Efter aflæggelse af Q1 regnskabet afholdt 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 præsentationen sådan:
Stronger-than-expected start to the year; 3% organic sales growth and strong earnings. 2021 outlook maintained
• Organic Q1 sales y/y: 3%.
• Better-than-expected performance due to customer stock building, a faster-thananticipated recovery in emerging markets, and a better underlying performance in some businesses.
• EBIT margin strong at 29.6%, ROIC incl. goodwill at 23.4% and free cash flow before acquisitions at DKK 0.7 billion.
• Launched three products, including ProAct™ 360 in animal nutrition.
• Closing of Microbiome Labs acquisition; Biota data science platform purchased.
•Consolidation of R&D locations and activities for higher efficiency and focus.
• Amy Byrick and Morten Enggaard Rasmussen joined the executive leadership team on April 1 as new EVPs of Strategy & Business Transformation and People, Sustainability & Brand, respectively.
• 2021 outlook maintained considering timing effects, supply-chain volatility and high COVID-19 uncertainty.
