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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.
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CMD 2025 summary1 Oct, 2025

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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Q4 24/255 Nov, 2025
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Frequently asked questions

Ambu A/S develops, produces, and sells medical devices to hospitals, clinics, and rescue services worldwide. Its products fall under two divisions, Anaesthesia, Resuscitation and Patient Monitoring. The company’s core product line on the anaesthesia side is single-use endoscopes called Ambu aScope that are used in bronchoscopy procedures, and in the Diagnostic division is a wide range of diagnostic instruments including thermometers. The company also sells reusable patient monitoring systems, as well as a selection of breathing analysis equipment such as anesthesia breathing bags and sleep apnea monitors. Ambu was founded in 1937 and is headquartered in Ballerup, Denmark.

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