Merck KGaA · XETR:MRK
Merck KGaA — Investor Day (September 2021)
22 slides from Merck KGaA's investor day presentation, Sep 9, 2021
Slide 1: Capital Markets Day 2021
Capital Markets Day 2021 Meet Merck Management 2nd Virtual Merck CMD – September 9, 2021
Slide 2: Meet Merck Management
Meet Merck Management Merck Capital Markets Day 2021 Group & Business Sectors Sector Growth Drivers Update & Outlook Deep Dive Sessions September 9, 10:00 a.m. - 12:00 p.m. CEST September 9, 1:00 p.m. - 1:45 p.m. CEST 01 Strategy update Healthcare Belén Garijo - CEO Management presentation and Q&A 0
Slide 3: Strategy Update
Strategy Update Belén Garijo, CEO 2nd Virtual Merck CMD – September 9, 2021
Slide 4: Disclaimer
Disclaimer Cautionary Note Regarding Forward-Looking Statements and financial indicators This communication may include “forward-looking statements.” Statements that include words such as “anticipate,” “expect,” “should,” “would,” “intend,” “plan,” “project,” “seek,” “believe,” “will,” and other wor
Slide 5: Agenda: Strategy Update
Agenda: Strategy Update 01 Accelerating science and technology leadership 02 Fueling BIG3 growth through focused investments 03 Driving organizational strength, sustainability & diversity 04 Executive summary 5
Slide 6: Accelerating science & technology leadership
01 Accelerating Science & technology leadership
Slide 7: Merck Group: Well positioned to win in high-growth focus areas
Merck Group Well positioned to win in high-growth focus areas Global economy1 End markets1 Focus market areas1 BIG3 Global pharma industry Oncology ~9% to 12% New HC ~4% to 5% Neurology ~3% to 6% Products Global life science industry Biologics >10% Process ~5% to 7% Services >10% Solutions Global el
Slide 8: Leading positions in fastest growing science & technology markets
Merck Group Leading positions in fastest growing science & technology markets Share of Share of net sales EBITDA pre ▪ Strong portfolio & performance drive above-market growth ▪ Leading positions and unique capabilities in PS 42% 45% services, gene editing & novel modalities ▪ Access to high-growth
Slide 9: 4 Innovation fields will become reality tomorrow
Boundaries of human progress today 4 Innovation fields Unique position to will become reality tomorrow will push the boundaries drive key innovations Tomorrow we will live longer, healthier 1. Biotechnology A leader in three & more sustainably than ever before … ▪ Genetic engineering sectors at the
Slide 10: Accelerated science & tech leadership driving growth
Merck Group Accelerated science & tech leadership driving growth New Strategic Framework Core pillars Direction Mobilize for growth Focus on profitable top line growth in the BIG3 in BIG3 Frame Accelerating science & Innovation as key driver for technology leadership sustainable growth Foundation Fo
Slide 11: Fueling BIG3 growth through focused investments
02 Fueling BIG3 growth through focused investments
Slide 12: #25by25: delivering €5 bn+ organic additional sales by 2025
Merck Group #25by25: delivering €5 bn+ organic additional sales by 2025 >€1 bn organic sales growth per annum ~80% of each year from 2021 to 2025 >€1 bn growth from ~€25 bn1 BIG3 and > 6% organic CAGR >€1 bn Process illustration Solutions >€1 bn Healthcare New Products* >€1 bn Semiconductor Solution
Slide 13: Committing to record investments - targeted @BIG3 growth engines
Merck Group Committing to record investments - targeted @BIG3 growth engines Leading positions in growth markets fuel Targeted, disciplined & focused capital allocation significant boost in investment capacity across >20 enterprise planning units Investment [in € bn] Life Science Healthcare Electron
Slide 14: Life Science: Driving growth and expanding leadership in Process Solutions
Life Science Driving growth and expanding leadership in Process Solutions Robust market with diverse growth Life Science will be fully equipped to capture growth pockets, elevated during pandemic opportunities with a focus on Process Solutions ▪ Major capacity and network expansion to fuel growth of
Slide 15: Healthcare: Well positioned in a dynamic environment
Healthcare Well positioned in a dynamic environment, focused leadership in R&D Existing market trends unchanged... Focused leadership in R&D driven by recent launches & pipeline ▪ High growth in largest TA Oncology ✓ From correlated to distinct ▪ Precision medicines to further increase share SCCHN u
Slide 16: Electronics: Building on leading positions in semiconductor materials
Electronics Building on leading positions in semiconductor materials External trends drive strong demand Electronics well positioned to capture it Connected World IoT Big Data One of the strongest portfolios – providing solutions necessary to enable industry growth 5G Enabling breakthrough technolog
Slide 17: Driving organizational strength, sustainability & diversity
03 Driving organizational strength, sustainability & diversity
Slide 18: Organizational strength & diversity enable focused growth
Merck Group Organizational strength & diversity enable focused growth Continuous focus on enabling people and People are the transforming operating model… foundation of everything! CFO session Talent True pioneers in Attract, develop & retain the best people; flexible & remote work models a home for
Slide 19: Accelerating positive impact on environment and society
Merck Group Accelerating positive impact on environment and society Positive impact through our products Our sustainability goals ▪ Provide access to medicine 1 Dedicated to human progress ▪ Enable cutting-edge technologies In 2030, we will advance human progress for >1 billion people through sustai
Slide 20: Executive Summary
04 Executive Summary
Slide 21: …in Conclusion: key priorities to deliver on
…in Conclusion 4 key priorities to deliver on Our science & tech ambitions Focusing on Sustainability Mobilizing for Driving Efficient growth Culture & Leadership Leveraging Innovation in the BIG3
Slide 22: Investor Relations contacts
CONSTANTIN FEST SVENJA DJAVAHERI SARA HOFMANN Head of Investor Relations Assistant Investor Relations Assistant Investor Relations +49 6151 72-5271 +49 6151 72-3744 +49 6151 72-3321 [email protected] [email protected] [email protected] ILJA DOERING GUNNAR ROMER A