What smart money is saying about Lectra SA
2 funds in our archive have pitched Lectra SA — most recently Ennismore European Smaller Companies Fund in December 2025.
Lectra S.A. specializes in crafting intelligent industrial solutions for the fashion, automotive, and furniture industries. The company's comprehensive offerings include advanced software, automated cutting equipment, and related support services. These tools empower clients to streamline and optimize the design, development, and manufacturing processes for products such as garments, vehicle interiors (including seats and airbags), and upholstered items like sofas, while also enabling the digitalization of their workflows. In addition to its core solutions, Lectra provides crucial technical maintenance, ongoing support, specialized training, and expert consulting services, alongside supplying necessary consumables and parts. Operating with a global footprint, the firm conducts business across Europe, the Americas, and the Asia-Pacific region. Lectra S.A. was established in 1973 and is headquartered in Paris, France.
Fund coverage · 2 theses
- Ennismore European Smaller Companies FundDecember 2025
Lectra is a global leader in advanced cutting technology with high recurring revenues and margin upside trading below historical multiples.
Read the full thesis - Ennismore European Smaller Companies FundMarch 2025
Lectra’s dominant market position, resilient recurring revenue base, and growing SaaS transformation amid temporary tariff-driven share weakness present an attractive opportunity for 40% upside as the market re-rates its undervalued, high-margin business.
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