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Carl Zeiss Meditec AG Company Presentation | Transforming Healthcare with Cutting-Edge Technology

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Carl Zeiss Meditec AG Company Presentation: Key Takeaways

Introduction to Carl Zeiss Meditec AG by Sebastian Frericks, Head of Investor Relations

Sebastian Frericks, Head of Investor Relations, delivered an engaging and insightful presentation on Carl Zeiss Meditec AG, a globally recognised leader in Ophthalmology and Microsurgery. This presentation comprehensively overviewed the company’s market position, key strategies, and future growth drivers. The company achieved €2,089 million in revenue in the 2023/24 fiscal year, with a historically solid EBIT margin of 12%. Carl Zeiss Meditec is a market leader with a 40% share in Refractive Surgery and a growing market share in Surgery Anterior (Cataract). Listed on MDAX and TecDAX, Carl Zeiss Meditec is 59% owned by Carl Zeiss AG, a private optics and technology powerhouse.

Key Business Segments

Ophthalmology

  • Revenue Contribution: Comprises 77% of total revenue and focuses on diagnosis, treatment, and surgical solutions.
  • Key Subsegments:
    • Chronic Disease Management
    • Refractive Surgery
    • Cataract Treatment
    • Retinal Treatment
  • Market Leadership: Includes a 40% share in Refractive Surgery and a growing share in Anterior Surgery (Cataract).

Microsurgery

  • Revenue Contribution: Contributes 23% of revenue, focusing on high-tech surgical visualisation for Neurosurgery, ENT, Plastic Surgery, and Dentistry.
  • Market Leadership: ZEISS dominates the microsurgical market with a 60% global share.

Geographic Reach and Structural Tailwinds

  • Regional Insights:
    • The Asia-Pacific region is a key growth driver, accounting for 26% of revenue, with China as the largest single market.
    • Other significant regions include the US, Germany, and Southeast Asia.
  • Structural Growth Drivers:
    • Ageing populations lead to increased cataract surgeries.
    • Rising myopia prevalence, particularly in Asia, where up to 90% of young people have myopia.
    • Growing demand for digitalised workflows and premium surgical solutions.

Innovation and Strategic Investments

  • R&D Investment: Carl Zeiss Meditec commits 16.7% of revenue to R&D.
  • Key Innovations:
    • VISUMAX®️ 800: A cutting-edge refractive laser surgery system.
    • KINEVO®️ 900 S: Neurosurgery platform designed for efficiency and better surgical outcomes.
  • Digital Solutions: Investments focus on connectivity and integrated workflows to enhance clinical outcomes and customer loyalty.

Key Growth Drivers

  • Expansion in emerging markets, including India and Southeast Asia.
  • Increasing demand for premium intraocular lenses (IOLs) for cataract surgeries, forecasted to grow in unit and revenue share.
  • Advancements in refractive laser surgery driven by rising global myopia rates.

Future Outlook

  • FY 2024/25 Goals: Moderate revenue growth supported by product launches, including VISUMAX®️ 800 approvals in key markets like the US and China.
  • Macroeconomic Challenges: Includes constrained consumer spending and investment climates.
  • Profitability Targets: Long-term EBITA margin target of 16-20%.

Conclusion

Sebastian Frericks closed the presentation by emphasising Carl Zeiss Meditec’s unique market position, strong brand, and commitment to innovation as key factors driving sustainable growth and customer loyalty. This strong brand is a testament to the company’s reputation for quality and reliability.

Chapters
  • Leading market position
  • Our markets benefit from structural tailwinds
  • Ophthalmology ZEISS 4 Advancing eye care
  • Microsurgery ZEISS 5 Redefining surgical 
  • ZEISS has leading positions in its key markets
  • Technological leading
  • Strongest revenue generation from APAC
  • Favorable product mix
  • IOL market
  • Refractive market
  • ZEISS provides the most comprehensive diagnostic
  • Driving clinical outcome and efficiency improvemen
  • Digital Supported Cataract Workflow
  • Tumor Workflow
  • Outlook for FY 2024/25
Resources
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sebastian 1 - Carl Zeiss Meditec AG Company Presentation | Transforming Healthcare with Cutting-Edge Technology -%sitename%

Sebastian Frericks
Head IR | Carl Zeiss Meditec AG

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