Coloplast har fået ny direktør. Nu kommer en nedjustering.
Coloplast A/S - Coloplast revises financial guidance for FY 2025/26 to reflect reduced growth outlook for Kerecis
https://tools.euroland.com/tools/PressReleases/GetPressRelease/?ID=7947562&lang=en-GB&companycode=services
"The Group organic growth is now expected to be 5-6%, from previously around 7%. The EBIT growth in constant currencies before special items is now expected to be around 5%, from previously around 7%. Return on invested capital after tax before special items is now expected around 15%."
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Impact4 long-term financial ambition towards 2030 maintained
- Organic revenue growth of 7-8% (5-year CAGR until FY 2029/30).
- EBIT growth in constant currencies, before special items in line with or above revenue growth over the period.
- ROIC after tax before special items of more than 20% in FY 2029/30.
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Det er måske ikke specielt prangende tal, men ift markedsværdien, så er det for mit vedkommende acceptabelt.
Coloplast A/S - Coloplast revises financial guidance for FY 2025/26 to reflect reduced growth outlook for Kerecis
https://tools.euroland.com/tools/PressReleases/GetPressRelease/?ID=7947562&lang=en-GB&companycode=services
"The Group organic growth is now expected to be 5-6%, from previously around 7%. The EBIT growth in constant currencies before special items is now expected to be around 5%, from previously around 7%. Return on invested capital after tax before special items is now expected around 15%."
"
Impact4 long-term financial ambition towards 2030 maintained
- Organic revenue growth of 7-8% (5-year CAGR until FY 2029/30).
- EBIT growth in constant currencies, before special items in line with or above revenue growth over the period.
- ROIC after tax before special items of more than 20% in FY 2029/30.
"
Det er måske ikke specielt prangende tal, men ift markedsværdien, så er det for mit vedkommende acceptabelt.
Investorerne har lidt hårdt under nedturen. Prisfastsættelsen har formentlig ikke været lavere de seneste 20 år, men samtidig har nedturen for ROIC været meget betydelig og smertelig. Investorerne tvivler på 1)ROIC i 2030 målsætning, 2)Er nervøse for at Kerecis har været 9 mia.+ køb af Goodwill og 3)20 % ROIC i 2030 er alt i alt for lavt og derudover fremtidsvisioner. - Hilsen Per
