SKAN Group (SKAN) Investor Presentation summary

Key challenges and market drivers

• Medication safety is critical in biopharma, with contamination risks from air, materials, and personnel, especially for high-value and personalized drugs.

• Shift toward injectable biotech drugs increases demand for aseptic process solutions, with 70% of top drugs now injectable.

• Strong growth in aseptic manufacturing driven by biopharma expansion, personalized medicine, and outsourcing trends.

• Isolators are replacing cleanrooms due to superior sterility, lower costs, and regulatory advantages.

• Regulatory requirements and mission-critical processes create high entry barriers and significant switching costs.

Market position and business model

• Global leader in high-end isolator solutions, serving over 1,000 active customers with a 30-40% market share in the premium segment.

• Diversified revenue streams: 74% from Equipment & Solutions, 26% from Services & Consumables.

• Trusted partner to major blue-chip (bio-)pharma companies, with recurring customers contributing 75% of order intake.

• Global footprint with production and service sites in Europe, North America, and Asia.

• One-stop-shop model covers the full lifecycle from design to end-of-life services, supporting over 1,100 isolators and 450 AT filling solutions installed.

Technology, innovation, and sustainability

• Technology and innovation leadership with first-to-market solutions and active role in industry standards.

• Over 1,400 employees, more than half with academic backgrounds, drive continuous innovation.

• Isolators enable energy savings of 20-30% compared to cleanrooms and support filling of critical drugs like vaccines and cancer therapies.

• Certified for equal pay, diverse workforce, and significant investment in employee training.

• Solar energy initiatives and decentralized operations reduce environmental impact.