Société Lonza Group AG

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CH0013841017

Recherche biotechnologique et médicale

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Bénéfices trimestriels - Taux de surprise

Secteur Recherche biotechnologique et médicale - Autres

Marché Fermé - Swiss Exchange Autres places de cotation 17:30:41 31/05/2024			Varia. 5j.	Varia. 1 janv.
486,4 ^CHF	-0,45 %		-5,59 %	+37,52 %

31/05	Derniers écueils avant les baisses de taux ?
31/05	AVIS D'ANALYSTES DU JOUR : Capgemini, Saint-Gobain, Neoen, Derichebourg, Lonza, Ahold, Richemont...

Lonza Group AG figure parmi les leaders mondiaux du développement, de la fabrication et de la commercialisation de produits chimiques. Le CA par famille de produits se répartit comme suit :

- produits bio-pharmaceutiques (52,6%) : synthèses exclusives, produits de fermentation microbiologique, cultures de cellules mammifères, etc. ;

- capsules et solutions de dosage de produits biopharmaceutiques, de médicaments et de produits de nutrition (20,3%). Par ailleurs, le groupe propose des ingrédients nutritionnels ;

- substances médicamenteuses à petites molécules (13,2%) ;

- technologies et plateformes permettant de mettre en oeuvre les processus de fabrication et la production de thérapies cellulaires et géniques (11,1%) ;

- autres (2,8%).

La répartition géographique du CA est la suivante : Suisse (16%), Europe (29,8%), Etats-Unis (38,8%), Amériques (3%), Japon (3,7%), Chine (2,6%), Asie (5,8%) et autres (0,3%).

Nombre d'employés: 18 000

CHF en Millions	2022	Poids	2023	Poids	Delta
Biologics 55,4 %	3 274	52,6 %	3 719	55,4 %	+13,59 %
Capsules & Health Ingredients 17,3 %	1 266	20,3 %	1 161	17,3 %	-8,29 %
Small Molecules 13,4 %	819	13,2 %	901	13,4 %	+10,01 %
Cell & Gene 10,4 %	693	11,1 %	696	10,4 %	+0,43 %
Corporate/Eliminations 3,6 %	171	2,7 %	240	3,6 %	+40,35 %

CHF en Millions	2022	Poids	2023	Poids	Delta
United States 31,8 %	2 415	38,8 %	2 136	31,8 %	-11,55 %
Switzerland 17,4 %	996	16,0 %	1 168	17,4 %	+17,27 %
Japan 8,1 %	227	3,6 %	544	8,1 %	+139,65 %
Ireland 5,5 %	343	5,5 %	368	5,5 %	+7,29 %
Belgium 5,1 %	302	4,9 %	341	5,1 %	+12,91 %
Denmark 4,8 %	158	2,5 %	322	4,8 %	+103,80 %
Germany 4,5 %	224	3,6 %	302	4,5 %	+34,82 %
Rest of Europe 2,9 %	207	3,3 %	195	2,9 %	-5,80 %
China 2,6 %	161	2,6 %	172	2,6 %	+6,83 %
United Kingdom 2,5 %	139	2,2 %	171	2,5 %	+23,02 %
Singapore 2,0 %	113	1,8 %	137	2,0 %	+21,24 %
Sweden 1,8 %	143	2,3 %	123	1,8 %	-13,99 %
France 1,7 %	116	1,9 %	111	1,7 %	-4,31 %
South Korea 1,4 %	141	2,3 %	97	1,4 %	-31,21 %
Canada 1,3 %	63	1,0 %	90	1,3 %	+42,86 %
Netherlands 1,3 %	132	2,1 %	88	1,3 %	-33,33 %
Brazil 1,1 %	49	0,8 %	71	1,1 %	+44,90 %
Italy 0,8 %	41	0,7 %	52	0,8 %	+26,83 %
India 0,6 %	42	0,7 %	42	0,6 %	-.--%
Spain 0,6 %	41	0,7 %	40	0,6 %	-2,44 %
Mexico 0,5 %	34	0,5 %	33	0,5 %	-2,94 %
Rest of Asia 0,4 %	36	0,6 %	29	0,4 %	-19,44 %
Rest of Latin America 0,4 %	38	0,6 %	26	0,4 %	-31,58 %
Australia & New Zealand 0,2 %	21	0,3 %	16	0,2 %	-23,81 %
Thailand 0,2 %	15	0,2 %	15	0,2 %	-.--%
Indonesia 0,2 %	16	0,3 %	14	0,2 %	-12,50 %
Czech Republic 0,2 %	7	0,1 %	11	0,2 %	+57,14 %
Other Countries 0,0 %	2	0,0 %	2	0,0 %	-.--%
Rest of North and Central America 0,0 %	1	0,0 %	1	0,0 %	-.--%

Dirigeants	Titre	Age	Depuis
Albert Baehny CEO	Chief Executive Officer	72	25/04/17
Philippe Deecke DFI	Director of Finance/CFO	52	01/12/21
Maria Nunez COO	Chief Operating Officer	55	01/08/22
Lyle Wheeler IRC	Investor Relations Contact	-	-

Administrateurs	Titre	Age	Depuis
Barbara Richmond BRD	Director/Board Member	63	16/04/14
Jürgen B. Steinemann BRD	Director/Board Member	66	16/04/14
Marion Helmes BRD	Director/Board Member	58	05/05/22
Albert Baehny CEO	Chief Executive Officer	72	25/04/17
Christoph Mäder BRD	Director/Board Member	64	26/04/16
Roger Nitsch BRD	Director/Board Member	63	01/05/22
Angelica Kohlmann BRD	Director/Board Member	64	04/05/18
Olivier Verscheure BRD	Director/Board Member	52	04/05/18

	Vote	Nombre	Flottant	Autocontrôle	Flottant Total
Action A	1	74 468 752	72 076 913 ( 96,79 %)	2 352 163 ( 3,159 %)	96,79 %

Nom	Actions	%	Valorisation
LONZA GROUP AG 3,159 %	2 352 163	3,159 %	1 309 M CHF
Norges Bank Investment Management 2,990 %	2 226 615	2,990 %	1 239 M CHF
Carmignac Gestion Luxembourg SA (UK) 0,3614 %	269 165	0,3614 %	150 M CHF
Amundi Asset Management SA (Investment Management) 0,2737 %	203 834	0,2737 %	113 M CHF
Caixabank Asset Management SGIIC SA 0,2600 %	193 619	0,2600 %	108 M CHF
Seilern Investment Management Ltd. 0,2488 %	185 286	0,2488 %	103 M CHF
Eurizon Capital SGR SpA 0,2285 %	170 146	0,2285 %	95 M CHF
Union Bancaire Privée, UBP SA 0,2071 %	154 218	0,2071 %	86 M CHF
Crédit Mutuel Asset Management SA 0,2015 %	150 064	0,2015 %	84 M CHF
State Street Global Advisors Ltd. 0,1765 %	131 431	0,1765 %	73 M CHF

Nom	Actions	%	Valorisation
SBI Funds Management Ltd. 0,4999 %	3 723 000	0,4999 %	209 M CHF
Vigilant Capital Management LLC (Old) 0,0323 %	240 842	0,0323 %	14 M CHF
Zevin Asset Management LLC 0,0165 %	123 110	0,0165 %	7 M CHF
Torray Investment Partners LLC 0,0147 %	109 698	0,0147 %	6 M CHF
Madison Asset Management LLC 0,008090 %	60 246	0,008090 %	3 M CHF
Domini Impact Investments LLC 0,003384 %	25 200	0,003384 %	1 M CHF
RhumbLine Advisers LP 0,001861 %	13 855	0,001861 %	779 150 CHF
SkyView Investment Advisors LLC 0,001081 %	8 048	0,001081 %	452 587 CHF
Henry James International Management, Inc. 0,000996 %	7 420	0,000996 %	417 271 CHF
Santa Barbara Asset Management LLC 0,000242 %	1 800	0,000242 %	101 225 CHF

Nom	Actions	%	Valorisation
LONZA GROUP AG 3,16%	2 352 163	3,16%	1 308 994 140 $

Lonza Group AG

Muenchensteinerstrasse 38

4002, Basel

+41 61 316 81 11

http://www.lonza.com

Nom	Catégorie et Secteur
Arch Protection Chemicals Pvt Ltd. Arch Protection Chemicals Pvt Ltd. Miscellaneous Commercial ServicesCommercial Services Part of Lonza Group AG, Arch Protection Chemicals Pvt Ltd. is an Indian company that provides business services. The company is based in Mumbai, India.	Miscellaneous Commercial Services
Arch UK Biocides Ltd. Arch UK Biocides Ltd. Household/Personal CareConsumer Non-Durables Part of Lonza Group AG, Arch UK Biocides Ltd. is a provider of integrated healthcare solutions to the pharmaceutical, biotech, and specialty ingredients markets. The company is based in Castleford, UK, and offers careers in various disciplines such as bioengineering and chemistry. Lonza optimizes scientific innovation and manufacturing technology to enable its customers to serve their patients and consumers. Lonza's quality management is committed to meeting all specifications and fulfilling customer needs and expectations. Founded in 2003, the British company's solutions aim to improve life quality by preventing illness, enabling healthier lifestyles, and supporting a safe environment.	Household/Personal Care
Capsugel Italy SRL Capsugel Italy SRL Miscellaneous Commercial ServicesCommercial Services Part of Chester Investor Holdings SRL, Capsugel Italy SRL provides management consulting services. The company is based in Milan, Italy.	Miscellaneous Commercial Services
Hickson Ltd. Hickson Ltd. Miscellaneous Commercial ServicesCommercial Services Founded in 1937, Hickson Ltd. is a business consulting British company that provides consulting services. The company is based in Castleford, UK and is part of Lonza Group AG.	Miscellaneous Commercial Services
Capsugel Hungary Kft
Innovative Water Care Europe SAS Innovative Water Care Europe SAS Specialty StoresRetail Trade Innovative Water Care Europe SAS manufactures basic organic chemicals. The company was founded on September 17, 1982 and is headquartered in Amboise, France.	Specialty Stores
Capsugel France SAS Capsugel France SAS Apparel/Footwear RetailRetail Trade Capsugel France SAS manufactures & distributes clothes and clothing accessories. The company was founded in 1970 and is headquartered in Colmar, France.	Apparel/Footwear Retail
Capsugel Financeco SCA Capsugel Financeco SCA Pharmaceuticals: MajorHealth Technology Part of Lonza Group AG, Capsugel Financeco SCA is a Luxembourger pharmaceutical company founded in 2011. The company manufactures pharmaceutical products and is based in Luxembourg, Luxembourg.	Pharmaceuticals: Major
Capsugel Germany GmbH
Capsugel Healthcare Pvt Ltd.
Lonza India Pvt Ltd.
Lonza Sales AG Lonza Sales AG Medical DistributorsDistribution Services Part of Lonza Group AG, Lonza Sales AG supplies pharmaceutical, biotech and specialty ingredients. The company is based in Basel, Switzerland.	Medical Distributors
Lonza Finance International NV Lonza Finance International NV Finance/Rental/LeasingFinance Founded in 2019, Lonza Finance International NV is a financing subsidiary/special purpose entity that is part of Lonza Group AG. The company is based in Bornem, Belgium.	Finance/Rental/Leasing
Capsugel Belgium SA Capsugel Belgium SA Pharmaceuticals: MajorHealth Technology Capsugel Belgium NV provides dosage forms and solutions. The firm also sells equipment for filling empty and liquid capsules and equipment for sealing liquid capsules. The company was founded on October 1, 1961 and is headquartered in Bornem, Belgium.	Pharmaceuticals: Major
Lonza Swiss Finanz AG Lonza Swiss Finanz AG Finance/Rental/LeasingFinance Lonza Swiss Finanz AG engages in the provision of financing services within the companies of Lonza Group AG. It also invests in domestic and foreign industrial and commercial firms. The company was founded on December 23, 1974 and is headquartered in Basel, Switzerland.	Finance/Rental/Leasing
Capsugel Plöermel SASU Capsugel Plöermel SASU BiotechnologyHealth Technology Capsugel Plöermel SASU designs and manufactures biopharmaceuticals. The company is headquartered in Ploermel, France.	Biotechnology
Xcelience Clinical Services Ltd. Xcelience Clinical Services Ltd. Miscellaneous Commercial ServicesCommercial Services Part of MW Encap (Holdings) Ltd., Xcelience Clinical Services Ltd. provides packaging services. The company is based in London, UK.	Miscellaneous Commercial Services
Capsugel Spain SL Capsugel Spain SL Pharmaceuticals: MajorHealth Technology Part of Lonza Group AG, Capsugel Spain SL is a Spanish company that develops, promotes, and distributes empty gelified and polymer capsules. The company is based in Madrid, Spain.	Pharmaceuticals: Major
M.W. Encap Ltd. M.W. Encap Ltd. Pharmaceuticals: MajorHealth Technology Part of Lonza Group AG, M.W. Encap Ltd. is a British pharmaceutical company that manufactures drugs for pharmaceutical preparations. The company is based in London, UK. The company was founded in 1994. M.W. Encap was acquired by Capsugel, Inc. on March 01, 2013.	Pharmaceuticals: Major
Arch Timber Protection Arch Timber Protection Chemicals: SpecialtyProcess Industries Part of Lonza Group AG, Arch Timber Protection is a British company that manufactures inorganic basic chemicals. The company is located in UK.	Chemicals: Specialty
Capsugel Holdings SARL Capsugel Holdings SARL Specialty StoresRetail Trade Capsugel Holdings SARL operates as a pharmaceutical contract manufacturer and drug development company. The company is headquartered in Luxembourg, Luxembourg.	Specialty Stores
Arch Chemicals Ltd. Arch Chemicals Ltd. Chemicals: SpecialtyProcess Industries Arch Chemicals Ltd. engages in the manufacture of inorganic basic chemicals. Its products are mainly used in the swimming pool for body treatment. The company was founded on February 24, 1978 and is headquartered in Castleford, the United Kingdom.	Chemicals: Specialty
Capsugel FinanceCo II SARL Capsugel FinanceCo II SARL Pharmaceuticals: MajorHealth Technology Part of Lonza Group AG, Capsugel FinanceCo II SARL is a company based in Luxembourg, Luxembourg.	Pharmaceuticals: Major
Capsugel FinanceCo SARL
Lonza Biologics Plc Lonza Biologics Plc Miscellaneous Commercial ServicesCommercial Services Lonza Biologics Plc manufactures monoclonal antibodies, recombinant proteins and diagnostic monoclonal antibodies. The company was founded in 1897 and is headquartered in Slough, the United Kingdom.	Miscellaneous Commercial Services
Capsugel Holdings US, Inc. Capsugel Holdings US, Inc. Pharmaceuticals: MajorHealth Technology Capsugel Holdings US, Inc. develops dosage forms and solutions for the healthcare industry around the world. It offers gelatin, alternate polymer, and liquid-filled capsules; hard gelatin, sprinkle, plus HPMC, fish gelatin, pearlescent, over-encapsulation, pre-clinical, liquid, soft gelatin, acid-resistant capsules; gelcaps; capsule in capsule technology products; and solid lipid pellet technology products. The firm also provides precision powder micro-dosing systems, CFS liquid filling and sealing machines, profill manual capsule filling machines, and commercial scale capsule filling machines. The company was founded in 1963 and is headquartered in Morristown, NJ.	Pharmaceuticals: Major
Capsugel France Holdings SAS Capsugel France Holdings SAS Pharmaceuticals: MajorHealth Technology Part of Lonza Group AG, Capsugel France Holdings SAS is a trusted partner in innovative capsules, dosage form solutions and health ingredients for pharmaceutical and nutraceutical companies. The company is based in Colmar, France. Capsugel France Holdings offers a range of hard gelatin, HPMC or alternative polymer Capsugel® capsules to help bring improved pharmaceutical products to market faster.	Pharmaceuticals: Major
Arxada AG Arxada AG Chemicals: Major DiversifiedProcess Industries Arxada AG is a Swiss specialty chemicals company that offers consumer microbial control, industrial microbial control, and specialty product solutions. The company is based in Basel, CH, and has subsidiaries in the Netherlands, United States, and Thailand. The company provides a wide range of differentiated products for various end markets, including hygiene, home and personal care, wood protection, crop protection, and food, beverage, and water. Arxada has leading regulatory capabilities, IP expertise, and an established track record in the industry. C. Marc Doyle has been the CEO of the company since 2021.	Chemicals: Major Diversified

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Nombre d'Analystes

Dernier Cours de Cloture

486,4 CHF

Objectif de cours Moyen

576,9 CHF

Ecart / Objectif Moyen

+18,60 %

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Recherche pharmaceutique et médicale

Recherche biotechnologique et médicale

Recherche biotechnologique et médicale

Recherche biotechnologique et médicale - Autres

	Varia. 1 janv.	Capi.
LONZA GROUP AG	+37,52 %	38,82 Md
MODERNA, INC.	+43,34 %	54,64 Md
IQVIA HOLDINGS INC.	-5,31 %	39,92 Md
ICON PUBLIC LIMITED COMPANY	+14,75 %	26,86 Md
CELLTRION, INC.	-12,56 %	26,22 Md
ALNYLAM PHARMACEUTICALS, INC.	-22,45 %	18,78 Md
UNITED THERAPEUTICS CORPORATION	+25,12 %	12,21 Md
BIO-TECHNE CORPORATION	+0,04 %	12,16 Md
MEDPACE HOLDINGS, INC.	+26,04 %	11,94 Md
CHARLES RIVER LABORATORIES INTERNATIONAL, INC.	-11,83 %	10,74 Md

Recherche biotechnologique et médicale - Autres