Efter aflæggelse af Q4 regnskabet afholdt Novozymes ledelse med analytikerne deres investorpræsentation, som kan ses via dette link. Her har man mulighed for at høre Q&A med analytikerne efter ledelsens indledende præsentation.
Novozymes indleder præsentationen sådan:
The year in summary:
• Organic sales performance ended at 0% (Q4: -3%) and at -3% (Q4: -8%) in reported DKK
• Household Care delivered solid organic sales growth driven by the rollout of the Freshness platform,
market penetration especially in emerging markets and COVID-19 induced changes to consumer behavior.
Food, Beverages & Human Health organic sales were up slightly as food and human health grew while
beverages declined due to COVID-19 effects
• Organic sales declined in Bioenergy and Grain & Tech Processing as COVID-19 impacts severely affected
ethanol and textile production. Slight organic sales growth in Agriculture, Animal Health & Nutrition
supported by the rollout of Balancius™ and a BioAg one-off
• Emerging market organic sales at +1%; developed market organic sales at -1%
• The Human Health opportunity reached a key milestone with its first internal product launch; BioFresh®
4+, a clinically proven enzymatic solution that eliminates bad breath for up to four hours. Two gamechanging acquisitions were also made in the human health area
• 18 products launched during the year, including 11 launches in the fourth quarter alone
• Reported EBIT margin at a solid 26.1% despite currency headwinds. Underlying EBIT margin at ~27%
excluding one-offs, currency, and M&A-related effects (2019: underlying ~26%)
• Very strong free cash flow at DKK 3.4bn before acquisitions. Strong balance sheet at 0.8x NIBD/EBITDA
• Proposed dividend at 5.25 DKK/share and 51.9% payout ratio. DKK 1.5bn worth of stock buybacks in 2020
