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Sandoz Group
Sandoz Group (SDZ) investor relations material
Sandoz Group 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.44th Annual J.P. Morgan Healthcare Conference summary13 Jan, 2026
Strategic vision and market positioning
Focused on pioneering patient access, leveraging a purpose-built, global, and people-driven model, with empowered teams of 23,000+ employees and a presence in over 100 countries.
Maintains status as the only pure-play generics and biosimilars company of scale, distributing 1,300 products globally.
Completed spinoff in October 2023, investing €175 million in new facilities in Austria and Germany, and began construction of a biosimilars center in Slovenia.
Achieved significant milestones as an independent company, including new facilities, product launches, and strategic acquisitions.
Entered first U.S. private label partnership and expanded commercial reach in early 2024.
Financial performance and growth drivers
Achieved $10.4 billion in net sales in 2024, with double-digit biosimilars growth and a net debt to core EBITDA ratio below 2x.
Holds the number one global position in biosimilars, with 27 assets in development and over 400 generic assets targeting $220 billion in originator sales.
Targets mid-single digit net sales growth and core EBITDA margin of 24–26% for FY 2025, with further margin expansion to 30–40% in the mid-term.
Europe remains a cornerstone, representing an $85 billion market growing at 8.5%.
GLP-1s identified as a long-term opportunity, with launches planned in Canada and Brazil near-term, early markets from 2026, and major launches in Europe and the U.S. from 2031.
Pipeline, innovation, and manufacturing
Multiple successful biosimilar launches in 2025, including Pyzchiva, Tyruko, Wyost, Jubbonti, and first denosumab biosimilar in the US, with further launches planned.
Pipeline includes major immunology and oncology biosimilars, with nine new assets disclosed, several in regulatory review, and six major launches planned for 2025.
Significant investments in European biosimilar manufacturing, including a hub in Slovenia and acquisition of Just - Evotec Biologics, enhancing capacity and technology.
Vertically integrated production and future-proofed facilities provide flexibility and cost advantages.
New sites expected to be operational by end of 2028, supporting margin improvement post-2028.
Sandoz's strategy for the biosimilar void
New manufacturing's impact on post-2028 margins
Sandoz's long-term GLP-1 market approach
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Next Sandoz Group earnings date
Q4 20254 Mar, 2026
Sandoz Group
Next Sandoz Group earnings date
Q4 20254 Mar, 2026
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Frequently asked questions
Sandoz Group AG is a swiss pharmaceutical company focusing on the development, manufacture, and marketing of generic pharmaceuticals and biosimilars.Sandoz operates in two primary segments: generics, which include drugs that are structurally equivalent to original drugs whose patents have expired, and biosimilars, which, unlike generics, are slightly different from other approved reference biologics but have no clinically significant differences. With a global footprint, Sandoz engages in the healthcare technology field by buying and selling intellectual property and other assets related to generics and biosimilar drugs, both domestically and internationally. The company is headquartered in Rotkreuz, Switzerland, and its shares are listed on the SIX Swiss Exchange.
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