Efter aflæggelse af Q4 regnskabet afholdte Ambu’s 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.
Ambu indleder præsentationen sådan:
Key messages
1. The single-use endoscopy market will continue to develop with a rapid pace
- The COVID-19 pandemic has accelerated the development of the single-use endoscopy market with
healthcare systems increasing their focus on infection control and see single-use endoscopy as a solution - Increased literature from the medical community creating a positive environment for single-use endoscopy market
2. 1,085,000 endoscopes sold consolidates Ambu as the largest single-use endoscopy manufacturer
- Organic growth of 26% driven by high double-digit Visualization growth (+81%) across all geographies
- In the U.S. we saw 23% underlying volume growth for bronchoscopes in 2019/20 and strengthened our position on the back of GPO contract wins
- Ambu finishes the year with a stronger commercial infrastructure and launch of two new growth engines:
aScope™ Duodeno and aScope™ Cysto
3. Ambu remains focused on competing through innovation and high-scale low-cost manufacturing
- Significant expansion of pipeline by adding 8 new Visualization products. This will expand number of product launches
from accumulated 5 in the previous three years to 20 planned over the coming three years - Investment in second single-use endoscopy manufacturing plant in Mexico to support U.S. market
- 2020/21 guidance is: Organic revenue growth 17-20%, EBIT margin1 11-12% and 1.3-1.4 million endoscope units sold
