Medical Devices: 60%
Endoscopy: 25%
Patient Monitoring and Diagnostics: 15%

TOP 3 Markets:
USA: 40%
Germany: 20%
China: 15%

Ambu A/S generates the majority of its revenue from the medical devices sector, with a significant portion also coming from endoscopy. The USA is the largest single market for Ambu, followed by Germany and China. These markets are crucial for the company as they account for a significant portion of the total revenue. The strong presence in these countries is attributed to the high demand for innovative medical solutions and the strategic partnerships that Ambu has established in these regions.

Production sites of Ambu A/S:

Ambu A/S mainly produces its products in the following countries:

• China
• Malaysia
• Mexico

Ambu A/S strategically located its production facilities in these countries to benefit from cost advantages and proximity to key markets. These locations enable the company to produce efficiently while optimizing supply chains. China and Malaysia are particularly important for the production of disposable endoscopes and other medical devices, while Mexico plays a central role for the North American market.

Revenue Growth: 10% (estimated for 2025)
R&D Investments: 12% of revenue (2024)

Ambu A/S pursues a growth strategy that heavily relies on innovation and expansion into new markets. A key element of this strategy is increasing investments in research and development to expand the product range and leverage technological advancements.

The company plans to strengthen its market presence in Asia and North America to benefit from the increasing demand for medical disposable products. Ambu also focuses on strategic partnerships and acquisitions to solidify its market position and integrate new technologies.

Another focus is on digitizing and automating processes to achieve efficiency gains and reduce production costs. This is intended not only to improve margins but also to enhance the company's competitiveness.

Main raw materials: Plastic, electronic components, metal parts
Countries of origin: China, Germany, USA

Ambu A/S is a Danish company specializing in the production of medical devices. The production requires a variety of raw materials and materials, including plastics for disposable products, electronic components for diagnostic devices, and metal parts for various medical instruments.

China is a significant supplier of electronic components and plastics, while Germany supplies high-quality metal parts and specialized components. The USA is also an important partner, especially for advanced technologies and materials in the medical field.

This international sourcing enables Ambu to produce high-quality products while remaining competitive.

Market share in the disposable endoscopes sector: 50% (2024)

R&D investments: 12% of revenue (2024)

Ambu A/S has established itself as a leading provider in the field of disposable endoscopes, which represents a significant competitive advantage. With a market share of 50% in this segment, the company demonstrates a strong market position supported by continuous innovations and a wide range of products.

The investments in research and development, amounting to 12% of revenue, highlight Ambu's commitment to innovation. These investments enable the company to develop new technologies and enhance existing products, thereby increasing entry barriers for competitors.

Additionally, Ambu benefits from the increasing demand for disposable medical products, which are becoming increasingly popular due to hygiene regulations and cost efficiency. Together, these factors give Ambu A/S a robust competitive advantage in the medical technology industry.

Institutional Investor Share: approximately 45% (estimated for 2025)
Insider Purchases/Sales: No significant transactions known (as of 2025)

The institutional investor share in Ambu A/S is estimated to be around 45%, based on historical data and typical industry comparisons. Institutional investors play a significant role in stabilizing the stock price and providing capital for the company.

Regarding insider transactions, no significant purchases or sales are known in 2025. This may indicate that the management has confidence in the current corporate strategy or that no significant changes in ownership structure are expected.

Market share of Ambu A/S: 12% (estimated for 2025)

Top competitors and their market shares:

1. Medtronic plc - 18%
2. Boston Scientific Corporation - 15%
3. Stryker Corporation - 14%
4. Olympus Corporation - 13%
5. Ambu A/S - 12%
6. Smith & Nephew - 10%
7. Karl Storz SE & Co. KG - 8%
8. Johnson & Johnson - 6%
9. Fujifilm Holdings Corporation - 4%
10. Hoya Corporation - 3%

Ambu A/S has a significant moat due to its specialization in disposable endoscopy products, which are increasingly important in the industry. This specialization allows the company to differentiate itself from competitors who focus more on reusable products.

Major competitors like Medtronic and Boston Scientific have more comprehensive product portfolios and global distribution networks, giving them a broader moat. These companies benefit from established brands, extensive research and development resources, and strong customer relationships.

Ambu's advantage lies in its innovation and focus on specific niche markets, but this is challenged by the broader market presence and resources of larger competitors. Competition in the medical technology industry remains intense, and Ambu must continuously invest in research and development to strengthen its position and expand its moat.

Revenue Growth: 8% (2024) EBIT Margin: 12% (2024) R&D Expenses: 10% of revenue (2024)

Ambu A/S recorded a revenue growth of 8% in 2024, driven by strong demand for its medical devices and innovative solutions. The EBIT margin of 12% indicates that the company operates efficiently and is able to control its costs well while also generating profits.

Research and development expenses account for 10% of revenue, suggesting that Ambu A/S is heavily investing in innovations to expand its product range and strengthen its competitiveness. These investments could lead to new products and market share gains in the long term.

Overall, Ambu A/S demonstrates solid operational metrics and a strategic focus on growth and innovation. This could make the stock an attractive investment, especially for investors interested in long-term growth opportunities.

Dividend payment: No dividend (2025)

Ambu A/S has not paid any dividends to its shareholders in recent years. The company has focused on investing its resources in growth and expansion, especially in research and development as well as in tapping into new markets.

The reliability of dividend payment is therefore not guaranteed, as Ambu A/S currently does not pursue a dividend policy that involves regular payouts. Investors should focus on the potential for capital growth through share price increases rather than on dividend yields.