Efter aflæggelse af Q3 regnskabet afholdte Demants 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.
Demant indleder deres præsentation sådan:
- Continued strong recovery in most hearing healthcare markets supported by pent-up demand, but some important markets and channels recovering only at modest pace.
- Guidance for Group revenue growth in H2 (Incl. EPOS) narrowed to 8-13% in local currencies (prev. 5-15%). Expect negative FC impact on revenue of around 3% including hedging effects.
- Continued significant OPEX savings – low-single-digit growth expected im H2 (including EPOS). Structural savings of around DKK 250 million annualy.
- Strong EBIT so far in H2 due to continued revenue recovery and cost savings. New H” EBIT outlook of DKK 1,200-1,500 million before EPOS ons-offs of DKK -85 to -105 million (prev. -75 to -125 million).
- Better than expected cash flow generation thanks to strong EBIT and tight working capital management- CFFO and FCF now expected to grow in H2 relative to H1
