Olympus (7733) Status update summary

Market trends and growth opportunities

• Global endoscopy procedures are growing at 5% annually, driven by aging populations and increased cancer prevalence.

• Developed markets account for 155 million endoscopy procedures yearly, with global potential up to 600 million as access improves and utilization matches leading markets.

• Expansion opportunities exist by increasing access in underserved regions and scaling minimally invasive procedures.

• Barriers such as clinician training, infrastructure, and administrative burdens limit broader adoption.

Strategic vision and innovation

• Envisions broader access, faster diagnosis, and minimally invasive treatments, improving patient outcomes and clinician workflows.

• Integration of AI, robotics, and smart technologies to optimize workflows and outcomes, with a seamless ecosystem combining imaging, therapeutics, digital solutions, AI, and robotics.

• OLYSENSE, an AI-supported endoscopy platform, launched in Europe and the US, targets 5% install base connection by FY 2028 and 25% by FY 2031.

• Robotic endoluminal solutions and expanded diagnostic/therapeutic portfolios are in development, with robotics projected as a $2B market in the US by 2040.

Product pipeline and market positioning

• Near-term launches in GI, urology, and respiratory segments to drive incremental growth.

• Leading positions in GI and respiratory, with strong portfolios in urology and surgical devices.