Elekta (EKTA) Investor update summary

Market trends and challenges

• Cancer incidence and mortality are rising globally, increasing demand for radiotherapy solutions.

• Healthcare systems face shortages of skilled clinical staff, intensifying the need for productivity-enhancing innovations.

• Radiotherapy is a core component of cancer care, applicable to 50–70% of patients and often combined with other treatments.

Product innovation and portfolio

• Recent launches include Elekta Evo, Elekta ONE software suite, and upgrades to Gamma Knife, brachytherapy, and Esprit platforms.

• AI-enhanced imaging (Iris), adaptive radiotherapy, and Unity MR-Linac with real-time tumor tracking are central to new offerings.

• The portfolio supports both new installations and upgrades, driving recurring and upgrade revenues.

• Innovations in Neuro & Brachytherapy, such as ImagingRing, are driving global adoption and upgrades.

• Product mix improvements and software growth are set to increase value and revenue per customer.

Software and workflow advancements

• Elekta ONE Planning, powered by MIM, offers a unified, vendor-agnostic, cloud-ready treatment planning environment.

• Smart Workflows, SaaS/cloud solutions, and new planning capabilities for proton therapy are accelerating adoption and recurring revenue.

• Adaptive radiotherapy reduces treatment uncertainty, enabling fewer fractions and higher productivity.

• Elekta ONE supports both Elekta and non-Elekta devices, facilitating complex workflows.

• Elevated R&D investments target workflow automation, imaging, motion management, and next-gen platforms.