ConvaTec Group Plc (CTEC) Q2 2026 Earnings Call

Investor webinar replay

Watch the replay and follow the connected company analysis, news, and investor updates for Convatec Group Plc.

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Replay transcript excerpt

WEBVTT 00:00:00.051 -- 00:00:04.175 Good morning, everybody. Nice to see you. 00:00:04.175 -- 00:00:06.997 Welcome to ConvoTec's 00:00:06.997 -- 00:00:11.799 first half of 2026 results announcements. 00:00:12.141 -- 00:00:15.164 The usual disclaimers apply. 00:00:15.164 -- 00:00:20.368 And today we're going to follow the normal format, which is that I'll give a few 00:00:20.368 -- 00:00:22.150 words of introduction. 00:00:22.150 -- 00:00:27.361 Fiona will talk you through the performance, financial and outlook. 00:00:27.361 -- 00:00:32.546 and then I'll update on strategic progress before we'll be happy to take any questions 00:00:32.546 -- 00:00:34.866 that you've got. 00:00:36.049 -- 00:00:39.372 So let's start with a quick recap 00:00:39.372 -- 00:00:45.075 from the Capital Markets Day just back in April. 00:00:45.458 -- 00:00:50.482 These were the three things we suggested should be the key 00:00:50.482 -- 00:00:52.482 takeaways. 00:00:53.611 -- 00:00:58.775 We operate in large and growing markets with leading 00:00:58.775 -- 00:01:00.736 positions. 00:01:00.736 -- 00:01:04.979 We're focused on four chronic care categories, 00:01:04.979 -- 00:01:10.182 which leads to a high proportion of recurring revenue. 00:01:11.164 -- 00:01:15.364 CombiTech is a strong and resilient business. 00:01:15.364 -- 00:01:21.128 We're delivering broad-based growth and we've got a track record of operational 00:01:21.128 -- 00:01:22.529 improvements 00:01:22.529 -- 00:01:25.650 which increase profitability. 00:01:26.893 -- 00:01:30.675 And then the growth opportunity is substantial. 00:01:30.675 -- 00:01:35.859 We have new products launching across all of those four categories, 00:01:35.859 -- 00:01:41.522 which means that we will grow ahead of those growing markets. 00:01:41.523 -- 0...