sur Lonza Group AG (isin : CH0013841017)
Lonza Reports Strong Q1 2026 Performance, Affirms Annual Outlook
Lonza Group AG announced robust Q1 2026 results aligned with expectations, projecting 11-12% CER sales growth for the year. Despite geopolitical and economic uncertainties, Lonza's CDMO business showed significant progress. Major growth was noted in Integrated Biologics and Advanced Synthesis, with Specialized Modalities rebounding strongly.
The company successfully concluded its transformation into a pure-play CDMO by divesting its Capsules & Health Ingredients business. The transaction is expected to fuel organic growth and strategic acquisitions. Lonza confirmed an expanded CORE EBITDA margin exceeding 32% for 2026.
Operations at the Visp and Stein facilities are advancing, with full activity at the Visp mammalian site set for mid-2026. Meanwhile, Lonza secured new contracts and extended agreements, reinforcing its market position.
Despite potential FX headwinds and US policy changes, Lonza remains confident in its global network's resilience and anticipates strong outsourcing demand. The company plans further operational expansions and expects continued growth and profitability.
R. P.
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