DKSH (DKSH) investor relations material

Transaction and financial terms

• Agreement to acquire 100% of NewBridge for an enterprise value of USD 390 million; fully debt-funded.

• NewBridge expected to generate ~USD 385 million in 2027 net sales, with a high-single-digit EBITDA margin; valuation described as a low double-digit EBITDA multiple.

• Expected to be accretive to net sales growth, Core EBIT margin and EPS from closing; progressive dividend policy remains unchanged.

• Debt funding is intended to preserve capacity for further M&A; pro forma leverage expected near 1x at closing, with ~1.5x acquisition headroom against a 2x–2.5x leverage appetite.

Deal rationale and strategic fit

• Expands Healthcare beyond Asia Pacific into MENA, responding to demand for commercial outsourcing in structurally attractive markets and advancing a multi-regional platform.

• Combined footprint grows from 17 to 31 markets, linking Asia Pacific and MENA with no geographic overlap.

• Adds specialty and rare-disease expertise, broadening support for biopharmaceutical companies across geographies and therapeutic areas.

• Higher-value acquisition aligns with an accelerated M&A strategy and supports further healthcare growth.

NewBridge profile

• Dubai-headquartered platform established in 2010, operating across 14 MENA markets and serving a region of 350 million people; Saudi Arabia and the UAE are key markets.

• More than 300 employees, 27 partners and 60 commercialized brands, supported by long-standing pharmaceutical relationships.

• Portfolio spans oncology, neurology, immunology, gastroenterology and rare diseases; capabilities include market access, medical affairs, sales and scientific partnerships.

• Light-touch model uses local sub-distributors and focuses on regulatory access and commercialization services.