Efter aflæggelse af Q3 regnskabet afholdte 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 deres præsentation sådan:
Satisfactory first nine months despite COVID-19 implications. Full-year
EBIT margin and FCF outlook raised; sales outlook maintained with
midpoint of range as most likely outcome
• More customer-centric organization announced on September 1
• Organic sales; 9M y/y: +1% (Q3 y/y: -3%). Segment performances impacted
differently by COVID-19 during the year
• Household Care and Food & Beverages negatively impacted by destocking in
Q3, as expected
• Agriculture & Feed negatively affected by inventory adjustments in Q3
• Bioenergy and Technical & Pharma negatively impacted by COVID-19 effects,
also in Q3
• EBIT margin at 27.0% (Q3: 26.1%) and free cash flow before acquisitions at
DKK 2.7 billion
-1%
• Full-year organic sales outlook maintained at -2% to +2; midpoint of range as
most likely scenario
• EBIT margin and free cash flow outlook raised to between 26 to 27% and DKK
2.6 to 3.0 billion respectively
