reports
- Jesper Ingildsen
ChemoMetec (Buy, TP: DKK640.00) - Solid Q3, but with mixed elements
With c26% revenue growth, Q3 was stronger than expected, with a solid beat on recurring revenue lines, although instruments fell just shy of our forecast, mainly related to new product launches that, despite a significant rise in customer validations in progress, take time. The maintained guidance implies only c5% YOY growth in Q4, but we believe management is being conservative. We reiterate our BUY and DKK640 target price.
Fortsat vækst i omsætning og driftsresultat
Fortsat vækst i omsætning og driftsresultat Periodemeddelelse for 3. kvartal 2024/25 (1. januar - 31. marts 2025) Fortsat vækst i omsætning og driftsresultat Omsætningen steg i 3. kvartal med 26% til DKK 124,2 mio. fra DKK 98,9 mio. i samme periode sidste år. Væksten var især drevet af salg af produkter knyttet til NC-platformen som følge af fremgang i aktiviteten hos kunder med igangværende kliniske forsøg og godkendte terapier. Udviklingen afspejler en fortsat fremgang i omsætningen af både instrumenter, forbrugsvarer og services. Lanceringen af de nye XcytoMatic-produkter forløber fort...
Continued growth in revenue and operating profit
Continued growth in revenue and operating profit Trading statement for Q3 2024/25 (1 January - 31 March 2025) Continued growth in revenue and operating profit Revenue was up by 26% in the third quarter of 2024/25 to DKK 124.2 million from DKK 98.9 million in the year-earlier period. Growth was driven primarily by sales of products related to the NC platform, reflecting increased activity levels for customers with ongoing clinical trials and approved therapies. The Q3 performance reflected continued growth in sales of both instruments, consumables and services. The launch of the new XcytoM...
- Jesper Ingildsen
ChemoMetec (Buy, TP: DKK640.00) - Likely solid Q3 but no pre-release
We previously expected ChemoMetec to have raised its full-year guidance ahead of the Q3 results, but assume the weaking USD and greater uncertainty from tariffs led it to refrain. We still expect a solid Q3, helped by new product launches, while in general we expect tariffs to have minimal effect on its costs, considering its location of production and high gross margin. We reiterate our BUY, but have lowered our target price to DKK640 (675).
ChemoMetec A S: 1 director
A director at ChemoMetec A S bought 865 shares at 574.030DKK and the significance rating of the trade was 52/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly ...
Notification of managers' transactions
Notification of managers' transactions ANNOUNCEMENT NO. 288 10 February 2025 Notification of managers’ transactions ChemoMetec A/S has received the enclosed notification pursuant to Article 19 of EU Regulation no. 596/2014 of transactions related to shares in ChemoMetec A/S made by persons discharging managerial responsibilities in ChemoMetec A/S and/or persons closely associated with them. See the transactions of the Chair of ChemoMetec’s Board of Directors Niels Thestrup in the attached PDF document. For further information, please contact: Kim Nicolajsen, CFOTelephone (+45) 48 13 1...
- Jesper Ingildsen
ChemoMetec (Buy, TP: DKK675.00) - Growth that counts
ChemoMetec again reported solid results, well above expectations, despite its raised guidance in January, which looks increasingly conservative. It was notably a broad-based beat, with all product segments exceeding expectations. We are especially encouraged by the continued solid rebound in Instrument sales, helped by recent product launches. Margins were also strong (especially versus consensus), suggesting robust operating leverage. We reiterate our BUY and have increased our target price to ...
1. halvår 2024/25 - Godt første halvår med vækst i både omsætning og d...
1. halvår 2024/25 - Godt første halvår med vækst i både omsætning og driftsresultat MEDDELELSE NR. 2875. februar 2025 Godt første halvår med vækst i både omsætning og driftsresultat Martin Helbo Behrens, CEO: Fremgangen er fortsat i 2. kvartal 2024/25, og i 1. halvår steg omsætningen til DKK 251,5 mio., svarende til en vækst på 26% sammenlignet med samme periode sidste år. Væksten var blandt andet drevet af enkelte større ordrer på de nye XcytoMatic-instrumenter i kølvandet på de igangsatte kundevalideringer i foråret 2024. I 1. halvår har vi samtidig fastholdt vores kommercielle fo...
Interim report 2024/25 - Solid H1 performance driven by growth in both...
Interim report 2024/25 - Solid H1 performance driven by growth in both revenue and earnings ANNOUNCEMENT NO. 2875 February 2025 Solid H1 performance driven by growth in both revenue and earnings Martin Helbo Behrens, CEO: The growth continued in the second quarter of 2024/25, and revenue for the first half of the year was up to DKK 251.5 million, a year-on-year increase of 26%. Growth was supported by a few large orders for the new XcytoMatic instruments in the wake of the customer validations initiated in the spring of 2024. Concurrently, we maintained our commercial focus in the f...
- Jesper Ingildsen
ChemoMetec (Buy, TP: DKK615.00) - Counting on more increases
Following a string of guidance increases, we expect a solid Q2 on good instrument sales momentum, driven by new product launches and recovering end markets. We believe new management’s latest guidance is still too cautious and is likely to be raised again. We reiterate our BUY and have raised our target price to DKK615 (540).
Upgrade of revenue and operating profit guidance
Upgrade of revenue and operating profit guidance ANNOUNCEMENT NO. 286 10 January 2025 Upgrade of revenue and operating profit guidance ChemoMetec sustained its positive performance in the second quarter of 2024/25 with better-than-expected sales and order intake. The positive development is supported by the strengthening of the US dollar and continuous optimisation of operating costs. Based on this, the Company now expects revenue for the 2024/25 financial year in the DKK 470-490 million range, up from DKK 460-475 million in the most recent guidance, and EBITDA in the DKK 250-260 mill...
Major shareholder announcement – AIM International Mutual Funds
Major shareholder announcement – AIM International Mutual Funds ANNOUNCEMENT NO. 287 9 December 2024 Major shareholder announcement Major shareholder announcement – AIM International Mutual Funds Pursuant to Section 30 of the Capital Markets Act, it is hereby announced that Invesco Ltd. has informed ChemoMetec A/S that AIM International Mutual Funds (Invesco International Mutual Funds) on 4 December 2024, decreased its holding of voting rights attached to shares and voting rights in ChemoMetec A/S to below 5%, and that the holding thus is below the 5 per cent limit in section...
Storaktionærmeddelelse – Invesco Ltd.
Storaktionærmeddelelse – Invesco Ltd. MEDDELELSE NR. 286 9. december 2024 Storaktionærmeddelelse Storaktionærmeddelelse – Invesco Ltd. I henhold til kapitalmarkedslovens § 30 skal det hermed oplyses, at Invesco Ltd. har meddelt ChemoMetec A/S, at Invesco Ltd. d. 4. december 2024 har nedbragt sin beholdning af stemmerettigheder tilknyttet aktier og stemmerettigheder i ChemoMetec A/S til under 5%, og besiddelsen dermed er under 5 procentgrænsen i kapitalmarkedslovens § 38. Yderligere oplysninger Martin Helbo Behrens, CEOTelefon: (+45) 48 13 10 20 Kim Nicolajsen, CFOTelefon...
Major shareholder announcement – Invesco Ltd.
Major shareholder announcement – Invesco Ltd. ANNOUNCEMENT NO. 286 9 December 2024 Major shareholder announcement Major shareholder announcement – Invesco Ltd. Pursuant to Section 30 of the Capital Markets Act, it is hereby announced that Invesco Ltd. has informed ChemoMetec A/S that Invesco Ltd. on 4 December 2024, decreased its holding of voting rights attached to shares and voting rights in ChemoMetec A/S to below 5%, and that the holding thus is below the 5 per cent limit in section 38 of the Capital Markets Act. Additional information Martin Helbo Behrens, CEOTel.: (...
Opjustering af omsætning og driftsresultat
Opjustering af omsætning og driftsresultat MEDDELELSE NR. 285 3. december 2024 Opjustering af omsætning og driftsresultat ChemoMetec har i andet kvartal af regnskabsåret 2024/25 fortsat sin positive udvikling, hvor salget og ordretilgangen har udviklet sig bedre end forventet. På baggrund heraf forventes der nu en omsætning i regnskabsåret 2024/25 på DKK 460-475 mio. mod senest udmeldt DKK 445-460 mio., og EBITDA forventes at ligge i intervallet DKK 230-240 mio. mod senest udmeldt DKK 222-230 mio. ChemoMetecs regnskab for første halvår 2024/25 forventes offentliggjort onsdag den 5. ...
Upgrade of revenue and operating profit guidance
Upgrade of revenue and operating profit guidance ANNOUNCEMENT NO. 285 3 December 2024 Upgrade of revenue and operating profit guidance ChemoMetec sustained its positive performance in the second quarter of 2024/25 with better-than-expected sales and order intake. Based on this, the Company now expects revenue for the 2024/25 financial year in the DKK 460-475 million range, up from DKK 445-460 million in the most recent guidance, and EBITDA in the DKK 230-240 million range, up from DKK 222-230 million previously. ChemoMetec’s half-year financial report for 2024/25 is scheduled to be ...
- Jesper Ingildsen
ChemoMetec (Buy, TP: DKK540.00) - More than on track
The Q1 results were much stronger than expected, even after the increased full-year guidance in October, which now already looks conservative to us. In our view, this looks like a ‘beat and raise’ strategy, and we would not be surprised to see several guidance increases as new products increasingly contribute and end-markets continue to improve, which, considering the operating leverage, could drive significant positive consensus earnings revisions. We reiterate our BUY and have raised our targe...
Indberetning af ledende medarbejderes transaktioner
Indberetning af ledende medarbejderes transaktioner MEDDELELSE NR. 284 8. november 2024 Indberetning af ledende medarbejderes transaktioner ChemoMetec A/S har i henhold til artikel 19 i forordning (EU) nr. 596/2014 modtaget nedenstående indberetning om transaktioner i ChemoMetec A/S aktier udført af personer med ledelsesansvar og/eller personer, der er nært knyttet til dem. Se indberetning af næstformand for bestyrelsen Martin Glensbjergs transaktioner i vedhæftede pdf-dokument. Yderligere oplysninger kan fås ved henvendelse til: Kim Nicolajsen, CFO Telefon: (+45) 48 13 10 20 ...
Notification of managers’ transactions
Notification of managers’ transactions ANNOUNCEMENT NO. 284 8 November 2024 Notification of managers’ transactions ChemoMetec A/S has received the enclosed notification pursuant to Article 19 of EU Regulation no. 596/2014 of transactions related to shares in ChemoMetec A/S made by persons discharging managerial responsibilities in ChemoMetec A/S and/or persons closely associated with them. See the transactions of the Vice Chair of ChemoMetec’s Board of Directors Martin Glensbjerg in the attached PDF document. For further information, please contact: Kim Nicolajsen, CFOTelephone (+45) ...
Indberetning af ledende medarbejderes transaktioner
Indberetning af ledende medarbejderes transaktioner MEDDELELSE NR. 283 8. november 2024 Indberetning af ledende medarbejderes transaktioner ChemoMetec A/S har i henhold til artikel 19 i forordning (EU) nr. 596/2014 modtaget nedenstående indberetning om transaktioner i ChemoMetec A/S aktier udført af personer med ledelsesansvar og/eller personer, der er nært knyttet til dem. Se indberetning af administrerende direktør Martin Helbo Behrens’ transaktioner i vedhæftede pdf-dokument. Yderligere oplysninger kan fås ved henvendelse til: Kim Nicolajsen, CFO Telefon: (+45) 48 13 10...
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