Vitrolife Group (VITR) Nordea Equities Healthcare Seminar 2025 presentation summary

Market landscape and opportunity

• Infertility affects 1 in 6 adults globally, representing a significant healthcare challenge and market opportunity.

• Less than 1% of the 134 million babies born annually are conceived via IVF, indicating substantial growth potential.

• Access and affordability remain key constraints, with estimated IVF cycle growth at around 5% in coming years.

Strategic focus and operational priorities

• Five strategic pillars emphasize innovation, growth in key markets, operational excellence, and digital transformation.

• Priorities for 2025 include expanding market share, accelerating adoption of combined solutions, and delivering superior customer service.

• R&D is focused on automation, scaling, and improving patient outcomes, while digitalization and manufacturing automation aim to boost capacity and efficiency.

Financial and geographic performance

• Revenue is well balanced geographically: Americas 32%, EMEA 40%, APAC 28%.

• Product group revenue is split between Genetics (41%), Consumables (41%), and Technologies (18%).

• Americas have become the second largest region, driven by growth in North America.