Efter aflæggelse af periodemeddelelse afholdt 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 præsentationen sådan:
Key take-aways
- Recovery in the global hearing healthcare market progressing at least in line with assumptions
- Group: Better-than-expected revenue growth and EBIT driven mostly by Hearing Care, including positive effect of hearing healthcare reform in France
- Organic growth: High double-digit above expectations (low double-digit vs. 2019) Acquisitive growth: Minor positive contribution since 2020 FX growth: Negative low-to-mid single digit
- Hearing Healthcare: High double-digit organic growth (low double-digit vs. 2019) driven by strong performances by Hearing Aids, Hearing Care and Diagnostics
- Communications: Very high double-digit organic growth, benefitting from extraordinarily low comparative figures at the beginning of the year. Softening in number of new orders