全球医疗技术2023（英）.pdfVIP

REPORT Global MedTech 2023 - Stem the tide How companies can stop margins eroding with operational excellence and ESG performance Management summary he Roland Berger Global MedTech Study 2023 takes a close look at more than 100 of T the world’s leading and mostly stock-listed companies in the sector. The industry saw profitability slide in 2022 and 2023 as energy and raw-material prices rose, inflation pushed wages higher and global supply chains faced disruption. To counter the continuing erosion of profit margins, companies have to reach for operational excellence in the short term – and environmental, social and governance (ESG) performance as a “license to operate” over the longer term. Our MedTech Winners Analysis from 2019 to 2022 forms the heart of this report. It identifies winning MedTechs that saw both revenues and profits grow strongly and uses clear and robust performance indicators to differentiate between peers as “winners”, “value generators”, “profitless growers” and “underperformers”. While the companies in the study sample are rather diverse in terms of product portfolio and service offerings , our analysis shows that winners share four crucial characteristics: 1) business leadership, 2) strategic coherence, 3) a proven ability to execute and 4) an appropriate size and financial position. The Roland Berger Global MedTech Study 2023 highlights significant differences in prof