Eckert & Ziegler (EUZ) investor relations material

Company Overview and Global Presence

• Operates over 20 sites worldwide, with headquarters in Berlin and 17–20 locations, enabling proximity to customers in medical and industrial sectors.

• Generates up to €300 million in revenue with about 1,085 employees and a management board spanning North America, Europe, and South America.

• Revenue is split between North/South America and Europe, with a growing presence in China and Asia through joint ventures.

Business Segments and Product Portfolio

• Two main segments: isotope industry and medical, with 2024 revenue split nearly evenly and higher profit margins in medical.

• Isotope segment includes products for oil well logging, density, and level measurement, as well as waste management and decontamination.

• Medical segment focuses on radioligand therapy, producing radioisotopes for cancer treatment and diagnostic imaging.

• Offers generators (e.g., Technetium-99, Gallium-68), implants, and hot cells for secure handling of radioactive materials.

Market Trends and Growth Outlook

• Nuclear medicine market projected to reach $30 billion by 2030, with 18% CAGR from 2025–2029, driven by increased patient numbers and pharma investment.

• High demand for radiopharmaceuticals, especially Lu-177 and Ac-225, supported by numerous clinical trials and new therapy approvals.

• Patient treatment numbers for lutetium-based products projected to multiply fivefold in five years, with actinium also poised for significant growth.