Ambu reaffirmed its long-term growth strategy focused on expanding single-use endoscopy, highlighting strong clinical adoption, improving hospital economics, and ongoing technology innovation at the J.P. Morgan Healthcare Conference in San Francisco. The company outlined how efficiency-driven procurement and platform standardisation are accelerating the shift away from reusable endoscopy systems across care settings.
Bronchoscopy remains Ambu’s most established and commercially important segment, with management indicating that clinicians now use single-use bronchoscopes in around 70% of procedures. This level of penetration reflects how disposable bronchoscopes have transitioned from niche or emergency tools into routine clinical practice. According to the company, adoption has been driven primarily by workflow efficiency, as single-use devices eliminate reprocessing requirements, reduce turnaround times, and minimise contamination risk, enabling hospitals to optimise staff utilisation and procedural throughput.
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Economic considerations are increasingly reinforcing this shift. Ambu noted that single-use bronchoscopes can offer a favourable total cost of ownership by reducing capital expenditure, reprocessing infrastructure, and associated labour costs. As hospital systems face ongoing staffing shortages and cost pressures, these economic benefits are becoming more central to purchasing decisions. Improvements in image quality have further strengthened clinician confidence, narrowing the historical performance gap with reusable systems and supporting broader adoption across routine procedures.
While bronchoscopy remains Ambu’s core growth engine, the company also highlighted gastroenterology as a longer-term opportunity. Although GI is currently the smallest endoscopy segment in its portfolio, management expects penetration to increase as hospitals grow more comfortable using single-use solutions in complex workflows. This strategy is supported by Ambu’s single-platform approach, which simplifies procurement, training, and integration and aligns with broader trends toward vendor consolidation and technology standardisation.
From a financial standpoint, Ambu emphasised that increasing sales volumes are positioning the company as one of the most cost-efficient manufacturers in the single-use endoscopy market. This scale advantage supports competitive pricing while also underpinning expectations for margin expansion as volumes grow. The company projects overall revenue growth at a compound annual growth rate (CAGR) of 11–13% through 2030, with the endoscopy segment expected to grow faster, at a CAGR of 15–20%. Operating margins are anticipated to trend toward 20% over the longer term as manufacturing efficiencies improve and operating leverage increases.
Graysen Vigneux, Medical Analyst at GlobalData, commented: “Ambu’s expansion into ureteroscopy and video laryngoscopy highlights the transferability of its value proposition across procedural areas. The consistent demand for efficiency, reliability, and high-quality visualisation suggests meaningful cross-portfolio adoption potential.”
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By GlobalDataAs healthcare providers continue to balance cost containment, staffing pressures, and workflow optimisation, Ambu’s expanding single-use endoscopy portfolio positions the company to capture sustained growth from the ongoing transition away from reusable systems, supported by both favourable market dynamics and internal execution.
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