Sartorius AG · XETR:SRT
Sartorius — Sartorius Stedim Biotech — Investor Presentation (February 2023)
19 slides from Sartorius's investor presentation, February 2023
Slide 1: This is Sartorius Stedim Biotech
This is Sartorius Stedim Biotech Company Presentation | February 2023
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 ~11,900 Employees1 ~€3.5bn Sales revenue2 35.0% EBITDA margin2,3 ~36% ~38% ~26% Sales revenue Sales revenue Sales revenue Americas EMEA Asia | Pacific 1 As of December 31, 2022 2 FY 2022 3 Underlying EBITDA 3
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: Megatrends in Our Target Markets Offer Strong Growth Opportunities
Megatrends in Our Target Markets Offer Strong Growth Opportunities Growing and aging population1 Biologics are gaining importance2 9 billion people by 2050 World population over age 60 in 2050 Sales share of biologics in 2028 >2bn ~41% ~10% CAGR for the biopharma market in 2021–2026 World population
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: As a Consequence, Biotech Medications Are Very Expensive
As a Consequence, Biotech Medications Are Very Expensive HUMIRA® | Abbvie YESCARTA® | Gilead HEMGENIX® | CSL € ~12,000 € ~280,000 $ ~3.5 Mio. Annual cost of treatment in GER Cost per treatment in Europe Cost per treatment in the USA Monoclonal against inflammatory immune CAR-T Cell combating certain
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 for the production of biopharmaceuticals, as well as digital tools for biopharma data analytics Application areas Filtration Cell culture technology & media ▪ Biopharmaceutical manufac
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 kSep Umetrics Biological Life Science assets BIA WaterSep Cell Xell Chromatography Albumedix Industries from Danaher Separations Genix assets from Novasep 2016 2017 2019 2020 2021 2022 Acquired technologies include ▪ Cell line and process devel
Slide 16: Sales Revenue Almost Tripled Over the Last Five Years
Sales Revenue Almost Tripled Over the Last Five Years Sales CAGR +~19.5% +15.1% EBITDA1 margin +12pp +52.6 % ~€3,5bn 70,0 3400 69,0 68,0 67,0 3200 66,0 65,0 64,0 63,0 3000 62,0 61,0 60,0 +34.6 % 2800 59,0 58,0 57,0 2600 56,0 55,0 54,0 2400 53,0 +18.8 % 52,0 51,0 2200 50,0 49,0 +13.7 % 48,0 2000 47,0
Slide 17: Sartorius Stedim Biotech 2025 Targets and Initiatives
Sartorius Stedim Biotech 2025 Targets and Initiatives Strategic initiatives 2025 targets Regional ▪ Participate in strong Asian market growth ▪ Continue to outperform the important U.S. market ~ €4.4bn Sales revenue Portfolio ▪ Add high-impact innovations, e.g., digital tools ▪ Enhance process devel
Slide 18: Substantial Investments in the Expansion of Global Capacities
Substantial Investments in the Expansion of Global Capacities Significant CAPEX ratios CAPEX in millions of € | ratio in % France China several sites Beijing 100,0 500 USA 90,0 431 450 Marlborough South Korea 80,0 400 70,0 324 350 60,0 300 Songdo 50,0 250 Germany 40,0 136 159 200 Göttingen 30,0 11.2
Slide 19: Thank You.
Thank You.
Sartorius Stedim Biotech — Investor Presentation (February 2023) on 6ix