Q4 2025 Coloplast A/S Earnings Call Transcript

Nov 4, 2025 / 10:00 AM GMT

Release Date Price: kr611.3 (+4.16%)

Transcript

Key Points

Positve

Coloplast AS (CLPBF) achieved 7% organic growth, aligning with revised guidance.
The company restructured its business in China to align with new market realities, ensuring a sustainable presence.
Significant changes at the group level, including structuring into chronic and acute care units, are expected to enhance strategy execution towards 2030.
The company has a strong product portfolio and is well-positioned to capture opportunities in a market valued at over 120 billion Danish kroner.
Coloplast AS (CLPBF) is investing in technology and AI to improve user experience and operational efficiency.

Negative

Organic growth was below the initial expectation of 8-9%, indicating challenges in meeting earlier projections.
Product recalls in interventional urology and advanced wound dressings significantly impacted performance.
Increased volatility in the biotics market due to policy postponements led to a slowdown in momentum.
Sales in China declined due to weaker consumer sentiment and competitive pressures.
The company faced high special item expenses related to profitability improvement initiatives, impacting overall financial performance.

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

COLOb.CO - Coloplast A/S
Q4 2025 Coloplast A/S Earnings Call
Nov 04, 2025 / 10:00AM GMT

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Presentation
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Unidentified_1 [1]
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He.

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Unidentified_2 [2]
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Thank you and good morning and welcome to our full year 2,425 conference call. I'm Rasmussen, interim CEO of Cooplast, and I'm joined by Anna Lanning Scogaard, our CFO and by our investor relations team. We will start with a short presentation by Anas and myself, and then open up for questions. Please turn to slide number 3.

We delivered 7% organic growth and a reported EIT EID Martin before special items of 28% for this financial year.

That is in line with our revised guidance but below the 8 to 9% organic growth

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