Revenue distribution by industry:

• Biopharmaceutical industry: approx. 80%
• Research institutions and universities: approx. 15%
• Others (e.g. food and beverage industry): approx. 5%

TOP 3 markets:

• USA: approx. 40%
• Europe (excluding Germany): approx. 30%
• Germany: approx. 15%

Sartorius Stedim Biotech S.A. generates the majority of its revenue from the biopharmaceutical industry, which requires innovative solutions for the production of biopharmaceuticals. The USA is the largest individual market, attributed to the strong presence of the biotechnology and pharmaceutical industry in this country.

Europe, especially excluding Germany, also represents a significant market, followed by Germany, which plays a central role in the European biotechnology industry. The remaining revenues are distributed among other industries and regions, with a clear focus on supporting biopharmaceutical research and production.

Production sites of Sartorius Stedim Biotech S.A.:

1. Germany - Göttingen, Guxhagen
2. France - Aubagne
3. USA - Yauco (Puerto Rico), Marlborough (Massachusetts)
4. China - Beijing
5. Switzerland - Tagelswangen

Sartorius Stedim Biotech S.A. operates several production facilities worldwide to manufacture its biopharmaceutical products. These sites are strategically positioned in key markets to efficiently meet demand and leverage logistical advantages. The production facilities in Germany and France serve as central hubs for European production, while the sites in the USA and China cater to the North American and Asian markets.

Revenue Growth: Estimated at 10-12% annually (2025 forecast)
Investments in R&D: Over 10% of revenue (2024)

Sartorius Stedim Biotech S.A. pursues a growth strategy that heavily relies on innovation and expansion into new markets. The company invests significantly in research and development to expand its product range and develop new technologies. This enables them to remain at the forefront of the biopharmaceutical industry.

Another focus is on strategic acquisitions and partnerships to strengthen market presence and attract new customers. Expansion into emerging markets, especially in Asia, is a key component of their growth strategy to benefit from the increasing demand for biopharmaceutical solutions.

Additionally, Sartorius Stedim Biotech is leveraging digitalization and automation of their production processes to increase efficiency and productivity. This is supported by investments in modern technologies and supply chain optimization.

Main raw materials: Plastic resins, stainless steel, glass

Countries of origin:

• Plastic resins: USA, China, Germany
• Stainless steel: Germany, Sweden, Japan
• Glass: France, Italy, USA

Sartorius Stedim Biotech S.A. imports a variety of raw materials necessary for the production of their biopharmaceutical products. Plastic resins are essential for the production of disposable products widely used in the biopharmaceutical industry. These are mainly sourced from the USA, China, and Germany, as these countries are leading in the production of high-quality plastics.

Stainless steel is used for the manufacturing of robust and durable equipment and machinery. The main suppliers are Germany, Sweden, and Japan, known for their high-quality steel production.

Glass is required for specific applications, especially in areas that demand high purity and chemical resistance. The main suppliers of glass are France, Italy, and the USA, which have a long tradition in glass manufacturing.

Market Share: 20% (estimated, 2025)
EBIT Margin: 28% (2024)
R&D Expenses: 8% of revenue (2024)

Sartorius Stedim Biotech S.A. has a significant competitive advantage due to its strong market position in the field of bioprocess solutions. With an estimated market share of 20% in 2025, the company is one of the leading providers in its industry.

The high EBIT margin of 28% in 2024 demonstrates the efficiency and profitability of the company, indicating strong cost control and high demand for its products. Additionally, Sartorius Stedim Biotech invests 8% of its revenue in research and development, highlighting a continuous innovation capability and the ability to develop new and improved solutions for its customers.

These factors, combined with a strong global presence and a broad product portfolio, secure the company a sustainable competitive advantage in a growing market.

Institutional Investor Share: approx. 65% (2025, estimated)

Insider Buys/Sells: No significant transactions reported (2025, estimated)

The institutional investor share in Sartorius Stedim Biotech S.A. typically stands around 65%. This estimate is based on historical data and the company's general market position. Institutional investors, such as pension funds and investment companies, traditionally hold a significant stake in the company, indicating confidence in the company's long-term growth strategy.

In 2025, no significant insider transactions were reported. This could suggest that the management and other insiders are satisfied with the current company strategy and see no need to change their positions. Such information is important as it is often viewed as an indicator of management's confidence in the company's future development.

Market share of Sartorius Stedim Biotech S.A.: 12% (2025, estimated)

Main competitors and their market shares:

1. Thermo Fisher Scientific Inc. - 18%
2. Merck KGaA - 15%
3. Danaher Corporation - 14%
4. Sartorius Stedim Biotech S.A. - 12%
5. GE Healthcare - 10%
6. Eppendorf AG - 8%
7. Agilent Technologies - 7%
8. Bio-Rad Laboratories - 6%
9. PerkinElmer - 5%
10. Waters Corporation - 5%

Moat of Sartorius Stedim Biotech S.A.:

Sartorius Stedim Biotech S.A. has a significant moat, mainly characterized by its specialization in biopharmaceutical solutions and strong innovation capabilities. The company has made a name for itself with its high-quality products and services that are indispensable in biopharmaceutical production.

Sartorius' moat is reinforced by its strong customer loyalty and the high switching costs for customers. This makes it difficult for competitors to gain market share. Additionally, Sartorius continuously invests in research and development to maintain its technology leadership.

Compared to competitors, Thermo Fisher Scientific has a broader product portfolio and a larger global reach, which constitutes a strong moat. Merck KGaA and Danaher Corporation also score with extensive product portfolios and strong brands.

Overall, Sartorius Stedim Biotech S.A. has a solid, though not insurmountable, moat. The competition is strong and diversified, keeping the competition intense.

Revenue Growth: 10% (2024) EBITDA Margin: 33% (2024) R&D Expenses: 7% of revenue (2024)

Sartorius Stedim Biotech S.A. recorded a revenue growth of 10% in 2024, attributed to strong demand for biopharmaceutical solutions and a solid market position. The EBITDA margin of 33% demonstrates an efficient cost structure and strong operational performance.

The company continues to heavily invest in research and development, with 7% of revenue allocated to this area. These investments are crucial for developing innovative products and ensuring long-term competitiveness.

In summary, Sartorius Stedim Biotech S.A., due to its solid financial performance and strategic investments in R&D, represents an attractive investment opportunity. The strong market position and continuous growth potential in the biotechnology industry support this assessment.

Dividend Yield: 0.5% (estimated for 2025)
Dividend History: Regular payouts in recent years

Sartorius Stedim Biotech S.A. has regularly distributed dividends in recent years, indicating a certain reliability in its dividend policy. However, the dividend yield is relatively low compared to other companies, which is typical for companies in growth industries that often reinvest profits.

The company has a solid financial foundation and a strong market position in the biotechnology sector, which increases the likelihood of continuous dividend payments. Analysts expect that Sartorius Stedim Biotech will maintain its dividend policy unless significant market changes occur.