In 2025, Lectra continued its transformation, further strengthening the solidity of its business model in a highly complex economic and geopolitical environment, marked by high volatility and an increased wait-and-see attitude among our customers.u Revenues amounted to €506.7 million, EBITDA before non‑recurring items reached €79.7 million, and ARR rose to nearly €100 million, up 14%.

A robust strategy and solid fundamentals

Lectra's fundamentals were further strengthened in 2025. Recurring evenues now account for 75% of activity, the gross profit from recurring activities covers 96% of fixed costs, free cash flow amounted to €57million and debt remained under control. In a context where equipment investment decisions remain sensitive to uncertainty, our teams maintained a close dialogue with customers, supporting them in their projects and consolidating Lectra's position as a long-term strategic partner.

SaaS, a key driver of long-term growth and value creation

SaaS has become Lectra's primary driver of growth and profitability. Sustained investments in research and development, particularly in artificial intelligence, cloud computing and data, led to the launch of Valia, a major and unique innovation, in 2025. Together with the Group's other SaaS offers – Launchmetrics, Kubix Link and TextileGenesis in particular – it will further strengthen Lectra's recurrence of revenues, technological differentiation and long-term value creation potential.

2026-2028 roadmap aligned with the Lectra 4.0 strategy 

Between 2023 and 2025, Lectra has achieved decisive milestones in the execution of its Lectra 4.0 vision. The strategic roadmap for the period 2026-2028 opens a new cycle of value creation, in an ecosystem where Industry4.0 is no longer a vision, but an operational reality. Lectra's value lies in the unique combination of proven industrial solutions and SaaS models that create recurrence and differentiation.

Profitable and long-term growth prospects through 2028 

Within the framework of this roadmap, Lectra forecasts average likefor-like annual growth in SaaS ARR of around 15%, contributing to growth in revenues from recurring contracts of between +5% and +8% per year. The EBITDA margin is expected to improve by 120 to 180 basis points per year, thanks to strict control of costs, assuming stable equipment orders and revenues from consumables and parts, excluding inflation.
The trajectory reflects the Group's ambition to build profitable, predictable and long term growth; 

Further progress in Sustainability 

In a context of accelerating sustainability challenges, Lectra rearms its ambition to act as a responsible and exemplary company. Since joining the United Nations Global Compact in 2023, the Group has committed to upholding its ten founding principles and to actively contribute to the Sustainable Development Goals.
In 2025, Lectra took a further step by structuring its commitments around Transformation, Talent and Transparency. These priorities guide the Group’s actions and reinforce its role as a sustainability enabler for all stakeholders. I hope this report provides a clear view of our performance, commitments and prospects.