Fresenius SE & CO. KGAA Detailed Consensus >> Segments
Consensus as of: 2025-03-28

Please kindly note:

  1. Historic numbers have been restated in order to reflect the Vamed exit as well as portfolio adjustments at Fresenius Helios.
  2. The Corporate/Other segment now includes the former Vamed Hospital Services business (HES).
  3. The contribution from Fresenius Medical Care is reflected in the line “Result from investments (Equity method; FME: 32% of net income)”
  4. Consensus estimates are before special items.

KPI[EUR m]FY 2024FY 2025 EFY 2026 E
Fresenius Kabi, revenueNumber of Estimates1111
Fresenius Kabi, revenueHighest9,075.89,659.6
Fresenius Kabi, revenueConsensus (Mean)8,414.08,967.39,519.9
Fresenius Kabi, revenueMedian8,971.09,529.5
Fresenius Kabi, revenueLowest8,877.59,321.0
Fresenius Kabi, organic revenue growth (in %)Number of Estimates1010
Fresenius Kabi, organic revenue growth (in %)Highest7.87.4
Fresenius Kabi, organic revenue growth (in %)Consensus (Mean)10.06.66.1
Fresenius Kabi, organic revenue growth (in %)Median6.66.2
Fresenius Kabi, organic revenue growth (in %)Lowest5.54.4
thereof Medtech, revenueNumber of Estimates1010
thereof Medtech, revenueHighest1,717.91,873.0
thereof Medtech, revenueConsensus (Mean)1,568.01,677.21,791.8
thereof Medtech, revenueMedian1,682.61,800.4
thereof Medtech, revenueLowest1,608.91,657.1
thereof Nutrition, revenueNumber of Estimates1010
thereof Nutrition, revenueHighest2,577.32,762.3
thereof Nutrition, revenueConsensus (Mean)2,399.02,512.82,685.0
thereof Nutrition, revenueMedian2,519.62,696.1
thereof Nutrition, revenueLowest2,426.82,584.6
thereof Biopharma, revenueNumber of Estimates1010
thereof Biopharma, revenueHighest886.01,112.0
thereof Biopharma, revenueConsensus (Mean)611.0827.2985.9
thereof Biopharma, revenueMedian829.8981.9
thereof Biopharma, revenueLowest740.4888.5
Subtotal Growth Vectors, revenueNumber of Estimates1010
Subtotal Growth Vectors, revenueHighest5,099.85,604.3
Subtotal Growth Vectors, revenueConsensus (Mean)4,578.05,017.15,462.7
Subtotal Growth Vectors, revenueMedian5,011.65,456.0
Subtotal Growth Vectors, revenueLowest4,883.55,307.9
Pharma (IV Drugs & Fluids), revenueNumber of Estimates1010
Pharma (IV Drugs & Fluids), revenueHighest4,095.04,299.8
Pharma (IV Drugs & Fluids), revenueConsensus (Mean)3,835.03,954.24,077.2
Pharma (IV Drugs & Fluids), revenueMedian3,938.54,055.8
Pharma (IV Drugs & Fluids), revenueLowest3,873.43,965.5
Fresenius Kabi, EBITNumber of Estimates1111
Fresenius Kabi, EBITHighest1,523.01,678.0
Fresenius Kabi, EBITConsensus (Mean)1,319.01,469.21,616.2
Fresenius Kabi, EBITMedian1,459.71,607.8
Fresenius Kabi, EBITLowest1,393.21,535.0
Fresenius Kabi, EBIT marginNumber of Estimates1111
Fresenius Kabi, EBIT marginHighest17.117.8
Fresenius Kabi, EBIT marginConsensus (Mean)15.716.417.0
Fresenius Kabi, EBIT marginMedian16.417.0
Fresenius Kabi, EBIT marginLowest15.516.0
thereof Growth Vectors, EBITNumber of Estimates1010
thereof Growth Vectors, EBITHighest805.0938.0
thereof Growth Vectors, EBITConsensus (Mean)635.0739.3865.5
thereof Growth Vectors, EBITMedian750.9877.6
thereof Growth Vectors, EBITLowest574.2696.6
thereof Growth Vectors, EBIT margin (in %)Number of Estimates1010
thereof Growth Vectors, EBIT margin (in %)Highest16.016.9
thereof Growth Vectors, EBIT margin (in %)Consensus (Mean)13.914.715.8
thereof Growth Vectors, EBIT margin (in %)Median15.016.2
thereof Growth Vectors, EBIT margin (in %)Lowest11.813.1
thereof Pharma (IV Drugs & Fluids), EBIT Number of Estimates1010
thereof Pharma (IV Drugs & Fluids), EBIT Highest853.5879.2
thereof Pharma (IV Drugs & Fluids), EBIT Consensus (Mean)771.0796.5822.5
thereof Pharma (IV Drugs & Fluids), EBIT Median791.7821.9
thereof Pharma (IV Drugs & Fluids), EBIT Lowest774.7790.7
thereof Pharma (IV Drugs & Fluids), EBIT margin (in %)Number of Estimates1010
thereof Pharma (IV Drugs & Fluids), EBIT margin (in %)Highest21.021.0
thereof Pharma (IV Drugs & Fluids), EBIT margin (in %)Consensus (Mean)20.120.120.2
thereof Pharma (IV Drugs & Fluids), EBIT margin (in %)Median20.120.2
thereof Pharma (IV Drugs & Fluids), EBIT margin (in %)Lowest19.719.5
thereof Corporate, EBITNumber of Estimates99
thereof Corporate, EBITHighest-20.0-20.0
thereof Corporate, EBITConsensus (Mean)-87.0-79.9-84.1
thereof Corporate, EBITMedian-86.3-91.0
thereof Corporate, EBITLowest-95.7-105.3
Fresenius Helios, revenueNumber of Estimates1111
Fresenius Helios, revenueHighest13,429.914,071.6
Fresenius Helios, revenueConsensus (Mean)12,739.013,348.613,948.7
Fresenius Helios, revenueMedian13,388.414,014.4
Fresenius Helios, revenueLowest13,169.113,682.8
Fresenius Helios, organic revenue growth (in %)Number of Estimates1010
Fresenius Helios, organic revenue growth (in %)Highest5.45.1
Fresenius Helios, organic revenue growth (in %)Consensus (Mean)6.05.04.5
Fresenius Helios, organic revenue growth (in %)Median5.14.7
Fresenius Helios, organic revenue growth (in %)Lowest4.13.5
Helios Germany, revenueNumber of Estimates99
Helios Germany, revenueHighest8,006.88,367.1
Helios Germany, revenueConsensus (Mean)7,662.07,973.08,291.6
Helios Germany, revenueMedian7,994.58,287.2
Helios Germany, revenueLowest7,899.58,176.0
Helios Spain, revenueNumber of Estimates99
Helios Spain, revenueHighest5,435.45,758.3
Helios Spain, revenueConsensus (Mean)5,077.05,377.55,679.6
Helios Spain, revenueMedian5,402.75,704.5
Helios Spain, revenueLowest5,269.55,506.8
Fresenius Helios, EBITNumber of Estimates1111
Fresenius Helios, EBITHighest1,368.91,486.1
Fresenius Helios, EBITConsensus (Mean)1,288.01,325.91,442.9
Fresenius Helios, EBITMedian1,332.01,462.6
Fresenius Helios, EBITLowest1,250.21,323.3
Fresenius Helios, EBIT margin (in %)Number of Estimates1111
Fresenius Helios, EBIT margin (in %)Highest10.210.6
Fresenius Helios, EBIT margin (in %)Consensus (Mean)10.19.910.3
Fresenius Helios, EBIT margin (in %)Median10.010.5
Fresenius Helios, EBIT margin (in %)Lowest9.39.4
Helios Germany, EBITNumber of Estimates99
Helios Germany, EBITHighest703.5762.0
Helios Germany, EBITConsensus (Mean)660.0654.6719.7
Helios Germany, EBITMedian652.7732.4
Helios Germany, EBITLowest595.2628.3
Helios Spain, EBITNumber of Estimates99
Helios Spain, EBITHighest704.4758.1
Helios Spain, EBITConsensus (Mean)629.0676.1723.3
Helios Spain, EBITMedian678.1726.1
Helios Spain, EBITLowest638.8670.3
Helios Corporate, EBITNumber of Estimates99
Helios Corporate, EBITHighest0.00.0
Helios Corporate, EBITConsensus (Mean)-1.0-2.7-2.7
Helios Corporate, EBITMedian-1.0-1.1
Helios Corporate, EBITLowest-15.0-15.0
Corporate/Other, revenueNumber of Estimates1111
Corporate/Other, revenueHighest449.9410.0
Corporate/Other, revenueConsensus (Mean)373.0373.2374.9
Corporate/Other, revenueMedian380.0388.0
Corporate/Other, revenueLowest298.4313.3
Corporate/Other, EBITNumber of Estimates1010
Corporate/Other, EBITHighest-124.6-128.4
Corporate/Other, EBITConsensus (Mean)-118.0-182.2-190.6
Corporate/Other, EBITMedian-182.5-192.7
Corporate/Other, EBITLowest-225.0-257.2
Disclaimer

This document has been issued by Vara Research GmbH for information purposes only and is not intended to constitute investment advice. It is based on estimates and forecasts of various analysts regarding revenues, earnings and business developments of the relevant company. The company did not participate in the compilation of the estimates and it does not endorse them. Such estimates and forecasts cannot be independently verified by reason of the subjective character. Vara Research GmbH gives no guarantee, representation or warranty and is not responsible or liable as to its accuracy and completeness.