Strategy and Financial Ambition - The company is introducing a new 5-year strategy, Impact4, focusing on customers and value creation, with a new Executive Leadership Team and financial ambition[3] - The company aims for organic revenue growth of 7-8% (5-year CAGR) and absolute EBIT growth in line with or above revenue growth until 2030[51, 64, 112] - The company targets a Return on Invested Capital (ROIC) of more than 20% in FY 2029/30, with a linear improvement expected over the period[52, 64, 113] Business Unit Structure and Market Overview - The company is introducing a new structure with two Business Units: Chronic Care (~75% of revenues) and Acute Care (~25% of revenues)[26] - The company operates in an attractive marketplace valued at 110+ billion DKK, with strong positions in the chronic segments[21] - The market the company competes in is characterized by stable fundamentals and structural growth of 4-5%[24] Global Operations and Efficiency - The company aims for gross margin accretion through efficiency initiatives in Global Operations, Kerecis, and Atos Medical[77] - The company expects CAPEX-to-sales ratio to be 4-5%, reducing to around 4% towards the end of the Impact4 strategy period[93] - The company is focused on improving both FCF-to-sales (aiming above 20%) and ROIC during the Impact4 period[94, 95] Sustainability and Social Metrics - The company aims for a 90% emission reduction (Scope 1+2) by 2029/30 and net zero by 2045[106] - The company targets a 15-20% reduction in materials used in products and packaging by 2029/30[106] - The company aims for diversity in leadership of 40%+ and an Employee Engagement score in the top quartile of the industry[107, 198]

Core Insights - Coloplast is restructuring its Executive Leadership Team (ELT) to align with its new strategy aimed at enhancing customer experience and innovation [1][2][3] - The new strategy emphasizes placing customers at the center of operations and aims to set industry standards while leading the market [2][3] Business Structure Changes - Coloplast has established two distinct business units: Chronic Care and Acute Care, to better address market dynamics and customer needs [4] - A new Chronic Care Commercial business unit has been created, incorporating existing sales regions and functions, including Atos Medical's Voice & Respiratory Care [5] - A stand-alone Chronic Care R&D function is being set up to accelerate product innovation and market delivery [6] Leadership Changes - Nicolai Buhl, Executive Vice President, will leave Coloplast as part of the restructuring, with Caroline Vagner Rosenstand appointed as the new Executive Vice President of Chronic Care Commercial [7][8] - Rasmus Just will assume the role of Executive Vice President of Chronic Care R&D starting November 1, bringing experience from both Coloplast and Novo Nordisk [8][9] Acute Care Unit Introduction - The Acute Care business unit will include Interventional Urology, Advanced Wound Dressings, and Kerecis, focusing on premium products used in specialized clinics and hospitals [10] - The commercial organizations of Advanced Wound Dressings and Kerecis are merging into a new Wound & Tissue Repair organization, led by Fertram Sigurjonsson [11][12] New Executive Leadership Team - The new ELT includes Lars Rasmussen as interim CEO and Anders Lonning-Skovgaard as CFO, along with other key executives overseeing various business units [15][19]