Galenica Ag · SIX:GALE
Galenica — Investor Day (October 2025)
66 slides from Galenica's investor day presentation, Oct 28, 2025
Slide 1: Galenica Investor Day
G/AUEINICA & INVESTOR DAY &
Slide 2: Today's Agenda
Today‘s Agenda 01:30 p.m. Galenica Diagnostics 09:30 a.m. Leading Transformation Alain Cahen Marc Werner Financial Outlook Transforming Our Pharmacies Julian Fiessinger Daniele Madonna, Virginie Pache, Stephan Mignot 10:45 a.m. Coffee Break & Booths 02:15 p.m. Guided Stapferhaus Mini-Tour & Apéro 11
Slide 3: Visit Our Market Booths on the 1st Floor
Visit Our Market Booths on the 1st Floor Future Pharmacy Cooperation Consulation plus Prescription Manager labor team & Experience with KPT Services and E-Prescription Diagnostics Visit the mock-up of Learn more about the Diabetes Check Register for the digital Get to know our pilot pharmacy new ins
Slide 4: Leading the Transformation towards an Integrated Healthcare System
Marc Werner, CEO Leading the Transformation towards an Integrated Healthcare System
Slide 5: Transformation starts with culture, not technology
«Transformation starts with culture, not technology.»
Slide 6: New store concepts, new forms of collaboration, new roles
New store concepts New forms of collaboration New roles
Slide 7: Galenica Story
Galenica Added value in the Shaping the future Story network We generate value for Vision We are shaping the healthcare customers and partners of tomorrow Omnichannel Digital Health Health Services & Products Connecting Healthcare Strategy Strategy Sustainably successful Pioneers in transition We wo
Slide 8: Transformation of Wholesale & Logistics is on track
Transformation of Wholesale & Logistics is on track
Slide 9: Strengthening our network with labor team
Strengthening our network with labor team Extension of Wide product range value chain for physicians Innovation in Large potential pharmacies customer base
Slide 10: Integrating the Swiss healthcare system
Integrating the Swiss healthcare system Bringing actors together Software as a connector Integrating along customer journeys
Slide 11: Clear strategic priorities
Clear strategic priorities Continued Organic growth Establishing the development of and efficiency diagnostics the pharmacy gains in business, business and Wholesale & expanding Home Products & Brands Logistics Care
Slide 12: Transforming Our Pharmacies to Strengthen Our Healthcare System
Daniele Madonna, Head Pharmacies Category Management & Health Services Virginie Pache, Head Pharmacies Sales Stephan Mignot, Head Pharmacies Marketing Transforming Our Pharmacies to Strengthen Our Healthcare System
Slide 13: Key role of pharmacies in our healthcare system
Key role of pharmacies in our healthcare system Switzerland Galenica No. of pharmacies 1‘830 381
Slide 14: Transforming our pharmacies
Transforming our pharmacies Daniele Madonna 1 Positioning our pharmacies as the first point of contact for health questions Virginie Pache 2 Attracting, retaining and developing top talent Stephan Mignot 3 Investments in a comprehensive omni-channel strategy
Slide 15: More responsibilities for pharmacies starting 2027
More responsibilities for pharmacies starting 2027 Cost coverage for vaccination in Vaccinations national vaccine-plan Treatment Patient monitoring, adapting adherence & therapy, medication analyses - optimisation in consultation with physicians Examinations and preventive measures Prevention in nat
Slide 16: Consultation plus as a standard for health services in pharmacies
“Consultation plus” as a standard for health services in pharmacies Fee-based services Vaccinations: 216’984 in nearly all network pharmacies 194’923 173’694 147’895 Top-seller consultations: 119’280 erectile dysfunction, gastrointestinal, skin and urinary infections H1/23 H2/23 H1/24 H2/24 H1/25
Slide 17: Cooperations with health insurances for coverage of costs
Cooperations with health insurances for coverage of costs for our services Boot upst h airs 170’000 Further cooperation insured people partners
Slide 18: Consultation plus as a customer retention tool
“Consultation plus” as a customer retention tool Potential Average basket cross-selling, Consultation customer satisfaction & retention Ambition twice as many consultations within 3 years Products CHF 80
Slide 19: Recruitment of specialists has improved
Recruitment of specialists has improved New role-based organisation in pharmacies More responsibilities Career-paths within the network
Slide 20: Investments in education and training
Investments in education and training 30 ¼ 428 pharmacy of all Swiss FPH certificates co-management pharmacy student for pharmacists teams residencies financed
Slide 21: Efficient personnel planning thanks to internal staffing pool
Efficient personnel planning thanks to internal staffing pool perfumery assistants 277 18 75 employees in our internal staffing pool 184 pharmacists 08/2025
Slide 22: 80% of customers check online before visiting stores
80% of customers check online before visiting stores
Slide 23: OTC liberalisation is an opportunity – omni-channel as our strategy
OTC liberalisation is an opportunity – omni-channel as our strategy Developing Redcare as a Investing into online shops & pure online future pharmacy digital customer player experience journey
Slide 24: Investing into future pharmacy experience
Investing into Booth future pharmacy upstair s experience More interaction with clients Private cosultation booths Inclusion of digital tools
Slide 25: Developing online shops & digital customer journey
Developing online shops & +50% click & collect orders Booth upstair s digital customer this year journey 30k Prescription Manager users
Slide 26: Pharmacy as a modern health center
Pharmacy as a modern health center Pharmacies as first Investments into Omni-channel point of contact our employees experience Client satisfaction Securing strong Gaining market and retention worforce shares
Slide 27: Consumer Healthcare: A Market with Growth Potential
Thomas Szuran, Chief Products & Home Care Consumer Healthcare: A Market with Growth Potential
Slide 28: 46% of Swiss population plan to take greater care of their health
46% of the Swiss population plan to take greater care of their own healthcare 75% rate their health literacy 11% of the population feel as high to very high «very healthy» GFS-Bern, BAG
Slide 29: Market with growth opportunities
Market with growth opportunities Price Prevention sensitivity Global Self optimisation supply chains Informed customers Demographic Omni-channel change
Slide 30: Proven M&A track record as key to market share growth
Proven M&A track record Distribution Cooper Consumer as key to market share Acquisition Hedoga Distribution Health® Boiron® 0.1 growth Distribution Group Acquisition 10.0% Dr. Wild Distribution Allergosan® Vicks and Distribution Metamucil ThermaCare ® Acquisition Acquisition 8.0% Merfen® and Distrib
Slide 31: Bridging stock effects: Perskindol & Triomer
Bridging stock effects: Perskindol & Triomer in million CHF 9 8 7 6 5 4 3 2 1 Inventory build-up Inventory reduction 0 2024 2025 2026 2027
Slide 32: Strengthening our market-leading position
Strengthening our market-leading position Product Omni-channel Long-term development marketing brand building Line extensions Health content Trust & recognisability
Slide 33: Transforming Operational Excellence in Wholesale & Logistics
Andreas Koch, Chief Wholesale & Logistics Transforming Operational Excellence in Wholesale & Logistics
Slide 34: 100 million packages pass through our logistics facilities each year
100‘000‘000 packages of pharmaceutical products pass through our logistics facilities each year
Slide 35: 200 million packages of pharmaceutical products per year
Increasing medication Market Shares Pharmaceutical Market Switzerland use and number of Hospitals generic medications OTC Drogerie (3.0) 7.8 Rx Pharmacies OTC Physicians 4.9 200 million 35.0 Packages of pharmaceutical products per year in Switzerland 31.6 17.8 OTC Pharmacies Rx Physicians 08/2025
Slide 36: Building up safety stocks to improve supply
Building up safety stocks to improve supply 700 350 5x products not generic drugs with higher inventory for available safety stocks Safety Stock products
Slide 37: Investing in automation and digitization in Wholesale & Logistics
Investing in automation and digitization in Wholesale & Logistics
Slide 38: Alloga Burgdorf, Galexis
Implemented Implemented Alloga Galexis Galexis Burgdorf Lausanne-Ecublens Niederbipp 20% increase in efficiency Roll-out in March 2025 Completion mid 2026
Slide 39: Galexis Lausanne-Ecublens
Implemented Galexis Galexis Lausanne-Ecublens Niederbipp Roll-out in March 2025 Completion mid 2026
Slide 40: Galexis Niederbipp
Galexis Niederbipp Efficiency gains from hardware Completion mid 2026 updates realised Focus on finalising implementation of SAP and switch to new Enterprise Warehouse Management
Slide 41: Artificial intelligence improves processes
Artificial intelligence improves processes Article allocation Forecasting Customer Capacity support planning
Slide 42: Focused on securing supply in Switzerland
Focused on securing supply in Switzerland Efficiency in Scalability of our Reliability of processes thanks operations due to services for our to automation digitisation clients
Slide 43: labor team: Integrating Healthcare Through Diagnostics
Alain Cahen, CEO labor team labor team: Integrating Healthcare Through Diagnostics
Slide 44: 70% of all diagnoses are based on lab analyses
70% of all diagnoses are based on lab analyses
Slide 45: Fourth largest lab in Switzerland
Fourth largest lab in Switzerland Established player with deep market knowledge Investments in innovation, infrastructure & digitalisation Strong foundation for growth with Galenica
Slide 46: Dynamic market
Dynamic market Market Trends & Opportunities Market Segments in billion CHF Private Labs 1 Increasing test volumes in billion CHF Rising diagnostics volume due to demographics, Physician Labs prevention and health conditions 7% 0.1 2 Outsourcing of practice & hospital labs 0.9 Small & medium Opportu
Slide 47: Physician-led lab medicine and pathology
7.000.000 tests each year Physician-led 2000 Lab medicine types of tests and pathology combined 99.5% tests in-house
Slide 48: Automation Innovation
Innovation Automation Fast results
Slide 49: Logistics network & central lab ensure fast results
Logistics network & central lab ensure fast results Automation Fast results 60 logistics Innovation partners 30 minutes – 5 hours delivery time to Goldach Digital order, blood sampling and pickup
Slide 50: Automation Innovation
Innovation Automation Movie Fast results
Slide 51: Efficiency through automation and scalability
Efficiency through Automation Fast results automation and scalability Innovation 3 automations Core Lab Coming soon Hematology Clinical chemistry Immunology Anatomical Microbiology pathology
Slide 52: Innovation: new tests
15 new tests in 3 years Innovation Automation Fast results
Slide 53: Focus on what we do best
Focus on what we do best Automation Certified Fast results Innovation green & sustainable Lab 30 internal IT specialists 80% electronic orders, results transmitted digitally to patient’s dossier
Slide 54: Clear focus for our future
Clear focus for our future Organic growth Opportunities Strong network Thanks to Inorganic growth Being part of outstanding by utilising Galenica as the service and targeted market next step in our innovative offering opportunities successful journey
Slide 55: Financial and Market Outlook
Julian Fiessinger, CFO Financial and Market Outlook
Slide 56: Favourable market environment with steady growth rates
Favourable market environment with steady growth rates Pharmaceutical Consumer Diagnostics market Healthcare Market Market Steady volume, Flat growth Increasing testing volume, increasing of prices innovation, price cuts due to innovation reimbursement
Slide 57: Digitisation, Tariffing, Cost reduction
Digitisation 3 Tariffing 2 1 Cost reduction for the future Well positioned
Slide 58: Well positioned for the future: cost reduction and tariffing
3 2 1 Well positioned for the future Cost reduction 1/3 of all medication prices reviewed No repeal of the territorial principle Digitisation New remunderation rates for MiGel Tariffing TransAL2 and TarDoc in lab business
Slide 59: Well positioned for the future: LOA V approval
3 2 Well positioned for the future 1 Cost reduction Approval of LOA V by Federal Council Digitisation Tariffing
Slide 60: Well positioned for the future: OTC liberalisation and digitisation
3 Well positioned for the future 2 1 OTC liberalisation in 2029-2030 at the earliest Cost reduction Digitisation We contribute to DigiSanté and Tariffing the adoption of e-prescription and eMediplan
Slide 61: New revenue segmentation
New revenue segmentation Previously New Products & Care Products & Care Products & Care Retail (B2C) Pharmacies Omni-Channel Homecare Local Pharmacies Pharmacies at Home Products & Brands Professionals (B2B) Services & Production Products & Brands Services for Professionals Diagnostics Logistics & I
Slide 62: Guidance 2025
Guidance 2025 Net Sales Dividend EBIT 1 4-6 % at least at previous year’s level 10-12 % adjusted due to raised due to one-off effect of acquisition of Labor Team CHF 5.4 million and Previously 3-5 % acquisition of Labor Team Previously 7-9 % 1. Excluding effects of IAS 19 and IFRS 16, see chapter “A
Slide 63: Mid-term 2027 guidance on track
Mid-term 2027 guidance on track Net Sales Growth 3-5% Products & Care: >9.5% ROS Logistics & IT: up to 2% EBIT > CHF 250 million Stable Capex Capex and Net Debt Net Debt +/- 2 x EBITDA Dividends Stable growth in line with results
Slide 64: Today's key take-aways
Today’s key take-aways Leading the Transformation Towards an Integrated Swiss Healthcare System Transforming Our Potential in the Transorming Integrating Pharmacies Consumer Operational Healthcare Through Healthcare Market Excellence Diagnostics Investments into omni- Continued portfolio Focus on ef
Slide 65: Thank you!
GALENICA INVESTOR DA\ Thank you! wn N ° N
Slide 66: Outro Mood Images TBD
Outro Mood Images TBD