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

Market overview 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.

• Successful IVF treatment outcomes average around 33%, with access and affordability limiting broader adoption.

Strategic focus and growth pillars

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

• Priorities include expanding leadership through R&D, capturing targeted M&A, and enhancing digital customer experience.

• Focus on automating manufacturing and investing in digitalization to increase 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.