue for 2025 was €506.7 million, down 2% year-over-year.
Annual recurring revenue (ARR) grew 14% year-over-year to €101 million at constant exchange rates; ARR as of December 31 was €97.2 million.
Recurring revenue rose 2–5% and now represents 75% of total revenue; non-recurring revenue declined 12%.
Gross margin improved to 72.9% from 71.7% the prior year.
EBITDA before non-recurring items was €79.7 million (15.7% margin), down 8–14% year-over-year.
Net income was €25.6 million, down 13–14%, with notable one-offs including deferred tax asset activation and rent depreciation.
Free cash flow before non-recurring items was €57 million, with strong working capital management and negative working capital of €39.7 million.
Outlook and guidance
2026–2028 targets: 15% annual ARR growth, 5–8% yearly recurring contract revenue growth, and EBITDA margin improvement of 120–180 basis points per year.
Security ratio (costs covered by recurring business) to rise by 2–3 points annually, aiming to surpass 100% by 2028.
Dividend payout ratio targeted at 50% of net income.
Continued cost optimization, stable headcount, and focus on SaaS and high-value activities.
Equipment revenue visibility remains low; rebound timing uncertain but expected as market stabilizes.
Valia adoption strategy for installed base
M&A approach given valuation mismatch
Signals for non-recurring revenue rebound?
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Next Lectra earnings date
Q1 202628 Apr, 2026
Lectra
Next Lectra earnings date
Q1 202628 Apr, 2026
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Frequently asked questions
Lectra SA is a French technology company specializing in the development of industrial intelligence solutions encompassing software, automated cutting equipment, and associated services. The company's offerings are designed to support the digitization and optimization of product design, development, and manufacturing processes in various sectors, including fashion, automotive, and furniture. Lectra's solutions cater to a wide range of needs from garment manufacturing to car seat and interior production, airbags, and furniture. The company was founded in 1973 and maintains its research and development activities in Bordeaux-Cestas, France, while its corporate headquarters are located in Paris, Ile de France, France. Its shares are listed on the Euronext Paris stock exchange.
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