Annual Report 2025

Change report

Assets and liabilities

Asset and liability structure

The Group’s total assets decreased by 5% (-2% in constant currency) to €41,395 million (December 31, 2024: €43,550 million). The decrease is mainly due to divestments. Inflation had no significant impact on the assets of Fresenius in 2025.

Current assets decreased by 4% (-1% in constant currency) to €11,027 million (December 31, 2024: €11,446 million). Within current assets, trade accounts receivable and other receivables increased by 2% (4% in constant currency) to €3,558 million (December 31, 2024: €3,500 million). At 58 days, average days revenue outstanding was below the previous year’s level (60 days).

Inventories increased by 1% (8% in constant currency) to €2,611 million (December 31, 2024: €2,573 million). The scope of inventory in 2025 was 62 days (December 31, 2024: 63 days). The ratio of inventories to total assets increased to 6.3% (December 31, 2024: 5.9%).

Non-current assets decreased by 5% (-3% in constant currency) to €30,368 million (December 31, 2024: €32,104 million). The goodwill and intangible assets in the amount of €16,716 million (December 31, 2024: €17,507 million) has proven sustainable. As in the previous year, the addition to the goodwill from acquisitions was €0 million in fiscal year 2025.

Shareholders’ equity decreased by 3% (2% increase in constant currency) to €19,767 million (December 31, 2024: €20,290 million). Group net income attributable to Fresenius SE & Co. KGaA increased shareholders’ equity. The equity ratio improved to 48% (December 31, 2024: 47%).

The liabilities and equity side of the balance sheet shows a solid financing structure. Total shareholders’ equity, including noncontrolling interests, covers 65% of non-current assets (December 31, 2024: 63%). Shareholders’ equity, noncontrolling interests, and long-term liabilities in total cover all non-current assets and inventories.

Long-term liabilities decreased by 7% (-7% in constant currency) to €13,245 million (December 31, 2024: €14,251 million). Short-term liabilities decreased by 7% (-6% in constant currency) to €8,383 million (December 31, 2024: €9,009 million).

The Group has neither provisions nor accruals that are of major significance as individual items. Other provisions and accruals result mainly from provisions for self-insurance programs, for personnel expenses, for claims with deductibles, for warranties and claims, for interest liabilities from income taxes, and for litigation and other legal risks.

Group debt1 decreased by 12% (-12% in constant currency) to €11,933 million (December 31, 2024: €13,577 million). Its relative weight in the balance sheet was 29% (December 31, 2024: 31%). Approximately 1% of the Group’s debt is denominated in U.S. dollars. Liabilities due in less than one year were €1,471 million (December 31, 2024: €2,772 million), while liabilities due in more than one year were €10,462 million (December 31, 2024: €10,805 million).

Assets and liabilities

as of December 31, € in millions

 

2025

 

2024

Assets

 

 

 

 

Cash and cash equivalents

 

1,585

 

2,282

Trade accounts and other receivables, less allowances for expected credit losses

 

3,558

 

3,500

Inventories

 

2,611

 

2,573

Other financial assets

 

1,915

 

1,422

Other assets

 

1,127

 

1,145

Income tax receivables

 

220

 

214

Assets held for sale

 

11

 

310

I. Total current assets

 

11,027

 

11,446

Property, plant and equipment

 

8,488

 

8,569

Right-of-use assets

 

1,231

 

1,321

Goodwill

 

14,527

 

15,085

Other intangible assets

 

2,189

 

2,422

Fresenius Medical Care investment accounted for using the equity method

 

2,813

 

3,639

Other financial assets

 

465

 

426

Other assets

 

269

 

231

Deferred taxes

 

386

 

411

II. Total non-current assets

 

30,368

 

32,104

Total assets

 

41,395

 

43,550

 

 

 

 

 

Liabilities and shareholders' equity

 

 

 

 

Trade accounts payable

 

1,309

 

1,359

Debt

 

718

 

746

Lease liabilities

 

169

 

172

Bonds

 

584

 

1,854

Other financial liabilities

 

2,599

 

1,549

Other liabilities

 

2,142

 

2,094

Provisions

 

736

 

663

Income tax liabilities

 

115

 

148

Liabilities directly associated with the assets held for sale

 

11

 

424

A. Total short-term liabilities

 

8,383

 

9,009

Debt

 

883

 

1,740

Lease liabilities

 

1,242

 

1,328

Bonds

 

8,337

 

7,737

Other financial liabilities

 

281

 

965

Other liabilities

 

260

 

252

Pension liabilities

 

529

 

605

Provisions

 

712

 

717

Income tax liabilities

 

404

 

280

Deferred taxes

 

597

 

627

B. Total long-term liabilities

 

13,245

 

14,251

I. Total liabilities

 

21,628

 

23,260

A. Noncontrolling interests

 

663

 

748

Subscribed capital

 

563

 

563

Capital reserve

 

4,315

 

4,315

Other reserves

 

14,751

 

14,038

Accumulated other comprehensive income (loss)

 

-525

 

626

B. Total Fresenius SE & Co. KGaA shareholders’ equity

 

19,104

 

19,542

II. Total shareholders’ equity

 

19,767

 

20,290

Total liabilities and shareholders’ equity

 

41,395

 

43,550

Assets and liabilities – five-year overview

€ in millions

 

2025

 

2024

 

2023

 

2022

 

2021

Total assets

 

41,395

 

43,550

 

45,284

 

76,400

 

71,962

Shareholders’ equity1

 

19,767

 

20,290

 

19,651

 

32,218

 

29,288

as % of total assets1

 

48%

 

47%

 

43%

 

42%

 

41%

Shareholders’ equity1 / non-current assets, in %

 

65%

 

63%

 

60%

 

55%

 

54%

Debt2

 

11,933

 

13,577

 

15,830

 

27,763

 

27,155

as % of total assets

 

29%

 

31%

 

35%

 

36%

 

38%

1

Including noncontrolling interests

2

Includes financial liabilities (short- and long-term), bonds, and lease liabilities; 2023 additionally includes convertible bonds

Five-year overview financing key figures1,2

 

 

Dec. 31, 2025

 

Dec. 31, 2024

 

Dec. 31, 2023

 

Dec. 31, 2022

 

Dec. 31, 2021

Debt / EBITDA3

 

3.1

 

3.6

 

4.5

 

4.2

 

4.0

Net debt / EBITDA3

 

2.7

 

3.0

 

3.8

 

3.8

 

3.6

EBITDA / financial result

 

11.4

 

8.3

 

8.4

 

13.8

 

15.0

1

Before special items; the previous year’s figures were adjusted due to divestments and the previous years 2022 as well as 2021 due to the deconsolidation of Fresenius Medical Care.

2

For pro forma acquisitions, the missing pro forma EBITDA for the full 12 months is included. For divestments, the EBITDA contribution of the last 12 months is deducted.

3

Excl. FMC; at average exchange rates for both net debt and EBITDA; before special items; pro forma closed acquisitions / divestitures, including lease liabilities, including Fresenius Medical Care dividend

Group net debt decreased by 8% (-8% in constant currency) to €10,348 million (December 31, 2024: €11,295 million) due to a strong cash flow.

The net debt to equity ratio including noncontrolling interests (gearing) is 52% (December 31, 2024: 56%).

The return on equity after taxes2 (equity attributable to shareholders of Fresenius SE & Co. KGaA) was 10.4% (December 31, 2024: 8.9%). The return on total assets after taxes and before noncontrolling interests2 was 4.4% (2024: 3.8%).

Working capital3 amounted to €4,697 million (2024: €4,514 million). This corresponds to 21% of revenue (2024: 21%).

Group ROIC was 6.6%4 (2024: 6.2%4). Within the position invested capital, goodwill of €14.8 billion had a significant effect on the calculation of ROIC. ROIC excluding goodwill was 13.3%4 (2024: 12.6%4).

It is important to take into account that approximately 75% of the goodwill is attributable to the strategically significant acquisitions of

  • HELIOS Kliniken in 2006,

  • APP Pharmaceuticals in 2008,

  • Hospitals of Rhön-Klinikum AG in 2014,

  • Quirónsalud and the biosimilars business in 2017, and

  • Ivenix and mAbxience in 2022.

Those have significantly strengthened the competitive position of the Fresenius Group.

The WACC (weighted average cost of capital) of Fresenius was 5.07% (2024: 5.24%).

ROIC by business segments

 

 

ROIC

in %

 

2025

 

2024

Fresenius Kabi1,2

 

8.8

 

8.0

Fresenius Helios1,2

 

6.1

 

5.8

Group1,2

 

6.6

 

6.2

1

Pro forma acquisitions (includes adjustments for acquisitions in the respective reporting period with a purchase price above a certain level).

2

Before special items

Reconciliation of average invested capital and ROIC

€ in millions, except for ROIC

 

December 31, 2025

 

December 31, 2024

Total assets

 

41,395

 

43,550

Plus: Cumulative goodwill amortization

 

104

 

122

Minus: Cash and cash equivalents

 

-1,585

 

-2,282

Minus: Other financial instruments

 

-304

 

Minus: Loans to related parties

 

-10

 

-13

Minus: Deferred tax assets

 

-386

 

-411

Minus: Accounts payable

 

-1,272

 

-1,313

Minus: Accounts payable to related parties

 

-38

 

-48

Minus: Provisions and other current liabilities1

 

-5,748

 

-5,315

Minus: Provisions for income taxes

 

-519

 

-428

Minus: Assets held for sale

 

-11

 

-310

Minus: Fresenius Medical Care investment accounted for using the equity method

 

-2,813

 

-3,639

Invested capital

 

28,813

 

29,913

Average invested capital as of December 31

 

29,363

 

29,704

Operating income2

 

2,595

 

2,489

Income tax expense

 

-665

 

-644

NOPAT2

 

1,930

 

1,845

ROIC in %

 

6.6%

 

6.2%

1

Includes non-current provisions and payments outstanding for acquisition; does not include pension liabilities.

2

Before special items

1 Includes financial liabilities (short- and long-term), bonds, and lease liabilities

2 Before special items

3 Trade receivables and inventories less trade payables and advance payments received

4 Before special items; pro forma acquisitions / divestitures

For a detailed overview of special items and adjustments please see section Reconciliation Fresenius Group.

Biosimilars
A biosimilar is a drug that is “similar” to another biologic drug already approved.
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Cash flow
Financial key figure that shows the net balance of incoming and outgoing payments during a reporting period.
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Constant currencies
Constant currencies for income and expenses are calculated using prior-year average rates; constant currencies for assets and liabilities are calculated using the mid-closing rate on the date of the respective statement of financial position.
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ROE (Return on Equity)
Measure of a corporation’s profitability revealing how much profit a company generates with the money shareholders have invested.

ROE is calculated by fiscal year’s net income / total equity × 100.
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ROIC (Return on Invested Capital)
Calculated by: (EBIT - taxes) / Invested capital.
Invested capital = total assets + accumulated amortization of goodwill - deferred tax assets - cash and cash equivalents - trade accounts payable - accruals (without pension accruals) - other liabilities not bearing interest.
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SOI (Scope of Inventory)
Indicates the average number of days between receiving goods as inventory and the sale of the finished product.

Calculated by: (Inventories / Costs of goods sold) × 365 days.
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