bullish
Coloplast (COLOB DC): Adds Another Chronic Business Vertical; Recovering Base Business
175 Views15 Nov 2021 17:28
SUMMARY
- Coloplast A/S (COLOB DC) is the global leader for ostomy and continence care, with 40% market share. It commands highly predictable revenue stream, with an industry leading margin of 30%+.
- Coloplast’s €2 billion acquisition of Atos Medical, with its attractive growth profile and margin structure, represents a new long-term growth opportunity amid an underpenetrated market.
- Coloplast is seeing a recovery in its chronic care business, with growth in new patients in ostomy care is back to pre-COVID levels. Elective procedures are also resuming across regions.
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