2026 Q3 -tulosraportti
Vain PDF
Tänään
5,00 DKK/osake
Viimeisin osinko
5,37%Tuotto/v
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 -tulosraportti 3.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 -tulosraportti 18.8. | ||
2026 Q2 -tulosraportti 12.5. | ||
2026 Q1 -tulosraportti 6.2. | ||
Vuosittainen yhtiökokous 2025 4.12.2025 | ||
2025 Q4 -tulosraportti 4.11.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·1 t sittenNice with a predominantly positive financial report. Perhaps we have seen the bottom in stock prices?
·2 t sittenIs there anyone who has a Technical analytical opinion on it now? support levels down and resistance up?
2 t sittenExecutive Summary — Coloplast after Q3 2025/26 Coloplast’s Q3 strengthens the investment case at a share price around DKK 420. The key conclusion is that the core franchise remains healthy, while Kerecis appears to be a concentrated, potentially fixable problem rather than evidence of broader deterioration. Core Coloplast is holding well. Q3 organic growth was 6%, with strong US Chronic Care momentum, Continence at 8%, Urology at 7%, and Ostomy ex-China around 7%. There is little evidence that the underlying Coloplast franchise has structurally weakened. Cash generation remains strong. 9M free cash flow increased materially and FCF/sales improved to around 20%. This supports the view that the fundamental Coloplast cash engine remains intact. Kerecis is currently the major drag. Q3 Biologics growth was -6% and EBIT margin before PPA was -5%, creating roughly a 60 bps negative impact on group EBIT-margin development versus last year. This is significant, but it also creates visible earnings recovery potential if Kerecis returns simply to positive margins. US reimbursement coverage is an important forward indicator. More than 40 million additional insured lives were added, taking Kerecis coverage to roughly 150 million Americans—an increase of roughly one-third in covered population. This does not guarantee revenue, but it represents external payer validation and materially expands the addressable reimbursable market. Because the expansion occurred at the very end of Q3, its commercial effect is largely absent from today's numbers. Gavin Wood taking temporary direct control of Wound & Tissue Repair is particularly positive. His background in wound healing makes this more than generic CEO intervention. It suggests a deliberate strategic reset around hospitals, sales productivity, clinical differentiation and resource allocation. It is reasonable to assume he has developed a specific operating hypothesis, although execution remains to be demonstrated. The Kerecis strategy is evolving. The opportunity is no longer merely “wait for reimbursement to normalise.” Management is shifting the centre of gravity toward hospitals while expanded commercial insurance coverage increases outpatient optionality. This creates two potential growth channels rather than one. There is no formal FY2026/27 guidance yet. The major next catalyst is the FY2025/26 result in November, when Wood should provide the FY27 outlook and broader strategic update. The investment case would strengthen materially if FY27 points toward group organic growth returning toward 6–8%, EBIT growth at least matching sales growth, Kerecis returning to positive growth/profitability, continued US strength and strong FCF. Valuation conclusion At approximately 18× forward earnings, Coloplast is trading near the low end of its historical valuation range after having spent many years around 30×+ earnings. The investment thesis therefore has potentially two return engines: earnings recovery + multiple normalisation. The case does not require Coloplast to return to 30–35×. Even a normalisation toward the low/mid-20s could create substantial upside if earnings continue growing. Investment conclusion At ~DKK 420, Coloplast looks high-value relative to its historical quality, provided the core franchise continues to perform and Kerecis begins stabilising during FY27. The current market price appears to discount a materially lower-quality Coloplast. Q3 increasingly suggests that the core company has not deteriorated nearly enough to justify that conclusion. The central question has therefore shifted from: “Is Coloplast structurally impaired?” to: “How quickly can Wood turn Kerecis from a 60-bps margin drag into a neutral or positive earnings contributor?” November FY27 guidance is now the decisive next valuation checkpoint.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2026 Q3 -tulosraportti
Vain PDF
Tänään
5,00 DKK/osake
Viimeisin osinko
5,37%Tuotto/v
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·1 t sittenNice with a predominantly positive financial report. Perhaps we have seen the bottom in stock prices?
- ·2 t sittenIs there anyone who has a Technical analytical opinion on it now? support levels down and resistance up?
- 2 t sittenExecutive Summary — Coloplast after Q3 2025/26 Coloplast’s Q3 strengthens the investment case at a share price around DKK 420. The key conclusion is that the core franchise remains healthy, while Kerecis appears to be a concentrated, potentially fixable problem rather than evidence of broader deterioration. Core Coloplast is holding well. Q3 organic growth was 6%, with strong US Chronic Care momentum, Continence at 8%, Urology at 7%, and Ostomy ex-China around 7%. There is little evidence that the underlying Coloplast franchise has structurally weakened. Cash generation remains strong. 9M free cash flow increased materially and FCF/sales improved to around 20%. This supports the view that the fundamental Coloplast cash engine remains intact. Kerecis is currently the major drag. Q3 Biologics growth was -6% and EBIT margin before PPA was -5%, creating roughly a 60 bps negative impact on group EBIT-margin development versus last year. This is significant, but it also creates visible earnings recovery potential if Kerecis returns simply to positive margins. US reimbursement coverage is an important forward indicator. More than 40 million additional insured lives were added, taking Kerecis coverage to roughly 150 million Americans—an increase of roughly one-third in covered population. This does not guarantee revenue, but it represents external payer validation and materially expands the addressable reimbursable market. Because the expansion occurred at the very end of Q3, its commercial effect is largely absent from today's numbers. Gavin Wood taking temporary direct control of Wound & Tissue Repair is particularly positive. His background in wound healing makes this more than generic CEO intervention. It suggests a deliberate strategic reset around hospitals, sales productivity, clinical differentiation and resource allocation. It is reasonable to assume he has developed a specific operating hypothesis, although execution remains to be demonstrated. The Kerecis strategy is evolving. The opportunity is no longer merely “wait for reimbursement to normalise.” Management is shifting the centre of gravity toward hospitals while expanded commercial insurance coverage increases outpatient optionality. This creates two potential growth channels rather than one. There is no formal FY2026/27 guidance yet. The major next catalyst is the FY2025/26 result in November, when Wood should provide the FY27 outlook and broader strategic update. The investment case would strengthen materially if FY27 points toward group organic growth returning toward 6–8%, EBIT growth at least matching sales growth, Kerecis returning to positive growth/profitability, continued US strength and strong FCF. Valuation conclusion At approximately 18× forward earnings, Coloplast is trading near the low end of its historical valuation range after having spent many years around 30×+ earnings. The investment thesis therefore has potentially two return engines: earnings recovery + multiple normalisation. The case does not require Coloplast to return to 30–35×. Even a normalisation toward the low/mid-20s could create substantial upside if earnings continue growing. Investment conclusion At ~DKK 420, Coloplast looks high-value relative to its historical quality, provided the core franchise continues to perform and Kerecis begins stabilising during FY27. The current market price appears to discount a materially lower-quality Coloplast. Q3 increasingly suggests that the core company has not deteriorated nearly enough to justify that conclusion. The central question has therefore shifted from: “Is Coloplast structurally impaired?” to: “How quickly can Wood turn Kerecis from a 60-bps margin drag into a neutral or positive earnings contributor?” November FY27 guidance is now the decisive next valuation checkpoint.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 -tulosraportti 3.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 -tulosraportti 18.8. | ||
2026 Q2 -tulosraportti 12.5. | ||
2026 Q1 -tulosraportti 6.2. | ||
Vuosittainen yhtiökokous 2025 4.12.2025 | ||
2025 Q4 -tulosraportti 4.11.2025 |
2026 Q3 -tulosraportti
Vain PDF
Tänään
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 -tulosraportti 3.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 -tulosraportti 18.8. | ||
2026 Q2 -tulosraportti 12.5. | ||
2026 Q1 -tulosraportti 6.2. | ||
Vuosittainen yhtiökokous 2025 4.12.2025 | ||
2025 Q4 -tulosraportti 4.11.2025 |
5,00 DKK/osake
Viimeisin osinko
5,37%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·1 t sittenNice with a predominantly positive financial report. Perhaps we have seen the bottom in stock prices?
- ·2 t sittenIs there anyone who has a Technical analytical opinion on it now? support levels down and resistance up?
- 2 t sittenExecutive Summary — Coloplast after Q3 2025/26 Coloplast’s Q3 strengthens the investment case at a share price around DKK 420. The key conclusion is that the core franchise remains healthy, while Kerecis appears to be a concentrated, potentially fixable problem rather than evidence of broader deterioration. Core Coloplast is holding well. Q3 organic growth was 6%, with strong US Chronic Care momentum, Continence at 8%, Urology at 7%, and Ostomy ex-China around 7%. There is little evidence that the underlying Coloplast franchise has structurally weakened. Cash generation remains strong. 9M free cash flow increased materially and FCF/sales improved to around 20%. This supports the view that the fundamental Coloplast cash engine remains intact. Kerecis is currently the major drag. Q3 Biologics growth was -6% and EBIT margin before PPA was -5%, creating roughly a 60 bps negative impact on group EBIT-margin development versus last year. This is significant, but it also creates visible earnings recovery potential if Kerecis returns simply to positive margins. US reimbursement coverage is an important forward indicator. More than 40 million additional insured lives were added, taking Kerecis coverage to roughly 150 million Americans—an increase of roughly one-third in covered population. This does not guarantee revenue, but it represents external payer validation and materially expands the addressable reimbursable market. Because the expansion occurred at the very end of Q3, its commercial effect is largely absent from today's numbers. Gavin Wood taking temporary direct control of Wound & Tissue Repair is particularly positive. His background in wound healing makes this more than generic CEO intervention. It suggests a deliberate strategic reset around hospitals, sales productivity, clinical differentiation and resource allocation. It is reasonable to assume he has developed a specific operating hypothesis, although execution remains to be demonstrated. The Kerecis strategy is evolving. The opportunity is no longer merely “wait for reimbursement to normalise.” Management is shifting the centre of gravity toward hospitals while expanded commercial insurance coverage increases outpatient optionality. This creates two potential growth channels rather than one. There is no formal FY2026/27 guidance yet. The major next catalyst is the FY2025/26 result in November, when Wood should provide the FY27 outlook and broader strategic update. The investment case would strengthen materially if FY27 points toward group organic growth returning toward 6–8%, EBIT growth at least matching sales growth, Kerecis returning to positive growth/profitability, continued US strength and strong FCF. Valuation conclusion At approximately 18× forward earnings, Coloplast is trading near the low end of its historical valuation range after having spent many years around 30×+ earnings. The investment thesis therefore has potentially two return engines: earnings recovery + multiple normalisation. The case does not require Coloplast to return to 30–35×. Even a normalisation toward the low/mid-20s could create substantial upside if earnings continue growing. Investment conclusion At ~DKK 420, Coloplast looks high-value relative to its historical quality, provided the core franchise continues to perform and Kerecis begins stabilising during FY27. The current market price appears to discount a materially lower-quality Coloplast. Q3 increasingly suggests that the core company has not deteriorated nearly enough to justify that conclusion. The central question has therefore shifted from: “Is Coloplast structurally impaired?” to: “How quickly can Wood turn Kerecis from a 60-bps margin drag into a neutral or positive earnings contributor?” November FY27 guidance is now the decisive next valuation checkpoint.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt