Carl Zeiss Meditec AG

Carl Zeiss Meditec AG engages in the development, manufacture, and marketing of medical devices. It operates through the Ophthalmic Strategic Business Unit (SBU) and Microsurgery business SBU segments. The Ophthalmic SBU segment includes intraocular lenses, surgical visualization solutions, and medical laser and diagnostic systems. The Microsurgery SBU segment offers surgical microscopes and visualization solutions for neuro, ear, nose, and throat surgery, as well as the activities in the field of intraoperative radiotherapy. The company was founded in 2002 and is headquartered in Jena, Germany.

Carl Zeiss Meditec is a high-quality MedTech company with a strong market position, low debt, and significant long-term upside potential despite current macroeconomic challenges. The company's fundamentals remain robust, with impressive free cash flow, rising shareholder equity, and a history of maintaining high margins and recurring sales. At sub-€60/share, Carl Zeiss Meditec offers an attractive buy opportunity, with forecasts indicating a significant recovery and upside between 2025 and 2028.

Carl Zeiss: Why I Am So Positive

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Carl Zeiss Meditec has seen a 30%+ decline due to earnings and margin drops, but remains a strong market leader with significant long-term upside. Despite current underperformance, the company's strategic R&D investments and growing recurring revenue position it well for future recovery and growth. The company's valuation has dipped, but I believe it offers a compelling long-term upside, with potential annualized returns of 15-30%.

Carl Zeiss: Significant Underperformance, Valuation At Multi-Year Lows

Carl Zeiss Meditec AG (OTCPK:CZMWF) Q3 2024 Results Conference Call August 6, 2024 4:30 AM ET Company Participants Sebastian Frericks - Director of Investor Relations Markus Weber - CEO & Chairman of Management Board Justus Wehmer - CFO & Member of the Management Board Conference Call Participants Oliver Reinberg - Kepler Cheuvreux Graham Doyle - UBS Dylan van Haaften - Stifel Sam England - Berenberg Falko Friedrichs - Deutsche Bank Jack Reynolds-Clark - RBC Capital Markets Davide Marchesin - Equita Oliver Metzger - ODDO BHF Alexander Galitsa - Hauck Anchal Verma - JPMorgan Richard Felton - Goldman Sachs Operator Good morning, ladies and gentlemen, and welcome to the Carl Zeiss Meditec AG Analyst Conference 9M 2023/'24 Results. [Operator Instructions].

Carl Zeiss Meditec AG (CZMWF) Q3 2024 Earnings Call Transcript

Carl Zeiss Meditec has underperformed in the medtech field, but its long-term appeal remains intact. The company reported a decline in revenue and margins in the first half of 2023/2024, mainly due to challenges in the Chinese market. Despite near-term challenges, the company's future prospects are supported by an aging population, increasing demand for eye care and surgery, and access to healthcare in emerging markets.

Carl Zeiss Meditec: Slightly Better Valuation, Still A Significant Upside

Carl Zeiss Meditec AG (OTCPK:CZMWF) Q2 2024 Earnings Conference Call May 8, 2024 4:30 AM ET Company Participants Sebastian Frericks - Head, IR Markus Weber - CEO Justus Wehmer - CFO Conference Call Participants Oliver Reinberg - Kepler Cheuvreux Oliver Metzger - ODDO BHF Graham Doyle - UBS Falko Friedrichs - Deutsche Bank Sezgi Oezener - HSBC Ed Hall - Stifel Alexander Galitsa - H&A Anchal Verma - JPMorgan Richard Felton - Goldman Sachs Samuel England - Berenberg Julien Ouaddour - Bank of America Operator Hello ladies and gentlemen and welcome to the Carl Zeiss Meditec AG Analyst Conference Call for the Six Months Results 2023/2024. At this time, all participants have been placed on a listen-only mode.

Carl Zeiss Meditec AG (CZMWF) Q2 2024 Earnings Call Transcript

ZEISS secures regulatory approvals to acquire D.O.R.C.; companies now shift focus to integration implementation, fueling world-class innovation, and driving market expansion strategy for ophthalmic medical devices and surgery.

Carl Zeiss Meditec AG Completes Acquisition of Dutch Ophthalmic Research Center (D.O.R.C.); Companies Unite to Shape Ophthalmology Market

Carl Zeiss Meditec has seen a significant increase in stock performance, up over 29% in less than 3 months. The company has shown strong top-line growth but a decline in EBIT and EBIT margin. Challenges include a decline in volume, unfavorable sales mix, and increased R&D spending. However, I view the company to still be a "BUY" here, even if one with lower appeal.

Carl Zeiss: We've Seen Outperformance, But I See More Upside Potential

Acquisition will extend the company's leadership in ophthalmic medical devices market and expands its position in the vitreo-retinal surgery segment JENA, Germany , Dec. 15, 2023 /PRNewswire/ -- Carl Zeiss Meditec AG announced today that it has entered into an agreement to acquire 100% of the shares in Dutch Ophthalmic Research Center (International) B.V. (D.O.R.C.) from the investment firm Eurazeo SE, Paris, France.

Carl Zeiss Meditec AG announces agreement to acquire Dutch Ophthalmic Research Center (D.O.R.C.)

Carl Zeiss Meditec has seen a decline in its stock price, along with other high-valued companies, due to the commoditization of premium stocks. The company has impressive products, high gross margins, and strong financial performance compared to its competitors in the Meditech and optic industry. While there are some uncertainties and challenges ahead, I believe that Carl Zeiss Meditec offers a compelling long-term investment opportunity with a potential triple-digit upside.

Carl Zeiss Meditec: Premiums Are Proven To Be Dicey In This Market

Carl Zeiss Meditech is a subsidiary of Carl Zeiss AG and manufactures tools for eye examination and medical lasers. The company has a strong financial performance with high gross and net margins. Despite being heavily focused on the German market, the company has shown solid growth and profitability. I say the company is a "Buy" Here.

Carl Zeiss Meditec: One Of The Highest Premiums I'll Accept

Carl Zeiss Meditec recorded strong order growth of 36% YoY in Q3 FY9/2022 results, highlighting strong underlying demand. Operating margins look stable at 20%, driven by an improving sales mix despite ongoing investment in R&D and marketing activities.

Carl Zeiss Meditec: Buying Opportunity For A Stable Compounding Business

Carl Zeiss Meditec AG (OTCPK:CZMWF) Q3 2022 Earnings Conference Call August 5, 2022 3:30 AM ET Company Participants Sebastian Frericks - Head of Investor Relations Markus Weber - Chief Executive Officer Justus Wehmer - Chief Financial Officer Conference Call Participants Patrick Wood - Bank of America Oliver Reinberg - Kepler Cheuvreux Graham Doyle - UBS Alexander Galitsa - H&A Falko Friedrichs - Deutsche Bank Daniel Wendorff - ODDO BHF Markus Gola - Stifel Sebastian Frericks Welcome everybody to our Nine Months Call and Q3 Call. And with me, as usual, are our CEO, Dr. Markus Weber; and our CFO, Justus Wehmer.

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