Sandoz Group Gestione
Criteri Gestione verificati 2/4
Al momento non disponiamo di informazioni sufficienti sull'amministratore delegato.
Informazioni chiave
Richard Saynor
Amministratore delegato
US$9.3m
Compenso totale
| Percentuale dello stipendio del CEO | 17.40% |
| Mandato del CEO | 7.4yrs |
| Proprietà del CEO | n/a |
| Durata media del management | 4.2yrs |
| Durata media del Consiglio di amministrazione | 2.8yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • 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.Articolo di analisi • 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...
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Nuova narrazione • 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.Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Dec 31 2025 | US$9m | US$2m | US$914m |
| Sep 30 2025 | n/a | n/a | US$571m |
| Jun 30 2025 | n/a | n/a | US$227m |
| Mar 31 2025 | n/a | n/a | US$114m |
| Dec 31 2024 | US$8m | US$1m | US$0 |
| Sep 30 2024 | n/a | n/a | -US$4m |
| Jun 30 2024 | n/a | n/a | -US$8m |
| Mar 31 2024 | n/a | n/a | US$35m |
| Dec 31 2023 | US$2m | US$342k | US$77m |
Compensazione vs Mercato: La retribuzione totale di Richard ($USD 9.27M ) è superiore alla media delle aziende di dimensioni simili nel mercato Swiss ($USD 5.95M ).
Compensazione vs guadagni: La retribuzione di Richard è aumentata in linea con la recente redditività SDZ.
AMMINISTRATORE DELEGATO
Richard Saynor (59 yo)
7.4yrs
Mandato
US$9,272,924
Compensazione
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Chief Executive Officer | 7.4yrs | US$9.27m | Nessun dato | |
| Chief Financial Officer | 1.9yrs | US$10.58m | Nessun dato | |
| Chief Technology Officer | no data | Nessun dato | Nessun dato | |
| Chief Scientific Officer & President of Generics Development | 3.9yrs | Nessun dato | Nessun dato | |
| Head of Investor Relations | no data | Nessun dato | Nessun dato | |
| General Counsel & Chief Compliance Officer | 7.3yrs | Nessun dato | Nessun dato | |
| Chief People Officer | 3.1yrs | Nessun dato | Nessun dato | |
| Chief Manufacturing & Supply Officer and President of Generics Manufacturing and Supply | 4.4yrs | Nessun dato | Nessun dato | |
| Chief Commercial Officer | 6.4yrs | Nessun dato | Nessun dato | |
| President of North America | 5.4yrs | Nessun dato | Nessun dato | |
| Chief Transformation & Growth Officer | 2.9yrs | Nessun dato | Nessun dato | |
| President of Europe | 1.8yrs | Nessun dato | Nessun dato |
4.2yrs
Durata media
55yo
Età media
Gestione esperta: Il team dirigenziale di SDZ è considerato esperto (durata media dell'incarico 4.2 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Independent Non-Executive Chairman | 3.3yrs | US$1.08m | 0.012% CHF 3.9m | |
| Independent Non-Executive Director | 2.2yrs | US$338.63k | 0.00058% CHF 183.7k | |
| Independent Non-Executive Director | 2.2yrs | US$290.34k | 0.00054% CHF 171.0k | |
| Independent Non-Executive Director | 2.8yrs | US$321.65k | 0.0018% CHF 576.5k | |
| Independent Non-Executive Director | 2.8yrs | US$351.25k | 0.00082% CHF 259.7k | |
| Independent Non-Executive Director | 2.8yrs | US$328.21k | 0.0034% CHF 1.1m | |
| Independent Non-Executive Vice Chairman | 2.8yrs | US$435.26k | 0.0031% CHF 991.4k | |
| Independent Non-Executive Director | 2.8yrs | US$290.34k | 0.00070% CHF 221.7k | |
| Independent Non-Executive Director | 2.8yrs | US$328.21k | 0.00079% CHF 250.2k | |
| Independent Non-Executive Director | 2.2yrs | US$346.90k | 0.00059% CHF 186.9k |
2.8yrs
Durata media
61.5yo
Età media
Consiglio di amministrazione esperto: Il consiglio di amministrazione di SDZ non è considerato esperto (durata media del mandato 2.8 anni), il che suggerisce un nuovo consiglio.
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/30 21:43 |
| Prezzo dell'azione a fine giornata | 2026/06/30 00:00 |
| Utili | 2025/12/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
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| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Sandoz Group AG è coperta da 36 analisti. 14 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Emily Field | Barclays |
| James Gordon | Barclays |
| Sidhartha Modi | Barclays |