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Ambu A/S (AMBBY) Q2 2026 Earnings Call Transcript
2026-05-07 · via All Articles on Seeking Alpha

Ambu A/S (AMBBY) Q2 2026 Earnings Call May 6, 2026 5:00 AM EDT

Company Participants

Britt Jensen - Chief Executive Officer
Henrik Bender - Chief Financial Officer

Conference Call Participants

Thyra Lee - UBS Investment Bank, Research Division
Tobias Nissen - Danske Bank A/S, Research Division
Martin Brenoe - Nordea Markets, Research Division
Yiwei Zhou - SEB, Research Division
Delphine Le Louet - Bernstein Institutional Services LLC, Research Division

Presentation

Britt Jensen
Chief Executive Officer

Hello, and good late morning to everyone, and welcome to our Q2 Earnings Call for Ambu, where we'll go through our business highlights and financial results from the second quarter in our fiscal year. So my name is Britt Meelby Jensen. I'm the CEO of Ambu. And with me today, I have Henrik Skak Bender, our Chief Financial Officer.

So let me start with the business highlights from the first 6 months of our financial year, starting talking about our key growth driver, Endoscopy Solutions where we are leaders in the single-use market and where we are continuing to drive a structural conversion in the market from reducible to single-use. We delivered in the first half of the year, 14.1% growth. The guidance, which we are on plan with for the year on Endoscopy Solutions is plus 15% revenue growth. We also -- when we set that guidance back in November, we said that we will have a higher growth in the second half of the year than the first half of the year. So with 14.1% for the first half of the year, we are on plan to deliver on that.

Also, when we look at what is driving the business, we continue to see increasing traction from our new launches. I'll get back to that later in my presentation. But it's also important to highlight that the growth momentum and what