Medacta Group (MOVE) Investor presentation summary

Company overview and strategy

• Swiss-based global medical technology provider specializing in innovative orthopedic implants and surgical techniques for hip, knee, shoulder, spine, and extremities replacements.

• Focuses on sustainable innovation, world-class surgeon education, and improving patient outcomes.

• Differentiates through minimally invasive techniques, personalized solutions, and advanced technologies like AMIS and MySolutions.

• Strong emphasis on surgeon training via the M.O.R.E. Institute, with over 800 global learning centers and 4,000 surgeons trained in 2025.

• Expansion supported by continuous investment in R&D, instruments, and global infrastructure.

Financial performance (2025)

• Revenue reached EUR 683.8 million, up 18.5% in constant currency, with a CAGR of 17.4% (2021-2025).

• Adjusted EBITDA rose 19.1% to EUR 190.8 million, with a margin of 29.0% in constant currency.

• Net profit increased by 31.0% to EUR 95.5 million, representing a 14.0% net margin.

• Operating cash flow grew by 42.5% to EUR 152.7 million; free cash flow nearly doubled to EUR 15.7 million.

• Proposed dividend of CHF 1.10 per share, a 59.4% increase over the prior year.

Business line and geographic performance

• Knee and hip segments contributed 41.5% and 39.6% of revenue, respectively; spine and extremities accounted for 8.4% and 10.5%.

• All business lines delivered double-digit growth: knee (+20.7%), hip (+11.9%), spine (+12.2%), extremities (+46.2%).

• EMEA led with 48% of revenue, followed by North America (30%), APAC (20%), and LATAM (2%).

• Growth rates in all regions significantly outpaced market averages, especially in LATAM (+42.2%) and APAC (+23.0%).