Revenue distribution by industry:

• Diabetes Care: approx. 75%
• Delivery Devices: approx. 20%
• Other: approx. 5%

TOP 3 markets and their percentage shares:

• Germany: approx. 30%
• USA: approx. 25%
• France: approx. 15%

Ypsomed Holding AG generates the majority of its revenue from the Diabetes Care sector, particularly through insulin pumps and accessories. The Delivery Devices segment, which includes injection systems, also contributes significantly to the company's income.

Germany is the largest market for Ypsomed, followed by the USA and France. These markets are crucial for the company as they exhibit high demand for innovative diabetes solutions.

Production Sites:

• Burgdorf, Switzerland
• Solothurn, Switzerland
• Grenchen, Switzerland
• Schwerin, Germany

Ypsomed Holding AG mainly produces its products in Switzerland, with significant production sites in Burgdorf, Solothurn, and Grenchen. Additionally, the company operates a production site in Schwerin, Germany. These locations are strategically chosen to ensure the high quality and precision of the medical devices and insulin pumps that Ypsomed manufactures. Proximity to the main markets in Europe also enables efficient logistics and quick response times to customer needs.

Revenue Growth: 10.4% (2024) R&D Investments: 8.1% of revenue (2024)

Ypsomed Holding AG pursues a growth strategy that heavily focuses on innovation and expansion into new markets. A key element of this strategy is the continuous increase in investments in research and development, which accounted for 8.1% of revenue in 2024. This underscores the company's commitment to developing new products and enhancing existing technologies.

Furthermore, Ypsomed is focusing on entering new geographical markets, particularly in Asia and North America. This expansion is supported by strategic partnerships and alliances that enable the company to expand its market presence and tap into new distribution channels.

Another focus is on the digitization and automation of production processes to achieve efficiency gains and optimize cost structures. This is intended not only to increase competitiveness but also to improve margins.

Main raw materials: Plastic granules, stainless steel, electronic components

Main importing countries: Germany, China, Switzerland

Ypsomed Holding AG specializes in the production of injection and infusion systems. The main raw materials imported by the company include plastic granules necessary for the production of syringes and other medical devices. These materials are mainly sourced from Germany, known for its high-quality plastic production.

Stainless steel, required for the manufacturing of robust and durable medical devices, is also imported, with Switzerland serving as an important supplier to ensure high quality standards.

Electronic components, essential in modern medical devices, are largely imported from China, a leading provider of electronic parts. These components are crucial for the functionality and reliability of Ypsomed's devices.

Market share in diabetes care: 10% (2024, estimate)
Research & Development investments: CHF 50 million (2024)
Patents: Over 300 active patents (2024)

Ypsomed Holding AG has established itself as a leading provider in the field of diabetes care. The company's competitive advantage lies in its strong focus on innovative technologies and products that meet the needs of patients with diabetes.

The company continuously invests in research and development, which is reflected in the high number of over 300 active patents. These patents secure Ypsomed a technological edge and protect its products from imitation by competitors.

In addition, Ypsomed benefits from a well-established distribution network and strategic partnerships, enabling the company to distribute its products worldwide and enter new markets. This strengthens its market position and increases barriers to entry for new competitors.

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

The institutional investor share in Ypsomed Holding AG is estimated to be around 45%. This figure is based on typical participation patterns in the industry and comparable companies. Institutional investors play an important role in stabilizing the stock price and providing capital for future growth.

In 2025, there were no significant insider transactions that could indicate a change in management's confidence in the company's future development. This suggests that management has a stable assessment of the company's situation.

Market share of Ypsomed Holding AG: Estimated 8% (2025)

Main competitors and their market shares:

1. Medtronic plc: 25%
2. Roche Holding AG: 20%
3. Dexcom, Inc.: 15%
4. Abbott Laboratories: 12%
5. Insulet Corporation: 10%
6. Ypsomed Holding AG: 8%
7. Tandem Diabetes Care, Inc.: 5%
8. Novo Nordisk A/S: 3%
9. Sanofi: 2%

Moat of Ypsomed Holding AG:

Ypsomed Holding AG has a moderate moat, mainly based on its specialization in the development and production of injection and infusion systems. Their innovation capabilities and ability to develop tailored solutions for customers provide a certain competitive advantage.

Compared to larger competitors like Medtronic and Roche, which have more extensive research and development resources as well as a broader product portfolio, Ypsomed's moat is less pronounced. These companies benefit from stronger brands, larger networks, and a more comprehensive global presence.

However, Ypsomed can differentiate itself through its focus on niche markets and partnerships with other companies. Nevertheless, competition remains intense, and larger competitors tend to have better resources to secure long-term advantages.

Revenue Growth: 10.5% (2024) EBIT Margin: 12.8% (2024) Research & Development (R&D) Expenses: 8% of revenue (2024)

Ypsomed Holding AG recorded solid revenue growth of 10.5% in 2024, driven by strong demand for its innovative products in the field of diabetes care and injection systems. The EBIT margin of 12.8% indicates that the company operates efficiently and is able to control its costs well while remaining profitable.

Another positive aspect is the high proportion of spending on research and development, which stands at 8% of revenue. This suggests that Ypsomed is continuously investing in the development of new technologies and products, which can secure long-term competitive advantages and increase growth potential.

Overall, Ypsomed demonstrates strong operational performance and innovation, making the stock a potentially good investment, especially for investors focusing on long-term growth and technological advancements.

Dividend payment: Yes, Ypsomed Holding AG pays a dividend.
Dividend yield: 1.5% (2024)
Dividend continuity: Stable over the last 5 years

Ypsomed Holding AG has regularly distributed dividends in recent years, indicating a reliable dividend policy. The dividend yield of 1.5% in 2024 shows that the company consistently returns a portion of its profits to shareholders.

The stability of dividends over the past five years suggests that Ypsomed has a solid financial foundation and a sustainable business model. This is particularly important for investors who rely on regular income from their investments.