Cosmo Aims for €480M Revenue by 2030 with AI-Driven Healthcare Strategy

Cosmo N.V., a global leader in AI-driven healthcare and specialty pharmaceuticals, has set an ambitious vision for the future. The company aims to achieve €480 million in recurring revenues and a 40% EBITDA margin by 2030. This strategic plan was unveiled during the company's Investor Day event in Zurich, hosted by CEO Giovanni Di Napoli and CFO Svetlana Sigalova.

The event brought together investors, analysts, and media to delve into Cosmo’s growth strategy, innovative pipeline, and refreshed corporate identity. Following a year of accelerated execution, expanded partnerships, and strong operational performance, Cosmo is poised for transformational growth.

Recurring Revenues Aspiration

Cosmo’s vision includes a five-year CAGR of approximately 39%, with the following key revenue targets:

• €260 million from the Core Business**: This will be powered by the expansion of the GI Genius™ platform, continued global adoption of Winlevi®, and stable growth from Cosmo’s Gastroenterology and CDMO businesses.
• €220 million from Late-Stage Assets and Digital AI Platforms**: This will be driven by the integration of AI and digital health solutions.

EBITDA Corporate Ambition

Cosmo aims to achieve an EBITDA margin of approximately 40% by 2030, reflecting the directional potential of the company’s strategy and pipeline. These figures are not intended as formal financial guidance.

Executive Commentary

Giovanni Di Napoli, CEO, emphasized Cosmo’s new era of growth: “We are building on a strong foundation, shaped by years of innovation and commitment. Today, we are sharpening our focus – aligning strategy, technology, and execution to unlock new opportunities. Cosmo is thoughtfully positioned to contribute meaningfully to the future of Healthcare.”

Svetlana Sigalova, CFO, added: “Our 2030 vision is supported by a clear focus on high-return investments and disciplined capital allocation. With a flexible yet focused approach, we are well positioned to pursue targeted R&D, unlock new growth avenues, and drive sustainable shareholder value.”

Investor Day Highlights

Key topics at the event included:

• Strategic Roadmap**: Insights into Cosmo’s Medtech AI, Dermatology, Gastro, and CDMO franchises.
• Digital AI Integration**: Vision for the next phase of AI integration in healthcare.
• Live Technology Demonstrations**: Showcases of cutting-edge technologies and solutions.
• Refreshed Corporate Identity**: Revealing Cosmo’s new brand strategy, reflecting its evolution into a digitally native, patient-impact-focused company.

About Cosmo

Cosmo is a life sciences company focused on MedTech AI, dermatology, gastrointestinal diseases, and contract development and manufacturing (CDMO). The company designs, develops, and manufactures advanced solutions that address critical medical needs and raise the standard of care. Founded in 1997, Cosmo is headquartered in Dublin, Ireland, with offices in San Diego (USA), and in Lainate, Rome, and Catania (Italy). For more information, visit www.cosmohealthconfidence.com.

Financial Calendar

• Dievini Days, St. Leon-Rot, Germany**: July 9-10, 2025
• Half Year Results 2025**: July 23, 2025

Disclaimer

Some statements in this press release are forward-looking and based on currently available information. These statements are subject to risks and uncertainties. Cosmo and its affiliates are not liable for any decisions or actions based on this information.