Rapid Micro Biosystems (NasdaqCM:RPID) FY Earnings Call Presentation

Financial Performance & Growth - Total revenue for 2025 reached $33.6 million, representing a 20% year-over-year growth[13] - Recurring revenue accounted for $17.8 million in 2025, making up 53% of the total revenue[14] - The company achieved a significant gross margin improvement in 2025[14] - Q4 2025 total revenue was $11.3 million, a 37% growth[14] Market Position & Strategy - Rapid Micro Biosystems' Growth Direct system is used by 75% of the top 20 global pharmaceutical companies[13, 34] - 86% of approved CAR-T manufacturers have placed Growth Direct systems[13, 35] - The company has a land and expand strategy, focusing on enterprise deployments and new geographies[31, 32] - The company has 190 cumulative system placements[13, 35] Technology & Innovation - The Growth Direct platform automates microbial quality control (MQC), reducing the process to 2 steps and halving the time to results[25] - The company has 155 cumulative system validations[13, 35] Partnerships - Strategic partnership with MilliporeSigma is expected to drive growth, margin expansion, and innovation[14]