ConvaTec Group Plc (CTEC) Q2 2025 Earnings Call

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WEBVTT 00:00:00.031 -- 00:00:04.775 half-year 2025 ConvoTech results presentation. 00:00:04.938 -- 00:00:08.244 First, let me convey apologies 00:00:08.244 -- 00:00:13.271 from our CEO Karim, who is not feeling well today and won't 00:00:13.271 -- 00:00:15.294 be able to attend. 00:00:15.294 -- 00:00:20.763 So I am going to present his slides as well as the CFO section, 00:00:20.763 -- 00:00:26.028 and then I'll be very happy to take questions that anyone has afterwards. 00:00:29.765 -- 00:00:33.067 So the usual disclaimers apply. 00:00:34.293 -- 00:00:39.442 And the summary message for today is that we delivered a strong 00:00:39.442 -- 00:00:45.012 performance in the first half, financially and strategically, 00:00:45.012 -- 00:00:48.539 and we're on track to deliver our guidance. 00:00:48.539 -- 00:00:50.823 The highlights are on the slide. 00:00:50.823 -- 00:00:55.027 Revenue growth was, again, broad-based. 00:00:55.027 -- 00:01:01.834 Further operating margin expansion at the same rate as for the last three years. 00:01:01.837 -- 00:01:06.300 Second year of double digit EPS growth. 00:01:06.704 -- 00:01:10.009 Our product launches are progressing well. 00:01:10.009 -- 00:01:16.758 And so, as I said, we're on track to deliver guidance and that's for 2025 00:01:16.758 -- 00:01:19.579 and for the medium term. 00:01:21.908 -- 00:01:27.077 Now these strong results in the first half demonstrate the resilience of our business 00:01:27.077 -- 00:01:28.900 model. 00:01:28.900 -- 00:01:34.029 We're not reliant on any one category or geography or product for 00:01:34.029 -- 00:01:36.189 our growth. 00:01:36.674 -- 00:01:41.883 At the core of that resilient business model is, first, that we 00:01:41.883 -- 00:01:45.652 operate in four chronic care categories. 00:01:45.652 -...