Listen to Vimian's Maria Dahllöf Tullberg at Aktiespararna’s ”Stora Aktiedagen” in Stockholm talking about the animal health market and Vimian. Aktiespararna is the world's largest member organization for private individuals who save in shares and funds.
A resilient market expected to grow
The animal health market has historically proven resilience in challenging times, e.g., during the financial crisis in 2008. The animal health market is worth around EUR 50 billion with an expected growth (CAGR) of approximately 8% until 2030.
Growth is driven by
humanisation of pets
advancement in veterinary care
growing and ageing pet population
awareness of available treatments
decreased use of antimicrobials
Focusing on niches with unmet medical needs
Specialty pharma
MedTech
Veterinary services
Diagnostics
Strong track record since 2016
81% CAGR 2018-2022
105% adj. EBITDA CAGR 2018-2022
29% adj. EBTDA margin
Strong organic growth initatives
Full potential in all geographies e.g., ensure full product availablility in all markets, multi-channel go to market models, collaboration between the Vimian segments and green field new market entries
Capture white space through education e.g., educating 11,000+ veterinary professionals in 2022, strong network and collaboration with key opinion leaders and own training facilities.
Strong R&D and product development pipeline e.g., innvoating next generation allergy tests with biotech company, first surgeries with 3D printed orthopedic implants and new Artificial Intelligence (AI) enabled tech platform in diagnostics.
Acquisitions thorugh clear value framework
Framework for value creation where a target meets atleast one of the following criteria: Portfolio expansion, geographic expansion, access to new channels/customers, new capabilities/technology
An example is building Movora, where nine companies together create a global leader in veterinary ortopedics.
Integrating sustainability (ESG) in all business plans
Sustainability a natural part of the core business e.g., diagnostics needed to reduce use of antimicrobials
Integrating sustainability (ESG) in all business plans
Structured data-driven approach creating clear target and follow-up
