Revenue distribution by sectors:

• Wound care: 40%
• Ostomy care: 30%
• Continence and critical care: 20%
• Infusion devices: 10%

TOP 3 markets and their percentage shares:

• USA: 45%
• Europe: 30%
• Asia-Pacific: 15%

Convatec Group PLC generates the majority of its revenue from wound care, followed by ostomy care. The USA is the largest market for the company, driven by high demand for medical products and Convatec's strong presence in this market.

Europe and the Asia-Pacific region are also significant markets, with Europe being important due to established healthcare systems and Asia-Pacific due to the growing need for healthcare solutions in emerging markets.

Production Sites:

• United Kingdom
• Mexico
• Denmark
• Slovakia

Convatec Group PLC produces its products at several international locations. This strategic distribution enables the company to efficiently respond to global demand and optimize logistics costs.

The production facilities in the United Kingdom and Mexico are particularly important for serving the European and American markets. Denmark and Slovakia complement the network with specialized production capacities.

Revenue Growth: Estimated 8-10% annually (2025)

Convatec Group PLC pursues a growth strategy based on innovation, geographic expansion, and operational efficiency.

The company heavily invests in research and development to develop innovative products in the field of wound care, ostomy care, continence and critical care, as well as infusion devices. This focus on product innovation is intended to strengthen the existing product portfolio and tap into new market segments.

Furthermore, Convatec plans to expand its presence in emerging markets. These markets offer significant growth opportunities due to increasing healthcare spending and an aging population.

Another strategic focus is on improving operational efficiency through cost reduction measures and process optimizations. This is intended to increase profitability and enhance the company's competitiveness.

Main raw materials: Silicone, Polyurethane, Hydrocolloid

Main supplying countries: USA, China, Germany

Convatec Group PLC is a leading company in the manufacturing of medical products, especially in the field of wound care, ostomy care, and infusion technology. The main raw materials imported by the company include silicone, polyurethane, and hydrocolloid, which are essential for the production of their products.

The USA is a significant supplier of medical silicones used in the manufacturing of wound dressings and ostomy care products. China supplies a variety of plastics, including polyurethane, which is used in the production of flexible and durable medical products. Germany is known for its high-quality hydrocolloid materials widely used in wound care.

These supply chains are crucial for maintaining Convatec's production capacities and reflect the global interconnectedness of medical material supply.

Market share in wound care: 20% (2024, estimate) EBITDA margin: 22% (2024) R&D expenses: 5% of revenue (2024)

Convatec Group PLC has a significant competitive advantage in the field of medical products, especially in wound care, where the company holds an estimated market share of 20%. This strong market position is supported by continuous investments in research and development, which account for about 5% of revenue.

The EBITDA margin of 22% demonstrates the company's efficiency in cost structure and its ability to operate profitably. Convatec also benefits from a wide range of products and a global presence, enabling it to address different market needs and compete against rivals.

Furthermore, continuous innovation, especially in specialized medical solutions, enhances the company's long-term competitiveness.

Institutional Investor Share: approximately 70% (2025, estimated)

Insider Purchases/Sales: No significant transactions in the last quarter (2025, estimated)

The institutional investor share in Convatec Group PLC is around 70%, indicating a strong trust from institutional investors in the company. These investors include large investment funds, pension funds, and other institutional investors who prefer long-term holdings.

There were no significant insider transactions in the last quarter, suggesting that the management and other insiders have not made any significant changes to their holdings. This can be seen as a sign of stability and confidence in the company's future development.

Market share of Convatec Group PLC: Estimated 8% (2025)

Top competitors and their market shares:

1. Johnson & Johnson (MedTech division): 15%
2. Medtronic: 14%
3. Abbott Laboratories: 12%
4. Stryker Corporation: 10%
5. Baxter International: 9%
6. Convatec Group PLC: 8%
7. Coloplast: 7%
8. Smith & Nephew: 6%
9. B. Braun Melsungen: 5%
10. Boston Scientific: 4%

Convatec Group PLC is a significant player in the field of medical technologies, especially in the segments of ostomy care, wound care, infusion devices, and intensive care. Convatec's market share is approximately 8%, making them one of the larger companies in this sector, but behind industry leaders like Johnson & Johnson and Medtronic.

Convatec's moat is based on their specialization and innovation in the aforementioned areas. They have gained a competitive advantage through specialized products and a strong brand presence. However, compared to larger competitors like Johnson & Johnson and Medtronic, this moat is less pronounced as these companies have more extensive product portfolios and greater financial resources.

Competitors often have the advantage of a broader range of offerings and a stronger global presence, giving them a more robust moat. Nevertheless, Convatec remains competitive through their focus on niche markets and continuous innovation.

Revenue Growth: 8.5% (2024) EBITDA Margin: 24.2% (2024) R&D Expenses: 5.1% of Revenue (2024)

Convatec Group PLC recorded a revenue growth of 8.5% in 2024, indicating strong demand for its medical products and services. The EBITDA margin of 24.2% demonstrates solid operational efficiency and the ability to manage costs effectively.

The company continues to invest in research and development, with expenses amounting to 5.1% of revenue, signaling a strategic focus on innovation and product development. These investments could help Convatec remain competitive in the future and capitalize on new market opportunities.

Overall, the financial performance and strategic direction suggest a positive outlook, potentially making Convatec a good investment, especially for investors interested in long-term growth.

Dividend Yield: 2.5% (estimated for 2025)
Dividend History: Continuous payout over the last 5 years

Convatec Group PLC has regularly distributed dividends in recent years, indicating a certain level of reliability. The current dividend yield is approximately 2.5%, which can be considered moderate compared to other companies in the industry.

The stability of dividend payments is supported by the company's solid financial performance. Convatec has consistently increased its revenues and profits in recent years, enabling a sustainable dividend policy. Analysts believe that the company will continue to be able to pay dividends in the future, provided that no significant negative market changes occur.