Cogelec SA — Cyborg Score 6/10

Solid
Smart Building Access Control & Building Automation Infrastructure

Strategic Profile

With revenue of €74 million in 2024, Cogelec operates through an indirect distribution model based on close relationships with social landlords and building management associations. The company completed its acquisition by Legrand France in October 2025, with Legrand acquiring 60.09% of share capital for €29 per share, establishing strategic integration within the larger building infrastructure platform.

Cyborg Score Rationale

Cogelec demonstrates solid market positioning with strong subscription revenue model from 2.6+ million dwellings and established European presence. However, the company is now majority-owned by Legrand (as of October 2025), which transitions it from independent operator to subsidiary status. The integration with Legrand's €8.6B platform provides scale advantages but reduces independence.

Top Insights

  • Majority stake acquired by Legrand in October 2025 at €29/share; represents strategic consolidation in smart building infrastructure sector
  • Subscription-based business model with 2.6M+ subscribed dwellings provides recurring revenue stability and high customer lifetime value
  • Strong European footprint across six countries with indirect distribution through landlords and property managers reduces customer acquisition costs
  • Recent share dividend of €0.58 per share (July 2025) indicates legacy cash generation prior to acquisition completion

Named Competitors

  • Intercom and Access Control Solutions — Access control and intercom systems for multi-unit residential buildings
  • Intercom and Smart Entry — Integrated intercom and video entry systems
  • Vigik Access Management — Video intercom and building access management systems

Recent Developments

  • (July 2025) Legrand completed acquisition of 60.09% controlling stake in Cogelec for €29 per share through Cogelec Développement transaction
  • (October 2025) Legrand filed mandatory simplified tender offer to acquire remaining Cogelec shares at €29 per share following controlling stake completion
  • (September 2025) Distribution partnership agreement signed with Point Fort Fichet network to expand access control product reach
  • (February 2026) Cogelec integration into Legrand group continues with board composition adjustments and new CEO appointment pending

Open the full interactive Cogelec SA report

Strategic research, analyst-debate audio, full Cyborg Score breakdown across 11 dimensions, and saved-company audio playlists.

Open report →