Coloplast is rebased to a 20x P/E with a new price target of 490 DKK, reflecting a more realistic valuation post-premiumization. Recent setbacks—the Kerecis acquisition write-down, product recalls, and regulatory shifts—have driven shares down, but core fundamentals and inelastic product demand remain intact. CLPBY now trades at a historically low sub-18x P/E, offering a 5.76% yield and potential 12–13% annualized growth until 2028E, supporting a buy rating.
Coloplast A/S (CLPBY) Q2 2026 Earnings Call Transcript
Coloplast A/S (CLPBY) Q4 2026 Guidance Call Transcript
| Electronic Equipment, Instruments & Components Industry | Information Technology Sector | Lars Soren Rasmussen CEO | XDUS Exchange | US19624Y2000 ISIN |
| DK Country | 16,741 Employees | 22 May 2026 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.