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Luceco (LUCE) investor relations material
Luceco Q3 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q3 revenue grew 17.0% YoY like-for-like; Adjusted Operating Profit improved 60% YoY, supported by positive mix and operational efficiencies.
Strong Q4 delivery order book and continued Energy Transition momentum underpin confidence in the full-year outlook.
Financial highlights
Q3 like-for-like revenue increased 17.0%; year-to-date like-for-like revenue rose 15.0%.
Adjusted Operating Profit improved 60% in Q3 YoY; positive revenue mix and further operational efficiencies supported profitability.
Full-year 2026 Adjusted Operating Profit analyst consensus was £41.8m as of 26 October, with a £41.3m–£42.5m range.
Outlook and guidance
Board expects full-year 2026 Adjusted Operating Profit in line with market expectations, which increased after the interim results five weeks earlier.
Q4 order book provides good delivery visibility; healthy core-product demand and positive momentum from Demand Flexibility and EV are expected to continue.
- Strong H1 2026 growth driven by Energy Transition and recurring EV charger revenue; outlook raised.LUCE
H1 2026 - H1 2026 revenue up 13% and profit up 14%, led by Energy Transition growth of 120%.LUCE
Q2 2026 TU - Q1 2026 saw 11% revenue growth and upgraded profit outlook driven by EV charging momentum.LUCE
Q1 2026 TU - Strong revenue and profit growth, led by EV chargers and acquisitions, with a positive 2026 outlook.LUCE
Q4 2025 - Double-digit revenue and profit growth in 2025, with EV charging sales up 85%.LUCE
Q4 2025 TU - Double-digit Q3 growth and strong EV charger sales drive profit outlook to upper guidance.LUCE
Q3 2025 TU - Revenue up 14.7% and EV charger sales surged 93%, supporting strong profit growth.LUCE
H1 2025 - Revenue and profit growth driven by D-Line acquisition, RMI, and EV Charging.LUCE
H1 2024 - Revenue up 16%, profit up 20%, with record margins and strong EV/international growth.LUCE
H2 2024
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