Efter aflæggelse af H1 regnskabet afholdt Coloplasts 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.
Coloplast indleder præsentationen sådan:
Q2 Highlights:
• Organic growth of 2% and -1% reported growth in DKK
• Chronic Care growth was negatively impacted by DKK 150m stock building in comparison
period and lower growth in new patients due to COVID-19 in Europe, in particular in the UK
• 3% organic growth in Interventional Urology, driven by the Men’s Health portfolio in the US
• 1% organic growth in Wound & Skin Care. Wound Care in isolation grew 9%, driven by
Europe and China
• EBIT margin before special items of 33% against 32% in Q2 last year reflecting lower travel
and sales & marketing expenses due to COVID-19, efficiency gains and continued
commercial investments
• ROIC after tax before special items of 42% impacted by Nine Continents Medical acquisition
in November 2020
• Further provision of DKK 200m in Q2 related to Mesh litigation due to increased legal costs.
Around 97% of known outstanding cases have been settled. The Coloplast MDL was closed
in December 2020.
• Effective as of July 1, 2021, Coloplast was awarded a contract for ostomy products with
Vizient, the largest Group Purchasing Organization in the US
• Half year interim dividend of DKK 5.00 per share