Efter aflæggelse af Q2 regnskabet afholdt Chr. Hansens 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.
Chr. Hansen indleder præsentationen sådan:
SALES PERFORMANCE
• Q2: Very strong growth in enzymes and meat followed by strong growth
in cheese and bioprotection and slight growth in fermented milk;
probiotics declined
• YTD: Organic growth was primarily driven by very strong growth in
enzymes and meat, strong growth in cheese and solid growth in
bioprotection, while fermented milk was flat, and probiotics declined
• Fermented milk end markets declined in H1 due to reduced demand in
China and LATAM, partly offset by increases in EMEA and NA
MARGIN DEVELOPMENT
• Q2/YTD: EBIT margin declined as production efficiencies and lower travel
activity were offset by higher freight costs, unfavorable product mix and
FX (and a one-off increase in depreciations in Q1)
