Ambu A/S
CSE:AMBU B

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Ambu A/S
CSE:AMBU B
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Price: 85.95 DKK -1.49%
Market Cap: 20.2B DKK

Ambu A/S
Investor Relations

Ambu A/S, a Danish company rooted in innovation, has carved a niche in the global healthcare sector through its specialized medical devices. Founded in 1937, Ambu started with a simple mission of improving patient care and has stayed true to that vision by continuously advancing their portfolio. The company's journey began with the invention of the resuscitator bag, a revolutionary product that remains a staple in emergency and hospital settings today. Over the years, Ambu has focused strategically on three main segments: Anesthesia, Patient Monitoring & Diagnostics, and Visualisation, each playing a crucial role in the broader healthcare ecosystem. These segments allow Ambu to develop devices that enhance diagnostic procedures, improve safety, and increase efficiency in medical settings, ultimately saving lives and optimizing healthcare delivery.

Ambu’s business model capitalizes primarily on innovation-driven sales, with a strong emphasis on disposable medical devices which are gaining popularity due to hygiene concerns and regulatory trends favoring single-use technologies. These products include their flagship single-use endoscopes, marketed under the brand name "Ambu aScope," which significantly reduce the risk of cross-contamination while providing high-quality diagnostic images. The company's revenue model is built on a B2B approach, dealing directly with hospitals, clinics, and other healthcare providers, ensuring a steady flow of sales through long-term contracts and partnerships. Through constant reinvestment into R&D and strategic acquisitions, Ambu sustains its market leadership, driving growth by addressing the evolving needs of the healthcare industry and setting standards in patient care solutions globally.

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AMBU B
OMX Copenhagen 25
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Last Earnings Call
Fiscal Period
Q1 2025
Call Date
Jan 30, 2025
AI Summary
Q1 2025

Strong Start: Ambu delivered a robust Q1 with 19.5% organic revenue growth and a 16.1% EBIT margin, showing significant profitability improvement.

Guidance Raised: Management upgraded full-year guidance to 11-14% organic revenue growth and a 13-15% EBIT margin, reflecting confidence after the strong quarter.

Endoscopy Solutions: Pulmonology grew by 17.7%, while Urology, ENT, and GI combined saw 23.9% growth, but management noted quarter-to-quarter volatility and expects more normalized double-digit growth ahead.

Anesthesia & Patient Monitoring: Segment grew 17.8% with benefits from earlier price increases and solid volume growth, though management expects this pace to moderate as the year progresses.

Gross Margin Improvement: Gross margin reached 61.3%, a key driver for EBIT margin expansion, aided by price increases, product mix, and better manufacturing efficiency.

Product Innovation: New product launches, including SureSight video laryngoscope and expansion in Urology with aScope 5 Uretero and aScope 5 Cysto HD, are expected to drive future growth.

Cash Flow & Balance Sheet: Free cash flow was DKK 69 million for Q1, and the company affirmed guidance for DKK 500 million for the year, supporting further deleveraging.

Capacity & Supply Chain: Manufacturing capacity, particularly in Mexico, remains ample, with less than 50% utilization, positioning Ambu well for growth and geopolitical flexibility.

Key Financials
Organic Revenue Growth
19.5%
EBIT Margin
16.1%
Gross Margin
61.3%
EBIT
DKK 243 million
Free Cash Flow
DKK 69 million
Endoscopy Solutions Revenue Growth
20.6%
Anesthesia & Patient Monitoring Revenue Growth
17.8%
Pulmonology Revenue Growth
17.7%
Urology, ENT & GI Revenue Growth
23.9%
Other Earnings Calls

Management

Ms. Britt Meelby Jensen
Chief Executive Officer
No Bio Available
Mr. Henrik Skak Bender
Executive VP & CFO
No Bio Available
Holger Hesse
Founder
No Bio Available
Ms. Graziela Chaluppe dos Santos Malucelli
Chief Operations Officer
No Bio Available
Mr. Finn Mohring
Chief Technology Officer
No Bio Available
Mr. Anders Hjort
Head of Investor Relations
No Bio Available
Ms. Tine Bjorn Schmidt
Head of Corporate Communications
No Bio Available
Ms. Sanne Kjærsgaard Hjordrup
Chief People & Culture Officer
No Bio Available
Mr. Steven R. Block
CEO & President of Ambu USA
No Bio Available
Mr. Thomas Lykke Henriksen
Head of HR Systems
No Bio Available

Contacts

Address
Ballerup
Baltorpbakken 13
Contacts
+4572252000.0
www.ambu.com