Q2 2025 Coloplast A/S Earnings Call Transcript
Key Points
- Coloplast AS (CLPBF) reported a 6% organic growth and a 27% EBIT margin before special items in the second quarter.
- The company has initiated several product launches in Chronic Care, including the Luja catheter, which is driving growth in Continence Care.
- Coloplast AS (CLPBF) continues to make progress in sustainability, maintaining a solid employee engagement score of 8.2, above the industry benchmark.
- The company has seen strong performance from its acquisitions, Atos Medical and Kerecis, which are performing in line with expectations.
- Free cash flow for the first six months was an inflow of DKK2.3 billion, a significant improvement compared to the previous year.
- Organic growth in Q2 was below expectations, impacted by a product recall in Interventional Urology and weaker performance in Ostomy Care.
- The growth rate for Interventional Urology has been adjusted to around 0% for the year, down from mid-single-digit growth expectations.
- The company revised its organic growth guidance for the year to around 7%, down from the previous 8% to 9%.
- There was a slowdown in growth in China, particularly impacting the Ostomy Care business.
- The EBIT margin expectations have been adjusted to 27% to 28%, down from the previous expectation of around 28%.
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(audio in progress)
We are going to have the Capital Markets Day, as we have sent out a placeholder for, in September. And you could always ask the question, isn't this for a new CEO to decide?
Well, I have to say that the prime responsibility for the Board is to make sure that there is an updated strategy at any point in time and that, (interpreted)
This is very recent, so I have not trained myself on the financial numbers and the answers on them to the tune that I will take any of these on this call. So we'll split it between us.
So Anders will take the financials, and I will take the management part of it.
Thank you very much, and over to you, Anders.
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All right. Thanks, Lars, and please turn to slide number 4.
Good
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