Getinge AB (publ) (GETI_B) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Welcome to the Jettinga Q4 Report 2025 presentation. During the Q&A session, participants are able to ask questions by dialing pound key five on their telephone keypad. Now I will hand the conference over to the speakers, CEO Matthias Peerjus and CFO Agneta Palmer. Please go ahead. Thank you very much and welcome everyone to today's earnings call here with me I have our CFO Agnetha Palmin. We will start the conference today with our performance in the fourth quarter and then reflect a bit on the full year and our expectations for 2026 and onwards before ending with a Q&A. So we can move directly to page number two please. So let's first look at the development of our longer term strategic KPIs. You can see that we continue to clearly track in line with our plans to increase the share of sales from recurring revenue, accelerating the share of sales from high margin products like our Paragonics offering, our ECLS portfolio, the consumables with infection controls, and also beta bags inside our sterile transfer segment in life science. This is all supported by solid and effective quality processes as well, which is extremely important in our industry, obviously. So sales from recurring revenue now makes up about two thirds and high margin products a little bit more total revenue. When it comes to quality, the number of field actions in relation to sales has decreased significantly. And we see this positive trend also sequentially continue in the fourth quarter. These improvements should, of course, be achieved through responsible leverage and an attractive long-term return on invested capital. We can move to page number three, please. So if we then zoom in on the fourth quarter of last year and some of the key takeaways from the quarter, we managed to beat last year's r...