Repligen (RGEN) Investor presentation summary

Company overview and vision

• Focuses exclusively on bioprocessing innovation, with a global footprint and ~$738M revenue in FY25.

• Employs around 2,000 people and operates dual manufacturing sites in the US and EU.

• Aims to be the global innovation leader with a differentiated, data-driven solutions portfolio.

Market position and growth

• Achieved 18% CAGR in revenue from 2019 to 2025, significantly outpacing the $20B+ bioprocessing market.

• Expanded total addressable market 4x since 2019 through new markets and M&A.

• Targets mid-teens revenue CAGR through 2030, primarily via organic growth.

Diversification and portfolio

• Customer base diversified: top customer now ~7% of revenue, down from 67% in 2015.

• Product mix broadened across filtration, chromatography, analytics, proteins, and new modalities.

• Portfolio supports all stages of bioprocessing, from cell culture to fill & finish.