Lonza Group Ltd (O6Z) Share Price & Analysis
O6Z Stock Chart & Stats
- Day’s Range
- SGD 80.00 - SGD 80.00
- 52-Week Range
- SGD 80.00 - SGD 80.00
- Previous Close
- SGD 80.00
- Volume
- 0
- Average Volume (3M)
- 0
- Market Cap
- SGD 68.15B
- Enterprise Value
- SGD 41.89B
- Total Cash (Recent Filing)
- SGD 487.00M
- Total Debt (Recent Filing)
- SGD 4.17B
- Price to Earnings (P/E)
- ―
- Beta
- 0.00
- Next Earnings
- Jan 27, 2027 (Est.)
- EPS Estimate
- 14.36
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- 1.05%
Bulls Say, Bears Say
Bulls Say
Organic Growth And Guidance
Strong organic growth across the first half and maintained full-year guidance indicate broad customer demand for Lonza’s CDMO services. Sustained growth can improve site utilization, support operating leverage, and strengthen the company’s ability to fund capacity expansion.
Broad-based Platform Momentum
Growth across all three platforms reduces reliance on a single business area and demonstrates breadth in Lonza’s development and manufacturing offering. This diversification can make revenue growth more durable as customer demand shifts between modalities and programs.
Margin Expansion And Strategic Focus
Material margin expansion and upgraded guidance point to better mix, utilization, and operational performance. The move toward a pure-play CDMO also sharpens strategic focus, potentially improving capital allocation and the consistency of long-term returns.
Bears Say
Persistent Free Cash Flow Weakness
Persistent negative free cash flow shows that substantial operating inflows have not consistently covered investment and working-capital needs. This can limit discretionary cash for debt reduction, shareholder distributions, or additional growth initiatives if the pattern continues.
Softened Revenue And Profitability
Recent revenue contraction and profitability below prior peak levels indicate that Lonza’s earnings trajectory has not been uniformly durable. Continued pressure from mix, pricing, or costs could reduce operating leverage and make future margin expansion harder to sustain.
Capital Intensity And Execution Risk
The large multiyear investment program increases execution demands and keeps capital intensity structurally high. Returns will depend on projects ramping on schedule and reaching targeted utilization, while delays or timing changes could prolong cash-flow pressure.
O6Z FAQ
What was Lonza Group Ltd’s price range in the past 12 months?
What is Lonza Group Ltd’s market cap?
When is Lonza Group Ltd’s upcoming earnings report date?
How were Lonza Group Ltd’s earnings last quarter?
Is Lonza Group Ltd overvalued?
Does Lonza Group Ltd pay dividends?
What is Lonza Group Ltd’s EPS estimate?
How many shares outstanding does Lonza Group Ltd have?
What happened to Lonza Group Ltd’s price movement after its last earnings report?
Which hedge fund is a major shareholder of Lonza Group Ltd?
What is the TipRanks Smart Score and how is it calculated?
Company Description
Lonza Group Ltd
Lonza Group AG, together with its subsidiaries, operates as a contract development and manufacturing organization for pharma and biotech companies in Europe, North and Central America, Latin America, Asia, Australia, New Zealand, and internationally. It operates through Integrated Biologics; Advanced Synthesis; and Specialized Modalities segments. The Integrated Biologics segment offers CDMO biologics services from clinical development, drug substance, and drug product manufacturing; and operates mammalian and drug product platforms. Its Advanced Synthesis segment manufactures antibody-drug conjugates (ADCs) and other bioconjugates, small molecules, and highly potent active pharmaceutical ingredients; and operates small molecules and bioconjugates platforms. The Specialized Modalities segment operates various technologies, such as spanning cell & gene, microbial, bioscience, and mRNA. Lonza Group AG was incorporated in 1897 and is headquartered in Basel, Switzerland.
- Sector
- General
- Industry
- Biotechnology
- CEO
- Wolfgang Wienand
- Employees
- 20,141
- Website
- www.lonza.com
- Address
- Muenchensteinerstrasse 38, Basel, BS, 4002, CH
Lonza Group Ltd (O6Z) Earnings & Revenues
O6Z Earnings Call
Earnings Call SentimentPositive
The call conveyed a clearly positive operational and financial story: strong organic top-line growth (16% CER), material margin expansion (CORE EBITDA margin +4.4pp to 34.8%), markedly improved free cash flow, platform-level recovery and high-margin performance in Advanced Synthesis, and completion of the strategic transformation to a pure-play CDMO with a CHF 2.3bn divestment. Management upgraded margin guidance while reconfirming full-year CER sales growth of 11%-12% and outlined disciplined, high-return investments. Key near-term headwinds are FX translation effects, H2 phasing (including a planned Vacaville shutdown), elevated trade working capital, and expected margin normalization in H2 for some units after an exceptionally strong H1. Overall, the positives—robust organic growth, margin and cash-flow improvements, strategic clarity and targeted capacity investments—substantially outweigh the operational timing and FX headwinds.
View all SG:O6Z earnings summariesO6Z Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 9 | 0 | 5 |
| Technical Analysis | 2 | 0 | 0 |
| Moving Averages | 7 | 0 | 5 |