AMBU — Juli 2024
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The better-than-expected performance is driven by continued strong growth in Endoscopy Solutions, solid growth in Anaesthesia & Patient Monitoring and improved operational leverage, in line with Ambu’s transformation plan.
In addition, the company raises its free cash flow expectations to DKK +450m (previously DKK +370m).
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Last year’s comparative figures are stated in brackets.
Revenue was DKK 1,383m (DKK 1,195m), with organic revenue growth of 15.0% (8.1%), driven by continued strong growth in Endoscopy Solutions and solid growth in Anaesthesia & Patient Monitoring. Reported growth for the quarter was 15.7% (5.9%). Year-to-date, organic growth was 14.9% (5.4%), with reported growth of 13.9% (7.2%
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EBIT before special items was DKK 178m (DKK 91m), and year-to-date was DKK 498m (DKK 205m). EBIT margin before special items was 12.8% (7.6%) and ended year-to-date at 12.4% (5.8%). The increase in EBIT margin was primarily due to organic revenue growth and targeted efforts within Ambu’s transformation agenda, aligned with the company’s ZOOM IN strategy.
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Free cash flow was DKK 163m (DKK 157m), bringing the year-to-date free cash flow to DKK 426m (DKK 4m).
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REVISED OUTLOOK FOR THE FISCAL YEAR 2023/24
Driven by the development in the first nine months of the 2023/24 financial year, Ambu’s 2023/24 financial outlook is set as per below:OUTLOOK FY 2023/24 10 JULY 2024 PREVIOUSLY
Organic revenue growth 12-14% 10-12%
EBIT margin before special items 11-13% 10-12% -
In addition, Ambu’s free cash flow expectations are set for DKK +450m (previously DKK +370m). Expectations for Endoscopy Solutions organic revenue growth are now +18% (previously +15%).
Ambu will publish its full Q3 2023/24 interim earnings results on 30 August 2024, as previously announced.
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Ambu opjusterer prognosen efter bedre end ventet tredje kvartal https://proinvestor.com/investornyt/1183692/ambu-opjusterer-prognosen-efter-bedre-end-ventet-tredje-kvartal
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God morgen - SEB sætter target op 135(125) Hold
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Ambus finansdirektør vil fastholde og bygge på markedets tillid med opjustering https://proinvestor.com/investornyt/1183708/ambus-finansdirektor-vil-fastholde-og-bygge-pa-markedets-tillid-med-opjustering
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For Ambus vedkommende handler det stadig om investortillid siger Sydbank-analytiker https://proinvestor.com/investornyt/1183724/for-ambus-vedkommende-handler-det-stadig-om-investortillid-siger-sydbank-analytiker
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Ambu får løftet kursmålet af ABG efter opjustering https://proinvestor.com/investornyt/1184249/ambu-far-loftet-kursmalet-af-abg-efter-opjustering
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OVERBLIK: Disse selskaber er shortet på det danske aktiemarked https://proinvestor.com/investornyt/1186214/overblik-disse-selskaber-er-shortet-pa-det-danske-aktiemarked
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I den første af de tre specials har Per inviteret bestyrelsesformand i AMBU Jørgen Falkebo Jensen i studiet. De taler blandt andet om forskellen på at være direktør og bestyrelsesformand, bestyrelsens vigtigste opgaver, hvor ofte en bestyrelsesformand er i kontakt med virksomheden - og så kommer de ind på, om der er forskel på at tænke i kort- og langsigtet værdiskabelse. https://proinvestor.com/boards/121386
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OVERBLIK: Disse selskaber er shortet på det danske aktiemarked https://proinvestor.com/investornyt/1188196/overblik-disse-selskaber-er-shortet-pa-det-danske-aktiemarked
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Momentum er med os igen
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OVERBLIK: Disse selskaber er shortet på det danske aktiemarked https://proinvestor.com/investornyt/1189321/overblik-disse-selskaber-er-shortet-pa-det-danske-aktiemarked
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AMBU/WILLIAM O'NEIL: GENOPTAGES MED "KØB"
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Boston Scientific leverer bedre end ventet regnskab
Amerikanske Boston Scientific, der konkurrerer med Ambu og Coloplast på hver sit område, har leveret et bedre end ventet regnskab for andet kvartal, hvor især en stærk udvikling i kardiologiforretningen er med til at drive salgsvæksten.
Investorerne kvitterer ved at sende aktien op med 2,2 pct. i onsdagens amerikanske formarked.
Salget er i andet kvartal steget 14 pct. til 4,12 mia. dollar, hvor analytikere adspurgt af Bloomberg News kun h
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News kun havde sat næsen op efter 4,02 mia. dollar.
Væksten er især drevet af en fremgang på 20 pct. i kardiologiforretningen, der i kvartalet nåede et salg på 2,05 mia. dollar mod ventet 1,95 mia. dollar.
For Ambu-investorerne kigges især mod Boston Scientifics salg af endoskoper, der i andet kvartal er steget med 7,1 pct. til 676 mio. dollar. Det er under analytikerkonsensus på 682,1 mio. dollar.
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