Sandoz Group AG

SWX:SDZ Lagerbericht

Marktkapitalisierung: CHF 31.3b

Sandoz Group Management

Management Kriterienprüfungen 2/4

Wir verfügen derzeit nicht über ausreichende Informationen über den CEO.

Wichtige Informationen

Richard Saynor

Geschäftsführender

US$9.3m

Gesamtvergütung

Prozentsatz des Geschäftsführergehalts17.40%
Amtszeit als Geschäftsführer7.5yrs
Eigentum des Geschäftsführersn/a
Durchschnittliche Amtszeit des Managements4.3yrs
Durchschnittliche Amtszeit der Vorstandsmitglieder2.9yrs

Jüngste Management Updates

Recent updates

Narrativ-Update Jun 26

SDZ: Mixed Rating Shifts And Biosimilar Hub Investments Will Shape Future P/E

The analyst price target for Sandoz Group has been revised to CHF 70.74, reflecting updated views on fair value, revenue growth, profit margins, and future P/E after a mix of recent target cuts, target hikes, and an upgrade from major banks. Analyst Commentary Recent Street research on Sandoz Group shows a mix of optimism and restraint, with major banks adjusting their views on valuation, execution, and growth expectations.
Analyseartikel Jun 19

Sandoz Group (SWX:SDZ) Stock Could Be 2% Overvalued After Ljubljana Biosimilar Centre Launch

Sandoz Group (SWX:SDZ) has opened a new biosimilar development centre in Ljubljana, Slovenia, a fully digitally integrated US$99 million facility that expands its in house capabilities across drug substance and drug product development. See our latest analysis for Sandoz Group. Set against this investment in Ljubljana, Sandoz Group’s 1 day share price return declined 1.60% to CHF67.68, while its year to date share price return of 18.28% and 1 year total shareholder return of 57.12% suggest...
Narrativ-Update Jun 11

SDZ: Elevated Biosimilar Ambitions Will Face Tighter Execution And Margin Scrutiny

Analysts have lifted their CHF price target on Sandoz Group to reflect a fair value shift from about CHF 45.23 to roughly CHF 47.30, citing updated assumptions on revenue growth, margins, and future P/E expectations shaped by recent upgrades, downgrades, and target changes across the Street. Analyst Commentary Recent Street research on Sandoz Group has been mixed, with some firms expressing confidence through upgrades and higher price targets, while others are more cautious.
Narrativ-Update May 28

SDZ: Mixed Rating Shifts And Biosimilar Expansion Will Shape Future P/E

Analysts have adjusted the Sandoz Group price target slightly higher, with the updated fair value estimate moving from about CHF 66.01 to CHF 66.36 as they factor in modestly different assumptions for growth, margins and future P/E, following a mix of recent upgrades, initiations and target changes across the Street. Analyst Commentary Recent research on Sandoz Group reflects a mix of optimism and caution, with several firms adjusting ratings and price targets in different directions.
Narrativ-Update May 01

SDZ: Mixed Rating Shifts And Biosimilar Deals Will Shape Future P/E

The updated analyst price target for Sandoz Group has been revised by approximately CHF 1 higher, reflecting modestly adjusted assumptions around fair value, revenue growth, profit margins and future P/E as analysts balance recent target changes and rating shifts across major banks. Analyst Commentary Recent Street research around Sandoz Group shows a mix of optimism on the company’s long term potential and caution on how current pricing and expectations line up with execution risks.
Narrativ-Update Apr 16

SDZ: Elevated Expectations Will Test Execution On Biosimilar Expansion Plans

Analysts have raised the Sandoz Group price target by roughly CHF 2 per share, reflecting a higher assumed fair value. This is supported by a series of recent CHF 3 to CHF 9 target increases from major banks and generally constructive views, despite some rating downgrades.
Narrativ-Update Apr 01

SDZ: Future P/E Repricing And Biosimilar Expansion May Drive Re Rating

Analysts have lifted the price target for Sandoz Group from CHF 60.37 to CHF 81.99, citing recent initiations, upgrades and target increases that highlight a higher assumed future P/E multiple and slightly improved profit margin expectations, despite more measured revenue growth assumptions. Analyst Commentary Recent Street research on Sandoz Group presents a mixed picture, but there is a clear strand of optimism around execution, earnings quality and the scope for the shares to support higher valuation multiples.
Narrativ-Update Mar 18

SDZ: Mixed Rating Shifts And Biosimilar Expansion Will Shape Future P/E

Analysts have lifted the Fair Value estimate for Sandoz Group from CHF 62.57 to CHF 65.45. This reflects a series of higher Street price targets around CHF 62 to CHF 75 and updated assumptions for modestly higher revenue growth, a slightly lower profit margin profile, and a higher future P/E multiple.
Narrativ-Update Mar 04

SDZ: Mixed Rating Shifts And Biosimilar Pipeline Progress Will Shape Future P/E

Analysts have lifted their fair value estimate for Sandoz to about CHF 63, reflecting updated assumptions for slightly lower revenue growth, a higher profit margin and a modestly lower future P/E, along with recent mixed rating changes and higher price targets in the CHF 70 to CHF 75 range. Analyst Commentary Recent Street research on Sandoz shows a mix of optimism and caution, with price targets now clustering in the CHF 70 to CHF 75 range and ratings shifting closer to neutral.
Narrativ-Update Feb 18

SDZ: Richer Future P/E Assumptions Will Test Biosimilar Execution Confidence

Our latest narrative update on Sandoz Group reflects a higher implied fair value of CHF 58.42, up from CHF 52.75, supported by recent analyst price target increases and a willingness to assign a richer future P/E multiple. Analyst Commentary Recent Street research around Sandoz Group has centered on a series of price target revisions and at least one rating upgrade, which together frame how the analyst community is thinking about valuation, execution risk, and growth potential.
Narrativ-Update Feb 03

SDZ: Elevated Expectations Will Confront Ongoing Execution And Manufacturing Setbacks

Analysts have raised their average price target on Sandoz Group by CHF 3 to CHF 60, citing updated assumptions for revenue growth, profit margins and future P/E, in line with recent target increases from several major banks. Analyst Commentary Recent Street research on Sandoz Group has largely focused on recalibrating price targets to reflect updated views on revenue growth, profitability and valuation multiples.
Narrativ-Update Jan 20

SDZ: Rising Biosimilar Pipeline Will Face Ongoing Execution And Manufacturing Risks

Narrative Update The updated analyst price target for Sandoz Group reflects a modestly lower fair value estimate alongside slightly higher revenue growth and profit margin assumptions. Recent Street research citing price target moves to CHF 60 and CHF 70 indicates that analysts see room for the shares to better reflect these revised expectations.
Narrativ-Update Jan 06

SDZ: Elevated Biosimilar Ambitions Will Face Ongoing Execution And Manufacturing Risks

Analysts have lifted their average price targets on Sandoz Group into a CHF 49 to CHF 70 range, and our updated fair value of CHF 44.42 nudges slightly lower as higher assumed profit margins and revenue growth are offset by a reduced future P/E multiple. Analyst Commentary Recent Street research on Sandoz Group shows a cluster of higher price targets, with targets in the CHF 49 to CHF 70 range.
Narrativ-Update Dec 21

SDZ: Elevated Expectations Will Face Execution Risks In Biosimilars Expansion

Sandoz Group's analyst price target has been lifted by roughly CHF 6.50 to around CHF 60, as analysts now factor in stronger revenue growth, modestly higher profit margins, and a richer forward valuation multiple. Analyst Commentary Recent Street research has been broadly constructive on Sandoz Group, with several major firms lifting their price targets into the CHF 49 to CHF 60 range and maintaining positive ratings.
Narrativ-Update Dec 07

SDZ: Biosimilar Launch Execution Will Shape Future Multiple And Risk Balance

Sandoz Group’s analyst price target has been nudged higher, with fair value estimates rising by about CHF 1.10 to CHF 52.75 as analysts point to sustained revenue growth expectations and a modestly higher future P E multiple, despite slightly lower margin forecasts. Analyst Commentary Bullish analysts have recently raised their price targets into the CHF 55 to CHF 60 range, signaling growing confidence that Sandoz can sustain above market growth and support a higher valuation multiple.
Narrativ-Update Nov 23

SDZ: Sustained Revenue Momentum And Margin Focus Will Shape Fair Value Ahead

The analyst consensus price target for Sandoz Group has increased to CHF 60 from CHF 55. Analysts cite improved margin outlook and sustained revenue growth as key factors supporting the upward revision.
Narrativ-Update Nov 09

SDZ: Recent US Launch and European Expansion Will Influence Near-Term Performance

The average analyst price target for Sandoz Group has increased from CHF 50.33 to CHF 52.05, reflecting improved revenue growth forecasts and recent supportive analyst research updates. Analyst Commentary Recent analyst updates reflect a mix of optimism and caution regarding Sandoz Group's valuation, growth prospects, and execution.
Narrativ-Update Oct 26

Future Opportunities Will Be Unlocked Through Expanding Pipeline And Global Market Reach

The analyst consensus price target for Sandoz Group rose modestly, increasing from CHF 50.20 to CHF 50.33. Analysts cited stronger revenue growth and improving profit margins in their updated outlooks.
Narrativ-Update Oct 12

Biosimilar Pipeline And Global Expansion Will Unlock Future Opportunities

The analyst price target for Sandoz Group has increased by CHF 0.81. This reflects positive sentiment from analysts who cite strong revenue growth and continued profitability improvements as supporting factors.
Neues Narrativ Aug 17

Biosimilar Pipeline And Global Expansion Will Unlock Future Opportunities

Key Takeaways Accelerated biosimilar launches, improved manufacturing, and strong market share are driving margin expansion and long-term profitability. Strategic focus on international growth and a robust product pipeline positions the company for sustainable earnings momentum.

Analyse der Geschäftsführervergütung

Wie hat sich die Vergütung von Richard Saynor im Vergleich zu den Einnahmen von Sandoz Group verändert?
DatumGesamtvergütungGehaltUnternehmensgewinne
Dec 31 2025US$9mUS$2m

US$914m

Sep 30 2025n/an/a

US$571m

Jun 30 2025n/an/a

US$227m

Mar 31 2025n/an/a

US$114m

Dec 31 2024US$8mUS$1m

US$0

Sep 30 2024n/an/a

-US$4m

Jun 30 2024n/an/a

-US$8m

Mar 31 2024n/an/a

US$35m

Dec 31 2023US$2mUS$342k

US$77m

Vergütung im Vergleich zum Markt: RichardDie Gesamtvergütung ($USD9.27M) liegt über dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt Swiss ($USD6.01M).

Entschädigung vs. Einkommen: RichardDie Vergütung des Unternehmens hat sich erhöht, da SDZ seit kurzem Gewinne erzielt.


Geschäftsführer

Richard Saynor (59 yo)

7.5yrs
Amtszeit
US$9,272,924
Vergütung

Mr. Richard Saynor has been Chief Executive Officer at Sandoz International GmbH since July 15, 2019. Mr. Saynor served as Chief Executive Officer of Sandoz at Novartis AG since July 15, 2019 until 2023. H...


Führungsteam

NamePositionAmtszeitVergütungEigentümerschaft
Richard Saynor
Chief Executive Officer7.5yrsUS$9.27mkeine Daten
Remco Steenbergen
Chief Financial Officer2yrsUS$10.58mkeine Daten
Asaf Gal
Chief Technology Officerno datakeine Datenkeine Daten
Claire D'Abreu-Hayling
Chief Scientific Officer & President of Generics Development4yrskeine Datenkeine Daten
Craig Marks
Head of Investor Relationsno datakeine Datenkeine Daten
Ingrid Sollerer
General Counsel & Chief Compliance Officer7.4yrskeine Datenkeine Daten
Tripti Jha
Chief People Officer3.2yrskeine Datenkeine Daten
Glenn Gerecke
Chief Manufacturing & Supply Officer and President of Generics Manufacturing and Supply4.5yrskeine Datenkeine Daten
Rebecca Guntern
Chief Commercial Officer6.5yrskeine Datenkeine Daten
Keren Haruvi
President of North America5.5yrskeine Datenkeine Daten
Simon Wolfgang Goeller
Chief Transformation & Growth Officer3yrskeine Datenkeine Daten
Christophe Delenta
President of Europe1.8yrskeine Datenkeine Daten
4.3yrs
Durchschnittliche Betriebszugehörigkeit
55yo
Durchschnittliches Alter

Erfahrenes Management: SDZDas Führungsteam des Unternehmens gilt als erfahren (4.3 Jahre durchschnittliche Betriebszugehörigkeit).


Vorstandsmitglieder

NamePositionAmtszeitVergütungEigentümerschaft
Gilbert Ghostine
Independent Non-Executive Chairman3.3yrsUS$1.08m0.012%
CHF 3.9m
Graeme Pitkethly
Independent Non-Executive Director2.3yrsUS$338.63k0.00058%
CHF 181.5k
Mathai Mammen
Independent Non-Executive Director2.3yrsUS$290.34k0.00054%
CHF 169.0k
Urs Riedener
Independent Non-Executive Director2.9yrsUS$321.65k0.0018%
CHF 569.7k
Maria Varsellona
Independent Non-Executive Director2.9yrsUS$351.25k0.00082%
CHF 256.7k
Ioannis Skoufalos
Independent Non-Executive Director2.9yrsUS$328.21k0.0034%
CHF 1.1m
Karen Huebscher
Independent Non-Executive Vice Chairman2.9yrsUS$435.26k0.0031%
CHF 979.7k
Shamiram Feinglass
Independent Non-Executive Director2.9yrsUS$290.34k0.00070%
CHF 219.1k
Aarti Shah
Independent Non-Executive Director2.9yrsUS$328.21k0.00079%
CHF 247.3k
Michael Rechsteiner
Independent Non-Executive Director2.3yrsUS$346.90k0.00059%
CHF 184.7k
2.9yrs
Durchschnittliche Betriebszugehörigkeit
61.5yo
Durchschnittliches Alter

Erfahrener Vorstand: SDZDie Vorstandsmitglieder gelten nicht als erfahren ( 2.9 Jahre durchschnittliche Amtszeit), was auf einen neuen Vorstand hindeutet.


Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/07/05 03:27
Aktienkurs zum Tagesende2026/07/03 00:00
Gewinne2025/12/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Details des Analysemodells, das zur Erstellung dieses Berichts verwendet wurde, sind auf unserer GitHub-Seite verfügbar. Außerdem haben wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf YouTube.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Sandoz Group AG wird von 36 Analysten beobachtet. 14 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Emily FieldBarclays
James GordonBarclays
Sidhartha ModiBarclays