Recent Updates
Recently added Catalysts
FMS Positive Sentiment Score: 70/100

Christine Peters T +49 151 215 275 19 christine.peters@freseniusmedicalcare.com Contact for analysts and investors Ilia K rten T +49 6172 6089 6253 ilia.kuerten@fmc-ag.com www.freseniusmedical

Key Takeaway: Fresenius Medical Care has announced significant updates regarding its Portfolio Optimization Program as of January 8, 2024. The company has successfully divested several noncore assets, including operations in Argentina and its cardiovascular clinics business in the U.S. These strategic moves are intended to enhance profitability and management focus in 2024. However, the divestitures will negatively affect operating income by an estimated EUR 50 million in the fourth quarter of 2023.

Market Sentiment Analysis

POSITIVE FACTORS

  • Fresenius Medical Care is executing its Portfolio Optimization Program successfully.
  • Recent divestitures simplify the company's portfolio and focus management efforts.
  • The expected net proceeds from divestments are substantial, which could strengthen financial position.

CONCERNS & RISKS

  • The divestitures are expected to impact operating income negatively by around EUR 50 million in Q4 2023.
  • If current asset reviews are completed, they could lead to a revenue decrease of EUR 1.5 billion in 2025.

Full Press Release Details

Fresenius Medical Care Executes on Its Strategic Portfolio Optimization Program and Announces Key Transactions
Bad Homburg (January 8, 2024) Fresenius Medical Care, the world's
leading provider of products and services for individuals with renal diseases, today announced updates from transactions in 2023 as part
of the Company's ongoing Portfolio Optimization Program. Refocused on businesses and markets with the best strategic fit and greatest
scale and sustainable profitable growth potential, Fresenius Medical Care continues exiting unsustainable markets, divesting noncore and
dilutive assets and prioritizing deleveraging as part of a disciplined and stringent approach to capital allocation.
"We have made significant progress in our Portfolio Optimization
Program efforts with the recent divestitures, which will further simplify Fresenius Medical Care s portfolio and allow even greater
management focus in 2024. The execution against our strategic plan will additionally support the improvement of our leverage ratio in
2024," said Helen Giza, CEO of Fresenius Medical Care AG. "At the heart of these transactions are the best interests of the
patients we serve, our employees, shareholders and the parties involved."
Since announcing its intent to optimize its product
portfolio, divest noncore business assets and exit certain markets as part of its strategic plan, Fresenius Medical Care has now
signed and closed transactions exiting its Argentina operations with the sale to Grupo Olmos. The Company also closed the already announced sale of its National
Cardiovascular Partners (NCP) outpatient cardiovascular clinics business in the United States in December 2023. Additionally,
Fresenius Medical Care has signed the divestment of its Cura Day Hospitals Group in Australia (Cura) to global alternative asset
manager ICG and a consortium of healthcare professionals, subject to regulatory approval.
In aggregate, the three divested assets include 127 facilities, more
than 4,500 employees and more than 10,000 dialysis patients. The three divestments represented in 2022 a total proforma revenue of around
EUR 600 million. The associated net book loss for the sale of NCP, the sale of the Argentina operations and other assets held for sale
by the end of 2023 as part of the Portfolio Optimization Program is estimated to impact the Operating Income of Fresenius Medical Care
in the fourth quarter of 2023 by around EUR 50 million and will be treated as a special item.
Depending on exchange rates the Company expects net proceeds of around
EUR 500 million from the divestment of NCP, Cura and the Argentinian operations with net proceeds of around EUR 135 million in the fourth
quarter 2023 and the remainder to occur in 2024.
All assets currently under review as part of the Portfolio Optimization
would, if executed by the end of 2025, negatively impact 2025 revenue by EUR 1.5 billion and positively
About Fresenius Medical Care:
Fresenius Medical Care is the world's leading
provider of products and services for individuals with renal diseases of which around 3.9 million patients worldwide regularly undergo
dialysis treatment. Through its network of 4,014 dialysis clinics, Fresenius Medical Care provides dialysis treatments for approximately
342,000 patients around the globe and is the leading provider of dialysis products such as dialysis machines and dialyzers. Fresenius
Medical Care is listed on the Frankfurt Stock Exchange (FME) and on the New York Stock Exchange (FMS).
For more information visit the Company's
This release contains forward-looking statements
that are subject to various risks and uncertainties. Actual results could differ materially from those described in these forward-looking
statements due to various factors, including, but not limited to, changes in business, economic and competitive conditions, legal changes,
regulatory approvals, impacts related to the COVID-19 pandemic results of clinical studies, foreign exchange rate fluctuations, uncertainties
in litigation or investigative proceedings, and the availability of financing. These and other risks and uncertainties are detailed in
Fresenius Medical Care's reports filed with the U.S. Securities and Exchange Commission. Fresenius Medical Care does not undertake
any responsibility to update the forward-looking statements in this release.
ICG is a member of the FTSE 100 and listed on the London Stock Exchange (ticker symbol: ICP). Further details are available
at www.icgam.com. You can follow ICG on LinkedIn, X (Twitter) and Instagram.

Frequently Asked Questions

What is Fresenius Medical Care's Portfolio Optimization Program?

The program focuses on exiting unsustainable markets, divesting noncore assets, and improving capital allocation for sustainable growth.

What recent transactions has Fresenius Medical Care announced?

Fresenius has exited Argentina operations, sold its National Cardiovascular Partners in the U.S., and plans to divest the Cura Day Hospitals in Australia.

How many facilities and employees are affected by the divestments?

The divestments include 127 facilities and over 4,500 employees, impacting more than 10,000 dialysis patients.

What financial impact do the divestments have?

The divestments are expected to incur a net book loss of around EUR 50 million and affect operating income in Q4 2023.

What is the expected net proceeds from the divestments?

Fresenius Medical Care anticipates around EUR 500 million in net proceeds from the divestments over 2023 and 2024.

Last updated: Jan 8, 2024