Supplier of technology in expansive niches

Lagercrantz

Lagercrantz is a technology trading company group in expansive niches offering value creating technology to corporate customers. The operations are conducted according to a decentralized model with 50+ independent companies divided into 4 divisions, Electronics, Mechatronics, Communications and Niche Products. Acquiring new companies is a central part of the business model. Lagercrantz has an increasing proportion of proprietary products, which enables enhanced control of the value chain and supports higher margins. The share is listed on Nasdaq Stockholm, Mid Cap, since 2001.

Financials

LAGERCRANTZ

SEKm 2018 2019 2020
Sales 3411 3832 4240
Sales growth (%) 10,2 12,3 10,7
EBITDA 486 554 643
EBITDA margin (%) 14,6 14,2 14,4
EBIT adj 361 378 434
EBIT adj margin (%) 11,7 11,1 11,3
Pretax profit 358 413 498
EPS rep 4,22 4,78 5,69
EPS growth (%) 5,4 13,1 19,2
EPS adj 5,09 5,71 6,69
DPS 2 2,4 2,5
EV/EBITDA (x) 13,9 12,7 11
EV/EBIT adj (x) 17,9 16,2 13,6
P/E (x) 19,8 19 15,9
P/E adj (x) 16,4 15,9 13,6
EV/sales (x) 2 1,8 1,7
FCF yield (%) -4,8 6,2 2,1
Dividend yield (%) 2,4 2,6 2,8
Net IB debt/EBITDA 2,3 1,5 1,4

Main shareholders

Lagercrantz

Main shareholders Share capital % Voting shares % Verified
Anders Börjesson & Tisenhult-Gruppen 5.6 % 28.8 % 31 Dec 2018
SEB Fonder 12.5 % 8.8 % 31 Dec 2018
Didner & Gerge Fonder 9.2 % 6.5 % 31 Dec 2018
Swedbank Robur Fonder 8.9 % 6.3 % 31 Dec 2018
Lannebo Fonder 8.1 % 5.7 % 31 Dec 2018
Fidelity Investments (FMR) 5.1 % 3.6 % 30 Nov 2018
Handelsbanken Fonder 4.3 % 3.1 % 31 Dec 2018
ODIN Fonder 4.2 % 3.0 % 31 Dec 2018
Lagercrantz Group AB 2.6 % 1.9 % 31 Dec 2018
Nordea Fonder 2.0 % 1.4 % 31 Dec 2018
Source: Holdings by Modular Finance AB

Insider list

Lagercrantz

Name
Thomas Alkbrant
Bo Lander Holding ApS
Tisenhult-gruppen AB
Per Ikov
Lena Maria Hummel
Thomas Alkbrant
Jonas Ahlberg
Marcus Käld
Carina Margaretha Nordlöf
Carina Margaretha Nordlöf
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