)
Lonza Group (LONN) investor relations material
Lonza Group H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved CHF 6.5 billion in sales for 2025, representing 21.7% constant currency growth and CORE EBITDA of CHF 2.1 billion at a 31.6% margin, surpassing upgraded outlook and advancing strategic milestones under the One Lonza strategy.
Implemented a new operating model focused on three business platforms, improving accountability and operational performance.
Successfully integrated the Vacaville site, adding significant capacity and capabilities, now the largest US CDMO mammalian network.
CHI (Capsules & Health Ingredients) business classified as Discontinued Operations, with exit/divestment process advancing as planned.
Proposed dividend increase of 25% to CHF 5.00 per share, reflecting strong earnings.
Financial highlights
Sales reached CHF 6,531 million in 2025, up 19.2% YoY and 21.7% in constant currency, with CORE EBITDA up 24.9% to CHF 2,064 million and margin at 31.6%.
Net profit for the period was CHF 949 million, up 49% YoY; basic EPS CHF 13.04, up 53.2%.
Free cash flow for continuing business was CHF 545 million, nearly double the prior year.
CapEx for continuing business was CHF 1,277 million, with 60% allocated to growth assets across 23 projects.
Net debt/CORE EBITDA ratio at 1.4; net debt increased 14% to CHF 3,258 million.
Outlook and guidance
2026 CER sales growth expected at 11%-12%, with CORE EBITDA margin projected to exceed 32%.
CapEx intensity to normalize to high teens as a percentage of sales, aligning with the CDMO organic growth model.
FX expected to impact sales and CORE EBITDA by around -2%.
Continued focus on margin expansion, productivity, and disciplined capital allocation.
- TimeTickerHeadlineOpen
- 9412
Profits and equity improved, with upward revisions to full-year forecasts and new subsidiaries added. - NVDA
AI is transforming enterprises by enabling intent-driven innovation and technology-first strategies. - DNLM
H1 sales up 3.6% to £926m; digital mix 41%; PBT to hit lower end of consensus. - CRW
Double-digit growth, strong cash flow, and new leadership drive confidence for FY25. - 7011
Strong revenue and profit growth in FY2025, with raised guidance and key divestiture impact. - 8053
Profit attributable to owners dipped 1.9% despite higher revenues and strong FX gains. - 323410
Strong growth in customers, profits, and deposits, with stable asset quality and global milestones. - 3407
Net income rose 22.7% year-over-year, with improved financials and a revised upward forecast. - RYM
Refreshed strategy targets NZD 150m cash flow uplift, NZD 500m cash release, and resumed dividends by FY 2028. - 9101
Profits fell across most segments, but energy shipping and a major acquisition stood out.
Next Lonza Group earnings date
Next Lonza Group earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage
)
)