Description

Lonza’s Global Investments Signal a New Era in Pharma Production—But Can It Deliver?

Lonza Group AG provided a qualitative update for its Q3 2025 performance, emphasizing a strong outcome in its Contract Development and Manufacturing Organization (CDMO) business and confirming its outlook for the remainder of the year. Positively, the company anticipates sales growth of 20% to 21% at constant exchange rates (CER) and an improved core EBITDA margin between 30% and 31% for the full year. The performance in Integrated Biologics contributed significantly, supported by robust demand for its large-scale mammalian assets, including its site in Vacaville, which is over-performing its targets.

Our Report Structure:

⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

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