Fresenius Medical Care unveiled its new 'FME Reignite' strategy at its Capital Markets Day, aiming to deliver industry-leading outcomes and mid-teens operating income margins by 2030. The strategy focuses on reigniting the core business, fostering growth and innovation, and transforming its organizational culture.
The company announced an expansion of its successful FME25 program, now called 'FME25+', targeting EUR 1.05 billion in sustainable savings by the end of 2027, an increase of EUR 300 million. This expanded program is expected to significantly support the aspired operating income margin improvement across its Care Delivery and Care Enablement segments.
As part of a new capital allocation framework, Fresenius Medical Care committed to returning excess capital to shareholders through a 30-40% dividend payout ratio and an initial EUR 1 billion share buyback program to be executed over two years, starting in 2025. The company also lowered its net leverage target to between 2.5x and 3.0x and introduced Value-Based Care as a separate operating segment to enhance financial reporting transparency.
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