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

研报英文原文证据摘录

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

Watch

This transcript/recording is provided in an unedited format. Barclays is not responsible for the

recording quality or any transcription errors or omissions.

View Transcript

Appearances by Third-Party Speakers: Any views or opinions expressed by third-party speakers

during this event are solely those of the speaker and do not represent the views or opinions of

Barclays. Barclays is not responsible for, and makes no warranties whatsoever as to, the

information or opinions contained in any written, electronic, audio or video presentations by any

third-party speakers at the event (“Third-Party Content”). Any such Third-Party Content has not