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Ambu (AMBU) investor relations material
Ambu CMD 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Strategic direction and market positioning
Launched the ZOOM AHEAD strategy to achieve global leadership in single-use endoscopy, building on the ZOOM IN turnaround and focusing on single-use solutions and a broad, integrated portfolio across respiratory, urology, ENT, and GI.
Emphasized a shift to growth, innovation, and customer-centricity, guided by four strategic themes: customer outcomes and efficiency, integrated high-impact solutions, scalable profitable growth, and a culture of empowerment.
Focused on winning in Respiratory and Urology, growing in ENT, unlocking Gastroenterology, and advancing digital Endo Intelligence (AI-enabled) solutions.
Maintains market leadership in the U.S. and globally, targeting further penetration in underpenetrated segments like GI and holding over 60% share in single-use endoscopy.
Sustainability is embedded, with goals for recycling, bioplastics, and 50% circular materials in endoscopes by 2030.
Market opportunity and growth drivers
Single-use endoscopy market expected to grow at 20% CAGR, reaching over DKK 15 billion in five years, with current penetration at only 3%-4%.
Respiratory and urology are key segments, with significant runway for single-use adoption; GI and ENT represent long-term, high-potential opportunities.
Growth is driven by efficiency, cost savings, clinical performance, infection control, and sustainability benefits of single-use over reusable endoscopes.
Customers report 10%-13% cost reductions and improved throughput with single-use solutions.
Standardization, integration with hospital systems, and strong clinical evidence are increasingly important purchasing criteria.
Innovation and technology
Investing 10% of endoscopy revenue into R&D, focusing on hardware, software, and next-generation products.
Endo Intelligence platform delivers AI-enabled training, diagnostic support, and workflow integration, already deployed in clinical settings.
Next-generation products and software are expected to shift the value proposition increasingly toward digital solutions and improved clinical outcomes.
Strategic partnerships and co-development with clinicians accelerate innovation and market responsiveness.
Innovation pipeline includes bioplastic handles, recycling programs, and digital integration for workflow efficiency.
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