Maria Vara
Analyst, Stifel
Replay available
Bonesupport Holding AB (publ) (BONEX) Q2 2025 Earnings Call
Bonesupport Holding AB (publ) (STO: BONEX) Q2 2025 earnings conference call, held 2025-07-15. Replay captured from the company's public earnings webcast.
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Replay transcript excerpt
WEBVTT 00:00:00.031 -- 00:00:05.940 sales for sediment G in the US has now reached 1 billion 00:00:05.940 -- 00:00:07.942 Swedish krona. 00:00:07.942 -- 00:00:12.870 Visually, it almost looks as if the last quarter is slowing down, which is, of course, 00:00:12.870 -- 00:00:18.578 not the case. It is an effect of the sharp drop in dollar to SEC. 00:00:18.578 -- 00:00:23.806 And if we look at the growth at constant rates for the last 12 months, 00:00:23.806 -- 00:00:29.038 the LPM in quarter two versus quarter two a year ago, the 00:00:29.038 -- 00:00:31.699 growth number is 47%. 00:00:32.263 -- 00:00:37.932 In total, antibiotic eluting serum grew with 49% in the 00:00:37.932 -- 00:00:44.158 last 12 months for the quarter for the global business. 00:00:44.201 -- 00:00:47.944 Let's push forward and go to the next slide, please. 00:00:48.789 -- 00:00:54.146 In North America, Quarter two sales reached 236 00:00:54.370 -- 00:00:59.797 million SEC, which is a growth of 36% compared to quarter 00:00:59.797 -- 00:01:05.826 two last year, or 49% at constant exchange rates. 00:01:05.826 -- 00:01:10.873 As mentioned, we've seen large swings in the US dollar to Swedish krona rate, which 00:01:10.873 -- 00:01:14.358 is impacting both reported sales and sales growth. 00:01:14.358 -- 00:01:20.035 The uncertainty regarding the future of potential tariffs continues. 00:01:20.035 -- 00:01:25.203 Regardless of outcome in this volatile situation, the impact on bone support 00:01:25.203 -- 00:01:31.073 will be very small, as we have covered previously in the April press release. 00:01:31.073 -- 00:01:33.497 Some highlights in the quarter. 00:01:33.497 -- 00:01:38.485 We're seeing strong progress in the market penetration for Ceramide G, with sales reaching 00:01:38.485 -- 00:01:40.485 18...