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Ambu
Ambu (AMBU) investor relations material
Ambu 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.44th Annual J.P. Morgan Healthcare Conference summary14 Jan, 2026
Strategic direction and market positioning
Achieved strong double-digit growth, outpacing MedTech industry averages, and successfully executed a turnaround strategy.
Focused on advancing from single-use endoscopy leadership to global endoscopy leadership, with a new strategy emphasizing respiratory and urology.
Single-use endoscopy market is expected to grow over 20% annually to 2030, with significant white space for further penetration.
EndoIntelligence platform enables cross-application innovation and operational efficiency across product lines.
Strategic choices include prioritizing respiratory and urology, continued growth in ENT, and a long-term approach to GI.
Innovation, technology, and product development
Broadest single-use endoscope platform, all built on a unified software system for easier hospital integration and innovation.
Ongoing development of next-generation bronchoscopes, cystoscopes, and mobile video laryngoscopes, with strong adoption in key markets.
AI and software enhancements improve image quality, procedure efficiency, and clinical documentation.
Investments in disruptive technologies and partnerships to accelerate innovation and address complex procedures.
Scalable manufacturing, especially in Mexico, supports cost efficiency and geopolitical resilience.
Financial performance and outlook
Organic revenue CAGR of 11%-13% targeted over the next five years, with endoscopy expected to grow even faster.
EBIT margin improved from 2.7% to 12% in two years, with a goal to exceed 20% by 2027-2028, balancing growth investments and efficiency.
FY guidance: 10%-13% revenue growth, 12%-14% EBIT margin, with higher growth in endoscopy and normalized growth in legacy segments.
Strong cash generation and no debt support ongoing investments and potential M&A.
M&A focus is on complementary technologies and devices, with careful attention to long-term margin impact.
How will Ambu mitigate market share loss from new competitors?
What is the investment timeline for GI market expansion?
How will M&A impact Ambu's long-term margin targets?
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Next Ambu earnings date
Q1 25/264 Feb, 2026
Ambu
Next Ambu earnings date
Q1 25/264 Feb, 2026
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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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