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Largo (ALLGO) investor relations material
Largo Q2 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
First-half 2026 revenue reached €14.5M, up 0.5% year-over-year, confirming the value-added business model and strategic channel focus.
Operators and Key Accounts channels now account for 82% of sales, up from 70% a year earlier, reflecting a successful shift to more profitable segments.
Commercial momentum is strong, with new strategic partnerships signed in France and Southern Europe, supporting growth for the second half.
Financial highlights
H1 2026 revenue: €14.5M, a 0.5% increase compared to H1 2025.
Q2 2026 revenue: €4.1M, down 38.5% year-over-year due to consumption slowdown amid geopolitical uncertainties.
Cash position at June 30, 2026: €0.6M, rising to €1.6M by July 3, 2026 after significant invoice collections.
Outlook and guidance
Enhanced commercial visibility and expected acceleration in H2 2026, driven by new strategic partnerships and a historically favorable seasonal context.
Several major orders and new client partnerships are set to support a dynamic Q3 2026.
- Q1 2026 revenue surged 34% year-over-year to €10.5M, driven by Operator and Large Account channels.ALLGO
Q1 2026 TU23 Apr 2026 - 2025 revenue reached €32.4M, with restructuring driving improved margins and strong 2026 outlook.ALLGO
H2 20252 Apr 2026 - H1 2024 revenue jumped 84% to €15.7M, led by strategic channel growth and strong cash reserves.ALLGO
Q2 2024 TU29 Jan 2026 - Q1 2025 revenue hit €7.8M, with operator channel growth and strong outlook for 2025.ALLGO
Q1 2025 TU29 Jan 2026 - 2024 revenue up 64% to €34.8M, led by operator channel and improved profitability.ALLGO
Q4 2024 TU29 Jan 2026 - Q2 2025 revenue rose 6% year-over-year, with operators driving 64% of H1 sales.ALLGO
Q2 2025 TU29 Jan 2026 - Q3 revenue hit €9.4M; cost cuts and operator channel growth improved margins.ALLGO
Q3 2025 TU29 Jan 2026 - Revenue up 84% to €15.74M, net loss halved, and margins improved significantly.ALLGO
H1 202429 Jan 2026 - Record sales growth and margin gains in 2024, with strategic partnerships fueling expansion.ALLGO
H2 202429 Jan 2026
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