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ConvaTec Group (OTCPK:CNVV.Y) Earnings Call Presentation
2025-11-13 08:30
Financial Performance & Guidance - The company is on track to deliver 2025 financial targets with organic revenue growth of 6.0-6.5% ex-InnovaMatrix®[14] - Adjusted operating profit margin is expected to be 22.0-22.5%, including approximately (30) bps tariff headwinds[15, 23] - The company anticipates double-digit adjusted EPS growth with strong cash conversion[15, 23] - InnovaMatrix® revenue is expected to be around $70 million in 2025[15, 22] - Capex is expected to be $160-180 million[15] Strategic Progress & Outlook - New products are driving broad-based growth across all categories[14, 23] - The company is reiterating medium-term targets, including 5-7% organic revenue growth and double-digit adjusted EPS growth[22] - In 2026, InnovaMatrix® is projected to be ≤2% of Group revenue[21] - The company expects further adjusted operating margin expansion and double-digit adjusted EPS growth in 2026[21, 23] Business Segment Performance - Infusion Care shows strong growth, with non-diabetes accounting for approximately 15% of IC revenue[14, 19]