Aankondiging • Jun 25
Lonza Group Reportedly Explores Sale of Capsules and Health Ingredients Division Lonza 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. Aankondiging • Jun 09
LONZA GROUP LTD Announces Management Changes LONZA 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. Aankondiging • Apr 24
Simulations Plus, Inc. Announces Collaboration with Lonza Group Ag and U.S. Food and Drug Administration to Advance Predictive Frameworks for Complex Oral Drug Products Simulations 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. Aankondiging • Apr 16
Lonza Group AG Proposes Final Cash Dividend, Payable on May 15, 2026 Lonza 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. Aankondiging • Apr 02
Lonza Group AG, Annual General Meeting, May 08, 2026 Lonza Group AG, Annual General Meeting, May 08, 2026, at 10:00 W. Europe Standard Time. Reported Earnings • Jan 30
Full year 2025 earnings released: EPS: CHF12.98 (vs CHF8.94 in FY 2024) Full 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 is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Global Life Sciences industry. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings. Aankondiging • Oct 24
Lonza Group Ag Affirms Earnings Guidance for 2025 Lonza Group AG affirmed earnings guidance for 2025. For the period, company expects CER sales growth of 20-21%. Aankondiging • Sep 13
Lonza Group AG Announces Executive Changes, Effective October 1, 2025 Lonza 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. Reported Earnings • Jul 29
First half 2025 earnings released: EPS: CHF6.08 (vs CHF4.61 in 1H 2024) First 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 is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Global Life Sciences industry. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings. Aankondiging • Feb 20
Lonza Reportedly Is Said to Tap Bofa, Centerview for Sale of Capsules Unit Lonza 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. New Risk • Jan 31
New minor risk - Earnings quality The 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. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risk Large one-off items impacting financial results. Reported Earnings • Jan 30
Full year 2024 earnings released: EPS: CHF8.93 (vs CHF8.88 in FY 2023) Full 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 is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Global Life Sciences industry. Aankondiging • Oct 30
Lonza Group AG to Report First Half, 2025 Results on Jul 23, 2025 Lonza Group AG announced that they will report first half, 2025 results on Jul 23, 2025 Aankondiging • Oct 24
Lonza Group AG Provides Earnings Guidance for Full Year 2024 Lonza 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). Aankondiging • Oct 02
Lonza 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. Aankondiging • Jul 26
Lonza Group AG to Report Fiscal Year 2024 Results on Jan 30, 2025 Lonza Group AG announced that they will report fiscal year 2024 results on Jan 30, 2025 Aankondiging • May 12
Lonza Group AG Announces Board Changes Lonza 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. Aankondiging • May 11
Lonza Group AG Approves Cash Dividend, Payable on May 15, 2024 Lonza 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. Declared Dividend • Apr 05
Dividend of CHF2.00 announced Shareholders will receive a dividend of CHF2.00. Ex-date: 13th May 2024 Payment date: 15th May 2024 Dividend yield will be 0.02%, which is lower than the industry average of 3.1%. Aankondiging • Apr 02
Lonza Group AG Announces Chief Executive Officer Changes Lonza 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. Valuation Update With 7 Day Price Move • Feb 02
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to Mex$8,639, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 29x in the Life Sciences industry globally. Total loss to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$6,852 per share. Reported Earnings • Jan 26
Full year 2023 earnings released: EPS: CHF8.88 (vs CHF16.37 in FY 2022) Full 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 is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Global Life Sciences industry. 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 17% per year, which means it is significantly lagging earnings. Aankondiging • Jan 12
Lonza Group AG to Report Fiscal Year 2023 Results on Jan 26, 2024 Lonza Group AG announced that they will report fiscal year 2023 results on Jan 26, 2024 Aankondiging • Jan 07
Lonza Group AG, Annual General Meeting, May 08, 2024 Lonza Group AG, Annual General Meeting, May 08, 2024. Valuation Update With 7 Day Price Move • Oct 25
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to Mex$6,664, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 25x in the Life Sciences industry globally. Total loss to shareholders of 49% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$7,899 per share. Aankondiging • Sep 21
Lonza Group AG Provides Sales Guidance for the Year 2023 Lonza 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. Aankondiging • Sep 18
Lonza Group AG Announces CEO Changes Lonza 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. Aankondiging • Jun 02
Lonza 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. Aankondiging • May 11
Lonza Group AG Reiterates Sales Guidance for the Years 2023 Lonza 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 02
Upcoming dividend of CHF3.50 per share at 0.6% yield Eligible 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 Mexican dividend payers (6.8%). In line with average of industry peers (0.5%). Reported Earnings • Mar 30
Full year 2022 earnings released: EPS: CHF16.37 (vs CHF9.08 in FY 2021) Full year 2022 results: EPS: CHF16.37 (up from CHF9.08 in FY 2021). Revenue: CHF6.22b (up 15% from FY 2021). Net income: CHF1.22b (up 80% from FY 2021). Profit margin: 20% (up from 13% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Global Life Sciences industry. Aankondiging • Jan 27
Lonza Group AG to Report First Half, 2023 Results on Jul 21, 2023 Lonza Group AG announced that they will report first half, 2023 results on Jul 21, 2023 Reported Earnings • Jan 27
Full year 2022 earnings released: EPS: CHF16.37 (vs CHF9.08 in FY 2021) Full year 2022 results: EPS: CHF16.37 (up from CHF9.08 in FY 2021). Revenue: CHF6.22b (up 15% from FY 2021). Net income: CHF1.22b (up 80% from FY 2021). Profit margin: 20% (up from 13% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Global Life Sciences industry. Aankondiging • Jan 26
Lonza Group AG Provides Earnings Guidance for the Year 2023 Lonza Group AG provided earnings guidance for the year 2023. The company anticipates delivering high single-digit sales growth at constant currency with a margin of 30% to 31% in 2023. Aankondiging • Jan 25
Lonza Group AG (SWX:LONN) announces an Equity Buyback for CHF 2,000 million worth of its shares. Lonza Group AG (SWX:LONN) announces a share repurchase program. Under the program, the company will repurchase up to CHF 2,000 million worth of its shares. The purpose of the program is to initiate the return of excess capital to shareholders. The program is expected to be completed in H1 2025. Aankondiging • Jan 08
Lonza Group AG to Report Fiscal Year 2022 Results on Jan 25, 2023 Lonza Group AG announced that they will report fiscal year 2022 results on Jan 25, 2023 Valuation Update With 7 Day Price Move • Sep 15
Investor sentiment deteriorated over the past week After last week's 15% share price decline to Mex$10,122, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 30x in the Life Sciences industry globally. Total loss to shareholders of 38% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$19,142 per share. Reported Earnings • Jul 28
First half 2022 earnings released: EPS: CHF6.67 (vs CHF3.51 in 1H 2021) First half 2022 results: EPS: CHF6.67 (up from CHF3.51 in 1H 2021). Revenue: CHF2.98b (up 17% from 1H 2021). Net income: CHF496.0m (up 90% from 1H 2021). Profit margin: 17% (up from 10% in 1H 2021). Over the next year, revenue is forecast to grow 13%, compared to a 12% growth forecast for the industry in Mexico. Board Change • May 30
High number of new directors Independent Director Roger Nitsch was the last director to join the board, commencing their role in 2022. Board Change • May 04
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Director Dorothee Deuring was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Board Change • Mar 16
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. Independent Director Dorothée Deuring was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Jan 28
Full year 2021 earnings: EPS in line with analyst expectations despite revenue beat Full year 2021 results: EPS: CHF9.08 (down from CHF9.81 in FY 2020). Revenue: CHF5.41b (up 20% from FY 2020). Net income: CHF674.0m (down 7.7% from FY 2020). Profit margin: 13% (down from 16% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.3%. Over the next year, revenue is forecast to grow 9.3%, compared to a 19% growth forecast for the pharmaceuticals industry in Mexico. Board Change • Jan 20
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. Independent Director Dorothée Deuring was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. 
