Ambu A S Ord (AMBFF) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hello, everyone, and welcome to this conference call presenting our Q4 and full year results from 2024-25 for Ambu. My name is Britt Milby Jensen. I'm the CEO of Ambu. And with me today, I have Henrik Skagbender, our Chief Financial Officer. So let's get going. So we'll start with the highlights from the year that we just exited. And overall, we delivered a very strong organic revenue growth of 13.1%. And if we look at our endoscopy business, that grew for the year 15.4%. This underscores the continued momentum and potential of moving patients from using reusable endoscopes to single-use endoscopes. If we look at our margins, we delivered a margin of 13 And this is impacted positively by our operational leverage, where we continue to drive scale and be more efficient. And then on the other side, we also, given we are a growth company, as the most important, we are, as we have previously communicated, continuing to invest in commercial resources and scale in order to continue to deliver that growth. At the same time, we had two external factors, and Henrik will come back to that in terms of FX and tariffs that had a negative impact on the results. What we also launched in this quarter was October 1st, where we held our Capital Market Day. We launched our next era strategy, a strong testament to the progress we have made over the last couple of years, and I'll come back to talk a bit about that as well. In connection with this, we both extended and we increased our long-term guidance towards 2930. And what we are delivering also that Henrik will present for our short-term guidance is in line with these ambitions. So if we dive into the specific results for the year, starting with the overview here, the 13.1% organic revenue growth for the quarter Q4, we delivered 10%. ...