Fresenius (FRE) Berenberg Seminar presentation summary

Company mission and vision

• Mission centers on saving and improving lives with affordable, accessible, and innovative healthcare products and high-quality clinical care.

• Vision is to be a trusted, market-leading healthcare company combining technology and human care for next-level therapies.

Market environment and growth drivers

• Global population over 60 to increase by 40% to 1.4B by 2030, driving healthcare demand.

• Health expenditures projected to exceed 10% of global GDP by 2030.

• Chronic diseases to account for 84% of 67M global deaths in 2030.

• Global shortage of 10M health and care workers expected by 2030.

Business structure and platforms

• Operates through Fresenius Kabi (pharma, biopharma, nutrition, MedTech) and Fresenius Helios (hospital care in Germany and Spain).

• Fresenius Kabi leads in IV drugs, fluids, nutrition, and MedTech devices, with a strong biosimilars pipeline.

• Fresenius Helios is the top hospital provider in Germany and Spain, with high market shares and quality accreditations.