Carl Zeiss Meditec AG Q4 2024 Earnings Call Transcript - Thomson StreetEvents

Carl Zeiss Meditec AG Q4 2024 Earnings Call Transcript

Carl Zeiss Meditec AG Q4 2024 Earnings Call Transcript - Thomson StreetEvents
Carl Zeiss Meditec AG Q4 2024 Earnings Call Transcript
Published Dec 11, 2024
23 pages (15885 words) — Published Dec 11, 2024
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Abstract:

Edited Transcript of AFXG.DE earnings conference call or presentation 11-Dec-24 9:00am GMT

  
Brief Excerpt:

...Good morning, everybody. Thank you for joining us here in Berlin for our annual results conference for the fiscal year '23, '24. I'm Sebastian, I'm the Head of Investor Relations. Thanks everybody for coming here from different regions of the world for our analyst and shareholder base, we really appreciate spending this conference with you. Quick organizational comments and then we can go into the presentation Maybe the Wi-Fi first because the Wi-Fi from the guest rooms for those who have stayed in the hotel is quite bad down here. So please use this one in the meeting room, and the password is conferences 2023. On today's agenda, we are planning to spend a maximum of 90 minutes or so on the results presentation and Q&A, together with our Board of management who will present to you very shortly, and then we'll have a lunch break, and after that, we'll take you a little bit afternoon, we take you to the Carl Zeiss's (inaudible) facilities in Charlottenburg, which is I think 15, 20 minutes...

  
Report Type:

Transcript

Source:
Company:
Carl Zeiss Meditec AG
Ticker
AFXG.DE
Time
9:00am GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Falko Friedrichs - Deutsche Bank AG - Analyst : Okay, thank you. Good morning, Falko Friedrichs, Deutsche Bank. My first question is on your guidance for fiscal '24 and '25, specifically on the margin. Considering that you expect a growing top line, you have a pretty weak comp right? You had the censurability destocking last year, plus you've identified further cost savings. Why don't you expect a little bit more margin expansion potential? My second question is whether you can add a little bit more color on the order intake growth in Q4? Specifically, you spoke about the stabilization in microsurgery, what does that mean in numbers? And you've also touched on this weakening order trend in Europe. Maybe you could add a little bit more color there as well. Thank you.


Question: Falko Friedrichs - Deutsche Bank AG - Analyst : If I could please. Thank you. Just two clarification questions. So you said in Q1, you were expecting sales and earnings to decline. Is that statement excluding DOR or including DORC?


Question: Falko Friedrichs - Deutsche Bank AG - Analyst : And then the second quick one to understand your comment on the contribution from your products correctly. So this lower double digit million potential, was that referring to fiscal year '25? And would that happen if sort of the products launch in line with your expectations and the end markets are okay? Is that what you meant with it? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. DECEMBER 11, 2024 / 9:00AM, AFXG.DE - Q4 2024 Carl Zeiss Meditec AG Earnings Call


Question: Falko Friedrichs - Deutsche Bank AG - Analyst : On the new KINEVO.


Question: Falko Friedrichs - Deutsche Bank AG - Analyst : Thank you.

Table Of Contents

Carl Zeiss Meditec AG Q4 2025 Earnings Call Transcript – 2025-12-11 – US$ 54.00 – Edited Transcript of AFXG.DE earnings conference call or presentation 11-Dec-25 6:00am GMT

Carl Zeiss Meditec AG Q3 2025 Earnings Call Transcript – 2025-08-07 – US$ 54.00 – Edited Transcript of AFXG.DE earnings conference call or presentation 7-Aug-25 5:00am GMT

Carl Zeiss Meditec AG Q2 2025 Earnings Call Transcript – 2025-05-13 – US$ 54.00 – Edited Transcript of AFXG.DE earnings conference call or presentation 13-May-25 5:00am GMT

Carl Zeiss Meditec AG Q1 2025 Earnings Call Transcript – 2025-02-12 – US$ 54.00 – Edited Transcript of AFXG.DE earnings conference call or presentation 12-Feb-25 9:00am GMT

Carl Zeiss Meditec AG Q3 2024 Earnings Call Transcript – 2024-08-06 – US$ 54.00 – Edited Transcript of AFXG.DE earnings conference call or presentation 6-Aug-24 10:59am GMT

Carl Zeiss Meditec AG Q3 2023 Earnings Call Transcript – 2023-08-04 – US$ 54.00 – Edited Transcript of AFXG.DE earnings conference call or presentation 4-Aug-23 7:30am GMT

Carl Zeiss Meditec AG Q2 2023 Earnings Call Transcript – 2023-05-09 – US$ 54.00 – Edited Transcript of AFXG.DE earnings conference call or presentation 9-May-23 7:30am GMT

Carl Zeiss Meditec AG Q1 2023 Earnings Call Transcript – 2023-02-10 – US$ 54.00 – Edited Transcript of AFXG.DE earnings conference call or presentation 10-Feb-23 8:30am GMT

Carl Zeiss Meditec AG Q4 2022 Earnings Call Transcript – 2022-12-09 – US$ 54.00 – Edited Transcript of AFXG.DE earnings conference call or presentation 9-Dec-22 9:00am GMT

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MLA:
Thomson StreetEvents. "Carl Zeiss Meditec AG Q4 2024 Earnings Call Transcript" Dec 11, 2024. Alacra Store. Nov 06, 2026. <http://www.alacrastore.com/thomson-streetevents-transcripts/Q4-2024-Carl-Zeiss-Meditec-AG-Earnings-Call-T16199257>
  
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Thomson StreetEvents. (2024). Carl Zeiss Meditec AG Q4 2024 Earnings Call Transcript Dec 11, 2024. New York, NY: Alacra Store. Retrieved Nov 06, 2026 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Q4-2024-Carl-Zeiss-Meditec-AG-Earnings-Call-T16199257>
  
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