Lisa [Unknown Last Name]'s questions to Fresenius Medical Care AG (FMS) leadership • Q1 2025
Question
An analyst identified as Lisa from Societe Generale Bernstein asked about Fresenius's progress on IT system transformation, particularly for revenue cycle management, and sought details on the HDF launch ramp-up, including expected penetration pace and manufacturing capacity.
Answer
CFO Martin Fischer confirmed that IT transformation, automation, and revenue cycle management are key focus areas for investment to drive efficiency and revenue yield. CEO Helen Giza stated that a detailed rollout plan for HDF, including commercialization and capital aspects, would be shared at the upcoming Capital Markets Day.