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Lonza Group, CH0013841017

Lonza Group stock: Vacaville adds a long-term growth marker

Published on 10/30/2026 at 16:02 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Lonza Group stock remains tied to a stronger medium-term growth plan. Reuters adds a new sales marker for the Vacaville biologics site.

Lonza's growth model gains a new marker

  • Reuters reported that Lonza sees Vacaville peak sales of up to 2 billion Swiss francs in the early 2030s.
  • The company targets 10% to 13% organic sales growth and a CORE EBITDA margin in the high thirties over the medium term.
  • Lonza kept its 2026 outlook after third-quarter performance came in line with expectations.
Lonza Group, CH0013841017, Illustration mit AI erstellt.
Lonza Group, CH0013841017, Illustration mit AI erstellt.

Lonza Group stock remains in focus after the Swiss contract development and manufacturing organization raised its medium-term ambitions. Reuters reported on October 14 that Lonza expects its key biologics site in Vacaville, California, to reach peak sales of up to 2 billion Swiss francs in the early 2030s at constant exchange rates.

Lonza Group stock traded at 702.80 euros on Lang & Schwarz at 4:00 p.m. Berlin time on Friday, October 30, 2026. The quote provides the latest trading context, while the company's medium-term targets remain the central investment issue.

Vacaville becomes a longer-term growth marker

According to Reuters, Lonza also said Vacaville sales should remain broadly flat through 2028, with more meaningful growth expected afterward. The site outlook gives investors a concrete reference point for the company's longer-term project pipeline.

Lonza's updated model calls for organic sales growth of 10% to 13% at constant exchange rates on average over time. CORE EBITDA is expected to grow faster than sales, with the margin ambition moving into the high thirties over the medium term. The framework also includes a return on invested capital target of two to three times the current weighted average cost of capital and improving free-cash-flow conversion.

2026 outlook stays unchanged

Lonza said third-quarter performance was in line with expectations across all business platforms and kept its full-year 2026 outlook. The company expects constant-exchange-rate sales growth of 11% to 12% and a CORE EBITDA margin of 33% to 34%, while foreign exchange is expected to reduce reported sales growth by 2% to 3%.

Investors will now watch whether maturing projects, operational improvements and capital discipline translate the revised targets into higher margins and cash generation. The planned disposal of the Capsules and Health Ingredients business remains part of Lonza's transition toward a focused pure-play CDMO.

See the real-time quote of Lonza Group stock for the latest trading indication.

Swiss healthcare shares remain sensitive to interest-rate expectations, currency movements and pharmaceutical demand; see the latest SMI market coverage.

More news and analyses on Lonza Group stock.

Lonza Group AG

  • ISIN: CH0013841017
  • Ticker: LONN
  • Trading venue: Lang & Schwarz
  • Price: 702.80 euros at 4:00 p.m. Berlin time on October 30, 2026
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en | CH0013841017 | LONZA GROUP | boerse | 70435415 |