0.19%
2.48%
6.34%
2.48%
-17.89%
-28.97%
22.88%

Company Description

Lectra SA designs smart industrial solutions for fashion, automotive, and furniture markets.The company's solutions include software, automated cutting equipment, and related services, which enable customers to automate and optimize product design, development, and manufacture of garments, car seats and interiors, airbags, and sofas, as well as to digitalize their processes.It also offers technical maintenance, support, training, and consulting services; and sells consumables and parts.


The company operates in Europe, the Americas, the Asia-Pacific, and internationally.Lectra SA was founded in 1973 and is headquartered in Paris, France.

Market Data

Last Price 26.85
Change Percentage 0.19%
Open 26.75
Previous Close 26.8
Market Cap ( Millions) 1015
Volume 5542
Year High 35.2
Year Low 23.35
M A 50 26.7
M A 200 28.2

Financial Ratios

FCF Yield 7.01%
Dividend Yield 1.34%
ROE 9.17%
Debt / Equity 44.45%
Net Debt / EBIDTA 80.83%
Price To Book 3.29
Price Earnings Ratio 32.97
Price To FCF 14.26
Price To sales 1.98
EV / EBITDA 12.42

News

Business Breakdown

Expected Mid-Term Growth

Segment nΒ°1 -> Consumables and Parts

Expected Growth : 10 %

What the company do ?

Consumables and Parts from Lectra SA refer to the materials and components used in the production of textile, fashion, and apparel products, such as cutting tools, blades, and software solutions.

Why we expect these perspectives ?

Lectra SA's Consumables and Parts segment growth is driven by increasing demand for automated cutting solutions in the fashion, automotive, and furniture industries. The company's innovative products, such as the Virga and Vector cutting systems, are gaining traction, leading to a 10% growth rate. Additionally, Lectra's strategic partnerships and expanding global presence are contributing to the segment's growth.

Segment nΒ°2 -> Equipment and Accompanying Software

Expected Growth : 12 %

What the company do ?

Lectra SA's equipment and accompanying software provide automated cutting solutions for textile, fashion, and automotive industries, enhancing efficiency and precision.

Why we expect these perspectives ?

Lectra SA's Equipment and Accompanying Software segment growth is driven by increasing adoption of Industry 4.0 technologies, rising demand for automation and digitalization in the fashion industry, and growing need for data-driven design and production processes. Additionally, Lectra's innovative solutions and strategic partnerships are expanding its market share, contributing to the 12% growth.

Segment nΒ°3 -> Equipment and Accompanying Software Maintenance Contracts

Expected Growth : 9 %

What the company do ?

Equipment and Accompanying Software Maintenance Contracts from Lectra SA provide comprehensive support and maintenance for Lectra's software and hardware solutions, ensuring optimal performance and minimizing downtime.

Why we expect these perspectives ?

Lectra SA's Equipment and Accompanying Software Maintenance Contracts growth is driven by increasing adoption of Industry 4.0 technologies, rising demand for automation and digitalization in the fashion and apparel industry, and growing need for predictive maintenance and IoT-enabled services, resulting in a 9% growth rate.

Segment nΒ°4 -> Software Maintenance Contracts

Expected Growth : 8 %

What the company do ?

Software Maintenance Contracts from Lectra SA provide ongoing support and updates for Lectra's software solutions, ensuring customers have access to the latest features and functionality.

Why we expect these perspectives ?

Lectra SA's software maintenance contracts growth is driven by increasing adoption of Industry 4.0 technologies, rising demand for digitalization in fashion and apparel industries, and growing need for cost-effective solutions. Additionally, Lectra's strong customer relationships, high-quality services, and strategic partnerships contribute to the 8% growth rate.

Segment nΒ°5 -> Software Subscriptions

Expected Growth : 13 %

What the company do ?

Software Subscriptions from Lectra SA provide access to a suite of software solutions for fashion, automotive, and furniture industries, offering design, development, and production capabilities.

Why we expect these perspectives ?

Lectra SA's 13% growth in Software Subscriptions is driven by increasing adoption of Industry 4.0 technologies, rising demand for digitalization in fashion and apparel industries, and the company's strategic expansion into new markets and geographies. Additionally, the growing need for data analytics and IoT integration in manufacturing processes also contributes to this growth.

Segment nΒ°6 -> Training and Consulting Services

Expected Growth : 11 %

What the company do ?

Lectra SA's Training and Consulting Services provide personalized guidance and support to optimize the use of Lectra's software solutions, ensuring customers get the most out of their investment.

Why we expect these perspectives ?

Lectra SA's 11% growth in Training and Consulting Services is driven by increasing adoption of Industry 4.0 technologies, rising demand for digital transformation in fashion and apparel industries, and expansion into new geographies. Additionally, Lectra's expertise in providing customized training and consulting services to clients has contributed to its growth.

Segment nΒ°7 -> Perpetual Software Licenses

Expected Growth : 10 %

What the company do ?

Perpetual Software Licenses from Lectra SA allow users to purchase and own software licenses indefinitely, with no expiration or subscription fees.

Why we expect these perspectives ?

Lectra SA's perpetual software licenses growth is driven by increasing adoption of Industry 4.0 technologies, rising demand for digitalization in fashion, automotive, and furniture industries, and the company's strong market position in CAD/CAM and PLM software. Additionally, Lectra's strategic acquisitions and partnerships have expanded its customer base and improved its product offerings, contributing to the 10% growth.

Segment nΒ°8 -> Miscellaneous

Expected Growth : 9 %

What the company do ?

Miscellaneous from Lectra SA refers to a category of software solutions for fashion, automotive, and furniture industries, offering design, product development, and production planning tools.

Why we expect these perspectives ?

Lectra SA's Miscellaneous segment growth of 9% is driven by increasing demand for Industry 4.0 solutions, expansion into new markets, and strategic partnerships. Additionally, the company's focus on innovation, particularly in areas like artificial intelligence and IoT, has contributed to the growth. Furthermore, the rising need for digitalization and automation in various industries has also boosted the segment's performance.

Lectra Sa Products

Product Range What is it ?
DesignConcept A 2D/3D design software for fashion, automotive, and furniture industries
Modaris A 2D and 3D pattern making and grading software for fashion and apparel industry
Diamino A fabric cutting software for fashion, upholstery, and other industries
Vector A software for automated cutting and nesting of fabrics, composites, and other materials
Valiani A software for automated cutting and nesting of leather, fabrics, and other materials
Kaledo A product lifecycle management (PLM) software for fashion, apparel, and textile industries
Texo A textile and fabric inspection software for quality control and defect detection

Lectra SA's Porter Forces

The threat of substitutes for Lectra SA is moderate due to the presence of alternative textile and fashion companies.

The bargaining power of customers is low for Lectra SA as the company has a strong brand reputation and a diverse customer base.

The bargaining power of suppliers is moderate for Lectra SA as the company relies on a few key suppliers for its raw materials.

The threat of new entrants is high for Lectra SA as the textile and fashion industry is highly competitive and new companies can easily enter the market.

The intensity of rivalry is high for Lectra SA as the company operates in a highly competitive industry with many established players.

Capital Structure

Value
Debt Weight 20.74%
Debt Cost 4.56%
Equity Weight 79.26%
Equity Cost 9.83%
WACC 8.73%
Leverage 26.17%

Historical Valuation

Price/Earnings Ratio

Margin Valuation

Peers Valuation

Competitors

Company Rational
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SWVL Swvl Holdings Corp. provides mass transit ridesharing services. It offers B2C Swvl Retail, which provides riders with a network of minibuses and other vehicles running on fixed or semi-fixed routes …
IVU.DE IVU Traffic Technologies AG develops, installs, maintains, and operates integrated IT solutions for buses and trains worldwide. The company offers IVU.suite and IVU.rail software and hardware systems that create timetables, …
CER.L Cerillion Plc provides software for billing, charging, and customer relationship management (CRM) to the telecommunications sector in the United Kingdom and internationally. It operates through four segments: Services, Software, Software-as-a-Service …

Peers Metrics

DCF BETA

Parameters

Short Term Growth
Short term Time
Long-Term Growth
WACC
Target Price
26.85$
Current Price
26.85$
Potential
-0.00%

Expected Cash-Flows

Scoring Insights

Peers Group Analysis

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