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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.Q3 2025 TU earnings summary23 Oct, 2025
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.
Vacaville's expected 2025 sales and margin impact
Specialized Modalities H1 softness recovery plan?
When does Visp large-scale mammalian ramp up?
CHI carve-out completion and exit timeline?
2026 margin drivers beyond Visp/Vacaville?
Early-stage business resilience to funding shifts?
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Next Lonza Group earnings date
H2 202528 Jan, 2026
Next Lonza Group earnings date
H2 202528 Jan, 2026
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Frequently asked questions
Lonza Group AG offers contract development and manufacturing services to the pharmaceutical, biotechnology, and specialty ingredients markets. The company supports drug production across biologics, small molecules, and cell and gene therapy, along with nutrition and personal care ingredients. It operates manufacturing and research facilities globally. The company is headquartered in Basel, Switzerland, and its shares are listed on the SIX.
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