Q1 2026 Ambu A/S Earnings Call Transcript

Feb 4, 2026 / 09:00 AM GMT

Release Date Price: $13.82 (+4.70%)

Transcript

Key Points

Positve

Ambu AS (AMBFF) reported strong revenue growth in Q1 2026, particularly in the endoscopy business, with a 14.4% increase in endoscopy solutions.
The company is experiencing strong momentum in the conversion from reusable to single-use endoscopy, winning new customers and increasing penetration with existing ones.
Ambu AS (AMBFF) launched a new growth strategy that has been well adopted, showing strong early momentum.
The company is benefiting from a global trend towards increased procedures using endoscopes, supporting its growth.
Ambu AS (AMBFF) is expanding its product portfolio, including the introduction of the Suresight Mobile video laryngoscope, enhancing its respiratory segment offerings.

Negative

The EBIT margin for Q1 2026 declined by 5.6% compared to the same quarter last year, impacted by high tariff costs and FX headwinds.
Free cash flow was low in Q1, affected by negative developments in networking capital and higher tariff costs.
The anesthesia and patient monitoring segment showed flat growth, with anesthesia declining by 1.2%.
The company faces challenges from geopolitical uncertainties and FX fluctuations, particularly affecting North American growth.
Ambu AS (AMBFF) anticipates slightly lower growth in Q2 due to order timing fluctuations, particularly in the urology, ENT, and GI segments.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

AMBUb.CO - Ambu A/S
Q1 2026 Ambu A/S Earnings Call
Feb 04, 2026 / 09:00AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, welcome to the Ambu Q1 2026 conference call. I'm Valentina de Corus call operator. I would like to remind you that all participants will be in listen holy mode, and the conference is being recorded. The presentation will be followed by a Q&A session. You can register for questions at any time by pressing1 on your telephone.

For operator assistance, please press and 0. The conference must not be recorded for publication or broadcast.

At this time, it's my pleasure to hand over to Britt Melbu Jensen, CEO. Please go ahead.

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Unidentified_2 [2]
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