Elekta (EKTA) Investor update summary

Market trends and strategy

• Rising cancer incidence and mortality, plus shortages of skilled clinical staff, increase demand for productivity-enhancing radiotherapy; radiotherapy is relevant to 50–70% of cancer patients and often combined with other treatments.

• Strategic focus since 2020: personalization, productivity and informatics; innovation is positioned as a key driver of profitable growth.

Product innovation and portfolio

• Recent launches include Elekta Evo, Elekta ONE, Harmony, Esprit, ImagingRing, and Gamma Knife and brachytherapy upgrades, supporting adaptive workflows and existing-base upgrades.

• Unity MR-Linac offers soft-tissue contrast and real-time tumor tracking; the portfolio spans CT and MR Linacs, Gamma Knife, brachytherapy and advanced software.

• Dual CT and MR adaptive capabilities and open architecture support integration with non-Elekta devices.

Software and workflow advancements

• Elekta ONE Planning, powered by MIM, offers unified, vendor-agnostic, cloud-ready planning across Elekta and non-Elekta devices; proton treatment planning launched in November 2024.

• AI-enhanced Iris imaging, adaptive radiotherapy, workflow automation and motion management target greater precision and productivity; pelvic imaging is prioritized for Iris rollout.

• Smart Workflows and SaaS/cloud solutions support adoption, recurring revenue and customer value.