SCHOTT Pharma (1SXP) Corporate presentation summary

At a glance / Investment case

• Global leader in drug containment and delivery systems, serving all top 30 pharma companies.

• FY25 revenue reached €986m with EBITDA of €280m and a 28.4% margin.

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

• Self-funded, profitable growth with strong cash conversion and high customer loyalty.

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

Who we are

• Over 140 years of innovation, with a global footprint and 1,800+ customers.

• Manufactures ampoules, vials, cartridges, and syringes, with 30,000 injections per minute using its products.

• 54% of revenue from EMEA, 29% Americas, 17% APAC; 57% of revenue from high-value solutions.

• Strong barriers to entry due to regulation, IP, and supply chain integrity.

• Injectable drugs market growing rapidly, with injectables making up over 50% of FDA approvals in 2022.

Strategy

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

• Growth strategy focuses on innovation and capacity expansion, driving shift to high-value solutions (HVS).

• Strategic expansion projects in the US, Switzerland, Germany, Hungary, Serbia, and India.

• 90% customer repurchase rate and 97% of revenue from repeat customers.