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Carl Zeiss Meditec AG Elevator Pitch 2023 | Embracing the Future of MedTech with IR

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Excerpt

In this captivating presentation by Carl Zeiss Meditec, Sebastian Frericks, the Head of Group Finance and Investor Relations, provides an insightful overview of their operations and strategic advantages. The video focuses on the company’s commitment to improving the quality of patient lives through technology and innovation, exemplified by their ground-breaking medical innovations such as Smile Technology for minimally invasive laser surgery and 4K video technology for eye surgeries.

 

Sebastian highlights the company’s impressive financial track record, featuring a robust 10% CAGR and EBIT margin exceeding 20%. This success, he reveals, is driven by four key factors:

  • Relentless innovation
  • A growing base of recurring revenue
  • Strategic focus on the high-growth Asia-Pacific region
  • A forward-thinking approach to the digitalization of their product portfolio

Zeiss Meditec’s strong commitment to R&D has fostered pioneering innovations in neurosurgery and ophthalmology, positioning them at the cutting edge of medical technology. Moreover, their recurring business model, comprising 46% of their revenue, ensures a robust financial base underpinned by surgical consumables, implants, and service fees.

 

The company’s keen focus on the Asia-Pacific region reflects an astute recognition of the high-growth potential in markets such as China. Lastly, Zeiss Meditec is harnessing the power of digitalization, connecting devices for seamless workflows, employing data management tools, and utilizing artificial intelligence for improved treatment outcomes.

 

In conclusion, Zeiss Meditec presents a compelling case for investors, with a track record of innovation, a steady stream of recurring revenue, a strong foothold in high-growth markets, and a future-oriented approach to digitalization.

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Sebastian Frericks
Head IR | Carl Zeiss Meditec AG

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