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Lonza Group (LONN) investor relations material
Lonza Group H1 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2025 earnings summary23 Jul, 2025
Executive summary
Group sales reached CHF 3.6 billion in H1 2025, up 19% CER year-over-year, with core EBITDA of CHF 1.1 billion and margin growth to 29.6%.
CDMO business delivered 23.1% CER sales growth and core EBITDA margin above 30%, driven by demand in Mammalian, Bioconjugates, and Small Molecules.
Transformation to three new CDMO business platforms completed, with new reporting structure live since April 1, 2025.
Continued progress on CHI business carve-out and exit preparations, with legal and operational separation underway.
Sustained commercial momentum and high utilization in mammalian small-scale assets; CHI business on track for recovery.
Financial highlights
H1 2025 sales rose to CHF 3,576 million from CHF 3,057 million year-over-year; core EBITDA increased to CHF 1,059 million (29.6% margin).
Net income for the period was CHF 426 million, up from CHF 330 million; basic EPS increased 31.9% to CHF 6.08.
Operational free cash flow before acquisitions/divestitures was CHF 189 million, down from CHF 296 million, reflecting higher CapEx and working capital.
Net debt increased to CHF 3,566 million, with a net debt/core EBITDA ratio of 1.7.
FX volatility had a CHF 0.1bn adverse impact on sales, but margins were protected through hedging.
Outlook and guidance
Upgraded CDMO FY 2025 guidance: CER sales growth of 20–21% and core EBITDA margin of 30–31%.
CHI business expected to return to low- to mid-single-digit CER sales growth and mid-20s core EBITDA margin in 2025.
H2 sales expected to be higher than H1, with similar core EBITDA margin levels.
Group sales and core EBITDA for FY 2025 expected to be impacted by -2.5% to -3.5% due to FX, assuming current rates persist.
Explain the CGT and Microbial performance decline.
Assess the impact of US tariff landscape on CHI.
What is driving the upgraded CDMO Outlook 2025?
Assess Vacaville's long-term sales strategy.
Explain Specialized Modalities' margin decline.
When will CHI be classified as held for sale?
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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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