Lonza: Strong H1 Execution, Higher Guidance Means Higher Upside
H1 results showed 16% sales growth, a 44% net profit increase, and EBITDA margin expansion to 34.8%, driven by higher asset utilization and segment outperformance. Integrated Biologics, Advanced Synthesis, and Specialized Modalities each delivered double-digit growth. Management raised its 2026 CORE EBITDA margin outlook to 33–34% while maintaining 11–12% sales growth guidance. Our buy rating is confirmed.
Lonza Group AG (LZAGY) Q2 2026 Earnings Call Transcript
Lonza Group AG (LZAGY) Q2 2026 Earnings Call Transcript
Lonza: Structural Growth Intact, CHI Exit Strengthens Focus, Recent Weakness Reinforces Entry Opportunity
Lonza's FY2025 results exceeded expectations, with EBITDA growth significantly ahead of revenue, supported by operating leverage and margin recovery. The CHI divestment accelerates Lonza's transition to a pure-play CDMO, improves capital allocation visibility, and supports shareholder returns through buybacks and deleveraging. Recent share price weakness appears driven by external factors, while structural tailwinds, biologics demand, onshoring, and patent cliff dynamics continue to underpin a favorable risk-reward.
Lonza Group AG (LZAGY) Discusses Divestment of Capsules and Health Ingredients Business and Focus on CDMO Transformation Transcript
Lonza Group AG (LZAGY) Discusses Divestment of Capsules and Health Ingredients Business and Focus on CDMO Transformation Transcript
Lonza Group Continues To Leverage Biopharma's Optimization Push
Lonza Group remains a leading CDMO, capitalizing on biopharma's shift to outsourced manufacturing and complex drug production. LZAGY delivered strong H2 results: 17% CDMO revenue growth, 28% EBITDA growth, and margin expansion to 32.8%. Management guides for 11%–12% CDMO growth and EBITDA margins above 32% in 2026, with free cash flow turning positive next year.
Lonza Group AG (LZAGY) Q4 2025 Earnings Call Transcript
Lonza Group AG (LZAGY) Q4 2025 Earnings Call Transcript
Lonza Group AG (LZAGY) Q3 2025 Earnings Call Transcript
Lonza Group AG (OTCPK:LZAGY) Q3 2025 Earnings Call October 23, 2025 8:00 AM EDT Company Participants Philippe Deecke - Chief Financial Officer Conference Call Participants Zain Ebrahim - JPMorgan Chase & Co, Research Division Charles Pitman - Barclays Bank PLC, Research Division Charles Weston - RBC Capital Markets, Research Division James Vane-Tempest - Jefferies LLC, Research Division Patrick Rafaisz - UBS Investment Bank, Research Division Thibault Boutherin - Morgan Stanley, Research Division Odysseas Manesiotis - BNP Paribas Exane, Research Division Max Smock - William Blair & Company L.L.C., Research Division Falko Friedrichs - Deutsche Bank AG, Research Division Sebastian Bray - Joh.
Here's Why Lonza Group (LZAGY) Is a Great 'Buy the Bottom' Stock Now
Lonza Group (LZAGY) witnesses a hammer chart pattern, indicating support found by the stock after losing some value lately. This coupled with an upward trend in earnings estimate revisions could mean a trend reversal for the stock in the near term.
Lonza Group AG (LZAGY) Q2 2025 Earnings Call Transcript
Lonza Group AG (OTCPK:LZAGY) Q2 2025 Earnings Conference Call July 23, 2025 8:00 AM ET Company Participants Philippe Deecke - Chief Financial Officer Wolfgang Wienand - Chief Executive Officer Conference Call Participants Charles Pitman - Barclays Bank PLC, Research Division Charles Robert Weston - RBC Capital Markets, Research Division Charlie Haywood - BofA Securities, Research Division James Alexander Stewart Vane- Tempest - Jefferies LLC, Research Division James Patrick Quigley - Goldman Sachs Group, Inc., Research Division Odysseas Manesiotis - BNP Paribas Exane, Research Division Patrick Rafaisz - UBS Investment Bank, Research Division Zain Ebrahim - JPMorgan Chase & Co, Research Division Operator Ladies and gentlemen, welcome to the Half Year Results 2025 Investor and Analyst Conference Call and Webcast. I am Sandra, the Chorus Call operator.
Lonza Group (LZAGY) Upgraded to Strong Buy: Here's Why
Lonza Group (LZAGY) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Lonza Group AG (LZAGY) Q1 2025 Earnings Call Transcript
Lonza Group AG (OTCPK:LZAGY) Q1 2025 Earnings Conference Call May 9, 2025 9:00 AM ET Company Participants Philippe Deecke - Chief Financial Officer Conference Call Participants Zain Ebrahim - JPMorgan Chase & Co. Charles Weston - RBC Capital Markets James Vane-Tempest - Jefferies Group LLC James Quigley - Goldman Sachs Dylan Van Haaften - Stifel Financial Corp. Charles Pitman-King - Barclays PLC Patrick Rafaisz - UBS Group AG Justin Smith - Bernstein Société Générale Operator Ladies and gentlemen, welcome to the Lonza Q1 2025 Qualitative Update Conference Call and Live Webcast. I am Sandra, the Chorus Call operator.
Lonza Group Ag (LZAGY) is a Great Momentum Stock: Should You Buy?
Does Lonza Group Ag (LZAGY) have what it takes to be a top stock pick for momentum investors? Let's find out.
