The cockpit aligned to how a person actually works a decision — ordered paths from a starting question to an outcome. Pick a role, follow the steps; every page shows where you are and what's next.
The Legrand thesis: ride the datacenter / AI-infrastructure tailwind and the energy transition, compounding via disciplined bolt-on M&A — the four pillars, the value levers, how the group is performing, the P&L & cash, the product-family margin journey, and the shareholder value it creates.
Grow the energy & digital transition — connected products (Eliot, Netatmo), datacenter power & cooling technology, UPS and EV charging: where the demand is, the M&A behind it, the product families they join, the software & services book, the capacity to deliver, and how they lift blended margin.
Earnings to cash to value: the consolidated P&L, the three distinct margins (adjusted operating ~20.7%, reported, net), working capital and DSO, M&A-funded leverage (~1.9× net debt/EBITDA), product-family economics, and the listed-company valuation view.
Is the thesis compounding shareholder value: the data mesh behind the numbers, the three lenses, the footprint, the datacenter re-rating & margin levers, and the market-cap / EV bridge for a listed group with ~90% free float.
Win and grow the channel and geographic footprint and convert projects to a durable book: the order book & datacenter projects, customer & channel accounts across regions, tenders & specs, supply agreements & services, delivery, and order → cash.
Sense → decide → act along the chain: the command view, the plants behind the promise, the inbound pools that constrain it, the order book it is quoted against, what the channel is really consuming, and the agent that acts on the gap.
Sense → decide → act across the plants, logistics hubs and supply chain: the towers, the agents that act, delivery & service, the workforce, and sourcing & supply risk.
The Legrand thesis: ride the datacenter / AI-infrastructure tailwind and the energy transition, compounding via disciplined bolt-on M&A — the four pillars, the value levers, how the group is performing, the P&L & cash, the product-family margin journey, and the shareholder value it creates.
Grow the energy & digital transition — connected products (Eliot, Netatmo), datacenter power & cooling technology, UPS and EV charging: where the demand is, the M&A behind it, the product families they join, the software & services book, the capacity to deliver, and how they lift blended margin.
Earnings to cash to value: the consolidated P&L, the three distinct margins (adjusted operating ~20.7%, reported, net), working capital and DSO, M&A-funded leverage (~1.9× net debt/EBITDA), product-family economics, and the listed-company valuation view.
Is the thesis compounding shareholder value: the data mesh behind the numbers, the three lenses, the footprint, the datacenter re-rating & margin levers, and the market-cap / EV bridge for a listed group with ~90% free float.
Win and grow the channel and geographic footprint and convert projects to a durable book: the order book & datacenter projects, customer & channel accounts across regions, tenders & specs, supply agreements & services, delivery, and order → cash.
Sense → decide → act along the chain: the command view, the plants behind the promise, the inbound pools that constrain it, the order book it is quoted against, what the channel is really consuming, and the agent that acts on the gap.
Sense → decide → act across the plants, logistics hubs and supply chain: the towers, the agents that act, delivery & service, the workforce, and sourcing & supply risk.