Replay and Transcript: Smith & Nephew - Barclays Conversations with the C-Suite in European Healthcare 2026

Research evidence excerpt

Replay and Transcript: Smith & Nephew - Barclays Conversations with the C-Suite in European Healthcare 2026

Equity Research

22 June 2026

Replay and Transcript

Smith & Nephew: Barclays

Conversations with the C-Suite in

European Healthcare 2026 European Medical Technology &

Services

CEO detailed a "tricky" period in H2 to deliver on ramp. Hassan Al-Wakeel, CFA

Contingency in MT guide, though not as much as they would +44 (0)20 7773 3898

hassan.al-wakeel@barclays.com

like. US ortho vol share not as far behind vs value given Barclays, UK

underindexation in cementless, to improve with Landmark. Jonathon Unwin

We continue to see downside risk to guidance in 26 and +44 (0)20 7773 0354 jonathon.unwin@barclays.com

beyond. Barclays, UK

Marco Pires-Cox

+44 (0)20 3134 3421

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

Friday, 19 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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