Galenica (GALE) Investor Day 2025 summary

Strategic priorities and transformation

• Transformation is driven by culture, innovation, and staff engagement, with a vision for an integrated Swiss healthcare system and collaboration across all stakeholders.

• Key priorities include digital and physical integration, logistics efficiency, diagnostics expansion, and being a top employer to attract talent.

• Major logistics transformation and automation are underway, with phased ERP implementation and digitization to boost efficiency and profitability, targeting full rollout by 2026.

• Expansion into diagnostics through the acquisition of Labor Team, aiming for market leadership and leveraging synergies with existing healthcare services.

• Commitment to organic growth, efficiency gains, and further expansion in home care and diagnostics, with a focus on client-centricity and simplified processes.

Pharmacy transformation and omni-channel strategy

• Pharmacies are being repositioned as the first point of contact for healthcare, emphasizing consultations, prevention, and expanded roles in vaccinations and patient monitoring.

• Investments in staff development, new roles, and career paths, including co-manager opportunities and improved specialist availability.

• Omni-channel strategy integrates digital and physical experiences, with new pharmacy concepts, digital tools, and private consultation booths.

• Regulatory changes and partnerships with insurers are leveraged to expand service models and increase customer loyalty.

• Target to double healthcare consultations in three years, standardizing "Consultation plus" services and increasing average basket size.

Consumer healthcare and product innovation

• The consumer healthcare market is shifting toward prevention, self-optimization, and omnichannel engagement, with brand and product innovation as key drivers.

• Growth is achieved through brand development, acquisitions, licensing, and adapting to regulatory and market changes.

• Strategy adjustment addresses increased competition from international and online players, emphasizing brand awareness and digital engagement.

• Product development is tailored to evolving customer preferences, such as new formats and expanded indications.