)
Lonza Group (LONN) investor relations material
Lonza Group Q3 2025 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Strong Q3 2025 performance across CDMO businesses, especially in Integrated Biologics and Advanced Synthesis, with Specialized Modalities rebounding from a soft H1.
2025 outlook for CDMO business confirmed, with upgraded sales growth and margin guidance.
Capsules and Health Ingredients (CHI) business returned to positive growth, aligning with improved demand trends and ongoing internal carve-out for planned exit.
Robust contracting activity, including significant multi-year agreements for Vacaville and integrated bioconjugate supply.
Growth projects and capacity expansions, including Vacaville and Visp, progressing on schedule and supporting future growth.
Financial highlights
CDMO sales growth for 2025 expected at 20–21% at constant exchange rates, with quarterly margin of 30–31%.
Half-Year 2025 sales reached CHF 3.6 billion with a CORE EBITDA of CHF 1.1 billion.
Vacaville expected to contribute at the upper end of around CHF 0.5 billion in sales at better than expected margins in 2025.
CHI business expected to deliver low to mid single-digit percentage growth and margin in the mid-20s for 2025.
Year-over-year FX headwind of 2.5–3.5% on sales and core EBITDA anticipated for 2025, but margin protected by hedging.
Outlook and guidance
Higher H2 2025 sales expected versus H1, with healthy margin progression.
2025 guidance reiterated; 2026 guidance to be provided with full-year results in January.
Organic growth model targets low-teens growth and margin year-over-year for 2026.
Vacaville sales expected to remain flat through 2028, with margins progressing to group average by 2028.
Full-year 2025 CDMO and CHI outlooks confirmed despite FX headwinds and market uncertainties.
Next Lonza Group earnings date
Next Lonza Group earnings date
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, 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
)
)