Swiss contract development and manufacturing organization Lonza Group AG reported strong full-year results for 2025 and outlined its growth expectations for 2026.
In its ad hoc earnings announcement released today at 06:30 CET/CEST, Lonza said it achieved CHF 6.5 billion in sales for the 2025 financial year, representing a +21.7% increase at constant exchange rates compared with the prior year. The company’s CORE EBITDA reached CHF 2.1 billion, yielding a margin of 31.6%, outperforming its previously upgraded outlook for the year.
The company highlighted ongoing commercial momentum across key technology platforms, noting that new business wins included a fifth significant commercial contract at the Vacaville site in California, which contributed strongly to overall performance. Lonza also confirmed the successful integration of its Vacaville facility into its global network following its acquisition.
Lonza said that its “One Lonza” operating model, launched on 1 April 2025, is already delivering benefits in operational performance and customer service, aligning the business around streamlined platforms and enhancing execution.
The board proposed a dividend increase to CHF 5.00 per share, a 25% rise compared with the prior year, reflecting confidence in the company’s financial strength and shareholder returns.
Looking ahead to 2026, Lonza forecast constant-exchange-rate sales growth of 11 %–12 % and further expansion of CORE EBITDA margins to above 32 %, driven by continued demand for its contract development and manufacturing services and a diversified global business footprint.
Separately, Lonza reaffirmed its strategic focus on its core CDMO business, with plans to divest its Capsules & Health Ingredients (CHI) division, a unit that saw +3.9% sales growth in 2025, as part of a broader portfolio rationalization. Discussions with prospective buyers for the CHI business are advancing toward potential completion, although no final agreement has been announced.
In market commentary, analysts noted that while Lonza’s 2026 sales growth target is more moderate compared to 2025’s robust expansion, the outlook still points to solid demand and profitable growth supported by a strengthening margin profile.
