New Risk • Jul 02
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 6.1% 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. Currently, the following risks have been identified for the company: Minor Risks High level of debt (45% net debt to equity). Share price has been volatile over the past 3 months (6.1% average weekly change). Tillkännagivande • 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. Tillkännagivande • 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. Board Change • Jun 01
High number of new directors There 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 05
Upcoming dividend of CHF5.00 per share Eligible 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 Italian dividend payers (4.5%). Higher than average of industry peers (0.9%). Tillkännagivande • 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. Tillkännagivande • 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. Declared Dividend • Apr 04
Dividend of CHF5.00 announced Shareholders will receive a dividend of CHF5.00. Ex-date: 12th May 2026 Payment date: 15th May 2026 Dividend yield will be 0.9%, which is higher than the industry average of 0.5%. Sustainability & Growth Dividend is covered by earnings (39% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 7.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 60% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Tillkännagivande • 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 • Apr 02
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 11% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Life Sciences industry in Europe. 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 8.8% growth forecast for the Life Sciences industry in Europe. Tillkännagivande • 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%. Tillkännagivande • 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 24
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 11% growth forecast for the Life Sciences industry in Europe. 
