Lonza Group Ltd

LONN

Equity

ISIN CH0013841017 / Valor 1384101

SIX Swiss Exchange (2025-03-14)

CHF 548.40+1.44%

Lonza Group Ltd
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About company

Lonza Group Ltd, founded in 1897 in the Swiss Alps, is a global healthcare manufacturing organization with operations across five continents. With around 18,000 employees, Lonza focuses on providing solutions for pharmaceutical, biotech, and nutrition companies to bring their treatments to market. The company's global supply chains enable it to address marketplace needs on a local level, while maintaining agility. Lonza generated sales of CHF 6.7 billion in Full-Year 2023, with shares listed on the SIX Swiss Exchange and Swiss Market Index (SMI), as well as a secondary listing on the SGX Singapore Exchange.

Summarized from source with an LLMView SourceSector: Industrials

Full-Year Outlook 2024

In its Q3 2024 update, Lonza Group Ltd confirmed its Full-Year Outlook for 2024, projecting flat year-on-year sales in constant exchange rates (CER) and a CORE EBITDA margin in the high 20s. The company anticipates sales acceleration in Q4 due to the timing of batch releases, maintaining confidence in its financial targets.

Biologics Division Performance

Lonza Group Ltd reported strong commercial demand in its Biologics division during Q3 2024, with good momentum across the division. The company noted a recovery in early-stage services, contributing to the division's robust performance and aligning with its strategic focus on high-value offerings.

Small Molecules and Cell & Gene Divisions

The Small Molecules division of Lonza Group Ltd experienced continued robust demand for its commercial offerings in Q3 2024, showcasing strong operational performance. Meanwhile, the Cell & Gene division sustained its strong operational performance, particularly in Cell & Gene Technology, despite market headwinds affecting the Bioscience segment.

Capsules & Health Ingredients Division

Lonza Group Ltd's Capsules & Health Ingredients division faced soft demand in Q3 2024, attributed to ongoing de-stocking of pharma hard capsules. Despite this, productivity measures helped partially offset the impact on margins, reflecting the company's efforts to manage market challenges effectively.

Strategic Acquisitions and Developments

In Q3 2024, Lonza Group Ltd successfully completed the acquisition of the Genentech manufacturing facility in Vacaville, US, from Roche for USD 1.2 billion. This acquisition is set to enhance Lonza's global mammalian manufacturing network, supporting its capacity to meet strong customer demand. Additionally, the company is progressing with the construction of new facilities, including a large-scale commercial aseptic drug product facility in Stein, Switzerland.

Summarized from source with an LLMView Source

Key figures

13.5%1Y

-12.6%3Y

64.7%5Y

Performance

26.4%1Y

33.2%3Y

31.8%5Y

Volatility