Straumann 2026年第二季度财报电话会议核心内容

发布时间：2026-08-20 一、AI总结内容 一、核心要点 1. Straumann集团2026年第二季度营收7.07亿瑞士法郎，同比增长8.5%；上半年营收14亿瑞士法郎，有机增长7.8%。2. 上半年核心EBIT利润率25.7%（按2025年固定汇率为26.9%），同比提升约90个基点，运营效率提升贡献显著。3. 数字化解决方案表现突出，口内扫描仪组合（含CEREC X3、ELEMENT S等）实现两位数增长，活跃连接用户基数同步扩张，构建数字生态系统；ClearCorrect转型推进，AI工具提升病例转化效率，成本优化持续推进。4. 各区域增长分化：EMEA（第二季度有机增长8.6%）、北美（8.4%）、拉美（11.8%）增长强劲，亚太（7.4%）改善，中国患者流量逐步恢复，VDP 2.0落地或延迟至2027年初。 二、战略与规划 1. 推进Perform & Transform战略：核心种植体业务维持全球领导地位，通过IXL、Neo等品牌扩大市场份额；新兴业务（隐形矫正、数字设备等）快速拓展，利用连接平台整合产品与服务。2. 资本分配：以内部投资、平衡资产负债表、维持派息为核心， capex进入低周期，重点投入创新、 go-to-market及人才建设。3. 2026年全年展望维持升级后目标：有机营收个位数增长，核心EBIT利润率提升140-170个基点（按2025年固定汇率）。三、Q&A关键信息 1. CEO过渡：现任CEO Guillaume Daniello将于2026年底离任，Christopher将接任，其拥有多职能、多区域经验，支持2030年中期目标。2. 中国市场：多品牌布局（Straumann、Medentika、Neo）优势明显，本地制造提升成本与韧性，VDP 2.0落地前无明显订单变化，预计随政策落地逐步增长。3. 汇率影响：2026年全年或带来80-100个基点的EBIT利润率负面影响。4. 北美增长：高端种植体与数字化解决方案（CEREC系列）支撑增长，预计下半年高个位数增长。 二、音频原文（转写） Ladies and gentlemen, welcome to the Straumann Group Healthier 2026 Results Conference Call andLive Webcast. I would like to remind you that all participants have been listed on the mode andthe conference has been recorded. The presentations will be followed by a Q&A session. You can register for questions at any time addressing Sta r and one on your telephone. For operator assistance, please press Star and 0. The conference must not be recorded for publication or At this time, it is my pleasure to hand over to GuillaumeDaniello, CEO. Please go ahead, sir. Thank you,and good morning or afternoon to all of you. Thank you for attending this conference call on theSforman Group's I fear 2026 results. Before webegin, let me address the leadership transitionwe announced this morning. After almost 20 yearswith the company, I will conclude my 7-year, 10-year CEO of the Sforman Group. by year over year. I have planned it actually for quite some time. And I genuinely believe. It is a very good moment. for a smooth leadership transition. The company is in a strong position with a clear vision. strong strategy, which is delivering resultsmany opportunities ahead. and more importantly,a high performing management team oil position for the next chapter. Therefore, I'm sincerely very pleased about Christopher, now by his appointment. And I'm looking forward to supporting himwith a smooth and efficient handle. But for thefindings. I'm fully focused on closing the yearstrong. meaning that you will still have the pleasure of hearing from you again. for the q threereasons. and now Let's move on. to talk about our high fuel vehicles. Please take note of the disclaimer in our media release and on Slide 2. during this conference call We are going to referto the presentation slides that were publishedon our website this morning. As usual. The discussion will include some forward-looking statements. As shown on Slide 3, I will start with the performance 后背贴。 This event will then cover the financial detailsand afterwards I will share strategic updates.and our outlook. who we have seen. to answer your questions at the end of the presentation. Thenlet's move directly to Slide 5. I'm very please d to present our results for the first half of 2026. the excellent second quarter performance continued market share gains and meaningful marginprogress Let us do a greater profitability outlook in June. We delivered revenue of 707 millionSwiss francs in the second quarter. corresponding to a normally growth of eight point five percent and reported growth of 5.9% in Swiss francs.This brought I fear revenue to around 1.4 billion Swiss francs representing organic growth of 7.8% or two point three in swiss firm. Yes, generation from the first to the second quarter is important. It shows the pace we've drilled throughthe first half. with every region contributingand macro markets. performing particularly well.The measures we introduced to improve profitability are also delivering significant improvements. Our core EBIT margin reached 26.9% at constant 2025 exchange rates for 25.7% including currency effects. Digital solutions were another key contributor. our employee scanner portfolio. ledby 7063. grew at double teaching rate. This strong adoption is expanding our active common access user base at also a double digit rate and in turn driving further growth across software and consumables. This strategy expanding connected base of users is strengthening our digital ecosystem and creating a platform for future growth across implantology, orthodontics and prosthetics.In implantology, IXL continued to deliver customer conversions and new account wins, while Nieuthan further expanded its global reach. ClearCorrect also continued to make fast progress with its transformation, and very importantly, we aretranslating this dynamic growth into higher profitability. Manufacturing productivity and supplychain optimization are lowering our cost base,while discipline In OpEx Management is creatingfurther operational leverage. Isabend will explain the drivers in more detail in a momen