DiaSorin SpA: 2026 Investor Day - A Story of Execution

研报英文原文证据摘录

DiaSorin SpA: 2026 Investor Day - A Story of Execution

UpdateMExhibit 1: DiaSorin 2026-2030 financial targets

Source: DiaSorin

KEY TAKEAWAYS

2026-2030 Midterm guide: This calls for 6-8% CER sales growth and an adj

EBITDA margin of 34-35% by 2030. DiaSorin sees clear structural growth drivers

supporting its midterm outlook, including demographic shifts, consolidation,

decentralization, value based care and precision medicine. Its specialist positioning is

a differentiator against automation-based players, which strengthens the long term

competitive moat.

Immunodiagnostics - led by specialty strategy: DiaSorin sees a midterm growth

outlook of MSD% CER sales growth for Immuno, driven by its plan to deliver >20

new specialty assays in the period, including for eg a new generation QFT-TB Gold

test for latent TB testing, calprotectin in gastrointestinal (GI) infection, Aldosterone

for hypertension, and MeMed. A new-generation Liaison XL is expected to launch in

1H27, while Autoimmune testing was seen as a future market opportunity with

strong growth prospects. The company's US Hospital strategy continues to make

progress with a total 900 hospitals targeted by 2030 (vs ~600 in 2026).

Molecular to benefit from decentralization opportunity: Midterm growth guide

for Molecular is for high teens CER sales growth. Key growth drivers to this are the

ongoing launches of Liaison Plex and NES, where they see a market opportunity of

183k sites in the US of which 40k is in the acute setting and the remainder non-

acute, and with 30% of decentralized infectious disease testing is done via Molecular

technologies. The strategy will be supported by recent distribution partnerships

with Fisher and McKesson, and a key differentiation is DiaSorin's flexible panel