Lonza Reports Robust H1 2025 Performance and Upgrades CDMO Outlook

In the first half of 2025, Lonza Group AG achieved sales of CHF 3.6 billion, marking a CER growth of 19.0%. The company's CORE EBITDA reached CHF 1.1 billion, resulting in a 29.6% margin, a 0.4 percentage point increase from H1 2024. The CDMO business generated CHF 3.1 billion in sales, with a CER growth rate of 23.1%, maintaining a 30.2% margin.

Lonza upgraded its 2025 CDMO outlook to anticipate CER sales growth of 20-21% and a CORE EBITDA margin of 30-31%. Despite challenges in the CGT and Microbial sectors, the company reported high utilization and successful operations at new facilities in Visp and Vacaville.

Lonza's Capsules & Health Ingredients segment is on a recovery path, with an improved CORE EBITDA margin and projected sales growth for 2025. The company continues to monitor the geopolitical landscape and expects limited financial impact from US trade policies.