GPI S p A (GPI) Investor Update summary

Strategic vision and market positioning

• Achieved leadership in Italian healthcare IT, expanding internationally through acquisitions and now among the top players in Europe and globally, with a 1% share of a €40-50 billion global market.

• Focused on digital transformation, especially in procurement and healthcare digitalization, with major projects like regional EHRs, digital pathology, and a strong presence in 70 countries.

• Emphasizes integration of AI for diagnostics, decision support, and operational efficiency, including certified algorithms for medical devices targeting conditions like postpartum depression.

• Pursuing a strategy to become a small multinational, leveraging synergies from past M&A, and aiming for further international expansion, especially in the U.S. and emerging markets.

• No extraordinary M&A or capital operations planned for 2025-2029; focus remains on organic growth and optimizing existing assets.

Market opportunities and innovation

• The global healthcare digital market is valued at over €60 billion, with target segments worth €25 billion and expected growth rates of 11-12%; main target countries forecast even higher growth rates.

• Digitalization, AI, IoT, and telemedicine are driving demand for innovative healthcare solutions and are seen as essential for improving access, outcomes, and sustainability.

• Core offerings include EHR, EMR, diagnostics, and automation, with a focus on scalable, product-based solutions for international markets.

Operational and organizational strategy

• Growth strategy is based on creating synergies from past acquisitions, internationalization, and a new operating model with country-specific commercial responsibilities.

• Diversification into care, telemonitoring, ICT, cyber defense, and automation, with a strong emphasis on software and innovative healthcare products.

• Operational improvements include centralizing functions, increasing synergies, and standardizing governance.