Genscript Biotech (1548) Investor Day 2025 Presentation summary

Strategic direction and vision

• Aims to be a global leader in life sciences, biologics CRDMO, and synthetic biology, targeting $3B revenue and over 20% operating margin by 2035, with 50% of revenue from products and 80% from high-margin markets.

• Focuses on high-quality, profitable growth, leveraging core technology, digital intelligence, and global expansion.

• Pursues innovation through AI-driven automation, talent development, and a value stream-based organization.

• Emphasizes synergy across business lines, integrating R&D, BD, and M&A systems.

Business portfolio and growth pillars

• Operates through three main pillars: GenScript Life Science Group, ProBio (CDMO), and Bestzyme (industrial synthetic biology).

• Maintains a global presence with R&D and manufacturing sites in North America, Europe, and APAC, serving over 200,000 customers in 100+ countries.

• Sustained revenue growth with a group cash position of $966.6M as of June 2025.

• Over 5,700 employees globally, with 10% in R&D and 37% holding advanced degrees.

Financial outlook and performance

• High-quality growth businesses increased revenue contribution from 18% in 2023 to 30% in H1 2025, with gross profit margin for these segments rising from 42% to 52%.

• Group gross profit margin for high-quality business outperforms other segments.

• ProBio projects a 25–30% CAGR through 2028, driven by global expansion and in vivo CAR-T demand.

• Bestzyme expects 18–25% CAGR through 2028, with gross margin improving to 68–72% as synthetic biology products become a second growth engine.