Global Healthcare Analyst

Tina Banerjee

Equity research analyst having 15+ years of experience, with an interest on fundamentally strong global healthcare companies. I have been helping investors to find future winners in healthcare space to grow their wealth by focusing on the strength and potential of the business models of the companies. My initiating coverage reports and pitch help investors to know ‘what to buy’, ‘why to buy’, and ‘when to buy’. My clients always remain on top of the sector with the help of my timely and detailed notes on earnings or any news update. I also provide broader view on the entire healthcare sector through periodic thematic reports.

Cochlear Ltd (COH AU): Underlying Business Strength Justifies Superior Valuation

Cochlear Ltd (COH AU): Negative Reaction Is Overdone; Performance Reversal Is Imminent

Equity Bottom-Up

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<a href="https://www.smartkarma.com/entities/cochlear-ltd" target="_blank" data-smartkarma-citation="entities:918:1" rel="noopener">Cochlear Ltd (COH AU)</a> expects to report FY26 underlying net profit of $435–460M, an 11–17% increase on FY25, up 5–11% on a comparative (cloud adjusted) basis.</li>
<li>The Nucleus Nexa System has been launched in Europe and Asia Pacific in mid-June 2025 and will be launched in the U.S. by the end of Q1FY26.</li>
<li>The company expects strong FY26 revenue growth in developed markets from the launch of the new Nucleus Nexa implant, with overall revenue and earnings growth weighted to the second half.</li>
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Cochlear Ltd (COH AU) expects to report FY26 underlying net profit of $435–460M, an 11–17% increase on FY25, up 5–11% on a comparative (cloud adjusted) basis.
The Nucleus Nexa System has been launched in Europe and Asia Pacific in mid-June 2025 and will be launched in the U.S. by the end of Q1FY26.
The company expects strong FY26 revenue growth in developed markets from the launch of the new Nucleus Nexa implant, with overall revenue and earnings growth weighted to the second half.


Cochlear Ltd (COH AU): Earnings Recovery to Continue on Nucleus Nexa Implant Launch