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Lemonsoft (LEMON) investor relations material
Lemonsoft Strategy Update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Strategic achievements and transformation
Net sales more than doubled from €13.6M in 2020 to nearly €30M in the last 12 months.
Adjusted EBIT increased from €4.4M to €6.9M over the same period.
Completed 10 software product acquisitions, adding €12M in revenue.
Transitioned from a private ERP company to a listed multi-product B2B software provider.
Shifted ERP from desktop to web-based Azure Cloud infrastructure.
Updated strategy and financial targets for 2026–2028
Refined strategy targets different customer segments and prioritizes growth investments in attractive areas to boost competitiveness, efficiency, and profitability.
Long-term financial target set for average annual adjusted EBIT growth of 25% during 2025–2028.
Four strategic pillars: customer segments, product categories, organizational excellence, and value-driven M&A.
Targeting market leadership in manufacturing and wholesale, which generate 60% of revenue.
Profit growth to be achieved through market share gains, disciplined cost control, and selective acquisitions.
Product and technology focus
All products now run in the cloud, with hybrid infrastructure and multiple UI options (web, mobile, desktop).
AI development aims to automate workflows, eliminate manual work, and enable smart data analysis.
Proprietary AI tools include chat-based ERP interaction and AI-driven customer service.
Commitment to providing a comprehensive web-based ERP for SMEs, embedding AI to enhance productivity and efficiency.
Emphasis on deep, wide solutions for core industries and high value for money.
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