Galderma Group Ag · SIX:GALD
Galderma — Investor Presentation (May 2025)
25 slides from Galderma's investor presentation, May 26, 2025
Slide 1: Thumbnails Document Outline Attachments
Thumbnails Document Outline Attachments
Slide 2: Document outline
Slide 1: Galderma: the dermatology category leader Investor Relations Presentation Slide 2: Forward-looking statements Slide 3: Galderma as a ‘self-care’ category leader in dermatology Slide 4: Fully focused in the fastest growing ‘self-care’ market and in attractive, high-growth sub-segments, boost
Slide 3: Galderma: the dermatology category leader Investor Relations Presentation
Find Zoom Out Zoom In Previous 1 of 38 Next Automatic Zoom Presentation Mode Open Print Download Current View Tools MAY 2025 Galderma:the dermatology category lea Relations PresentationFor investor audiences only. Not to be used or intended for promotional or marketing purpose
Slide 4: Forward-looking statements
2 Forward-looking statements CertainstatementsinthisPresentationareforward-lookingstateme lookingstatementsarestatementsthatarenothistoricalfactsandmaybeidentifiedbywordssuchas"plans","targets","aims","believes","expects","a lookingstatementsreflect,atthetime,Galderma'sbeliefs,intentionsandcurrentta
Slide 5: Fully focused in the fastest growing self-care market
4 Fully focused in the fastest growing ‘self-ca 20232027~87~113 attractive, high-growth sub-segments, boosted by bi entryDermatology vs other selected ‘self-care’ markets ,B USDGrowth outlook 1 2Note:Marketsizeroundedtothenearestb ZoetisInvestorDayPresentation(2023),Ophthalmology–AlconCapitalMarkets
Slide 6: Leading positions in dermatology worldwide
5#2 global fillerTheworld’s most diverse range of HA fillers & skinboosters#1global biostimulatorThe first & o PLLA-SCA #2 global neuromodulatorSpearheadingnext generation neuromodulation#1 peri-procedure sk 1 dispensedperi-procedure brand#1 across acne, rosacea, & actinic keratosis Leading portfoli
Slide 7: Proven track record outperforming fast growing market segments
Proven track recordoutperforming fast growing mark 7 segments6007919422019 2022202322.2%21.0%23.1%2,7063,7604,0822019 (pro forma) 20222023To (pro forma) USDMargin expansion,Core EBITDA absolute,M USD& margin, % +11.9% CC CAGR2019-2023+13.9% CC CAGR2019-2023+14.5% e dermatology market, 2019-2023 CC C
Slide 8: Guidance and profitability consistently met over the past 3 years
9 Key financial highlightsfor FY 2024+10-12% Net sales growth currencyContinuedgrowthtrajectorywithinvestmentsin significantbiologicslaunches, alsounderpinningcon termguidance2025 FULL YEAR GUIDANCECoreEBITDA improvementsbasedon ongoingoperating l with marginexpansion in H2 supportedby nemolizumab R
Slide 9: Key financial highlights for FY 2024
1121.0%Nemolizumab FY costs: 145M USD2022A23.1%Nemolizumab FY costs: 159M USD2023A23.4%Nemolizumab FY costs: 226M U Co Medical and Regulatory, Sales and Marketing, and DistributionILLUSTRATIVE ONLY –BAR SIZE NOT AT SCALE Core EBITDA margin, incl. nemolizumabcosts1: improvement inunderlying profitabi
Slide 10: Continued strong momentum in net sales growth
ongoing innovation 1 Global opportunity for further market share gainsStrong momentum growing International markets and modest growth expectations from the U.S. (excluding Nemluvio) in a market 2 Strengthened financial profileImproved balance sheet, from continued rapid delevera flow 3 Shift to long
Slide 11: Continued improvement in underlying profitability while investing in nemolizumab
Slide 12: 2025: A year of opportunities
Slide 13: 2025 guidance
Slide 14: Current U.S. tariff exposure manageable and factored into 2025 guidance
Slide 15: 2025 net sales growth phasing
Slide 16: Core EBITDA expected to accelerate in H2 2025
Slide 17: Attractive growth outlook across leading dermatology platforms
Slide 18: Relfydess: Next-generation neuromodulator
Slide 19: Nemluvio: Entering prurigo nodularis and atopic dermatitis
Slide 20: Nemluvio: Fast and safe itch relief
Slide 21: Nemluvio: Strong U.S. start
Slide 22: Reconfirming mid-term guidance
Slide 23: Focused capital allocation
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