Ypsomed Holding AgSIX: YPSN

Presentation of Full-Year Results 2025/26

· Issued by Ypsomed Holding Ag
Ypsomed Full Year Results 2025/26 Transforming selfcare, Transforming Ypsomed

Zurich, 20 May 2026



Important information

The information contained in this document has not been verified by an independent source. It should be taken with caution, and no assurance or guarantee is given (either explicit or implied) regarding the fairness, accuracy, completeness or correctness of the information or opinions contained herein. Neither Ypsomed Holding AG nor advisors or affiliates of Ypsomed Holding AG shall be liable in any way for losses occurred in conjunction with the use of this document, its contents or any other connection with this document. This document is neither an offer (or part of an offer) for the sale, nor a solicitation for the purchase of shares, and neither the document nor parts thereof form the basis of any contract or otherwise obligation. This document contains future-oriented statements which include uncertainties and risks. Such statements are indicated by such words as "could", "planned", "expected", "believed" and similar expressions or their context. These statements are made based on current knowledge and current assumptions. Due to a variety of different factors, the actual future results, developments or events may deviate considerably from those mentioned here. There is no obligation whatsoever to update future-oriented statements.

Making selfcare simpler and easier



We benefit from multiple structural growth drivers
  • Selfcare

    Move from IV to subcutaneous delivery to enhance quality of life, encouraging therapy adherence and lower healthcare cost

  • Biologics

    Next generation drugs are mostly large molecules that must be

    injected

  • Biosimilars

    Expanding access to affordable medical care worldwide

  • Incretins

Transforming healthcare and society, improving public health, productivity, and quality of life for millions



Ypsomed has completed its transformational journey to become a pure-play self-injection specialist

Ypsomed is now a pure-play self-injection specialist

2026

2025

2025

2024

2023

2022

Phase-out of contract manufacturing delivery systems

Completion of the sale of Ypsotec

Completion of the sale of the diabetes care business

Completion of the sale of the pen needle and blood glucose monitoring business

Completion of the sale of the DiaExpert retail business in Germany

Transformation from matrix structure to an organization with product areas



Thanks to its clear strategic focus, Ypsomed is uniquely positioned to continue to benefit from significant growth

Platforms

Innovation

Operational

Excellence

Strong Financials



Ypsomed offers the broadest range of self-injection solutions on the market

Platforms

Innovation

Operational

Excellence

Strong Financials



Ypsomed offers the broadest range of self-injection solutions on the market

Ypsomed won a record number of 44 new projects in FY 2025/26, thereof 12 with new customers

New project wins FY 2025/26

Illustrative

44 new project wins

Ypsomed wins across the board

  • Various therapeutic areas

  • Originators and biosimilars

  • Developed and emerging markets

  • New and existing pharma customers

  • Sustained growth momentum ahead

    Incretin Originator

    Non-incretin Originator

    Incretin Biosimilar

    Non-incretin Biosimilar

    Ypsomed has a diversified customer portfolio with no customer exceeding 15 % of revenue in the foreseeable future

    Commercial sales by customer FY 2025/26

    Illustrative

    over 130

    customers

    Increasingly diversified portfolio

  • >130 customers

  • No single customer accounts for more than 15 % of commercial revenue

  • Even less concentration at the EBIT level, today and in the foreseeable future



Ypsomed supports patients with over 80 approved products in 25 indications 80+ Products approved

Pens

  • Diabetes

  • Fertility

  • Growth Disorders

  • Obesity

  • Osteoporosis

  • Parkinson

  • Polycythaemia Vera

  • Hypoparathyroidism

    Autoinjectors

    • Asthma

    • Alzheimer

    • Atopic Dermatitis

    • ATTR Amyloidosis

    • Hypercholesterolemia

    • Crohn's Disease

    • Migraine

    • Multiple Sclerosis

    • Obesity

    • Oncology

    • Osteoporosis

    • Psoriasis

    • Rheumatoid Arthritis

    • Sexual dysfunction

    • Hereditary Angioedema

    • Fam. Chylomicronemia Syndrome

    • Acromegaly

    • Lupus

    • Neuromyelitis optica spectrum disorder

Ypsomed is the innovation leader

Platforms

Innovation

Operational

Excellence

Strong Financials



We announced three new devices platforms in FY 2025/26, all based on

Ypsomed's eco-design guidelines

YpsoLoop won several awards

CPHI

innovation

award

Pharmapack patient-centric design award

Red Dot product design award



Sustainability is embedded in Ypsomed's products, supply chain, and operations and cements our innovation leadership

Eco-designed products Reduce dependencies

Carbon-reduced supply chain

Meet customer scope 3

requirements

Energy-efficient sites

Less cost volatility and

improved bottom line



Clear-to-Clinic accelerates time to market thanks to pre-validated platforms

Clinic-ready devices

available in <6 months

Documentation Verification Parallelization Early readiness



Ypsomed expands globally

Platforms

Innovation

Operational

Excellence

Strong Financials



Ypsomed builds a global manufacturing footprint, producing local for local

Holly Springs (USA)

opening 2027

Schwerin (DE) Schwerin II (DE)

opening 2026

Burgdorf HQ (CH)

Solothurn (CH)

Burgdorf (CH) Burgdorf (CH)

Suzhou (CN) (Contract Manuf.)

Changzhou (CN)



In Solothurn we opened our new tool manufacturing facility in April 2026



And we are phasing out Contract Manufacturing to focus on proprietary autoinjectors until end of 2026



In our Changzhou site commercial production has started end of 2025



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