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Lonza Group AG, established in 1897 and based in Basel, Switzerland, is a global enterprise that furnishes critical products and services to the pharmaceutical, biotechnology, and nutrition sectors. Its operational footprint extends across Europe, North and Central America, Latin America, Asia, Australia, New Zealand, and beyond. The company's activities are organized into four primary divisions: Biologics: This segment is dedicated to the contract development and manufacturing (CDMO) of biopharmaceuticals, offering extensive support for both drug substances and finished drug products…

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) Q1 2026 Earnings Call Transcript