Tecan Group (TECN) investor relations material

Strategic positioning and transformation

• Holds a leadership position in laboratory automation, especially liquid handling, with strong brand recognition and customer relationships.

• Launched the Rewired transformation program to future-proof operations and consistently outperform market trends.

• Focuses on attractive growth markets, leveraging AI and automation as essential tools for customers.

• CEO brings over 25 years of industry experience and emphasizes leveraging company strengths for growth.

AI partnerships and digital innovation

• Formed two distinct AI partnerships in 2026: with NVIDIA to enhance Introspect tool using agentic AI, and with Anthropic to support the Model Hardware Standard (MHS) for lab automation.

• NVIDIA partnership enables predictive monitoring and smarter fleet management for lab instruments.

• Anthropic collaboration aims to standardize communication between lab instruments and AI, accelerating the path to autonomous labs.

• Considering new commercial models, including potential software subscriptions for AI-enabled features.

Market trends and business performance

• Biopharma segment shows strong recovery with high single-digit growth, especially in instruments.

• Diagnostics grew mid-single digits, supported by both life sciences and partnering segments.

• Academic and government markets remain weak, with double-digit declines and cautious customer spending.

• Asia, particularly Japan, Korea, and Australia, was a key growth driver in the first half of 2026.