{"slug":"legrand","name":"르그랑","name_en":"Legrand","ticker":"LR.PA","updated_at":"2026-10-10T02:41:13.35+00:00","canonical":"https://valuechain.wiki/legrand","citable":"밸류체인 그래프 기준 르그랑의 직접 연결 기업은 2곳(관계 기준 공급 0·매출 2)이고, 사슬을 2차까지 넓히면 28곳에 닿는다. 링크의 근거 출처는 9건이며 그중 1차공시가 2건이다 (valuechain.wiki, 2026-10-10 기준).","citable_en":"Per the valuechain.wiki graph, Legrand is directly linked to 2 companies (0 supply, 2 revenue relationships) and reaches 28 companies within two hops; the links are backed by 9 dated sources, 2 of them primary filings (as of 2026-10-10).","kicker":"전기·AI 데이터센터 인프라","kicker_en":"Electrical and AI data center infrastructure","lead":"건물 전기설비에서 데이터센터 전력·냉각·모니터링으로 확장한 프랑스 상장사다. 2026년 데이터센터가 매출의 32%, 30억유로 이상으로 커질 전망이며 Microsoft·Equinix 공급 매출이 1차 공시로 확인된다.","lead_en":"A French listed electrical-infrastructure group expanding into data-center power, cooling and monitoring. Data centers are expected to reach 32% of 2026 sales and more than EUR 3 billion, with disclosed supply revenue from Microsoft and Equinix.","categories":[{"key":"data-center-power-cooling","ko":"데이터센터 전력·냉각","en":"Data Center Power & Cooling","theme":"ai-compute","theme_ko":"AI 컴퓨트 인프라","theme_en":"AI Compute Infrastructure","theme_kind":"chain","primary":true}],"segments":{"parts":[{"desc":"2026년 매출의 32%, 30억유로 이상 전망. 전력·물리 인프라·모니터링·냉각·시험 서비스를 제공.","name":"데이터센터"},{"desc":"2026년 매출의 22%. 전기화와 에너지 효율 솔루션.","name":"에너지 전환"},{"desc":"2026년 매출의 46%. 주거·상업 건물 배선기구·배전·디지털 인프라.","name":"건물 필수 인프라"}],"total":"2026년 데이터센터 매출 30억유로 이상 전망","track":"C","concentration":"데이터센터 32%·에너지전환 22%·건물 필수 인프라 46%(2026 전망)"},"segments_en":{"parts":[{"desc":"32% of 2026 sales and more than EUR 3bn expected; critical power, physical infrastructure, monitoring, cooling and lifecycle services.","name":"Data centers"},{"desc":"22% of 2026 sales, serving electrification and energy efficiency.","name":"Energy 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Equinix(+37.3%)보다 주가가 뒤처진 반면 고객 Microsoft(+4.0%)와는 비슷하다. 수요가 공급 매출로 전파됐지만 2025년에 주가가 먼저 반영한 구간으로 보인다. 반례는 건물 경기 둔화와 인수 통합, 원자재 인플레이션이 데이터센터 성장의 이익 전환을 늦출 수 있다는 점이다.","analysis_en":"Legrand sits in the power, cooling and monitoring supply layer of AI data centers. Its stock slowed to +6.1% in 2026 after +39.3% in 2025, even as data-center exposure rose from 26% of 2025 sales to a 32% outlook for 2026. It trails Equinix (+37.3%) but is close to customer Microsoft (+4.0%). Demand has propagated into supplier revenue, while the stock appears to have anticipated much of it in 2025. The counter-case is that weak building demand, acquisition integration and raw-material inflation may delay conversion of growth into earnings.","analysis_asof":"2026-09-04"},"edges":[{"direction":"revenue","counterparty":"마이크로소프트","counterparty_slug":"microsoft","confidence":"high","metric":{"type":"revenue","unit":"EUR","as_of":"2023-12-31","basis":"CDP 고객별 배분에 사용한 르그랑 매출","value":127062998,"period":"2023","basis_en":"Legrand revenue used for customer-level CDP allocation","qualifier":"company_disclosed_allocation_basis"},"note":"르그랑은 Starline 브랜드를 통해 Microsoft에 데이터센터 전력분배 장비를 공급한다. 2024 CDP 응답서에 배분 기준 고객 매출 1억2,706만2,998유로가 공개됐다.","note_en":"Legrand supplies Microsoft through its Starline brand. Its 2024 CDP response discloses EUR 127,062,998 of customer revenue used for emissions allocation.","sources":[{"stance":"confirms","publisher":"Legrand","publisher_en":"Legrand","kind":"filing","lang":"en","published_at":"2025-04-09","url":"https://www.legrand.com/sites/default/files/Documents_PDF_Legrand/RSE/Legrand%20SA-09-04-2025_1744294240.pdf","title":"르그랑 2024 CDP 기후변화 응답서","title_en":"Legrand 2024 CDP Climate Change response","excerpt":"Microsoft 관련 매출은 Starline 94%와 Legrand North America에서 발생했다.","excerpt_en":"Revenue used for the calculation is for Microsoft through Starline (94%) and Legrand North America."}]},{"direction":"revenue","counterparty":"Equinix","counterparty_slug":"equinix","confidence":"high","metric":{"type":"revenue","unit":"EUR","as_of":"2023-12-31","basis":"CDP 고객별 배분에 사용한 르그랑 매출","value":13626000,"period":"2023","basis_en":"Legrand revenue used for customer-level CDP allocation","qualifier":"company_disclosed_allocation_basis"},"note":"르그랑은 Minkels와 Legrand North America를 통해 Equinix에 데이터센터 인프라를 공급한다. 2024 CDP 응답서의 배분 기준 고객 매출은 1,362만6,000유로다.","note_en":"Legrand supplies Equinix through Minkels and Legrand North America. Its 2024 CDP response gives EUR 13,626,000 of customer revenue as the allocation basis.","sources":[{"stance":"confirms","publisher":"Legrand","publisher_en":"Legrand","kind":"filing","lang":"en","published_at":"2025-04-09","url":"https://www.legrand.com/sites/default/files/Documents_PDF_Legrand/RSE/Legrand%20SA-09-04-2025_1744294240.pdf","title":"르그랑 2024 CDP 기후변화 응답서","title_en":"Legrand 2024 CDP Climate Change response","excerpt":"Equinix 관련 매출은 Minkels 60%와 Legrand North America에서 발생했다.","excerpt_en":"Revenue used for the calculation is for Equinix through Minkels (60%) and Legrand North America."}]},{"direction":"cost","counterparty":"인수 (데이터센터·에너지전환 볼트온 M&A)","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"EUR_M","as_of":"2025","basis":"7건 인수","value":500,"period":"2025 인수 연환산 매출 추가","basis_en":"seven acquisitions"},"note":"성장은 볼트온 인수에 크게 의존한다. 2025년 7건 인수로 연 5억유로 매출을 추가했고, 이 중 데이터센터 4건이 약 2.85억유로를 차지했다. 인수는 2025년 매출의 +5.1%p 기여.","note_en":"Growth relies heavily on bolt-on M&A. Seven acquisitions in 2025 added ~EUR 500M annualized revenue, of which four data center deals accounted for ~EUR 285M; acquisitions contributed +5.1pp to 2025 revenue.","sources":[{"stance":"confirms","publisher":"Electrical Trends","publisher_en":"Electrical Trends","kind":"news","lang":"en","published_at":"2026-02-16","url":"https://electricaltrends.com/2026/02/16/legrands-record-growth-driven-by-data-centers-with-50-growth-in-us/","title":"르그랑, 데이터센터가 견인한 기록적 성장(미국 +50%)","title_en":"Legrand's record growth driven by data centers (US +50%)","excerpt":"데이터센터에서만 4건 인수로 약 2.85억유로 연 매출 추가.","excerpt_en":"Four acquisitions in data centers alone add ~EUR 285M in annual revenue."},{"stance":"confirms","publisher":"Legrand","publisher_en":"Legrand","kind":"filing","lang":"en","published_at":"2026-02-11","url":"https://www.legrand.com/en/news/2025-full-year-results","title":"르그랑 2025 연간 실적(공식 IR)","title_en":"Legrand: 2025 Full-Year Results","excerpt":"2025년 7건 인수(당일 2건 추가 발표)로 연환산 5억유로 매출 추가.","excerpt_en":"Seven acquisitions in 2025 (2 more announced today) representing EUR 500 million in annualized sales."}]},{"direction":"investment","counterparty":"Computer Room Solutions (CRS)","counterparty_slug":null,"confidence":"high","metric":{"type":"acquired_revenue","unit":"EUR_M","as_of":"2025-04-02","basis":"피인수사 연 매출","value":30,"period":"annualized_at_acquisition","basis_en":"acquired company's annual revenue","qualifier":"approximately"},"note":"르그랑은 2025년 4월 호주 데이터센터 화이트스페이스 인프라 기업 CRS를 인수했다. CRS의 연 매출은 약 3,000만유로이며 구조 천장·공기흐름 컨테인먼트·기계식 벽체를 공급한다.","note_en":"Legrand acquired Australian white-space infrastructure specialist CRS in April 2025. CRS generated about EUR 30 million in annual revenue and supplies structural ceilings, airflow containment and mechanical walls.","sources":[{"stance":"confirms","publisher":"Legrand","publisher_en":"Legrand","kind":"ir","lang":"en","published_at":"2025-04-02","url":"https://www.legrand.com/en/news/legrand-announces-acquisition-computer-room-solutions-crs-datacenters-australia","title":"르그랑, 호주 데이터센터 기업 CRS 인수","title_en":"Legrand announces acquisition of Computer Room Solutions in Australia","excerpt":"CRS는 약 80명을 고용하며 연 매출은 약 3,000만유로다.","excerpt_en":"CRS employs nearly 80 people with annual revenue of around EUR 30 million."}]},{"direction":"revenue","counterparty":"데이터센터 운영사 (하이퍼스케일·화이트스페이스)","counterparty_slug":null,"confidence":"high","metric":{"type":"share","unit":"%","as_of":"2025","basis":"약 24억유로","value":26,"period":"2025 매출 중 데이터센터","basis_en":"~EUR 2.4bn"},"note":"데이터센터 화이트스페이스 전력분배(랙 PDU·버스바) 세계 선두. 데이터센터가 2025년 매출의 26%(약 24억유로), 미국은 +50% 성장하며 최대 성장 동력이다.","note_en":"World leader in data center white-space power distribution (rack PDUs, busbar). Data centers were 26% of 2025 revenue (~EUR 2.4bn), with US up ~50%, the main growth engine.","sources":[{"stance":"confirms","publisher":"Legrand","publisher_en":"Legrand","kind":"ir","lang":"en","published_at":"2026-09-28","url":"https://www.legrand.com/en/news/2026-capital-markets-day","title":"르그랑 2026 자본시장 설명회","title_en":"Legrand 2026 Capital Markets Day","excerpt":"2026년 데이터센터 매출 비중은 32%, 매출은 30억유로를 넘을 전망이다.","excerpt_en":"Data centers are expected to reach 32% of sales and more than EUR 3 billion in 2026."},{"stance":"mentions","publisher":"Legrand (sell-side analyst consensus)","publisher_en":"Legrand (sell-side analyst consensus)","kind":"research","lang":"en","published_at":"2026-09-04","url":"https://www.legrand.com/en/investors-and-shareholders/analysts-consensus","title":"르그랑 2026년 상반기 실적 후 애널리스트 컨센서스","title_en":"Legrand post-H1 2026 sell-side analysts' consensus","excerpt":"14개 안팎의 셀사이드 기관 추정치를 집계한 실적 후 컨센서스다.","excerpt_en":"The post-results consensus aggregates estimates from contributing sell-side analysts."},{"stance":"confirms","publisher":"Electrical Trends","publisher_en":"Electrical Trends","kind":"news","lang":"en","published_at":"2026-02-16","url":"https://electricaltrends.com/2026/02/16/legrands-record-growth-driven-by-data-centers-with-50-growth-in-us/","title":"르그랑, 데이터센터가 견인한 기록적 성장(미국 +50%)","title_en":"Legrand's record growth driven by data centers (US +50%)","excerpt":"데이터센터가 2025년 매출의 26%(약 24억유로), 미국 +50% 성장; 화이트스페이스 장비 세계 최대 플레이어.","excerpt_en":"Data centers 26% of 2025 revenue (~EUR 2.4bn), US +50%; largest global player in white space equipment."},{"stance":"confirms","publisher":"Legrand","publisher_en":"Legrand","kind":"filing","lang":"en","published_at":"2026-02-11","url":"https://www.legrand.com/en/news/2025-full-year-results","title":"르그랑 2025 연간 실적(공식 IR)","title_en":"Legrand: 2025 Full-Year Results","excerpt":"데이터센터가 르그랑 2025년 매출의 26%를 차지했다(공식 연간 실적).","excerpt_en":"Data centers accounted for 26% of Legrand's 2025 sales (official full-year results)."},{"stance":"confirms","publisher":"KIPOST","publisher_en":"KIPOST","kind":"news","lang":"ko","published_at":"2023-05-01","url":"https://www.kipost.net/news/articleView.html?idxno=309197","title":"르그랑, 지능형 랙 PDU로 데이터센터 부문 활성화","title_en":"Legrand energizes data center segment with intelligent rack PDUs","excerpt":"르그랑이 차세대 지능형 랙 PDU(PRO4X·PX4)를 공개해 데이터센터 랙 배전 수요에 대응한다.","excerpt_en":"Legrand unveiled next-generation intelligent rack PDUs (PRO4X, PX4) for data center rack power distribution demand."}]},{"direction":"cost","counterparty":"구리·플라스틱·전자부품 원자재","counterparty_slug":null,"confidence":"high","metric":{"type":"price_change","unit":"%","as_of":"2026","basis":"Q1 2026 원자재 인플레 +4.2%","value":4,"period":"2026 구매가격 상승 추정(연)","basis_en":"Q1 2026 raw-material inflation +4.2%"},"note":"배선기구·PDU·버스바의 핵심 투입재는 구리·플라스틱·전자부품이다. 2026년 구매가격을 연 +약4%로 상향 추정, Q1 2026 원자재·부품 인플레이션 +4.2%가 가격전가(+2.3%)를 초과해 조정 총이익률이 약 190bp 하락했다.","note_en":"Copper, plastics and electronic components are the key inputs for wiring devices, PDUs and busbar. Legrand raised its 2026 purchase-price estimate to ~+4% yearly; in Q1 2026, +4.2% raw-material/component inflation outran +2.3% pricing, cutting adjusted gross margin ~190bps.","sources":[{"stance":"confirms","publisher":"Investing.com","publisher_en":"Investing.com","kind":"news","lang":"en","published_at":"2026-05-07","url":"https://za.investing.com/news/stock-market-news/earnings-call-transcript-legrand-q1-2026-shows-robust-data-center-growth-93CH-4259491","title":"르그랑 Q1 2026 실적 콜: 원자재 인플레이션·데이터센터 성장","title_en":"Legrand Q1 2026 earnings call: raw-material inflation and data center growth","excerpt":"가격전가는 +2.3%로 원자재·부품 인플레이션 +4.2%와 인건비 +3%를 보전하지 못했다; 구매가격 상승 추정을 연 +약4%로 상향.","excerpt_en":"Pricing +2.3% did not compensate +4.2% inflation on raw-material components and +3% personnel cost; purchase-price estimate raised to ~+4% yearly."},{"stance":"confirms","publisher":"Legrand","publisher_en":"Legrand","kind":"filing","lang":"en","published_at":"2026-02-11","url":"https://www.legrand.com/en/news/2025-full-year-results","title":"르그랑 2025 연간 실적(공식 IR)","title_en":"Legrand: 2025 Full-Year Results","excerpt":"2025년 조정 영업이익률 20.7%; 잉여현금흐름 13억유로(매출의 14.0%).","excerpt_en":"Adjusted operating margin 20.7% in 2025; free cash flow EUR 1.3bn (14.0% of sales)."}]},{"direction":"revenue","counterparty":"건물 전기설비 (주거·상업 건설)","counterparty_slug":null,"confidence":"mid","metric":{"qualifier":"confirmed_no_disclosed_value"},"note":"주거·상업 건물의 배선기구·배전·디지털 인프라가 전통적 핵심 매출 기반이다. 그룹 2025년 매출은 환율 제외 +13.1%(유기 +7.7%, 인수 +5.1%) 성장했고 데이터센터 외 대부분이 건물 전기 사업이다. 세부 세그먼트별 금액은 미공시.","note_en":"Wiring devices, distribution and digital infrastructure for residential and commercial buildings are the traditional core. Group 2025 revenue grew +13.1% ex-FX (organic +7.7%, acquisitions +5.1%); most non-data-center sales are building electrical. Segment-level amounts not disclosed.","sources":[{"stance":"confirms","publisher":"Investing.com","publisher_en":"Investing.com","kind":"news","lang":"en","published_at":"2026-06-24","url":"https://www.investing.com/news/stock-market-news/legrand-upgraded-by-barclays-on-ai-data-center-demand-800vdc-optimism-4778300","title":"르그랑, AI 데이터센터 수요에 바클레이즈·케플러 매수 상향","title_en":"Legrand upgraded by Barclays, Kepler on AI data center demand","excerpt":"바클레이즈가 르그랑을 비중확대로 상향(목표가 185유로), 케플러는 매수로 상향(170유로) — AI 데이터센터 수요를 근거로. 데이터센터는 그룹 매출의 약 25%.","excerpt_en":"Barclays upgraded Legrand to Overweight (PT EUR185) and Kepler to Buy (EUR170) on AI data center demand; data centers ~25% of group sales."},{"stance":"confirms","publisher":"Legrand","publisher_en":"Legrand","kind":"filing","lang":"en","published_at":"2026-02-11","url":"https://www.legrand.com/en/news/2025-full-year-results","title":"르그랑 2025 연간 실적(공식 IR)","title_en":"Legrand: 2025 Full-Year Results","excerpt":"2025년 기록적 매출 성장 +13%(환율 제외), 유기 +7.7%·인수 +5.1%; 조정 영업이익률 20.7%.","excerpt_en":"Record revenue growth of +13% (ex-FX), organic +7.7% and acquisitions +5.1%; adjusted operating margin 20.7%."}]}]}