Fresenius Medical Care targets China growth with localized portfolio, sharper go-to-market strategy
FMS•Fresenius Medical Care is shifting its China strategy toward in-center dialysis and critical care, while discontinuing local production and sales of its 4008A hemodialysis system and exiting peritoneal dialysis. The portfolio changes are expected to trigger about EUR 110 million in one-time costs in Q3 2026.
1. China strategy shift
Fresenius Medical Care refined its China commercial strategy to support long-term growth through a more localized portfolio and tighter go-to-market focus. The plan emphasizes in-center dialysis and critical care, led by increased commercialization of locally relevant innovation.
2. Portfolio changes
The company will discontinue local production and sales of the 4008A hemodialysis system and exit its China peritoneal dialysis business while maintaining existing market obligations. The actions are expected to result in about EUR 110 million in one-time costs in Q3 2026, treated as a special item.
