Revenio Group (REG1V) CMD 2026 summary

Strategic direction and market positioning

• Transitioning from traditional vision care to connected eye health, leveraging device and software innovations and the expanded portfolio from the Visionix acquisition.

• Addressable market expanded from €1.1bn/$1.1bn to €2.7bn/$2.7bn, with a strengthened global presence and broader product portfolio, especially in OCT and multimodal diagnostics.

• Four strategic cornerstones: advancing clinical confidence and workflow excellence, commercial excellence, operational excellence, and people/culture development.

• Strategy builds on previous goals of connected and predictive eye care, now emphasizing sustainable, profitable growth and global reach.

• Differentiators include efficiency, clinical confidence, ease of use, and innovation across the portfolio.

Product and solution portfolio

• Comprehensive offering spans essential to advanced diagnostics, including tonometry, fundus imaging, OCT, perimetry, and cloud-based solutions.

• Cloud platform enables data capture, transfer, analysis, and AI-supported decision-making across clinical settings.

• Portfolio enables clinical role expansion for optical retail and optometry, supporting broader access and workflow excellence.

• Continuous innovation and integration of Visionix products enhance the value proposition.

• Focus on enabling optical retail and optometry to take on more clinical roles, supported by technology and education.

Commercial and operational integration

• Combined commercial footprint covers over 400 distributors in 130+ markets, with expanded direct sales in major global markets.

• Integration has achieved 25% of the planned €20m EBITDA uplift within the first 100 days, targeting full realization by 2029.

• Operational model balances in-house and outsourced manufacturing, simplifies supply chains, and harmonizes customer care.

• Unified culture and high-performing organization are critical enablers for future success.

• Recurring revenue now represents 20% of sales, with ambitions to grow through bundled software and service offerings.