#USA #New York #Revelo #Landis+Gyr #Surent

Landis+Gyr Capital Markets Day 2026: Charting the Future of Energy Technology

On June 1, 2026, Landis+Gyr Group AG hosted its Capital Markets Day (CMD) at the Nasdaq MarketSite in New York, showcasing its vision for growth and innovation within the energy landscape. As a leading name in energy technology, Landis+Gyr is strategically positioning itself to meet the increasing demands of the global energy market.

Overview of the CMD

The event highlighted key developments in Landis+Gyr's strategic plans and provided insights into its financial framework. The company's executive management outlined how they plan to enhance their focus on two primary segments: Connected Platforms and Grid Intelligence, which are set to accelerate growth and innovation.

Strategic Positioning for Growth

Landis+Gyr emphasized its commitment to becoming a focused multinational enterprise that holds a leadership position across core markets. The company reported a stellar backlog of $3.9 billion, providing them with robust visibility and durability in their operations. As noted by Peter Mainz, CEO of Landis+Gyr, “Our strong pipeline and the accelerating adoption of our technologies have enabled us to build a substantial backlog, ensuring a predictable growth model through the current period of industry transformation.”

The focus on core grid edge technologies has seen momentum grow around platforms such as Revelo® and Surent™, in addition to ventures into intelligent gas services, analytics, and AI applications. This vertical expansion not only enhances Landis+Gyr's service offerings but also aligns with market needs for intelligent and sustainable energy solutions.

Financial Expectations

During the CMD, Landis+Gyr laid out mid-term growth expectations leading up to FY 2028. The company confirmed a projected mid-single-digit revenue Compound Annual Growth Rate (CAGR), with an anticipated gross margin of over 35%.
Moreover, the adjusted EBITDA CAGR is expected to grow at double the rate of revenue, with adjusted earnings per share predicted to increase more than five times that of revenue growth. Their strong focus on free cash flow—a conversion of approximately 80% from adjusted EBITDA—exemplifies their commitment to financial discipline as they navigate future markets.

A Foundation for Long-Term Value

The company is embracing an asset-light business model with a return on invested capital (ROIC) exceeding 30%, thereby allowing for strategic flexibility. CFO Davinder Athwal emphasized the significance of their market leadership, indicating it serves as a solid foundation for long-term value creation. “We are focused on driving profitable growth, expanding margins, generating strong cash flow, and ensuring attractive returns for our shareholders,” he stated.

Conclusion

Landis+Gyr's Capital Markets Day not only offered a platform for the company to outline its strategic vision but also affirmed its dedication to integrating innovation within the evolving energy sector. With an eye towards sustainability, the introduction of the Connected Platforms and Grid Intelligence segments will likely play a pivotal role in shaping Landis+Gyr's future and the energy landscape at large.

For more information on Landis+Gyr and its initiatives, visit www.landisgyr.com.