Straumann Outperforms Market Expectations with 8.3% Organic Growth

BASEL, Oct. 29, 2025 — Swiss dental implant leader Straumann Holding AG (STMN.S) reported an 8.3% year-on-year rise in organic sales for the third quarter, slightly topping analyst forecasts, as strong performance in North America and most Asia-Pacific markets offset weaker demand in China.

Revenue climbed to 602.2 million Swiss francs ($759.3 million) for the July–September period, surpassing the market consensus of 600.6 million francs, according to Vara Research data. Straumann’s shares surged 5.8% to 92.86 francs following the announcement.

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Regional Performance: Growth in North America and APAC

Sales in North America rose to 161.6 million francs, in line with estimates, as the company’s premium implant brands and challenger lines continued to gain traction. CEO Guillaume Daniellot credited “solid commercial execution” and new brand adoption among clinicians for the resilience in demand.

The Asia-Pacific region posted 144.3 million francs in sales — below analyst expectations of 151.5 million — amid ongoing macroeconomic and regulatory headwinds in China, which accounts for a major portion of Straumann’s APAC business.

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China Headwinds: Volume-Based Procurement Pressure

Straumann said that its Chinese revenue has begun to soften as patients delay dental implant treatments and distributors trim inventories ahead of the next phase of China’s volume-based procurement (VBP) program — a national initiative aimed at reducing medical device costs through bulk purchasing.

“We still have to see, and we will have more information by the end of the year when the Chinese authorities publish how they would like to run this new VBP round for dental implants,” said CEO Guillaume Daniellot in an interview with Reuters.

The company expects continued challenges in China through the next two quarters but expressed confidence that robust growth elsewhere would help offset the shortfall.

“We believe we can compensate for some of the shortfall in China based on really good results and growth in the rest of the geographies,” Daniellot added.

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Strategic Moves: Orthodontics and Manufacturing Partnerships

Straumann also announced a manufacturing collaboration with Chinese partner Smartee, which will take over clear aligner production for EMEA and APAC regions. The move is part of Straumann’s ongoing strategy to streamline orthodontics operations and enhance cost efficiency across global markets.

The company reaffirmed its full-year 2025 outlook, maintaining guidance for high single-digit organic revenue growth, reflecting confidence in its diversified product mix and global footprint.

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Industry Context: Resilient Demand in Dental Implants

Straumann’s results highlight sustained demand for premium and aesthetic dental solutions despite regional volatility. The company continues to benefit from long-term structural trends such as aging populations, rising dental health awareness, and the expanding middle class in emerging markets.

Analysts say the group’s ability to outperform expectations amid a slowing Chinese market underscores the strength of its brand and innovation pipeline.

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Outlook: Moderate Headwinds, Strong Global Position

While China’s regulatory reforms and patient behavior shifts pose near-term uncertainty, Straumann remains well-positioned within the global dental implant and orthodontics sectors. Its latest partnerships and continued investment in digital dentistry and clear aligner technology are expected to support sustainable growth through 2026.

“Straumann’s performance demonstrates its adaptability and geographic balance,” said a Zurich-based medtech analyst. “Even with headwinds in China, its fundamentals remain strong, especially in North America and Europe.”