Release Date: February 27, 2025
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
Q: Can you provide more context on the gross margin outlook for the second half and into FY26? A: (Unidentified_2) We achieved operational efficiencies in the first half and expect more, but full efficiencies will likely be realized next financial year. We aim to maintain or improve margins in the next six months and beyond.
Q: How does the increase in European business unit sales impact future margins? A: (Unidentified_1) The European market is significant for dental products, and with no amalgam sales there, margins are expected to increase as the mix shifts towards higher-margin products.
Q: What is the outlook for the whitening segment, and how does the competitive landscape look in Australia and the US? A: (Unidentified_1) Our new packaging is high quality and should boost sales. In the US, we are number one through distribution, which is significant given the competitive market. We have a strong market share in Australia.
Q: How is Stella performing, and what is its potential to replace amalgam sales? A: (Unidentified_1) Stella is a key product for us, replacing amalgam sales and targeting the broader market for back teeth fillings. We are seeing positive feedback and growth, with significant potential as we expand its market presence.
Q: Can you elaborate on the cost management and promotional spending plans? A: (Unidentified_1) As sales increase, we will invest more in promotions, but we are managing expenses carefully. We focus on efficient allocation of resources and leverage distributor relationships for product launches.
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
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