Replay and Transcript: Convatec - Barclays Conversations with the C-Suite in European Healthcare 2026

Research evidence excerpt

Replay and Transcript: Convatec - Barclays Conversations with the C-Suite in European Healthcare 2026

Equity Research

18 June 2026

Replay and Transcript

Convatec: Barclays Conversations

with the C-Suite in European

Healthcare 2026 European Medical Technology &

Services

Confidence on H2 margin ramp, independent of IMX, should Hassan Al-Wakeel, CFA

allay fears. 400bps H1:H2 gap is about right: seasonality +44 (0)20 7773 3898

hassan.al-wakeel@barclays.com

usually 200-250bps, but skewed more due to IC phasing Barclays, UK

where visibility is high. Spot implies 6% inflation next year Jonathon Unwin

($20-30m P&L hit). No reduced buffer in raised MT growth +44 (0)20 7773 0354 jonathon.unwin@barclays.com

targets. Barclays, UK

Marco Pires-Cox

+44 (0)20 3134 3421

Please see below replay information for the event held on marco.pirescox@barclays.com

Monday, 15 June 2026 at 3:00pm – 4:00pm UTC Barclays, UK

Rohit Rajan

This replay is strictly and solely for the benefit of the intended recipients. Barclays Events Terms of +91 (0) 22 6175 1698

Service and the Barclays Events Privacy Notice rohit.rajan@barclays.com

Barclays, UK

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