View ValuationLonza Group 将来の成長Future 基準チェック /36Lonza Group利益と収益がそれぞれ年間17.5%と10.3%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に16.5% 17.4%なると予測されています。主要情報17.5%収益成長率17.40%EPS成長率Life Sciences 収益成長19.1%収益成長率10.3%将来の株主資本利益率16.47%アナリストカバレッジGood最終更新日25 Jun 2026今後の成長に関する最新情報Major Estimate Revision • Feb 06Consensus revenue estimates fall by 10%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from CHF8.34b to CHF7.47b. EPS estimate fell from CHF18.13 to CHF16.71 per share. Net income forecast to grow 29% next year vs 22% growth forecast for Life Sciences industry in Switzerland. Consensus price target broadly unchanged at CHF673. Share price was steady at CHF517 over the past week.お知らせ • Oct 24Lonza Group Ag Affirms Earnings Guidance for 2025Lonza Group AG affirmed earnings guidance for 2025. For the period, company expects CER sales growth of 20-21%.お知らせ • Jan 31+ 1 more updateLonza Group AG Provides Earnings Guidance for the Fiscal Year 2025Lonza Group AG provided earnings guidance for the fiscal year 2025. for the year, the company expects sales to growth in 2025, with low-to-mid-single-digit CER sales growth.お知らせ • Oct 24Lonza Group AG Provides Earnings Guidance for Full Year 2024Lonza Group AG provided earnings guidance for full year 2024. The company reported a third quarter performance in line to deliver on its Full-year Outlook, with sales accelerating in fourth quarter based on the timing of batch releases. In this context, the company confirms its Full-year Outlook 2024 at flat year-on year sales in CER and a CORE EBITDA margin of high 20s. Operations at the new highly potent API facility in Visp are expected to commence in fourth quarter of 2024, with a significant sales contribution expected in 2025. Furthermore, construction remains on track at the large-scale commercial aseptic drug product facility in Stein (CH).Price Target Changed • Feb 02Price target increased by 7.3% to CHF503Up from CHF468, the current price target is an average from 20 analysts. New target price is 18% above last closing price of CHF428. Stock is down 23% over the past year. The company is forecast to post earnings per share of CHF12.02 for next year compared to CHF8.88 last year.Price Target Changed • Dec 12Price target decreased by 8.9% to CHF463Down from CHF508, the current price target is an average from 18 analysts. New target price is 43% above last closing price of CHF325. Stock is down 32% over the past year. The company is forecast to post earnings per share of CHF12.70 for next year compared to CHF16.37 last year.すべての更新を表示Recent updatesお知らせ • Jun 25Lonza Group Reportedly Explores Sale of Capsules and Health Ingredients DivisionLonza Group Ltd. (SWX:LONN) is reportedly exploring the sale of its capsules and health ingredients division, valued at approximately €2,500 million, as part of a strategic portfolio review. The planned divestment is intended to refocus the Swiss contract development and manufacturing organization (CDMO) on its core biologics and drug substance services, according to reports from Russian news agency AK&M. The report, dated June 19, 2026, indicates that Lonza Group is collaborating with Bank of America and Centerview Partners to assess the potential sale of this division. Notable private equity firms, including Lone Star (Lone Star Americas Acquisitions, Inc.), Altaris (Altaris, LLC), and One Rock Capital Partners (One Rock Capital Partners, LLC), are among the potential bidders vying for the business, which would represent a significant carve-out from Lonza's existing portfolio. This move aligns with a broader trend observed among European life-science suppliers, who are increasingly concentrating on higher-margin contract development and manufacturing services. As companies like Catalent and Sartorius have shown, there is a growing focus on capital allocation discipline and portfolio streamlining. Lonza Group's reported divestment is consistent with this narrative, sharpening its exposure to biologics and complex therapies, while divesting from more commoditized activities.ナラティブの更新 • Jun 24LONN: Bioprocessing Recovery And ADC Licensing Pipeline Will Drive Future UpsideAnalysts have trimmed their average price target for Lonza Group to roughly CHF 663 from about CHF 664, reflecting slightly higher discount rate assumptions and updated expectations for revenue growth, profit margins, and future P/E multiples in light of recent research that includes reduced targets of CHF 590 and CHF 656 from major banks. Analyst Commentary Recent research on Lonza Group shows that analysts are adjusting their models and price targets while still weighing the company against broader views on life science tools, bioprocessing and quality assurance demand.ライブニュース • Jun 16Lonza Group Stock Eyes Growth With Exclusive ADC Licensing Deal in Oncology ManufacturingLonza Group granted Antharis Therapeutics an exclusive license to develop next-generation dual payload antibody-drug conjugates (ADCs) aimed at gastrointestinal cancers. The agreement is structured to use Lonza’s biologics development expertise and contract development and manufacturing organization (CDMO) capabilities for oncology-focused therapies. The partnership underscores Lonza’s role in supplying complex synthesis and manufacturing services to emerging biotech companies in the ADC field. This licensing deal reinforces Lonza Group’s positioning in high-complexity biologics and ADC manufacturing, an area where technical barriers can create meaningful differentiation among CDMO providers. Investors may want to watch how effectively Lonza converts such partnerships into long-term development and manufacturing contracts, as execution risk and clinical outcomes at Antharis could influence the ultimate value of this collaboration.お知らせ • Jun 09LONZA GROUP LTD Announces Management ChangesLONZA GROUP LTD announced the appointment of Hans Trees as Global Head of Communications, Senior Vice President and member of the Extended Executive Committee. Hans will join Lonza on 1 September 2026 and succeed David Carter, who has led Lonza's Communications function since 2019. Hans is a seasoned communications executive with broad experience across communications, strategy and business leadership in global organizations. Most recently, he served as Roche's Global Head of External Engagement. Over an 11-year career at Roche, he held a number of leadership roles in both the Pharmaceuticals Division and Group functions. Prior to joining Roche, he worked in management consulting at AON and investment banking at Rothschild. Hans holds degrees from the University of Cambridge, the London School of Economics and University of Durham.ナラティブの更新 • Jun 06LONN: Recovery In Life Science Tools Demand Will Drive Future UpsideNarrative Update: Lonza Group Analysts have trimmed their blended price target for Lonza Group by about CHF 13 to reflect lower fair value estimates and a higher discount rate, even as they point to early signs of recovery in life science tools demand and resilient profitability expectations. Analyst Commentary Recent research updates show that price targets for Lonza Group have been revised lower, even as some analysts highlight early recovery signs in key end markets.Board Change • Jun 01High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Director Steve Fry was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • May 05Upcoming dividend of CHF5.00 per shareEligible shareholders must have bought the stock before 12 May 2026. Payment date: 15 May 2026. Payout ratio is a comfortable 39% but the company is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of Swiss dividend payers (3.7%). In line with average of industry peers (1.1%).お知らせ • Apr 24Simulations Plus, Inc. Announces Collaboration with Lonza Group Ag and U.S. Food and Drug Administration to Advance Predictive Frameworks for Complex Oral Drug ProductsSimulations Plus, Inc. had announced a funded research collaboration with Lonza Group AG and the U.S. Food and Drug Administration to develop and validate a mechanistic, predictive framework for assessing the in vivo performance of amorphous solid dispersion drug products. Mechanistic modeling approach and experimental integration designed to improve early risk identification, strengthen regulatory confidence, and expand AI-enabled workflows connecting data to decision-making. The collaboration evaluates whether advanced in vitro dissolution systems—particularly those incorporating dynamic gastrointestinal physiology—combined with mechanistic physiologically based biopharmaceutics modeling, can reliably predict key in vivo outcomes, including food effects and the impact of elevated gastric pH conditions. By establishing and validating these predictive capabilities, the collaboration aims to provide a scientific foundation for reducing reliance on certain clinical bioequivalence studies while maintaining the rigor and transparency required by regulators. Lonza will lead experimental work, including in vitro dissolution testing under fasted, fed, and elevated gastric pH conditions using advanced systems such as Controlled Transfer Dissolution, as well as the characterization and, where needed, manufacturing of amorphous solid dispersion formulation variants. Simulations Plus will lead the development and validation of in vitro–in vivo extrapolation frameworks using its DDDPlus® and GastroPlus® platforms, translating experimental data into predictions of in vivo pharmacokinetics and supporting virtual bioequivalence assessments. At the same time, it creates new opportunities to extend these capabilities into grounded AI-enabled workflow environments, where data, mechanistic models, and simulation outputs will be more directly connected. The Company will also contribute to interpretation within a regulatory context, ensuring alignment with evolving expectations for model-informed drug development. This work is supported in part through FDA funding and includes ongoing engagement with FDA scientists to directly align with regulatory priorities to advance model-informed drug development, modernize bioequivalence assessment for complex products, and reduce unnecessary reliance on human studies. By combining regulatory collaboration with open, non-proprietary data and validated methods based on real-world, FDA-approved amorphous solid dispersion products, the initiative is intended to inform future regulatory approaches and support broader adoption of science-based alternatives.お知らせ • Apr 16Lonza Group AG Proposes Final Cash Dividend, Payable on May 15, 2026Lonza Group AG proposed final cash dividend of CHF 2.50 per share (Gross dividend per equity), Net dividend per equity of CHF 1.625 per share. Date of GM: May 8, 2026, Ex date: May 12, 2026, Payment date: May 15, 2026, Record date: May 13, 2026.分析記事 • Apr 09Lonza Group's (VTX:LONN) Solid Earnings Are Supported By Other Strong FactorsLonza Group AG ( VTX:LONN ) just reported healthy earnings but the stock price didn't move much. Our analysis suggests...Declared Dividend • Apr 04Dividend increased to CHF5.00Dividend of CHF5.00 is 25% higher than last year. Ex-date: 12th May 2026 Payment date: 15th May 2026 Dividend yield will be 1.0%, which is about the same as the industry average.お知らせ • Apr 02Lonza Group AG, Annual General Meeting, May 08, 2026Lonza Group AG, Annual General Meeting, May 08, 2026, at 10:00 W. Europe Standard Time.Reported Earnings • Apr 02Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: CHF12.98 (up from CHF8.94 in FY 2024). Revenue: CHF6.53b (flat on FY 2024). Net income: CHF909.0m (up 43% from FY 2024). Profit margin: 14% (up from 9.7% in FY 2024). Revenue missed analyst estimates by 14%. Earnings per share (EPS) also missed analyst estimates by 7.1%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Life Sciences industry in Switzerland. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Major Estimate Revision • Feb 06Consensus revenue estimates fall by 10%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from CHF8.34b to CHF7.47b. EPS estimate fell from CHF18.13 to CHF16.71 per share. Net income forecast to grow 29% next year vs 22% growth forecast for Life Sciences industry in Switzerland. Consensus price target broadly unchanged at CHF673. Share price was steady at CHF517 over the past week.Reported Earnings • Jan 30Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: CHF12.98 (up from CHF8.94 in FY 2024). Revenue: CHF6.53b (flat on FY 2024). Net income: CHF909.0m (up 43% from FY 2024). Profit margin: 14% (up from 9.7% in FY 2024). Revenue missed analyst estimates by 14%. Earnings per share (EPS) also missed analyst estimates by 5.5%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Life Sciences industry in Switzerland. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.お知らせ • Jan 29+ 1 more updateLonza Group AG Proposes Dividend for 2025Lonza Group AG announced that Board of Directors will propose to increase the dividend for 2025 by +25% to CHF 5.00 per share at the Lonza AGM in May 2026. Subject to approval, 50% of the dividend will be paid out of the capital contribution reserve, meaning it will be exempt from Swiss withholding tax.お知らせ • Jan 28+ 2 more updatesLonza Group AG to Report Q1, 2026 Results on May 08, 2026Lonza Group AG announced that they will report Q1, 2026 results on May 08, 2026分析記事 • Dec 22Is There Now An Opportunity In Lonza Group AG (VTX:LONN)?Lonza Group AG ( VTX:LONN ) saw significant share price movement during recent months on the SWX, rising to highs of...分析記事 • Dec 01We Think Lonza Group (VTX:LONN) Is Taking Some Risk With Its DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...お知らせ • Nov 25+ 1 more updateMicrosize, Inc. and Schedio SA signed an agreement to acquire Micro-Macinazione S.A. from Lonza Group AG (SWX:LONN).Microsize, Inc. and Schedio SA signed an agreement to acquire Micro-Macinazione S.A. from Lonza Group AG (SWX:LONN) on November 24, 2025. Microsize and Schedio will jointly invest in Mic Mac to further enhance its capabilities and accelerate modernization. The partnership aims to establish an integrated European-American network for advanced particle engineering, combining Microsize’s CDMO expertise with Schedio’s process equipment and containment technologies. The transaction is subject to customary closing conditions and is expected to close during the first quarter of 2026.お知らせ • Oct 24Lonza Group Ag Affirms Earnings Guidance for 2025Lonza Group AG affirmed earnings guidance for 2025. For the period, company expects CER sales growth of 20-21%.分析記事 • Oct 24Investors Interested In Lonza Group AG's (VTX:LONN) EarningsWhen close to half the companies in Switzerland have price-to-earnings ratios (or "P/E's") below 19x, you may consider...ナラティブの更新 • Sep 19Vacaville And Visp Facilities Will Secure Future Biologics DemandGiven the absence of analyst reasoning, the consensus analyst price target for Lonza Group saw only a marginal increase from CHF665.36 to CHF676.18 alongside minimal changes in key valuation metrics such as future P/E and discount rate, indicating steady market expectations and a broadly unchanged fair value outlook. What's in the News Lonza entered a seven-year manufacturing agreement with Avidity Biosciences for commercial drug substance and product, with a minimum purchase commitment of approximately $620 million between 2026 and 2028.お知らせ • Sep 13Lonza Group AG Announces Executive Changes, Effective October 1, 2025Lonza Group AG announced the appointment of Jason Berndt as Head of Group Operations, Executive Vice President, and member of the Executive Committee (EC), effective October 1, 2025. Jason brings over two decades of experience in global operations, having held leadership roles in operational excellence, manufacturing, supply chain management, technical services, and network transformations across leading pharmaceutical and consumer goods companies. He most recently served as Head of Global Technical Services and Senior Vice President at Bristol-Myers Squibb. Prior to this, he spent over eight years in leadership roles at Teva Pharmaceuticals, six years in manufacturing operations at Procter & Gamble, and two years as a consultant at McKinsey and Company. Jason began his career in the US Army, serving five years as a military officer. He holds a Bachelor of Science degree from the United States Military Academy at West Point and an MBA from the University of Michigan. Maria Soler Nunez, currently Head of Group Operations, has been appointed as Chief Quality Officer and Executive Vice President, remaining a member of the EC, effective October 1, 2025. Maria joined Lonza in 2022 and has successfully led Lonza’s engineering, procurement, supply chain management, operational excellence, and program management Group Functions. In her new role, she will be responsible for upholding and reinforcing the highest quality standards across Lonza’s global development and manufacturing network, as well as overseeing regulatory affairs and regulatory compliance. Maria has 28 years of experience in manufacturing and quality roles in the pharmaceutical industry, having worked in multiple countries including Spain, Switzerland, and the US. Before joining Lonza, she served as Chief Quality Officer at Novartis and worked with Eli Lilly and Company for 12 years. Commencing 1 October 2025 and continuing until his retirement in 2026, Oliver Schläfli, currently serving as Global Head of Quality, will transfer his responsibilities to Maria and provide counsel on different projects across the organization.分析記事 • Sep 10What Is Lonza Group AG's (VTX:LONN) Share Price Doing?Lonza Group AG ( VTX:LONN ) saw its share price hover around a small range of CHF541 to CHF583 over the last few weeks...分析記事 • Aug 20Here's Why Lonza Group (VTX:LONN) Has A Meaningful Debt BurdenSWX:LONN 1 Year Share Price vs Fair Value Explore Lonza Group's Fair Values from the Community and select yours Some...Reported Earnings • Jul 24First half 2025 earnings: EPS in line with analyst expectations despite revenue beatFirst half 2025 results: EPS: CHF6.08 (up from CHF4.61 in 1H 2024). Revenue: CHF3.58b (up 17% from 1H 2024). Net income: CHF426.0m (up 30% from 1H 2024). Profit margin: 12% (up from 11% in 1H 2024). Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Life Sciences industry in Switzerland. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has remained flat, which means it is well ahead of earnings.お知らせ • May 11+ 1 more updateLonza Group AG Announces Board AppointmentsLonza Group Ltd. at its AGM held on 9 May 2025, approved election of three newly proposed Board members – Juan Andres, Eric Drapé and David Meline – was approved by the shareholders, each for a term in office until the completion of the AGM 2026. Eric Drapé will join the Board on 14 May 2025, following the expiry of his current contractual commitments.Upcoming Dividend • May 06Upcoming dividend of CHF4.00 per shareEligible shareholders must have bought the stock before 13 May 2025. Payment date: 15 May 2025. Payout ratio is a comfortable 45% but the company is not cash flow positive. Trailing yield: 0.7%. Lower than top quartile of Swiss dividend payers (4.0%). In line with average of industry peers (0.8%).Declared Dividend • Apr 06Dividend of CHF4.00 announcedShareholders will receive a dividend of CHF4.00. Ex-date: 13th May 2025 Payment date: 15th May 2025 Dividend yield will be 0.8%, which is lower than the industry average of 0.9%.お知らせ • Feb 20Lonza Reportedly Is Said to Tap Bofa, Centerview for Sale of Capsules UnitLonza Group AG (SWX:LONN) has selected Bank of America Corp. and Centerview Partners to arrange the sale of its capsules and health ingredients business (Capsugel, Inc.), according to people familiar with the matter, as part of the firm’s efforts to streamline its corporate structure. The capsules unit could be worth at least €2.5 billion ($2.6 billion) in a deal, said one of the people, who asked not to be identified as the information is private. Deliberations are ongoing and details of a transaction could still change, the people said.新しいナラティブ • Feb 02CDMO Focus And Vacaville Acquisition To Drive Operational Improvements By 2025 Focus on CDMO business and Vacaville acquisition to drive revenue growth and boost sales. New Risk • Jan 31New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 31% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.お知らせ • Jan 31+ 1 more updateLonza Group AG Provides Earnings Guidance for the Fiscal Year 2025Lonza Group AG provided earnings guidance for the fiscal year 2025. for the year, the company expects sales to growth in 2025, with low-to-mid-single-digit CER sales growth.Reported Earnings • Jan 30Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: CHF8.93. Revenue: CHF6.57b (down 2.1% from FY 2023). Net income: CHF636.0m (down 2.8% from FY 2023). Profit margin: 9.7% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 23%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Life Sciences industry in Switzerland.お知らせ • Oct 30Lonza Group AG to Report First Half, 2025 Results on Jul 23, 2025Lonza Group AG announced that they will report first half, 2025 results on Jul 23, 2025お知らせ • Oct 24Lonza Group AG Provides Earnings Guidance for Full Year 2024Lonza Group AG provided earnings guidance for full year 2024. The company reported a third quarter performance in line to deliver on its Full-year Outlook, with sales accelerating in fourth quarter based on the timing of batch releases. In this context, the company confirms its Full-year Outlook 2024 at flat year-on year sales in CER and a CORE EBITDA margin of high 20s. Operations at the new highly potent API facility in Visp are expected to commence in fourth quarter of 2024, with a significant sales contribution expected in 2025. Furthermore, construction remains on track at the large-scale commercial aseptic drug product facility in Stein (CH).Buy Or Sell Opportunity • Oct 12Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 1.4% to CHF525. The fair value is estimated to be CHF437, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 2.9%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 24% per annum over the same time period.お知らせ • Oct 02Lonza Group AG (SWX:LONN) completed the acquisition of Genentech Manufacturing Facility in Vacaville, California from Roche Holding AG (SWX:ROG).Lonza Group AG (SWX:LONN) entered into an agreement to acquire Genentech Manufacturing Facility in Vacaville, California from Roche Holding AG (SWX:ROG) for $1.2 billion on March 20, 2024. Under the agreement, approximately 750 Genentech employees at the Vacaville (US) facility will be offered employment by Lonza. The transaction is subject to customary closing conditions. Upon closing, the Vacaville (US) site will be integrated into Lonza’s Biologics division, joining a network of existing mammalian manufacturing sites in Visp (CH), Slough (UK), Singapore (SG), Portsmouth (US) and Porriño (ES). The transaction is expected to close in H2 2024. As the transaction is expected to be accretive to sales growth, Lonza has updated its Mid-Term Guidance 2024 – 2028. BofA Securities acted as financial advisors to Lonza. Lonza Group AG (SWX:LONN) completed the acquisition of Genentech Manufacturing Facility in Vacaville, California from Roche Holding AG (SWX:ROG) on October 1, 2024.Reported Earnings • Jul 28First half 2024 earnings: EPS in line with analyst expectations despite revenue beatFirst half 2024 results: EPS: CHF4.61 (down from CHF5.54 in 1H 2023). Revenue: CHF3.06b (flat on 1H 2023). Net income: CHF329.0m (down 20% from 1H 2023). Profit margin: 11% (down from 13% in 1H 2023). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Life Sciences industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Jul 28Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to CHF581. The fair value is estimated to be CHF484, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 2.9%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 25% per annum over the same time period.お知らせ • Jul 26Lonza Group AG to Report Fiscal Year 2024 Results on Jan 30, 2025Lonza Group AG announced that they will report fiscal year 2024 results on Jan 30, 2025お知らせ • May 12Lonza Group AG Announces Board ChangesLonza Group AG announced that Albert M. Baehny, former Chairman of the Board of Directors, did not stand for re-election at the Annual General Meeting (AGM) of 8 May 2024. Jean-Marc Huët has been elected as new member and Chairman of the Board of Directors at this AGM.お知らせ • May 11Lonza Group AG Approves Cash Dividend, Payable on May 15, 2024Lonza Group AG at its AGM held on May 8, 2024 approved Final cash dividend of CHF 2.00 per share and Share premium dividend of CHF 2.00 per share. Ex date is May 13, 2024, payment date is May 15, 2024 and record date is May 14, 2024.Reported Earnings • Apr 05Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: CHF8.88 (down from CHF16.37 in FY 2022). Revenue: CHF6.72b (up 7.9% from FY 2022). Net income: CHF654.0m (down 46% from FY 2022). Profit margin: 9.7% (down from 20% in FY 2022). Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) missed analyst estimates by 31%. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Life Sciences industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Declared Dividend • Apr 04Dividend increased to CHF4.00Dividend of CHF4.00 is 14% higher than last year. Ex-date: 13th May 2024 Payment date: 15th May 2024 Dividend yield will be 0.7%, which is lower than the industry average of 0.9%.Buy Or Sell Opportunity • Apr 03Now 21% undervaluedOver the last 90 days, the stock has risen 52% to CHF533. The fair value is estimated to be CHF672, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to grow by 9.5% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.お知らせ • Apr 02Lonza Group AG Announces Chief Executive Officer ChangesLonza Group AG announced that Wolfgang Wienand has been appointed Chief Executive Officer (CEO), and will join the company during the summer of 2024. Wolfgang is currently CEO of the Swiss contract development and manufacturing organization (CDMO) Siegfried Holding AG, a role he has held since 2019. Prior to this, Wolfgang first served as Chief Scientific Officer and then as Chief Strategy Officer in Siegfried’s executive leadership team. Before joining Siegfried in 2010, Wolfgang held a series of increasingly senior positions at the German specialty chemicals company Evonik Industries. Wolfgang will succeed Albert M. Baehny, who took on the additional responsibility of CEO on an ad interim basis in October 2023 while the search for a permanent CEO took place. Albert will remain at Lonza for a transition period during the summer, before retiring from the company.Buy Or Sell Opportunity • Feb 20Now 20% undervaluedOver the last 90 days, the stock has risen 29% to CHF454. The fair value is estimated to be CHF569, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to grow by 8.5% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.Price Target Changed • Feb 02Price target increased by 7.3% to CHF503Up from CHF468, the current price target is an average from 20 analysts. New target price is 18% above last closing price of CHF428. Stock is down 23% over the past year. The company is forecast to post earnings per share of CHF12.02 for next year compared to CHF8.88 last year.お知らせ • Jan 27+ 2 more updatesLonza Group AG to Report First Half, 2024 Results on Jul 25, 2024Lonza Group AG announced that they will report first half, 2024 results on Jul 25, 2024Reported Earnings • Jan 27Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: CHF8.88 (down from CHF16.37 in FY 2022). Revenue: CHF6.72b (up 7.9% from FY 2022). Net income: CHF654.0m (down 46% from FY 2022). Profit margin: 9.7% (down from 20% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) missed analyst estimates by 31%. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Life Sciences industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • Jan 12Lonza Group AG to Report Fiscal Year 2023 Results on Jan 26, 2024Lonza Group AG announced that they will report fiscal year 2023 results on Jan 26, 2024お知らせ • Jan 07Lonza Group AG, Annual General Meeting, May 08, 2024Lonza Group AG, Annual General Meeting, May 08, 2024.Price Target Changed • Dec 12Price target decreased by 8.9% to CHF463Down from CHF508, the current price target is an average from 18 analysts. New target price is 43% above last closing price of CHF325. Stock is down 32% over the past year. The company is forecast to post earnings per share of CHF12.70 for next year compared to CHF16.37 last year.Price Target Changed • Oct 27Price target decreased by 8.4% to CHF539Down from CHF588, the current price target is an average from 18 analysts. New target price is 71% above last closing price of CHF315. Stock is down 39% over the past year. The company is forecast to post earnings per share of CHF12.66 for next year compared to CHF16.37 last year.Price Target Changed • Oct 20Price target decreased by 8.5% to CHF569Down from CHF623, the current price target is an average from 17 analysts. New target price is 66% above last closing price of CHF342. Stock is down 31% over the past year. The company is forecast to post earnings per share of CHF12.58 for next year compared to CHF16.37 last year.Valuation Update With 7 Day Price Move • Oct 18Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CHF357, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 28x in the Life Sciences industry in Switzerland. Total loss to shareholders of 37% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF550 per share.お知らせ • Sep 21Lonza Group AG Provides Sales Guidance for the Year 2023Lonza Group AG provided sales guidance for the year 2023. The company is reconfirming its Outlook 2023. During the company’s Half-Year Results presentation in July 2023, the Outlook was set at mid-to-high single-digit CER sales growth.Buying Opportunity • Sep 19Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 20%. The fair value is estimated to be CHF555, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings is also forecast to grow by 15% per annum over the same time period.お知らせ • Sep 18Lonza Group AG Announces CEO ChangesLonza Group AG announced that Pierre-Alain Ruffieux, CEO, will leave the company at the end of September 2023 by mutual agreement. The Board of Directors also announced that Albert M. Baehny, Chairman, will take on the additional responsibility of Chief Executive Officer on an ad interim basis until a permanent successor is appointed.Major Estimate Revision • Jul 28Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CHF6.62b to CHF6.46b. EPS estimate also fell from CHF14.73 per share to CHF12.99 per share. Net income forecast to shrink 7.4% next year vs 4.0% decline forecast for Life Sciences industry in Switzerland. Consensus price target down from CHF681 to CHF651. Share price rose 2.1% to CHF501 over the past week.New Risk • Jul 23New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Swiss stocks, typically moving 4.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Reported Earnings • Jul 23First half 2023 earnings: EPS and revenues miss analyst expectationsFirst half 2023 results: EPS: CHF5.54 (down from CHF6.67 in 1H 2022). Revenue: CHF3.08b (up 3.2% from 1H 2022). Net income: CHF410.0m (down 17% from 1H 2022). Profit margin: 13% (down from 17% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.8%. Earnings per share (EPS) also missed analyst estimates by 11%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Life Sciences industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • Jun 02Lonza Group AG (SWX:LONN) acquired Synaffix BV.Lonza Group AG (SWX:LONN) acquired Synaffix BV for €160 million on June 1, 2023. The consideration comprises an initial financial consideration of €100 million in cash and up to €60 million in additional performance-based consideration. Synaffix will continue to operate under the Synaffix name and further expand its operations in Oss (NL). Bird & Bird LLP, Netherlands acted as legal advisor to Lonza Group. William Blair & Company, L.L.C. acted as financial advisor, Goodwin Procter LLP and NautaDutilh N.V. acted as legal advisor to Synaffix. Lonza Group AG (SWX:LONN) completed the acquisition of Synaffix BV on June 1, 2023.お知らせ • May 11Lonza Group AG Reiterates Sales Guidance for the Years 2023Lonza Group AG reiterated sales guidance for the years 2023. For the year 2023, the company reiterates high single digit CER sales growth.Upcoming Dividend • May 02Upcoming dividend of CHF3.50 per share at 0.6% yieldEligible shareholders must have bought the stock before 09 May 2023. Payment date: 11 May 2023. Payout ratio is a comfortable 21% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Swiss dividend payers (4.2%). In line with average of industry peers (0.6%).業績と収益の成長予測SWX:LONN - アナリストの将来予測と過去の財務データ ( )CHF Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20288,9561,6928812,3642012/31/20277,9881,4055962,0672312/31/20267,1361,1683941,7992312/31/20256,531909-1161,156N/A6/30/20257,093733-3751,147N/A3/31/20256,834685-2861,211N/A12/31/20245,480601-1931,274N/A9/30/20246,635605-1141,399N/A6/30/20246,696573-301,524N/A3/31/20246,707614-1691,456N/A12/31/20236,717654-3091,388N/A9/30/20236,518892-5321,239N/A6/30/20236,3191,129-7561,089N/A3/31/20236,2711,172-8281,055N/A12/31/20226,2231,215-9011,020N/A9/30/20226,0361,062-819994N/A6/30/20225,849909-737968N/A3/31/20225,629792-4501,093N/A12/31/20215,409674-1631,217N/A9/30/20215,108612-21,233N/A6/30/20214,8075501591,249N/A3/31/20214,6586401501,190N/A12/31/20204,5087301401,130N/A9/30/20203,1356562361,181N/A6/30/20203,4746963441,241N/A3/31/20203,8416722661,109N/A12/31/20194,207647188977N/A9/30/20195,821710N/AN/AN/A6/30/20195,722658N/A821N/A3/31/20195,632657N/A952N/A12/31/20185,542655N/A1,082N/A6/30/20185,034826N/A860N/A3/31/20184,791745N/A851N/A12/31/20174,548664N/A841N/A9/30/20174,758527N/A798N/A6/30/20174,423334N/A738N/A3/31/20174,278318N/A745N/A12/31/20164,132301N/A752N/A9/30/20164,025331N/A779N/A6/30/20163,918360N/A805N/A3/31/20163,861319N/A773N/A12/31/20153,803277N/A741N/A9/30/20153,774243N/A710N/A6/30/20153,744208N/A678N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: LONNの予測収益成長率 (年間17.5% ) は 貯蓄率 ( 0.6% ) を上回っています。収益対市場: LONNの収益 ( 17.5% ) はSwiss市場 ( 10.9% ) よりも速いペースで成長すると予測されています。高成長収益: LONNの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: LONNの収益 ( 10.3% ) Swiss市場 ( 4.9% ) よりも速いペースで成長すると予測されています。高い収益成長: LONNの収益 ( 10.3% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: LONNの 自己資本利益率 は、3年後には低くなると予測されています ( 16.5 %)。成長企業の発掘7D1Y7D1Y7D1YPharmaceuticals-biotech 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/28 09:34終値2026/06/26 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Lonza Group AG 23 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。50 アナリスト機関Charles PitmanBarclaysSebastian BrayBerenbergXian DengBerenberg47 その他のアナリストを表示
Major Estimate Revision • Feb 06Consensus revenue estimates fall by 10%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from CHF8.34b to CHF7.47b. EPS estimate fell from CHF18.13 to CHF16.71 per share. Net income forecast to grow 29% next year vs 22% growth forecast for Life Sciences industry in Switzerland. Consensus price target broadly unchanged at CHF673. Share price was steady at CHF517 over the past week.
お知らせ • Oct 24Lonza Group Ag Affirms Earnings Guidance for 2025Lonza Group AG affirmed earnings guidance for 2025. For the period, company expects CER sales growth of 20-21%.
お知らせ • Jan 31+ 1 more updateLonza Group AG Provides Earnings Guidance for the Fiscal Year 2025Lonza Group AG provided earnings guidance for the fiscal year 2025. for the year, the company expects sales to growth in 2025, with low-to-mid-single-digit CER sales growth.
お知らせ • Oct 24Lonza Group AG Provides Earnings Guidance for Full Year 2024Lonza Group AG provided earnings guidance for full year 2024. The company reported a third quarter performance in line to deliver on its Full-year Outlook, with sales accelerating in fourth quarter based on the timing of batch releases. In this context, the company confirms its Full-year Outlook 2024 at flat year-on year sales in CER and a CORE EBITDA margin of high 20s. Operations at the new highly potent API facility in Visp are expected to commence in fourth quarter of 2024, with a significant sales contribution expected in 2025. Furthermore, construction remains on track at the large-scale commercial aseptic drug product facility in Stein (CH).
Price Target Changed • Feb 02Price target increased by 7.3% to CHF503Up from CHF468, the current price target is an average from 20 analysts. New target price is 18% above last closing price of CHF428. Stock is down 23% over the past year. The company is forecast to post earnings per share of CHF12.02 for next year compared to CHF8.88 last year.
Price Target Changed • Dec 12Price target decreased by 8.9% to CHF463Down from CHF508, the current price target is an average from 18 analysts. New target price is 43% above last closing price of CHF325. Stock is down 32% over the past year. The company is forecast to post earnings per share of CHF12.70 for next year compared to CHF16.37 last year.
お知らせ • Jun 25Lonza Group Reportedly Explores Sale of Capsules and Health Ingredients DivisionLonza Group Ltd. (SWX:LONN) is reportedly exploring the sale of its capsules and health ingredients division, valued at approximately €2,500 million, as part of a strategic portfolio review. The planned divestment is intended to refocus the Swiss contract development and manufacturing organization (CDMO) on its core biologics and drug substance services, according to reports from Russian news agency AK&M. The report, dated June 19, 2026, indicates that Lonza Group is collaborating with Bank of America and Centerview Partners to assess the potential sale of this division. Notable private equity firms, including Lone Star (Lone Star Americas Acquisitions, Inc.), Altaris (Altaris, LLC), and One Rock Capital Partners (One Rock Capital Partners, LLC), are among the potential bidders vying for the business, which would represent a significant carve-out from Lonza's existing portfolio. This move aligns with a broader trend observed among European life-science suppliers, who are increasingly concentrating on higher-margin contract development and manufacturing services. As companies like Catalent and Sartorius have shown, there is a growing focus on capital allocation discipline and portfolio streamlining. Lonza Group's reported divestment is consistent with this narrative, sharpening its exposure to biologics and complex therapies, while divesting from more commoditized activities.
ナラティブの更新 • Jun 24LONN: Bioprocessing Recovery And ADC Licensing Pipeline Will Drive Future UpsideAnalysts have trimmed their average price target for Lonza Group to roughly CHF 663 from about CHF 664, reflecting slightly higher discount rate assumptions and updated expectations for revenue growth, profit margins, and future P/E multiples in light of recent research that includes reduced targets of CHF 590 and CHF 656 from major banks. Analyst Commentary Recent research on Lonza Group shows that analysts are adjusting their models and price targets while still weighing the company against broader views on life science tools, bioprocessing and quality assurance demand.
ライブニュース • Jun 16Lonza Group Stock Eyes Growth With Exclusive ADC Licensing Deal in Oncology ManufacturingLonza Group granted Antharis Therapeutics an exclusive license to develop next-generation dual payload antibody-drug conjugates (ADCs) aimed at gastrointestinal cancers. The agreement is structured to use Lonza’s biologics development expertise and contract development and manufacturing organization (CDMO) capabilities for oncology-focused therapies. The partnership underscores Lonza’s role in supplying complex synthesis and manufacturing services to emerging biotech companies in the ADC field. This licensing deal reinforces Lonza Group’s positioning in high-complexity biologics and ADC manufacturing, an area where technical barriers can create meaningful differentiation among CDMO providers. Investors may want to watch how effectively Lonza converts such partnerships into long-term development and manufacturing contracts, as execution risk and clinical outcomes at Antharis could influence the ultimate value of this collaboration.
お知らせ • Jun 09LONZA GROUP LTD Announces Management ChangesLONZA GROUP LTD announced the appointment of Hans Trees as Global Head of Communications, Senior Vice President and member of the Extended Executive Committee. Hans will join Lonza on 1 September 2026 and succeed David Carter, who has led Lonza's Communications function since 2019. Hans is a seasoned communications executive with broad experience across communications, strategy and business leadership in global organizations. Most recently, he served as Roche's Global Head of External Engagement. Over an 11-year career at Roche, he held a number of leadership roles in both the Pharmaceuticals Division and Group functions. Prior to joining Roche, he worked in management consulting at AON and investment banking at Rothschild. Hans holds degrees from the University of Cambridge, the London School of Economics and University of Durham.
ナラティブの更新 • Jun 06LONN: Recovery In Life Science Tools Demand Will Drive Future UpsideNarrative Update: Lonza Group Analysts have trimmed their blended price target for Lonza Group by about CHF 13 to reflect lower fair value estimates and a higher discount rate, even as they point to early signs of recovery in life science tools demand and resilient profitability expectations. Analyst Commentary Recent research updates show that price targets for Lonza Group have been revised lower, even as some analysts highlight early recovery signs in key end markets.
Board Change • Jun 01High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Director Steve Fry was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • May 05Upcoming dividend of CHF5.00 per shareEligible shareholders must have bought the stock before 12 May 2026. Payment date: 15 May 2026. Payout ratio is a comfortable 39% but the company is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of Swiss dividend payers (3.7%). In line with average of industry peers (1.1%).
お知らせ • Apr 24Simulations Plus, Inc. Announces Collaboration with Lonza Group Ag and U.S. Food and Drug Administration to Advance Predictive Frameworks for Complex Oral Drug ProductsSimulations Plus, Inc. had announced a funded research collaboration with Lonza Group AG and the U.S. Food and Drug Administration to develop and validate a mechanistic, predictive framework for assessing the in vivo performance of amorphous solid dispersion drug products. Mechanistic modeling approach and experimental integration designed to improve early risk identification, strengthen regulatory confidence, and expand AI-enabled workflows connecting data to decision-making. The collaboration evaluates whether advanced in vitro dissolution systems—particularly those incorporating dynamic gastrointestinal physiology—combined with mechanistic physiologically based biopharmaceutics modeling, can reliably predict key in vivo outcomes, including food effects and the impact of elevated gastric pH conditions. By establishing and validating these predictive capabilities, the collaboration aims to provide a scientific foundation for reducing reliance on certain clinical bioequivalence studies while maintaining the rigor and transparency required by regulators. Lonza will lead experimental work, including in vitro dissolution testing under fasted, fed, and elevated gastric pH conditions using advanced systems such as Controlled Transfer Dissolution, as well as the characterization and, where needed, manufacturing of amorphous solid dispersion formulation variants. Simulations Plus will lead the development and validation of in vitro–in vivo extrapolation frameworks using its DDDPlus® and GastroPlus® platforms, translating experimental data into predictions of in vivo pharmacokinetics and supporting virtual bioequivalence assessments. At the same time, it creates new opportunities to extend these capabilities into grounded AI-enabled workflow environments, where data, mechanistic models, and simulation outputs will be more directly connected. The Company will also contribute to interpretation within a regulatory context, ensuring alignment with evolving expectations for model-informed drug development. This work is supported in part through FDA funding and includes ongoing engagement with FDA scientists to directly align with regulatory priorities to advance model-informed drug development, modernize bioequivalence assessment for complex products, and reduce unnecessary reliance on human studies. By combining regulatory collaboration with open, non-proprietary data and validated methods based on real-world, FDA-approved amorphous solid dispersion products, the initiative is intended to inform future regulatory approaches and support broader adoption of science-based alternatives.
お知らせ • Apr 16Lonza Group AG Proposes Final Cash Dividend, Payable on May 15, 2026Lonza Group AG proposed final cash dividend of CHF 2.50 per share (Gross dividend per equity), Net dividend per equity of CHF 1.625 per share. Date of GM: May 8, 2026, Ex date: May 12, 2026, Payment date: May 15, 2026, Record date: May 13, 2026.
分析記事 • Apr 09Lonza Group's (VTX:LONN) Solid Earnings Are Supported By Other Strong FactorsLonza Group AG ( VTX:LONN ) just reported healthy earnings but the stock price didn't move much. Our analysis suggests...
Declared Dividend • Apr 04Dividend increased to CHF5.00Dividend of CHF5.00 is 25% higher than last year. Ex-date: 12th May 2026 Payment date: 15th May 2026 Dividend yield will be 1.0%, which is about the same as the industry average.
お知らせ • Apr 02Lonza Group AG, Annual General Meeting, May 08, 2026Lonza Group AG, Annual General Meeting, May 08, 2026, at 10:00 W. Europe Standard Time.
Reported Earnings • Apr 02Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: CHF12.98 (up from CHF8.94 in FY 2024). Revenue: CHF6.53b (flat on FY 2024). Net income: CHF909.0m (up 43% from FY 2024). Profit margin: 14% (up from 9.7% in FY 2024). Revenue missed analyst estimates by 14%. Earnings per share (EPS) also missed analyst estimates by 7.1%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Life Sciences industry in Switzerland. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Major Estimate Revision • Feb 06Consensus revenue estimates fall by 10%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from CHF8.34b to CHF7.47b. EPS estimate fell from CHF18.13 to CHF16.71 per share. Net income forecast to grow 29% next year vs 22% growth forecast for Life Sciences industry in Switzerland. Consensus price target broadly unchanged at CHF673. Share price was steady at CHF517 over the past week.
Reported Earnings • Jan 30Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: CHF12.98 (up from CHF8.94 in FY 2024). Revenue: CHF6.53b (flat on FY 2024). Net income: CHF909.0m (up 43% from FY 2024). Profit margin: 14% (up from 9.7% in FY 2024). Revenue missed analyst estimates by 14%. Earnings per share (EPS) also missed analyst estimates by 5.5%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Life Sciences industry in Switzerland. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
お知らせ • Jan 29+ 1 more updateLonza Group AG Proposes Dividend for 2025Lonza Group AG announced that Board of Directors will propose to increase the dividend for 2025 by +25% to CHF 5.00 per share at the Lonza AGM in May 2026. Subject to approval, 50% of the dividend will be paid out of the capital contribution reserve, meaning it will be exempt from Swiss withholding tax.
お知らせ • Jan 28+ 2 more updatesLonza Group AG to Report Q1, 2026 Results on May 08, 2026Lonza Group AG announced that they will report Q1, 2026 results on May 08, 2026
分析記事 • Dec 22Is There Now An Opportunity In Lonza Group AG (VTX:LONN)?Lonza Group AG ( VTX:LONN ) saw significant share price movement during recent months on the SWX, rising to highs of...
分析記事 • Dec 01We Think Lonza Group (VTX:LONN) Is Taking Some Risk With Its DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
お知らせ • Nov 25+ 1 more updateMicrosize, Inc. and Schedio SA signed an agreement to acquire Micro-Macinazione S.A. from Lonza Group AG (SWX:LONN).Microsize, Inc. and Schedio SA signed an agreement to acquire Micro-Macinazione S.A. from Lonza Group AG (SWX:LONN) on November 24, 2025. Microsize and Schedio will jointly invest in Mic Mac to further enhance its capabilities and accelerate modernization. The partnership aims to establish an integrated European-American network for advanced particle engineering, combining Microsize’s CDMO expertise with Schedio’s process equipment and containment technologies. The transaction is subject to customary closing conditions and is expected to close during the first quarter of 2026.
お知らせ • Oct 24Lonza Group Ag Affirms Earnings Guidance for 2025Lonza Group AG affirmed earnings guidance for 2025. For the period, company expects CER sales growth of 20-21%.
分析記事 • Oct 24Investors Interested In Lonza Group AG's (VTX:LONN) EarningsWhen close to half the companies in Switzerland have price-to-earnings ratios (or "P/E's") below 19x, you may consider...
ナラティブの更新 • Sep 19Vacaville And Visp Facilities Will Secure Future Biologics DemandGiven the absence of analyst reasoning, the consensus analyst price target for Lonza Group saw only a marginal increase from CHF665.36 to CHF676.18 alongside minimal changes in key valuation metrics such as future P/E and discount rate, indicating steady market expectations and a broadly unchanged fair value outlook. What's in the News Lonza entered a seven-year manufacturing agreement with Avidity Biosciences for commercial drug substance and product, with a minimum purchase commitment of approximately $620 million between 2026 and 2028.
お知らせ • Sep 13Lonza Group AG Announces Executive Changes, Effective October 1, 2025Lonza Group AG announced the appointment of Jason Berndt as Head of Group Operations, Executive Vice President, and member of the Executive Committee (EC), effective October 1, 2025. Jason brings over two decades of experience in global operations, having held leadership roles in operational excellence, manufacturing, supply chain management, technical services, and network transformations across leading pharmaceutical and consumer goods companies. He most recently served as Head of Global Technical Services and Senior Vice President at Bristol-Myers Squibb. Prior to this, he spent over eight years in leadership roles at Teva Pharmaceuticals, six years in manufacturing operations at Procter & Gamble, and two years as a consultant at McKinsey and Company. Jason began his career in the US Army, serving five years as a military officer. He holds a Bachelor of Science degree from the United States Military Academy at West Point and an MBA from the University of Michigan. Maria Soler Nunez, currently Head of Group Operations, has been appointed as Chief Quality Officer and Executive Vice President, remaining a member of the EC, effective October 1, 2025. Maria joined Lonza in 2022 and has successfully led Lonza’s engineering, procurement, supply chain management, operational excellence, and program management Group Functions. In her new role, she will be responsible for upholding and reinforcing the highest quality standards across Lonza’s global development and manufacturing network, as well as overseeing regulatory affairs and regulatory compliance. Maria has 28 years of experience in manufacturing and quality roles in the pharmaceutical industry, having worked in multiple countries including Spain, Switzerland, and the US. Before joining Lonza, she served as Chief Quality Officer at Novartis and worked with Eli Lilly and Company for 12 years. Commencing 1 October 2025 and continuing until his retirement in 2026, Oliver Schläfli, currently serving as Global Head of Quality, will transfer his responsibilities to Maria and provide counsel on different projects across the organization.
分析記事 • Sep 10What Is Lonza Group AG's (VTX:LONN) Share Price Doing?Lonza Group AG ( VTX:LONN ) saw its share price hover around a small range of CHF541 to CHF583 over the last few weeks...
分析記事 • Aug 20Here's Why Lonza Group (VTX:LONN) Has A Meaningful Debt BurdenSWX:LONN 1 Year Share Price vs Fair Value Explore Lonza Group's Fair Values from the Community and select yours Some...
Reported Earnings • Jul 24First half 2025 earnings: EPS in line with analyst expectations despite revenue beatFirst half 2025 results: EPS: CHF6.08 (up from CHF4.61 in 1H 2024). Revenue: CHF3.58b (up 17% from 1H 2024). Net income: CHF426.0m (up 30% from 1H 2024). Profit margin: 12% (up from 11% in 1H 2024). Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Life Sciences industry in Switzerland. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
お知らせ • May 11+ 1 more updateLonza Group AG Announces Board AppointmentsLonza Group Ltd. at its AGM held on 9 May 2025, approved election of three newly proposed Board members – Juan Andres, Eric Drapé and David Meline – was approved by the shareholders, each for a term in office until the completion of the AGM 2026. Eric Drapé will join the Board on 14 May 2025, following the expiry of his current contractual commitments.
Upcoming Dividend • May 06Upcoming dividend of CHF4.00 per shareEligible shareholders must have bought the stock before 13 May 2025. Payment date: 15 May 2025. Payout ratio is a comfortable 45% but the company is not cash flow positive. Trailing yield: 0.7%. Lower than top quartile of Swiss dividend payers (4.0%). In line with average of industry peers (0.8%).
Declared Dividend • Apr 06Dividend of CHF4.00 announcedShareholders will receive a dividend of CHF4.00. Ex-date: 13th May 2025 Payment date: 15th May 2025 Dividend yield will be 0.8%, which is lower than the industry average of 0.9%.
お知らせ • Feb 20Lonza Reportedly Is Said to Tap Bofa, Centerview for Sale of Capsules UnitLonza Group AG (SWX:LONN) has selected Bank of America Corp. and Centerview Partners to arrange the sale of its capsules and health ingredients business (Capsugel, Inc.), according to people familiar with the matter, as part of the firm’s efforts to streamline its corporate structure. The capsules unit could be worth at least €2.5 billion ($2.6 billion) in a deal, said one of the people, who asked not to be identified as the information is private. Deliberations are ongoing and details of a transaction could still change, the people said.
新しいナラティブ • Feb 02CDMO Focus And Vacaville Acquisition To Drive Operational Improvements By 2025 Focus on CDMO business and Vacaville acquisition to drive revenue growth and boost sales.
New Risk • Jan 31New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 31% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.
お知らせ • Jan 31+ 1 more updateLonza Group AG Provides Earnings Guidance for the Fiscal Year 2025Lonza Group AG provided earnings guidance for the fiscal year 2025. for the year, the company expects sales to growth in 2025, with low-to-mid-single-digit CER sales growth.
Reported Earnings • Jan 30Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: CHF8.93. Revenue: CHF6.57b (down 2.1% from FY 2023). Net income: CHF636.0m (down 2.8% from FY 2023). Profit margin: 9.7% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 23%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Life Sciences industry in Switzerland.
お知らせ • Oct 30Lonza Group AG to Report First Half, 2025 Results on Jul 23, 2025Lonza Group AG announced that they will report first half, 2025 results on Jul 23, 2025
お知らせ • Oct 24Lonza Group AG Provides Earnings Guidance for Full Year 2024Lonza Group AG provided earnings guidance for full year 2024. The company reported a third quarter performance in line to deliver on its Full-year Outlook, with sales accelerating in fourth quarter based on the timing of batch releases. In this context, the company confirms its Full-year Outlook 2024 at flat year-on year sales in CER and a CORE EBITDA margin of high 20s. Operations at the new highly potent API facility in Visp are expected to commence in fourth quarter of 2024, with a significant sales contribution expected in 2025. Furthermore, construction remains on track at the large-scale commercial aseptic drug product facility in Stein (CH).
Buy Or Sell Opportunity • Oct 12Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 1.4% to CHF525. The fair value is estimated to be CHF437, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 2.9%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 24% per annum over the same time period.
お知らせ • Oct 02Lonza Group AG (SWX:LONN) completed the acquisition of Genentech Manufacturing Facility in Vacaville, California from Roche Holding AG (SWX:ROG).Lonza Group AG (SWX:LONN) entered into an agreement to acquire Genentech Manufacturing Facility in Vacaville, California from Roche Holding AG (SWX:ROG) for $1.2 billion on March 20, 2024. Under the agreement, approximately 750 Genentech employees at the Vacaville (US) facility will be offered employment by Lonza. The transaction is subject to customary closing conditions. Upon closing, the Vacaville (US) site will be integrated into Lonza’s Biologics division, joining a network of existing mammalian manufacturing sites in Visp (CH), Slough (UK), Singapore (SG), Portsmouth (US) and Porriño (ES). The transaction is expected to close in H2 2024. As the transaction is expected to be accretive to sales growth, Lonza has updated its Mid-Term Guidance 2024 – 2028. BofA Securities acted as financial advisors to Lonza. Lonza Group AG (SWX:LONN) completed the acquisition of Genentech Manufacturing Facility in Vacaville, California from Roche Holding AG (SWX:ROG) on October 1, 2024.
Reported Earnings • Jul 28First half 2024 earnings: EPS in line with analyst expectations despite revenue beatFirst half 2024 results: EPS: CHF4.61 (down from CHF5.54 in 1H 2023). Revenue: CHF3.06b (flat on 1H 2023). Net income: CHF329.0m (down 20% from 1H 2023). Profit margin: 11% (down from 13% in 1H 2023). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Life Sciences industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Jul 28Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to CHF581. The fair value is estimated to be CHF484, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 2.9%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 25% per annum over the same time period.
お知らせ • Jul 26Lonza Group AG to Report Fiscal Year 2024 Results on Jan 30, 2025Lonza Group AG announced that they will report fiscal year 2024 results on Jan 30, 2025
お知らせ • May 12Lonza Group AG Announces Board ChangesLonza Group AG announced that Albert M. Baehny, former Chairman of the Board of Directors, did not stand for re-election at the Annual General Meeting (AGM) of 8 May 2024. Jean-Marc Huët has been elected as new member and Chairman of the Board of Directors at this AGM.
お知らせ • May 11Lonza Group AG Approves Cash Dividend, Payable on May 15, 2024Lonza Group AG at its AGM held on May 8, 2024 approved Final cash dividend of CHF 2.00 per share and Share premium dividend of CHF 2.00 per share. Ex date is May 13, 2024, payment date is May 15, 2024 and record date is May 14, 2024.
Reported Earnings • Apr 05Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: CHF8.88 (down from CHF16.37 in FY 2022). Revenue: CHF6.72b (up 7.9% from FY 2022). Net income: CHF654.0m (down 46% from FY 2022). Profit margin: 9.7% (down from 20% in FY 2022). Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) missed analyst estimates by 31%. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Life Sciences industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Apr 04Dividend increased to CHF4.00Dividend of CHF4.00 is 14% higher than last year. Ex-date: 13th May 2024 Payment date: 15th May 2024 Dividend yield will be 0.7%, which is lower than the industry average of 0.9%.
Buy Or Sell Opportunity • Apr 03Now 21% undervaluedOver the last 90 days, the stock has risen 52% to CHF533. The fair value is estimated to be CHF672, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to grow by 9.5% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.
お知らせ • Apr 02Lonza Group AG Announces Chief Executive Officer ChangesLonza Group AG announced that Wolfgang Wienand has been appointed Chief Executive Officer (CEO), and will join the company during the summer of 2024. Wolfgang is currently CEO of the Swiss contract development and manufacturing organization (CDMO) Siegfried Holding AG, a role he has held since 2019. Prior to this, Wolfgang first served as Chief Scientific Officer and then as Chief Strategy Officer in Siegfried’s executive leadership team. Before joining Siegfried in 2010, Wolfgang held a series of increasingly senior positions at the German specialty chemicals company Evonik Industries. Wolfgang will succeed Albert M. Baehny, who took on the additional responsibility of CEO on an ad interim basis in October 2023 while the search for a permanent CEO took place. Albert will remain at Lonza for a transition period during the summer, before retiring from the company.
Buy Or Sell Opportunity • Feb 20Now 20% undervaluedOver the last 90 days, the stock has risen 29% to CHF454. The fair value is estimated to be CHF569, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to grow by 8.5% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.
Price Target Changed • Feb 02Price target increased by 7.3% to CHF503Up from CHF468, the current price target is an average from 20 analysts. New target price is 18% above last closing price of CHF428. Stock is down 23% over the past year. The company is forecast to post earnings per share of CHF12.02 for next year compared to CHF8.88 last year.
お知らせ • Jan 27+ 2 more updatesLonza Group AG to Report First Half, 2024 Results on Jul 25, 2024Lonza Group AG announced that they will report first half, 2024 results on Jul 25, 2024
Reported Earnings • Jan 27Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: CHF8.88 (down from CHF16.37 in FY 2022). Revenue: CHF6.72b (up 7.9% from FY 2022). Net income: CHF654.0m (down 46% from FY 2022). Profit margin: 9.7% (down from 20% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) missed analyst estimates by 31%. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Life Sciences industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • Jan 12Lonza Group AG to Report Fiscal Year 2023 Results on Jan 26, 2024Lonza Group AG announced that they will report fiscal year 2023 results on Jan 26, 2024
お知らせ • Jan 07Lonza Group AG, Annual General Meeting, May 08, 2024Lonza Group AG, Annual General Meeting, May 08, 2024.
Price Target Changed • Dec 12Price target decreased by 8.9% to CHF463Down from CHF508, the current price target is an average from 18 analysts. New target price is 43% above last closing price of CHF325. Stock is down 32% over the past year. The company is forecast to post earnings per share of CHF12.70 for next year compared to CHF16.37 last year.
Price Target Changed • Oct 27Price target decreased by 8.4% to CHF539Down from CHF588, the current price target is an average from 18 analysts. New target price is 71% above last closing price of CHF315. Stock is down 39% over the past year. The company is forecast to post earnings per share of CHF12.66 for next year compared to CHF16.37 last year.
Price Target Changed • Oct 20Price target decreased by 8.5% to CHF569Down from CHF623, the current price target is an average from 17 analysts. New target price is 66% above last closing price of CHF342. Stock is down 31% over the past year. The company is forecast to post earnings per share of CHF12.58 for next year compared to CHF16.37 last year.
Valuation Update With 7 Day Price Move • Oct 18Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CHF357, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 28x in the Life Sciences industry in Switzerland. Total loss to shareholders of 37% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF550 per share.
お知らせ • Sep 21Lonza Group AG Provides Sales Guidance for the Year 2023Lonza Group AG provided sales guidance for the year 2023. The company is reconfirming its Outlook 2023. During the company’s Half-Year Results presentation in July 2023, the Outlook was set at mid-to-high single-digit CER sales growth.
Buying Opportunity • Sep 19Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 20%. The fair value is estimated to be CHF555, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings is also forecast to grow by 15% per annum over the same time period.
お知らせ • Sep 18Lonza Group AG Announces CEO ChangesLonza Group AG announced that Pierre-Alain Ruffieux, CEO, will leave the company at the end of September 2023 by mutual agreement. The Board of Directors also announced that Albert M. Baehny, Chairman, will take on the additional responsibility of Chief Executive Officer on an ad interim basis until a permanent successor is appointed.
Major Estimate Revision • Jul 28Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CHF6.62b to CHF6.46b. EPS estimate also fell from CHF14.73 per share to CHF12.99 per share. Net income forecast to shrink 7.4% next year vs 4.0% decline forecast for Life Sciences industry in Switzerland. Consensus price target down from CHF681 to CHF651. Share price rose 2.1% to CHF501 over the past week.
New Risk • Jul 23New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Swiss stocks, typically moving 4.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Reported Earnings • Jul 23First half 2023 earnings: EPS and revenues miss analyst expectationsFirst half 2023 results: EPS: CHF5.54 (down from CHF6.67 in 1H 2022). Revenue: CHF3.08b (up 3.2% from 1H 2022). Net income: CHF410.0m (down 17% from 1H 2022). Profit margin: 13% (down from 17% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.8%. Earnings per share (EPS) also missed analyst estimates by 11%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Life Sciences industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • Jun 02Lonza Group AG (SWX:LONN) acquired Synaffix BV.Lonza Group AG (SWX:LONN) acquired Synaffix BV for €160 million on June 1, 2023. The consideration comprises an initial financial consideration of €100 million in cash and up to €60 million in additional performance-based consideration. Synaffix will continue to operate under the Synaffix name and further expand its operations in Oss (NL). Bird & Bird LLP, Netherlands acted as legal advisor to Lonza Group. William Blair & Company, L.L.C. acted as financial advisor, Goodwin Procter LLP and NautaDutilh N.V. acted as legal advisor to Synaffix. Lonza Group AG (SWX:LONN) completed the acquisition of Synaffix BV on June 1, 2023.
お知らせ • May 11Lonza Group AG Reiterates Sales Guidance for the Years 2023Lonza Group AG reiterated sales guidance for the years 2023. For the year 2023, the company reiterates high single digit CER sales growth.
Upcoming Dividend • May 02Upcoming dividend of CHF3.50 per share at 0.6% yieldEligible shareholders must have bought the stock before 09 May 2023. Payment date: 11 May 2023. Payout ratio is a comfortable 21% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Swiss dividend payers (4.2%). In line with average of industry peers (0.6%).
