Europe constitutes its biggest market with 63% of sales, while 22% of sales are in North America and 15% in the rest of the world. The company's new Impact4 strategy sets an ambitious goal with organic revenue CAGR of 7-8% until FY 2029/30.
Cyborg Score Rationale
Coloplast has a trailing 12-month revenue of $4.12B with consistent organic growth. The company operates in a defensible market with recurring revenue streams from consumable medical products serving chronic care patients, though facing some execution challenges.
Top Insights
Dominant market position in ostomy care and continence products with high switching costs driving recurring revenue patterns
Consistent 7% organic growth delivered in FY 2024/25 with 28% EBIT margins indicating strong operational efficiency
Geographic expansion and emerging market penetration targeting 7-8% CAGR growth through Impact4 strategy
Stock trading at significant discount to valuation estimates with near-term execution risks from CEO transition and organizational restructuring
Named Competitors
Smith & Nephew Medical Devices — Medical devices and advanced wound management
ConvaTec Ostomy Products — Ostomy care and continence management devices
Hollister Incorporated — Ostomy and continence care solutions
Recent Developments
(December 2025) Interim CEO Lars Rasmussen stepped down from Board at Annual General Meeting following leadership transition
(November 2025) Published FY 2024/25 annual report showing 7% organic growth and 28% EBIT margin with continued momentum
(August 2025) Changes announced to Executive Leadership Team affecting Interventional Urology business and organizational structure
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