on Lonza Group AG (isin : CH0013841017)
Lonza Reports Strong Q3 2025 and Confirms Annual Outlook
In Q3 2025, Lonza Group AG demonstrated solid performance, particularly in its Contract Development and Manufacturing Organization (CDMO) segment. The Integrated Biologics and Advanced Synthesis divisions reported significant progress, driven by strong demand for large-scale biomanufacturing and the integration of the Vacaville site in the US. The Capsules & Health Ingredients (CHI) business also returned to growth, aligning with the full-year projections.
Lonza secured several key contracts, including a multi-year supply agreement for bioconjugates and a substantial deal associated with its Small Molecules platform. The company stated that the operational integration of the Vacaville acquisition is proceeding as planned, with initial capital investments already underway.
Regarding 2025, Lonza maintains its forecast of a 20-21% growth in CDMO sales and a CORE EBITDA margin of 30-31%. Despite currency fluctuations and geopolitical challenges, Lonza does not anticipate significant financial impacts, due to its diversified global operations.
R. E.
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