SCHOTT Pharma (1SXP) Corporate presentation summary

At a glance / Investment case

• Manufactures 13 billion pharmaceutical products annually, used by all top 30 global pharma companies.

• FY 2025 revenue reached €986m with 6% growth at constant currencies and EBITDA margin of 28.4%.

• Over 75% of new biologic drugs delivered through its solutions; 57% of revenue from high-value solutions (HVS).

• Self-funded, profitable growth with >80% average cash conversion.

• Five key investment reasons: global leadership, healthcare megatrends, strong financials, innovation since 1911, and long-term strategy.

Who we are

• Pioneer in drug containment and delivery systems, with a history dating back to 1884.

• Global presence: 1,800+ customers, 17 production sites, and employees in 15 countries.

• Market leader in injectables, with 56% revenue from containment solutions and 44% from delivery systems.

• High barriers to entry due to regulation, IP, and supply chain integrity; top 3 players hold >60% market share.

• Strategic relationship with SCHOTT AG ensures reliable glass supply.

Strategy

• Focus on innovation and capacity expansion, driving shift to high-value solutions (HVS) with 12% CAGR.

• Expansion projects in the US, Switzerland, Germany, Hungary, Serbia, and India to increase sterile and specialty product capacity.

• Positioned to benefit from pharma megatrends: GLP-1, mRNA, ADCs, subcutaneous and homecare therapies, and sustainability.

• Over 90% customer satisfaction and 97% revenue from repeat customers.