Vitrolife Group (VITR) Pareto Securities’ 16th Annual Healthcare Conference 2025 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.

Key market dynamics and trends

• Rising demand for IVF is driving the need for increased capacity, accessibility, and automation in clinics.

• Labor and skills shortages, clinic consolidation, and regionalization of care standards are shaping the industry.

• Patient empowerment and education are increasingly important, requiring diverse portfolios and communication.

Corporate strategy and objectives

• Strategic focus on growth, innovation, and operational excellence, with a vision to enable healthy families.

• Targets include annual organic revenue growth above 10%, EBITDA margin over 33%, and net debt/EBITDA below 3.

• Five strategic pillars: platform ownership, innovation, market acceleration, go-to-market optimization, and operational excellence.