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At Fresenius, we are at the heart of healthcare. We offer system-critical products and services for therapies of care for critically and chronically ill patients. We continuously improve the quality and efficiency of healthcare, giving a growing number of people access to world-class therapies. We are always looking for even better solutions and thus contribute to medical progress.
 

Megatrends in Healthcare

In doing so, we take advantage of significant paradigm shifts in the healthcare environment with regards to biologic products and therapies, technological change and new forms of data generation, processing and usage. The healthcare sector is one of the world’s largest industries and we are convinced that it demonstrates excellent growth opportunities. We want to be at the forefront of these trends and have thus charted our course to continued system relevance in our businesses.

Advancing patient care

The health and well-being of patients is Fresenius‘ top priority. We have been saving and improving the lives of critically and chronically ill people for more than 100 years. 

Our goal is to expand Fresenius’ position as a leading global provider of therapies for critically and chronically ill people. At the same time, we want to grow profitably and use our capital efficiently, in order to create value for our stakeholders and enable us to continue investing in better medicine. 

In 2023, we have executed a comprehensive diagnosis of our Group portfolio at sub-segment level, in order to highlight growth opportunities aligned with market trends. As part of this process, we further refined our management approach for each of our businesses and identified areas to strengthen our portfolio focus. Going forward, we want to increasingly orient our portfolio to three platforms: 

  • (Bio)Pharma including clinical nutrition
  • MedTech 
  • Care Provision

With these platforms, we cater to major trends in healthcare and become a more therapy-focused company. The health and quality of life of our patients who we serve with high-quality, affordable products and services is at the core. At the same time, our platforms address attractive value pools in healthcare, which will provide opportunities for future profitable growth.

Our path to #FutureFresenius

In 2022, we launched #FutureFresenius to embark on a transformative journey and provide a clear direction for the next decades. We made great progress over 2023, particularly in the structural progression of the Group. With the deconsolidation of Fresenius Medical Care and targeted divestments, we sharpened the focus of the portfolio and achieved structural simplification. Our new corporate structure places a clear focus on our Operating Companies Fresenius Kabi and Fresenius Helios. Both businesses have attractive market positions and excellent opportunities for profitable growth. Clear structures and responsibilities were also defined with the initiation of a new operating model. Our new Fresenius Financial Framework will enable us to monitor and improve performance in a more targeted manner. 

  • RESET: As a first step of this journey, we simplified our group structure, optimized our financial management system, and created change momentum across the organization.
  • REVITALIZE: Now we want to gear up for continuous portfolio optimization and the pursuit of growth verticals. 
  • REJUVENATE: At this stage we will make use of value-generating growth verticals to reinforce and expand our platforms. 
  • REIMAGINE: Our further enhanced capabilities will allow us to actively shape the future of healthcare in the REIMAGINE phase.

 

1 OECD, Long-term Economic Scenarios (2023)2 UN Ageing & Health (2021)3 OECD Health at a Glance (2019)4 McKinsey & Co. (2023)5 WHO Triple Billion Progress

Contact

Markus Georgi

Senior Vice President Investor Relations
Head of Investor Relations
T: +49 (0) 6172 608-2485
markus.georgi@fresenius.com

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