Fresenius (FRE) Stifel European Healthcare Summit 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 uniting technology and human care for next-level therapies.

Market drivers and sector trends

• Global population over 60 to rise 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

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

• Kabi leads in IV drugs, parenteral nutrition, and blood collection devices; biopharma pipeline with 10+ assets.

• Helios is the top hospital provider in Germany and Spain, with strong quality and workforce metrics.