Ambu A S Ord (AMBFF) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hello and good late morning to everyone, and welcome to our Q2 earnings call for Ambu, where we'll go through our business highlights and financial results from the second quarter in our fiscal year. So my name is Britt Milbjorjensen. I'm the CEO of Ambu. And with me today, I have Henrik Skagbender, our Chief Financial Officer. So let me start with the business highlights from the first six months of our financial year, starting talking about our key growth driver endoscopy solutions, where we are leaders in the single use market and where we are continuing to drive a structural conversion in the market from reusable to single use. We delivered in the first half of the year 14.1% growth. The guidance, which we are on plan with for the year on Endoscopy Solutions is plus 15% revenue growth. We also when we set that guidance back in November, we said that we will have a higher growth in the second half of the year than the first half of the year. So with 14.1% for the first half of the year, we are on plan to deliver on that. Also, when we look at what is driving the business, we continue to see increasing traction from our new launches. I'll get back to that later in my presentation. But it's also important to highlight that the growth momentum and what is really driving the conversion from reusable to single use, it's very much the solutions that we have had in the market for many years. And this is an important highlight because this is one of the main dynamics of the business model that we have that we are with the big white space we have to capture from hospitals and clinics using reusable, we can deliver growth on our solutions many years after they have been introduced to the market. But other than driving the progress with our existing solutions, innovation con...