Ypsomed Unveils Growth Roadmap at its Capital Markets Day
At its Capital Markets Day at Ypsomed’s manufacturing plant in Schwerin, Germany, on Monday, September 29, 2025, Ypsomed announced its key strategic priorities and mid-term ambition. The company is pursuing a focused strategy to drive growth, increase global capacity, and strengthen its position as the innovation leader in the injection systems market.
Pure play drug delivery device company following the Diabetes Care business divestment
Ypsomed has completed strategic divestments to concentrate exclusively on subcutaneous liquid injection systems and sustainable self‑administration solutions. This sharper focus simplifies operations, streamlines capital allocation, and strengthens alignment with pharmaceutical and biotech customers.
“Ypsomed is on a fast growth trajectory focused on one thing: execution excellence. We deliver innovative liquid drug self-administration injection systems to help pharma and biotech improve patient outcomes across multiple therapeutic areas. We are expanding our modular production capacity and continue to invest in innovation to meet today’s and tomorrow’s patient needs,” comments CEO Simon Michel.
Positioned in high‑growth markets
Ypsomed’s broad product portfolio targets attractive healthcare megatrends, and benefits from tailwinds such as the rise of home care, biologics and biosimilars. Beyond the strong growth of incretin therapies, such as GLP-1, many therapeutic areas offer durable growth avenues for our injection devices, including autoimmune, hormone therapies, central nervous system, cardiovascular and metabolic conditions. Ypsomed enjoys unparalleled exposure with over 130 clients and 230 contracted clinical and commercial programmes, of which 70 are in the commercial stage on the market.
Relentless innovation – Sustainability as cornerstone of the next growth phase
Ypsomed is the innovation leader and has developed the broadest portfolio of pen and autoinjector platforms. Still this year, Ypsomed will unveil novel next-generation platforms at international pharmaceutical packaging conferences. These platforms will reinforce its pipeline of differentiated, modular and sustainable solutions to best support our pharmaceutical partners, improve patient outcomes and achieve ambitious environmental goals.
Modular global manufacturing expansion
To meet rising demand and shorten customer lead times, Ypsomed is significantly expanding its global manufacturing footprint. Following a ‘local for local’ approach – in the US for the US, in China for China and in Switzerland and the EU for Europe and the rest of the world – the company balances capacity growth with geographic diversification. This strategy de‑risks supply chains beyond tariffs and enables closer-to-market production for key customers. Ypsomed will announce its concrete US plans in October 2025.
Solid financial foundations and clear mid‑term visibility
Ypsomed enters this next phase from a position of financial strength, deleveraging thanks to proceeds from the sale of the Diabetes Care business and with Free Cash Flow improving and turning positive within the next three years. Ypsomed will continue its disciplined capital allocation policy, investing in capacity ramp-up, R&D and pursue the existing dividend policy.
Ypsomed aims to continue growing with the market to reach total sales between CHF0.9bn and CHF1.1bn, and an EBIT between CHF280m and CHF340m in 2029/30 while maintaining a ROCE around 20 % throughout the period.
Management presented Ypsomed’s ambitions and strategic insights in a live presentation and Q&A for investors and analysts in Schwerin, Germany, during its Capital Markets Day.
The presentation of the Capital Markets Day is available on our website.
