Biomerieux Sa · EURONEXT:BIM
Biomerieux Sa — 44th Annual J.P. Morgan Healthcare Conference (January 2026)
20 slides from Biomerieux Sa's conference presentation, Jan 13, 2026
Slide 1: 44th Annual Healthcare Conference
th 44 Annual Healthcare Conference Pierre BOULUD
Slide 2: Agenda
Agenda 01 bioMérieux – Company Profile 02 Strategic Plan – Reminder & Updates 03 Growth Drivers 04 Higher Profitability 05 Wrap Up
Slide 3: Disclaimers
Disclaimers This presentation contains information, assumptions and estimates that were used by the Company to determine its objectives on a reasonable basis. They are subject to change or modification due to economic, financial, medical and competitive uncertainties in markets addressed by bioMérie
Slide 4: bioMérieux
bioMérieux
Slide 5: bioMérieux – Company Profile
bioMérieux – Company Profile A world leader in the field of in vitro diagnostics €4bn revenues in 2024 +50% vs 2019 | +€1.3bn Balanced Business Geographically Diversified Recurring Revenues 15% Molecular biology 17% North America 18% Reagents 9% 42% Microbiology 6% 44% EMEA Latin America Instruments
Slide 6: Serving human health and consumer safety
Serving human health and consumer safety CLINICAL DIAGNOSTICS INDUSTRIAL DIAGNOSTICS Human Health Consumer Safety 85% of Sales 15% of Sales Patient testing Safety testing & environmental monitoring mainly for infectious diseases and antibiotic susceptibility Microbial safety risk detection & microbi
Slide 7: Strategic Plan
Strategic Plan
Slide 8: GO•28: a strategic plan over 24/28 aimed at delivering profitable and sustainable growth
GO•28: a strategic plan over 24/28 aimed at delivering profitable and sustainable growth to further support bioMérieux commitment to public health Profitable growth trajectory Sales +7%1 CAGR over 2024/2028 2024 SALES €4bn +10% vs 2023 • +340bps1 margin improvement (28 vs 23) CEBIT 2 €673m +20% vs 2
Slide 9: Growth Drivers
ERING DIAGNOSTICS
Slide 10: +7% CAGR sales growth over 2024/2028, supported by four growth drivers
+7%1 CAGR sales growth over 2024/2028, supported by four growth drivers MOLECULAR BIOFIRE® SPOTFIRE® BIOFIRE® Respiratory Molecular Non-Respiratory Industrial Panel Point of Care Microbiology Immunoassays Panels Applications +10%2 €450m +6-8%2 ~Flat2 +7-9%2 ~Flat2 by 2028 +9%2 OVERALL +7%1 AVERAGE A
Slide 11: BIOFIRE Non-Respiratory panels: growth driven by leading position and superior solution
Growth Driver #1 BIOFIRE® Non-Respiratory panels: growth driven by leading position and superior solution Market Leader 23/25 • ~75% market share GO•28 Target • Largest installed base in the market (27k units – Dec 24) guidance2 +10%1 CAGR +13%1 CAGR Best in Class Solution • Fast Time to Result: ~1
Slide 12: SPOTFIRE: an innovative solution positioning bioMérieux as a significant player in the PoC market
Growth Driver #2 SPOTFIRE® : an innovative solution positioning bioMérieux as a significant player in the PoC market Successful start - 2 years after launch 25 guidance GO•28 Target • 5,500 instruments as of Sept 30th 2025 ~€1701m €450m • 5%+ market share end of 2025 (~€170m) ~+80%2 Unique features
Slide 13: Microbiology: addressing the growing Antimicrobial Resistance (AMR) challenge
Growth Driver #3 Microbiology: addressing the growing Antimicrobial Resistance (AMR) challenge 23/25 Market leader GO•28 Target guidance2 • 40% market share +6/8%1 CAGR +6%1 CAGR • #2 player: ~35% Market growth driven by AMR/AMS4 trend • > 1m deaths per year as a result of AMR • Expected to reach ~1
Slide 14: Industrial applications: serving growing needs in consumer safety and patient health
Growth Driver #4 Industrial applications: serving growing needs in consumer safety and patient health GO•28 Target 23/25 guidance2 Leading market positions +7/9%1 CAGR • #2 player in the market +9%1 CAGR Strong underlying macro-trends • Growing and ageing population to feed & cure Food S&Q Pharma QC
Slide 15: Delivering our innovation pipeline along the plan
Delivering our innovation pipeline along the plan 2024 2025 SPOTFIRE® VETFIRE SPOTFIRE® SPOTFIRE® Equine Respiratory Nasal Swab Respiratory / Sore Respiratory / Sore Panel R/ST Throat (R/ST) Panel Throat (R/ST) Panel Mini BIOFIRE® BIOFIRE® BIOFIRE® VITEK® REVEALTM Gastrointestinal Tropical Fever WAT
Slide 16: Higher Profitability
ONEERING DIAGNOSTICS
Slide 17: GO•Simple: a disciplined and focused plan to deliver profitability improvement
GO•Simple: a disciplined and focused plan to bring efficiency and deliver profitability improvement Illustrative S&M COGS • Internalization • On-going transformation of Instruments & raw materials Global Customer Service • Automation • Launch Excellence” BIOFIRE® & SPOTFIRE® reagents 50+ initiatives
Slide 18: On track to reach the 340bps CEBIT margin improvement in 2028
On track to reach the 340bps1 CEBIT2 margin improvement in 2028 Target CEBIT 2 increase at CER 1 Limited At least Headcounts +10% 1 y/y evolution +12/18% 1 vs previous year +20% 1 vs previous year SUPERIOR €610m OPERATING MODEL Contained Opex increase 2023 2024 2025 2026 / 2028 1 At Constant Exchang
Slide 19: Wrap Up
Wrap Up
Slide 20: Outlook
Outlook 2025 2026 2024 / 2028 On track to reach Financial elements Ambition the guidance • China : improved market SALES GROWTH conditions compared with • Sales growth: +7% CAGR1 2025, resulting in an 4 growth drivers with clear • YTD Sept 25: +7.3%1 expected mid–single-digit strategy • 25FY Guidanc
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