Fagron's Growth Strategy: A Game Changer in Pharmaceutical Compounding!

Ladies and Gentlemen, buckle up! Today is the day Fagron, the global leader in pharmaceutical compounding, is set to unveil its upgraded growth strategy and mid-term financial targets at its Capital Markets Day 2025. This is not just any event; it's a game-changer for the industry. Let's dive in and see what makes this strategy a must-watch!

WHY SHOULD YOU CARE?

Fagron is not just another company; it's the leading global player in pharmaceutical compounding, delivering personalized medicine to hospitals, pharmacies, clinics, and patients in over 30 countries. With a strong track record of growth and innovation, Fagron is poised to take the industry by storm with its new strategic plan for 2025-2030.

THE BIG REVEAL: FAGRON'S STRATEGIC PLAN

Fagron's new strategic plan is all about growth, growth, growth! The company aims for high single-digit to low double-digit organic revenue growth CAGR at CER. That's right, folks! We're talking about a REBITDA margin of 21.0% by 2027, with a progressive increase through 2030. This is not just a plan; it's a roadmap to dominance!

REGIONAL GROWTH: THE KEY DRIVERS

Fagron's regional growth targets are nothing short of ambitious. Here's the breakdown:

- EMEA: Mid-single digits growth. Fagron will maintain its #1 position in the repackaging and distribution of pharmaceutical raw materials, driving operational excellence through SKU harmonization, sourcing optimization, and regulatory preparedness.

- Latin America: High-single digits growth. The Global Brands Strategy will be a key growth and margin driver, increasing its share of B&E revenue. Fagron is scaling proven brands globally, supported by scientific validation, prescriber engagement, and infrastructure readiness.

- North America: Low-mid teens growth. Fagron is investing in high-quality sterile capacity and capabilities, aiming to become a leading global platform for personalized sterile medicines. Facility upgrades, automation, and regulatory strength will underpin this expansion.

THE STRATEGY IN ACTION

Fagron's strategy is built around four clear priorities:

1. Strengthen Global Leadership in Essentials: Maintain the #1 position in the repackaging and distribution of pharmaceutical raw materials across core markets.
2. Accelerate Growth in Brands: Scale proven brands globally, supported by scientific validation, prescriber engagement, and infrastructure readiness.
3. Expand Sterile Compounding Services: Invest in high-quality sterile capacity and capabilities across all regions.
4. Optimize Non-Sterile Compounding and Registration Business: Focus on margin improvement through operational leverage, automation, and improved quality processes.

THE NUMBERS DON'T LIE

Fagron's performance speaks for itself. In the first quarter of 2025, the company reported a record revenue of €239 million, reflecting 14% topline growth. This is on top of a 14.3% reported growth and 13.0% organic growth at CER for FY 2024. The company's REBITDA grew 16.8% YoY, benefiting from operating leverage, with the margin improving by 50bps to 20.0%.

WHAT DOES THIS MEAN FOR YOU?

If you're an investor, this is a no-brainer! Fagron's strategic plan is a clear path to accelerating its growth profile. With a strong market positioning, favorable underlying demand for personalized medicine, and strong execution capabilities, Fagron is set to dominate the pharmaceutical compounding industry.

DON'T MISS OUT!

Fagron's Capital Markets Day 2025 is happening today from 2PM CET. You can follow the event via a video webcast. Don't miss out on this opportunity to see the future of pharmaceutical compounding unfold before your eyes!

BOO-YAH!

Fagron's upgraded growth strategy and mid-term financial targets are a game-changer. With a clear path to accelerating its growth profile, Fagron is set to dominate the pharmaceutical compounding industry. Don't miss out on this opportunity to be part of the future!