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Convatec Group PLC (CNVVY) Analyst/Investor Day Transcript

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Convatec Group PLC (CNVVY) Analyst/Investor Day April 9, 2026 9:00 AM EDT

Company Participants

David Phillips
Jonathan Mason – CEO & Director
Tanja Dormels – President & COO of Advanced Wound Care
Bruno Pinheiro – President & COO of Ostomy Care
Mark Jassey – President & COO of Continence Care & Home Services Group
Kjersti Grimsrud – President & COO of Infusion Care
Divakar Ramakrishnan – Executive VP, Chief Technology Officer and Head of Research & Development
Fiona Ryder – Group Financial Controller, CFO & Director

Conference Call Participants

Kane Slutzkin – Deutsche Bank AG, Research Division
Aisyah Noor – Morgan Stanley, Research Division
Veronika Dubajova – Citigroup Inc., Research Division
David Adlington – JPMorgan Chase & Co, Research Division
Richard Felton – Goldman Sachs Group, Inc., Research Division
Susannah Ludwig – Bernstein Institutional Services LLC, Research Division
Sebastien Jantet – Panmure Liberum Limited, Research Division
Christian Glennie – Stifel, Nicolaus & Company, Incorporated, Research Division
Beatrice Fairbairn – Joh. Berenberg, Gossler & Co. KG, Research Division

Presentation

David Phillips

Good afternoon. Welcome. I’m David Phillips, Head of Investor Relations here at Convatec. Can I just set some quick housekeeping rules for the day? And can I please ask that you switch your phones off or put them on silent. In 30 minutes, we will split into 4 groups for the category breakout sessions, which are across the corridor. This will bring the best of Convatec to life. Prerecorded videos of these — some of the presentations are online for those who are watching on the webcast. To enable us to keep the time today, we would respectfully ask if you keep your questions until the end. We’ve got ample time and then all of the presenters and guests will be in the atrium and able to speak. We now have a very short video to introduce Accelerate, and then Jonny will begin. So thank you very much and lights out.

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