Earnings Call Summary | AMBU A/S(AMBFF.US) Q2 2024 Earnings Conference
Earnings Call Summary | AMBU A/S(AMBFF.US) Q2 2024 Earnings Conference
The following is a summary of the Ambu A/S (AMBFF) Q2 2024 Earnings Call Transcript:
以下是Ambu A/S（AMBFF）2024年第二季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
Ambu A/S reported Q2 organic revenue growth of 15.5%, majorly backed by the endoscopy business which saw a growth of 22.3%.
Operating profit margin before special items increased notably to 14.2% from 3.9% in the same quarter last year.
The company delivered strong free cash flow, amounting to DKK128 million for Q2.
The company's Q2 operating expense was stable at DKK619 million compared to the previous year. Despite investments, the OpEx ratio dropped almost 7 percentage points due to decreased distribution costs.
Ambu increased their revenue guidance for the full year from 7%-10% to 10%-12% and EBIT margin from 8%-10% to 10%-12%.
Ambu A/S報告稱，第二季度有機收入增長了15.5％，這主要是由內窺鏡業務增長22.3％的支持的。
不計特殊項目的營業利潤率從去年同期的3.9％顯著增長至14.2％。
該公司實現了強勁的自由現金流，第二季度達到 DKK128 百萬英鎊。
與去年相比，該公司第二季度的運營支出穩定在 DKK619 百萬美元。儘管進行了投資，但由於分銷成本的降低，運營支出比率下降了近7個百分點。
Ambu將全年收入預期從7％-10％上調至10％-12％，息稅前利潤率從8％-10％上調至10％-12％。
Business Progress:
業務進展：
Ambu gained two FDA approvals for new products in the gastroenterology portfolio and launched a broncosimulator for training in pulmonology.
Ambu reported solid growth in US and EMEA regions and foresees potential to convert the gastroenterology market to single-use endoscopy.
A consistent growth was seen in different sectors like anesthesia, patient monitoring, ENT, and urology.
The company announced continuation of investments for further growth and execution of the 'Zoom in strategy' for increasing EBITDA and improving EBIT margin.
Ambu has plans to maintain its leadership in the market despite increased competition by focusing on differentiation and sees potential for inorganic growth with careful consideration of mergers and acquisitions.
Ambu在胃腸病學產品組合中的新產品獲得了兩項美國食品藥品管理局的批准，並推出了用於肺病學培訓的支氣管模擬器。
Ambu報告說，美國和歐洲、中東和非洲地區穩步增長，並預計有可能將胃腸病學市場轉變爲一次性內窺鏡檢查。
麻醉、患者監護、耳鼻喉科和泌尿外科等不同領域均出現持續增長。
該公司宣佈繼續投資以進一步增長並執行 “放大戰略”，以增加息稅折舊攤銷前利潤和提高息稅前利潤率。
儘管競爭加劇，Ambu仍計劃通過專注於差異化來保持其在市場的領導地位，並在仔細考慮併購的情況下看到了無機增長的潛力。
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譯文內容由第三人軟體翻譯。