Eckert & Ziegler (EUZ) IV. ICF Bank Small-/MidCap-Conference Presentation summary

Product portfolio and market segments

• Offers isotope products for measurement, calibration, and industrial applications, including density and level measurement, oil well logging, and diagnostic imaging using SPECT.

• Medical segment focuses on theranostic precision oncology and radioligand therapy, with products for diagnosing and treating cancer.

• Supplies radiopharmaceuticals, generators, and contract manufacturing services for the nuclear medicine market.

Market trends and growth drivers

• Nuclear medicine market projected to reach $30 billion by 2030, driven by new radiopharmaceuticals and expanding cancer indications.

• Radiopharmaceuticals segment expected to grow by 17% in 2025 compared to 2024.

• Demographic trends and increased demand for isotopes are key growth drivers.

Financial performance (9M 2025)

• Group revenue rose 4% to €224.1 million; EBIT adjusted up 9% to €50.8 million.

• Medical segment net sales grew 15% to €119.7 million, with EBIT adjusted up 27% to €31.1 million.

• Isotope Products segment saw a 6% decline in net sales to €104.4 million, with EBIT adjusted down 21% to €20.2 million.

• Cash and cash equivalents increased 24% to €121 million; equity ratio stable at 52%.