Sartorius AG · XETR:SRT
Sartorius — Sartorius Stedim Biotech — Investor Presentation (February 2024)
17 slides from Sartorius's investor presentation, February 2024
Slide 1: Welcome to Sartorius Stedim Biotech
Welcome to Sartorius Stedim Biotech February 2024
Slide 2: Our ambition: Better health for more people
Our ambition: Better health for more people At Sartorius Stedim Biotech, we empower engineers to simplify and accelerate progress in bioprocessing. In this Mission way, we enable new and better pharmaceuticals to be manufactured and help keep medications affordable. We are a magnet and dynamic platf
Slide 3: Sartorius Stedim Biotech in 2023 numbers
Sartorius Stedim Biotech in 2023 numbers ~€2,8bn Sales revenue HQ in Aubagne, France 28.3% Profit margin1 ~90% Sales with life science customers 10,600+ Employees ~€470mn Investments in capacities 50+ Locations worldwide 2045 Target for climate neutrality 1 Underlying EBITDA margin 3 Welcome to Sart
Slide 4: 10,600 employees united by strong values
10,600 employees united by strong values 102 Nationalities Sustainability Openness Enjoyment Growing profitably and Driving change Working in an energetic acting responsibly towards and progress and rewarding Younger than all stakeholders internally and externally environment 57% 40 years 39% Women
Slide 5: The promises of biologics: From established to new concepts
The promises of biologics: From established to new concepts What are biopharmaceuticals? Advantages Target only diseased cells Have fewer side effects Allow first-time or improved treatment of Consist of Obtained from living cells in Administered mainly illnesses, e.g. cancer, multiple scleros
Slide 6: Many biotech medications are highly effective, but very expensive
Many biotech medications are highly effective, but very expensive Rheumatism Blood cancer Hemophilia Monoclonal antibodies CAR-T cell therapy Gene therapy ~€12,000 ~€280,000 ~$3.5mn Annual cost of treatment in GER Cost per treatment in Europe Cost per treatment in the USA 6 Welcome to Sartorius Sted
Slide 7: The manufacture of biologics is complex
The manufacture of biologics is complex 7 Welcome to Sartorius Stedim Biotech
Slide 8: Providing technologies to increase productivity in bioprocessing
Providing technologies to increase productivity in bioprocessing Our ambition Our solutions More efficient bioprocessing Technologies for all phases of drug manufacturing Set up safe and flexible processes Increase resource and material efficiency Media & reagents Bioreactors & fermenters Reduce inv
Slide 9: Offering integrated end-to-end manufacturing solutions
Offering integrated end-to-end manufacturing solutions Upstream Production of the desired drug Cell culture media & Seed Scale-up Production preparation cultivation Downstream Isolation and filling of the desired drug Final Cryo- Sterile Concen- Virus clearance Chroma- Clarification & filling preser
Slide 10: Helping customers to reduce their environmental footprint
Helping customers to reduce their environmental footprint No water-/energy- intensive cleaning Single-use Process Data Less cleanroom space, technologies intensification analytics less energy usage Higher yields Biostat® STR Bioreactors Linkit® AX Resolute® BioSMB Ambr® 250HT Perfusion Umetric
Slide 11: Cell and gene therapies: New modalities, new challenges
Cell and gene therapies: New modalities, new challenges Next generation biopharmaceuticals Enabling CGT: High need for innovation Viral Vectors mRNA Stem Cells Exosomes DNA New Vaccines Robustness of production process Yields, productivity, cost-per-dose Innovative treatments for patients Time-to-ma
Slide 12: Creating a technology platform for cell and gene therapy applications
Creating a technology platform for cell and gene therapy applications Up & downstream solutions Biological CellGenix Xell Albumedix Polyplus Industries Cell line development, Cell culture Growth factors Media and Recombinant Transfection plasmid design & media and cytokines supplements Albumin reage
Slide 13: Resilient global setup, well prepared for further growth
Resilient global setup, well prepared for further growth Customer proximity Songdo, South Korea Freiburg, Germany Redundant capacity Media, bags, filtration, labs, training Cell culture components ~€400 mn Operational excellence Planned investment 2024 Global resilience Göttingen, Germany Aubagne, F
Slide 14: Strong financial track record; profitable growth expected for 2024
Strong financial track record; profitable growth expected for 2024 High volatility during and post pandemic Ø Annual growth 3700 3500 ~16% 2014-2023 69.5 67.5 65.5 3300 63.5 3100 2900 ~€2.8bn 61.5 59.5 57.5 2700 55.5 2500 53.5 2300 Mid to high 51.5 49.5 2100 single-digit 47.5 1900 sales growth 45.5
Slide 15: Ambitious midterm targets backed by strong market fundamentals
Ambitious midterm targets backed by strong market fundamentals Ambition to 2028 Growing and aging Clear strategy world population Expanding market for Competitive, integrated Low to mid-teens biopharmaceuticals incl. biosimilars product portfolio range avg. annual sales growth1 Dynamic market segmen
Slide 16: Broad and ambitious sustainability agenda in implementation
Broad and ambitious sustainability agenda in implementation 2030 mid-term targets 2045 long-term target ~10% Zero 100% Net-zero av. reduction of CO2eq emission intensity p.a. (Scopes 1-3) avoidable1 emissions in Scopes 1 and 2 electricity from renewable sources emissions Decarbonization of the entir
Slide 17: Simplifying Progress
Simplifying Progress Sartorius Stedim Biotech Zone Industrielle les Paluds 300 Avenue de la Fleuride 13400 Aubagne France
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