Ambu A S Ord (AMBFF) Q2 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hello everyone and welcome to today's conference call with AMBU where we are going to announce and talk about our results from Q2 and the first half of our fiscal year 24-25. My name is Britt Milby Jensen, I'm the CEO of AMBU and with me today I have the pleasure of introducing Henrik Skagbender, our CFO. We will start with the presentation of the results and then we will open up the floor for questions. But let me start with the highlights and the key messages that we have. If we look at the first half of our fiscal year, we delivered a solid organic revenue growth, bringing our first half of the year up to a total organic revenue growth of 15.4%. This is in line with our own expectations and in line with our adjusted guidance from January. Also, we had a strong start on our very important launch, Ambul SureSight Connect, and we continue good momentum on our urology launches when it comes to our Ascope 5 Cysto HD and our ureteroscope. I will come back later and talk about these launches. Then we continue a strong EBIT margin where we have 15.2% EBIT growth in the first half of the year. And then last but not least, today we confirm our guidance that we came with an upgraded guidance in January this year with 11-14% organic revenue growth and 13 to 15 percent EBIT margin before special items. Let me look at some of the results that we have for the quarter. So in this quarter we delivered In this quarter we delivered 11.7% organic revenue growth and if we break that down into our two business areas its endoscopy solutions growth grew by 13.1% and we had 9.8% growth in anesthesia and patient monitoring. These results come on the back of very strong results from our first quarter in this fiscal year and also strong results in our second quarter last year, which is the y...