Avantor : RBC Capital Markets 2025 Global Healthcare Conference Presentation

Published: 2025-05-20 09:21:13 ET AVTR

Published on 05/20/2025 at 09:21

Brent Jones

May 20, 2025

~2/3 of revenue, 13.0% margin1

Laboratory Specialty Products

Advanced Lab Services

Total Science Solutions

2024

Revenue

Margin1

Comprehensive portfolio of high-quality laboratory consumables, equipment, services and digital solutions

Mission critical, high-purity materials and solutions

Bioprocessing Silicones Applied Solutions

~1/3 of revenue, 25.7% margin1

Leading provider of mission-critical, high-purity materials and solutions

Bioprocessing (67%) Silicones (17%) Applied Solutions (16%)

Process ingredients & excipients

Single use systems and integrated solutions

Controlled environment consumables

NuSil ultra-high purity medical and aerospace grade silicone formulations

Electronic Materials - proprietary formulated solutions for semiconductor manufacturing

Proprietary chemicals for healthcare, biopharma, and diagnostic applications

Chemicals and PPE for industrial applications

Total Revenue = Proprietary Content

High margin segment with foundation of solid historical growth

Highly recurring revenue driven by regulatory and quality expertise for tightly regulated markets

Attractive growth profile with strong end market fundamentals, rising approval levels, increasing production levels and order book momentum

UPSTREAM DOWNSTREAM FORMULATION FILL & FINISH

Process Ingredients & Excipients

Media & Supplements

Buffers & Salts

Amino acids Carbohydrates Vitamins Biological buffers

Microbial processes: reagents to stimulate cell growth (IPTG)

Buffers & Salts

Sugars Purification Additives

Mineral salts Biological buffers Surfactants

Chromatography resins (Protein A, L; IEX, HIC)

J.T. Baker® Viral Inactivation Solution

Buffers & Salts

Sugars

Excipients

Additives

Excipients: Amino Acids Antioxidants Carbohydrates Biological buffers Mineral salts Surfactants

Single-use Systems & Integrated Solutions

Peristaltic Pump Mixing System Tank Liners

Fluid handling: Single-use assemblies and Masterflex® peristaltic pumps, tubing

Single use: Media mixing containers, 2D & 3D bag assemblies, tank liners, sterile fluid connections, aseptic sampling

System solutions: scalable magnetic mixing/process systems, pumps

Hydrated solutions: (RTU or concentrates)

Downstream process optimization solutions

Controlled Environment Consumables

Tubes & Connectors

3D Liquid Bag

Pre-processing / Prep | PPE | Production / Processing | Cleaning/Disinfection | Environmental Monitoring

Full-service, end-to-end solutions that safeguard cleanroom integrity

Disclaimer

Avantor Inc. published this content on May 20, 2025, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on May 20, 2025 at 13:20 UTC.