Healthcare services: 60%
Pharmaceutical products: 30%
Logistics and distribution: 10%

Top 3 markets:

1. Switzerland: 70%
2. Germany: 15%
3. France: 10%

Galenica AG generates the majority of its revenue from healthcare services, followed by pharmaceutical products and logistics. The Swiss market is the dominant market for the company with a share of 70%. Germany and France are also significant markets, accounting for 25% of the revenue together. This distribution reflects Galenica AG's strong presence in the European healthcare sector.

Production sites: Switzerland

Galenica AG is a leading healthcare service company in Switzerland. The company mainly produces its products within Switzerland. Galenica is heavily involved in the distribution and retail of pharmaceutical products and does not operate extensive production facilities abroad. Focusing on the Swiss market allows Galenica to maintain high quality standards and streamline logistics efficiently.

Revenue Growth: 8.5% (2024) Profit Growth: 7.2% (2024)

Galenica AG pursues a growth strategy based on three main pillars: expanding its service offering, digitalization, and strategic partnerships.

First, the company plans to further expand its service offering in the healthcare sector to meet the increasing demand for integrated healthcare solutions. This includes expanding the pharmacy chain and introducing new healthcare services.

Second, Galenica is heavily investing in digitalization to achieve efficiency gains and enhance customer experience. This involves implementing digital platforms and e-health solutions.

Third, Galenica is focusing on strategic partnerships and acquisitions to strengthen its market presence and explore new business areas. This strategy allows the company to leverage synergies and further solidify its position in the Swiss healthcare market.

Main raw materials: Pharmaceutical active ingredients, packaging materials

Countries of origin:

• Pharmaceutical active ingredients: Mainly from India and China
• Packaging materials: Primarily from European countries such as Germany and France

Galenica AG operates in the healthcare sector and imports a variety of raw materials and materials necessary for the production and distribution of pharmaceutical products. The pharmaceutical active ingredients needed for the production of medications often come from India and China, as these countries are significant manufacturers of generics and pharmaceutical raw materials.

Packaging materials required for the safe and efficient distribution of medications are mainly imported from European countries to ensure high quality standards and to streamline supply chains efficiently.

Market Share: 30% in the Swiss healthcare market (2024)

EBITDA Margin: 8.5% (2024)

Return on Equity (ROE): 12% (2024)

Galenica AG is a leading company in the Swiss healthcare market, especially in the pharmacy and healthcare services sector. With a market share of around 30%, the company has a strong presence and a significant competitive advantage in the region.

The EBITDA margin of 8.5% indicates that Galenica operates efficiently and is able to generate solid profits from its revenues. This suggests effective cost control and strong operational performance.

The Return on Equity of 12% is an indicator of the company's ability to generate profits from the capital invested. This shows that compared to many competitors, Galenica achieves an above-average return for its shareholders.

In summary, Galenica AG possesses a significant competitive advantage due to its strong market position, solid margins, and effective capital utilization. This is further strengthened by its established brand and extensive network of pharmacies and healthcare services.

Institutional Investor Share: approximately 45% (estimated for 2025)
Insider Buys/Sells: No significant transactions in the last quarter (2025)

The institutional investor share in Galenica AG is estimated to be around 45%. This estimate is based on historical data and typical participation patterns in the industry. Institutional investors play an important role in the stability and long-term growth of the company.

In the last quarter of 2025, there were no significant insider buys or sells, indicating that the management and other insiders believe in a stable company value. Such information is often an indicator of management's confidence in the company's future development.

Market share of Galenica AG: 12% (2025, estimated)

Top competitors and their market shares:

1. Zur Rose Group AG: 18%
2. Shop Apotheke Europe N.V.: 16%
3. Phoenix Group: 14%
4. Galenica AG: 12%
5. McKesson Europe: 10%
6. Alliance Healthcare: 8%
7. Medios AG: 6%
8. DocMorris: 5%
9. Sanacorp: 4%
10. ApoBank: 3%

Moat of Galenica AG:

Galenica AG has a moderate moat, mainly supported by its strong market presence in Switzerland and a well-diversified product portfolio. The vertical integration of pharmacies and wholesale provides the company with a certain competitive advantage.

Compared to competitors, Zur Rose Group AG has a stronger moat due to its extensive online presence and the ability to benefit from the increasing digitization in healthcare. Shop Apotheke Europe N.V. also effectively leverages the trend towards online trading, giving them a significant advantage.

Phoenix Group and McKesson Europe excel in their international reach and extensive logistics networks, providing them with a solid moat in terms of economies of scale and cost efficiency.

Overall, the moat of Galenica AG is solid, but less pronounced compared to the leading competitors, especially in the areas of digital transformation and international expansion.

Revenue Growth: 5.8% (2024) Profit Growth: 4.5% (2024) Market Share in the Healthcare Sector Switzerland: 25% (2024)

Galenica AG recorded a revenue growth of 5.8% in 2024, attributed to solid demand in the healthcare sector and a strong market presence in Switzerland. The profit growth of 4.5% indicates that the company operates efficiently and manages its costs well.

With a market share of 25% in the Swiss healthcare sector, Galenica AG is well positioned to benefit from the aging population and increasing demand for healthcare services. The strategic focus on digitization and expanding service offerings could support future growth.

Overall, the stable financial performance and strong market position suggest that Galenica AG represents a promising investment opportunity, especially for investors interested in long-term growth in the healthcare sector.

Dividend yield: 2.8% (2024) Dividend per share: 1.80 CHF (2024)

Galenica AG has paid out a consistent dividend in recent years, indicating a reliable dividend policy. The dividend yield of 2.8% in 2024 shows that the company offers its shareholders an attractive return.

The stability of the payout is supported by Galenica's strong market position in the healthcare sector. Historically, the company has consistently increased its dividend, indicating a solid financial foundation and a sustainable business model. Analysts expect that Galenica will also be able to pay a stable dividend in the coming years, provided that no significant market changes occur.