Efter aflæggelse af Q1 regnskabet afholdt Coloplast 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. Se også transcript fra Q&A her.
Ambu indleder præsentationen sådan:
Q1 2020/21 Highlights
Organic growth of 5% and 1% reported growth in DKK
• 6% organic growth in Chronic Care driven by solid performance in US
and Emerging markets
• Chronic Care growth in Europe, in particular in the UK, negatively
impacted by COVID-19 and lower growth in new patients
• 5% organic growth in Interventional Urology driven by Men’s Health and
continued recovery in elective procedures
• 5% organic growth in Wound Care driven by Europe and return to
growth in China – strong contribution from newly launched Biatain Fiber
• EBIT before special items grew 4% to DKK 1,536m, corresponding to an
EBIT margin of 32% against 31% last year. This reflects strong cost
control but also sustained investments in growth opportunities and
innovation.
• ROIC after tax of 44% impacted by Nine Continents Medical acquisition
• New DKK 500m share buyback programme expected to commence in
Q2
• Financial guidance for 2020/21 unchanged:
• Organic revenue growth of 7-8% and 4-5% reported growth in DKK
• Reported EBIT margin of 31-32% in DKK
• Capex of around DKK 1.1bn, effective tax rate of around 23%
Q
