Denmark · Delayed Price · Currency is DKK Ambu A/S Earnings Call Transcripts
Fiscal Year 2026
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Q1 delivered 8.6% organic revenue growth, led by endoscopy (14.4%) and strong urology/respiratory momentum. EBIT margin was 10.5% (adjusted >15% excluding tariffs/FX), with full-year guidance maintained and tariff/FX headwinds expected to ease in H2.
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Strong double-digit growth and a successful turnaround have positioned the company as a leader in single-use endoscopy, with a focus on respiratory and urology. Innovation, scalable operations, and a robust financial outlook support continued expansion, while competition and market conversion drive future growth.
Fiscal Year 2025
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Delivered 13.1% organic revenue growth and 13.0% EBIT margin, driven by strong endoscopy and anesthesia segments. Outlook for 2025-2026 is 10%-13% organic growth and 12%-14% EBIT margin, with tariffs and FX as key headwinds but long-term targets reaffirmed.
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A new growth strategy targets global endoscopy leadership through single-use innovation, digital solutions, and operational scale. Financial guidance is raised to 11%-13% organic CAGR and 20%+ EBIT margin by 2029/30, with disciplined M&A and a strong focus on people, sustainability, and customer-centricity.
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Q3 delivered strong organic growth and margin expansion, with guidance raised for full-year revenue. FX headwinds and higher working capital impacted margins and cash flow, but operational leverage and new product launches support a positive outlook.
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Delivered 15.4% organic revenue growth in the first half and 11.7% in Q2, with EBIT margin at 14.4% for the quarter. Maintains full-year guidance despite tariff and currency risks, supported by strong product launches and manufacturing flexibility.
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Q1 saw 19.5% organic revenue growth and a 16.1% EBIT margin, driven by strong performance in Endoscopy Solutions and Anesthesia/Patient Monitoring. Guidance for the year was raised, with new product launches and operational efficiencies supporting future growth.
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Endoscopy solutions achieved nearly 20% growth and now comprise 60% of revenue, with strong gains in pulmonology, urology, and ENT. New product launches and a unified software platform support continued leadership, while operational improvements and a debt-free position enable investment in growth. Guidance was raised following a robust Q1.
Fiscal Year 2024
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Q4 and full-year revenue grew strongly, led by endoscopy, with improved margins and robust cash flow. Guidance for 2024-2025 targets 10%-13% organic growth and 12%-14% EBIT margin, supported by new product launches and continued momentum, despite some risks in ANPM and GI segments.
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Q3 delivered 15% organic revenue growth, margin expansion, and strong cash flow, led by Endoscopy Solutions and price-driven gains in Anesthesia and Patient Monitoring. New product approvals and sustainability initiatives support future growth, with upgraded full-year guidance and ongoing investments in commercial and IT infrastructure.