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.
Coloplast A/S (OTCPK:CLPBF) Q3 2025 Earnings Conference Call August 19, 2025 5:00 AM ET Company Participants Anders Lonning-Skovgaard - Executive VP & CFO Lars Soren Rasmussen - Interim CEO & Director Conference Call Participants Aisyah Noor - Morgan Stanley, Research Division Anchal Verma - JPMorgan Chase & Co, Research Division Graham Doyle - UBS Investment Bank, Research Division Hassan Al-Wakeel - Barclays Bank PLC, Research Division Jack Reynolds-Clark - RBC Capital Markets, Research Division Maja Pataki - Kepler Cheuvreux, Research Division Martin Brenoe - Nordea Markets, Research Division Martin Parkhoi - SEB, Research Division Veronika Dubajova - Citigroup Inc., Research Division Operator Good morning, ladies and gentlemen, and welcome to Coloplast interim financial statements for the first 9 months for 2024-2025. [Operator Instructions] This conference will be recorded.
Coloplast is a global leader in specialized intimate healthcare, with strong innovation, high margins, and a defensible moat in core segments. Despite a 20% share price drop, I see upside potential, but only at a conservative 25x P/E due to risks in commoditized segments and M&A. Current fundamentals are solid: strong organic growth, robust dividend, and on-track 2025E results, but margin expansion is likely capped.
Coloplast A/S (OTCPK:CLPBF) Q2 2025 Earnings Conference Call May 6, 2025 5:00 AM ET Company Participants Lars Søren Rasmussen - Interim CEO Anders Lonning-Skovgaard - Chief Financial Officer Conference Call Participants Operator Ladies and gentlemen, welcome to the Coloplast First Half 2024-2025 Earnings Release Conference Call. I am Hilda, the Chorus Call operator.
Coloplast A/S (OTCPK:CLPBF) Q1 2025 Results Conference Call February 4, 2025 5:00 AM ET Company Participants Kristian Villumsen - Chief Executive Officer Anders Lonning-Skovgaard - Chief Financial Officer Conference Call Participants Hassan Al-Wakeel - Barclays Jack Reynolds-Clark - RBC Capital Markets Richard Felton - GS Lisa Clive - Bernstein Julien Dormois - Jefferies Maja Pataki - Kepler Cheuvreux Niels Granholm-Leth - Carnegie Aisyah Noor - Morgan Stanley Marianne Bulot - Bank of America Martin Brenoe - Nordea Giang Nguyen - Citi Carsten Lonborg Madsen - Danske Bank Operator Ladies and gentlemen, welcome to the Coloplast A/S Q1 2024-'25 Earnings Release Conference Call. I'm Valentina, the Chorus Call operator.
Coloplast A/S (OTCPK:CLPBF) Q4 2024 Earnings Conference Call November 5, 2024 5:00 AM ET Company Participants Nicholas Seibert - Vice President of Corporate Development & Investor Relations Kristian Villumsen - Chief Executive Officer Anders Lonning-Skovgaard - Chief Financial Officer Conference Call Participants Hassan Al-Wakeel - Barclays Jack Reynolds-Clark - RBC Martin Parkhoi - SEB Julien Dormois - Jefferies Aisyah Noor - Morgan Stanley Oliver Metzger - ODDO Mattias Haggblom - Handelsbanken Doyle Graham - UBS Anchal Verma - JPMorgan Operator Ladies and gentlemen, welcome to the full year 2023-2024 conference call. I am Maria, the Chorus Call operator.
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Coloplast A/S (OTCPK:CLPBF) Q3 2024 Earnings Conference Call August 20, 2024 5:00 AM ET Company Participants Kristian Villumsen - President and Chief Executive Officer Anders Lonning-Skovgaard - Executive Vice President and Chief Financial Officer Conference Call Participants Jack Reynolds - RBC Capital Markets Anchal Verma - JPMorgan Maja Pataki - Kepler Cheuvreux Niels Granholm - Carnegie Veronika Dubajova - Citi Aisyah Noor - Morgan Stanley Marianne Bulot - Bank of America Christian Ryom - Danske Bank Shubhangi Gupta - HSBC Marco Cox - Barclays Operator Ladies and gentlemen, welcome to the Coloplast Nine Months 2023-2024 Earnings Release Conference Call. I am Shari, the Chorus Call operator.