Sartorius AG · XETR:SRT
Sartorius — Sartorius Stedim Biotech — Investor Presentation (2021)
19 slides from Sartorius's investor presentation, Jul 7, 2021
Slide 1: This is Sartorius Stedim Biotech
This is Sartorius Stedim Biotech Company Presentation | 2021
Slide 2: Partner of the biopharmaceutical industry
Partner of the biopharmaceutical industry Our mission We empower engineers to simplify and accelerate progress in bioprocessing. In this way, we enable new and better pharmaceuticals to be manufactured and help keep medications affordable. Our vision We are a magnet and dynamic platform for pioneers
Slide 3: Sartorius Stedim Biotech in brief
Sartorius Stedim Biotech in brief >50 Locations worldwide; headquartered in Aubagne, France >7,500 Employees1 ~€1.9bn Sales revenue1 31.7% EBITDA margin1,2 ~35% ~42% ~23% Sales revenue Sales revenue Sales revenue Americas EMEA Asia | Pacific 1 As of December 31, 2020. 2 Underlying EBITDA 3 This is S
Slide 4: Strong company values are the basis of all our activities
Strong company values are the basis of all our activities Sustainability Openness Enjoyment Growing profitably and acting Driving change and progress Working in an energetic and responsibly towards all stakeholders internally and externally rewarding environment 4 This is Sartorius Stedim Biotech
Slide 5: Attractive market environment with strong growth opportunities
Attractive market environment with strong growth opportunities Favorable ~9bn people by 2050; demographics >2bn 60 years or older Rise of ~30% CAGR for sales of ~10% CAGR biosimilars biosimilars in 2020–2025 for the biopharma market in 2020–2025 Strong R&D pipeline; advances in gene and >40% share o
Slide 6: What are biopharmaceuticals?
What are biopharmaceuticals? Active agent Manufacturing Administration Advantages Biopharmaceuticals Chemical drugs First-time or improved treatment of serious illnesses, such as cancer, multiple sclerosis, rheumatism Targets only diseased cells; fewer side effects Small molecules Chemical synth
Slide 7: The manufacture of biopharmaceuticals is complex
The manufacture of biopharmaceuticals is complex 7 This is Sartorius Stedim Biotech
Slide 8: The consequence: Biotech medications are extremely expensive
The consequence: Biotech medications are extremely expensive HUMIRA® ZOLGENSMA® Annual revenue of $18 billion; is used to treat rheumatism and Currently the world‘s most expensive medical drug; other inflammatory autoimmune diseases, such as Crohn’s gene therapy used to treat spinal muscular atrophy
Slide 9: Our goal: Simplify manufacturing of biopharmaceuticals
Our goal: Simplify manufacturing of biopharmaceuticals Our technologies empower engineers in the biopharma industry to ... ... set up robust, flexible and safe processes for industrial production ... reduce setup costs ... enhance product yield 9 This is Sartorius Stedim Biotech
Slide 10: Our solution: Innovative technologies for all phases of drug production
Our solution: Innovative technologies for all phases of drug production Products Scalable, easy-to-use technologies and products for the production of biopharmaceuticals, as well as digital tools for biopharma data analytics Application areas Filtration Cell culture technology & media Biopharmaceu
Slide 11: The widest offering of solutions in the industry
The widest offering of solutions in the industry Upstream Production of the desired drug Culture media Seed cultivation Scale-up Production Clarification & preparation centrifugation Downstream Isolation and filling of the desired drug Final Cryo- Sterile Concen- Virus Polishing Chromato- Viral fill
Slide 12: Flexible production systems are becoming more and more prevalent
Flexible production systems are becoming more and more prevalent Classic stainless steel systems Flexible systems with sterile bags High initial investment outlay Faster setup and lower investment High cleaning effort and expense throughout the entire life cycle Risk of contamination Lower consumpti
Slide 13: Data analytics has huge potential for the biopharmaceutical industry
Data analytics has huge potential for the biopharmaceutical industry Sartorius Stedim Biotech supports its customers in the digitalization and automation of their processes with its leading Data aggregation software for analysis of bioprocess data. Enhanced process control and robustness Improved pr
Slide 14: Leading market positions worldwide
Leading market positions worldwide Fluid Management Fermentation Filtration #1 #1 #3 14 This is Sartorius Stedim Biotech
Slide 15: Acquisitions strengthen and differentiate our portfolio
Acquisitions strengthen and differentiate our portfolio 2015 2016 2017 2018 2019 2020 2021 Bio Cellca kSep Umetrics Biological Life science BIA WaterSep Outsource Industries assets1 Separations 1 Acquired from Danaher Acquired technologies include Cell line and process development services Biopr
Slide 16: Sales revenue more than doubled over the last five years
Sales revenue more than doubled over the last five years +34.6% Sales CAGR ~+16% +18.8% 2000 EBITDA1 margin +10.8pp +13.7% ~€1.9bn 40.0 39.0 +4.1% 1800 38.0 37.0 1600 +20.4% 36.0 35.0 1400 +19.4% 34.0 +15.9% 33.0 32.0 +10.8% 1200 31.0 ~€884m 31.7 +10.3% 30.0 1000 29.0 29.3 28.0 28.2 800 27.0 ~€477m
Slide 17: Sartorius 2025 targets and initiatives
Sartorius 2025 targets and initiatives Strategic initiatives 2025 targets Regional Participate in strong Chinese market growth Continue to outperform the important U.S. market ~€4bn Sales revenue Portfolio Add high-impact innovations, e.g., digital tools Enhance process development capabilit
Slide 18: Production capacities significantly accelerated and expanded
Production capacities significantly accelerated and expanded Guxhagen, Germany Göttingen, Germany Capacity expansion for bioreactors New facility for membrane production; and other equipment for the production 12,000 m² extension for existing R&D capacities of biopharmaceuticals; integration of a Cu
Slide 19: Thank you.
Thank you.
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