Ambu (AMBU) SEB Nordic Seminar presentation summary

Market leadership and growth strategy

• Holds over 60% share in the global single-use endoscopy market, leading a structural shift with a 20% annual market growth rate.

• Double-digit organic revenue growth and margin expansion targeted through 2030, supported by disciplined capital allocation.

• Endoscopy segment has achieved a 25% CAGR over six years, outpacing the global MedTech benchmark by 2x.

• Strategic focus on Respiratory, Urology, ENT, and Gastroenterology to drive further market penetration and leadership.

• ZOOM AHEAD strategy aims to build a scalable, profitable growth platform and global endoscopy leadership.

Market opportunity and adoption drivers

• Single-use endoscopy market projected to reach DKK 15bn in five years, with significant upside toward a DKK 50bn future market.

• Current global single-use penetration remains low, with clinicians expecting up to 70% future adoption in key specialties.

• Market growth driven by aging populations, chronic diseases, minimally invasive surgery, and efficiency gains.

• Single-use solutions offer 50% higher procedure efficiency and 13% lower costs compared to reusables.

• Full market conversion represents a DKK 190bn opportunity, with less than 5% penetration in most segments.

Innovation and customer-centric solutions

• Broadest single-use portfolio and proprietary technology platform, with unmatched customer partnership.

• Integrated software and hardware platforms enable advanced imaging, analytics, and seamless EMR integration.

• Endolntelligence™ delivers AI-enabled applications for diagnostics, workflow, and documentation.

• Customer-centric innovation supports standardization of care across clinical specialties.

• Only single-use endoscopy company meeting the most secure network protocol for data transfer.