Coloplast A/S (CLPBY) Shareholder/Analyst Call Transcript
Coloplast A/S (OTCPK:CLPBY) Q4 2025 Earnings Call November 4, 2025 5:00 AM EST Company Participants Lars Rasmussen Anders Lonning-Skovgaard - Executive VP & CFO Conference Call Participants Hassan Al-Wakeel - Barclays Bank PLC, Research Division Jack Reynolds-Clark - RBC Capital Markets, Research Division Martin Parkhoi - SEB, Research Division Martin Brenoe - Nordea Markets, Research Division Aisyah Noor - Morgan Stanley, Research Division Anchal Verma - JPMorgan Chase & Co, Research Division Veronika Dubajova - Citigroup Inc., Research Division Oliver Metzger - ODDO BHF Corporate & Markets, Research Division Julien Dormois - Jefferies LLC, Research Division Samuel England - Joh. Berenberg, Gossler & Co. KG, Research Division Graham Doyle - UBS Investment Bank, Research Division Carsten Madsen - Danske Bank A/S, Research Division Jesper Ingildsen - DNB Carnegie, Research Division Presentation Operator Ladies and gentlemen, welcome to the Coloplast financial statement for the full year 2024/2025 and Annual Report 2024-2025 Conference Call.
Coloplast is now rated a cautious 'Buy,' as its valuation has become more reasonable after a significant price correction. Coloplast continues to deliver solid organic growth, boasts a wide economic moat, and maintains strong free cash flow and profitability metrics. Management targets 7-8% organic revenue growth, improved free cash flow margin, and a return to share buybacks, supporting long-term value creation.
| - Industry | - Sector | Mr. Anders Lonning-Skovgaard CEO | OTC PINK Exchange | 19624Y200 CUSIP |
| DK Country | 16,741 Employees | 16 May 2025 Last Dividend | - Last Split | - IPO Date |
Coloplast A/S, established in 1954 and headquartered in Humlebæk, Denmark, is a leading developer and seller of intimate healthcare products and services internationally. The company's operations span across various countries including Denmark, the United States, the United Kingdom, France, and other global regions. Coloplast A/S's product and service offerings are organized into five key segments: Chronic Care, Continence Care, Voice and Respiratory Care, Interventional Urology, and Advanced Wound Care. These offerings target a wide range of medical needs and conditions, emphasizing the company's commitment to enhancing the quality of life for individuals dealing with intimate healthcare challenges.
Coloplast offers a range of ostomy care solutions, including SenSura Mio and SenSura, designed for individuals with various types of ostomies. SenSura Mio is noted for its ability to fit individual body shapes and provide optimal discretion. Ostomy accessories are also available under the Brava brand, supporting the comprehensive needs of ostomy patients.
The company's continence care portfolio includes Conveen Active urine bags and SpeediCath catheters, which facilitate easy catheterization for both genders. Additionally, Peristeen Plus stands out as a transanal irrigation system aimed at managing bowel issues.
In the realm of wound care, Coloplast provides Biatain Silicone conforming dressings and Comfeel hydrocolloid dressings, targeted at enhancing the healing process. A variety of skin care products are offered to complement these solutions, such as cleansers, moisturizers, skin protectants, and antifungal products. InterDry, a unique skin fold management solution, addresses further skin care needs.
Addressing urological and gynecological disorders, Coloplast develops and markets a suite of products for surgeries related to urinary stone diseases, benign prostate hyperplasia, voiding dysfunctions, erectile dysfunction, and urinary incontinence.
The company's voice and respiratory care solutions cater to laryngectomy and tracheostomy patients. The Provox system offers a robust voice prosthesis solution for speaking, alongside HMEs (heat and moisture exchangers), adhesives, tubes for breathing, devices for hands-free speaking, and related accessories. Tracheostomy care products are marketed under the Tracoe brand, supporting the comprehensive needs of individuals with tracheostomies.