Fresenius Medical Care Refines China Commercial Strategy to Support Long-Term Growth
Fresenius Medical Care, the world’s leading provider of products and services for individuals with renal diseases, has announced refinements to its China commercial strategy to support long-term growth and strengthen its market position through a more localized portfolio, increased commercialization of locally relevant innovation, and a focused go-to-market approach. Fresenius Medical Care has operated in China for more than two decades, and the Chinese market currently represents approximately 6-7% of revenues in the company’s Care Enablement operating segment.
China offers long-term growth opportunities supported by rising prevalence of chronic kidney disease, continued expansion of dialysis care, and increasing demand for advanced treatment technologies. As part of these actions, Fresenius Medical Care strengthened local leadership, including the appointment of market General Manager Rex Liu. The company will increasingly focus on innovative technologies for in-center dialysis and critical care, including the high-volume hemodiafiltration-enabled 5008S CAREsystem, multiFiltratePRO, and other advanced dialysis products. As part of the portfolio focus, the company will discontinue production and sales of the 4008A hemodialysis system locally and exit its China peritoneal dialysis business while maintaining existing obligations in the market.
The portfolio optimization actions related to the peritoneal dialysis business and discontinuation of the 4008A platform are expected to result in one-time costs of approximately €110 million, primarily attributable to impairment charges, scrappage, and termination costs. The charge will be treated as a special item and is expected to be recognized in the third quarter of 2026. The portfolio adjustment is not expected to meaningfully impact the future revenue outlook for Care Enablement’s China business.
Helen Giza, Chief Executive Officer of Fresenius Medical Care, said China is an important market for the Care Enablement business. Giza noted that as the market evolves, the company is refining its portfolio to focus on the areas where it can create the greatest value for patients and customers.
Joe Turk, Chief Executive Officer of Fresenius Medical Care’s Care Enablement operating segment, stated that the company is confident this portfolio and strategy will best position it to compete and grow in China. Turk added that Fresenius Medical Care remains committed to the Chinese market and will continue to leverage its local manufacturing footprint and China Design Center to support profitable growth.
