Kidney Dialysis Centers Industry Profile

Companies in this industry provide outpatient kidney dialysis services. Major companies include US-based DaVita Dialysis Clinic and US Renal Care, along with Fresenius Medical Care and B Braun (both based in Germany).

The global dialysis market generated about $19 billion in 2023, according to Fresenius. About 2 million people in the world receive dialysis treatment. Demand for kidney dialysis services is growing in emerging economies where access to care has been historically insufficient.

The US kidney dialysis industry includes about 7,800 centers with combined annual revenue of about $25 billion.

COMPETITIVE LANDSCAPE

Demand depends on the number of people who suffer from kidney disease. The profitability of individual companies is linked to efficient operations and good marketing. Large companies have economies of scale in administrative costs, which has driven consolidation in the industry. Small operators can compete successfully if they have centers in desirable locations or good relations with doctors who refer patients. The US industry is highly concentrated: the 50 largest firms account for more than 95% of revenue.

About 810,000 people in the US receive treatment for end-stage renal disease (ESRD), with about 70% on dialysis and more than 30% with a kidney transplant.

PRODUCTS, OPERATIONS & TECHNOLOGY

Advanced chronic kidney disease, also called end-stage renal disease (ESRD), involves irreversible loss of kidney function and requires regular dialysis treatment or a kidney transplant to sustain life. Scarcity of available donor kidneys limits the number of transplants, ...