LONZA

Lonza will appoint Samanta Cimitan as chief commercial officer, senior vice president and member of the extended executive committee no later than Jan. 1, 2027. Cimitan joins from Celonic, where she is currently CEO, and previously spent almost 13 years at Lonza in various strategy and sales roles. In the newly created role she will standardize customer service, global marketing, market access and commercial management across all business units and lead the management of strategic customers. » Więcej na finanzen.net

Lonza shares lost 2.2% after reporting H1 2026 results, after revenue slightly missed consensus estimates. Core EBITDA rose currency-adjusted by 27.4% to around CHF 1.18bn and profit from continuing operations increased by 44%. The company raised its core EBITDA margin guidance for 2026 to 33–34%, but this did not fully offset the revenue disappointment. Negative market sentiment and a “buy the rumor, sell the news” reaction amplified the short-term price setback. » Więcej na de.investing.com

Lonza's stock has recently staged a strong comeback, supported by sector rotation and positive company news. At the end of June, Lonza announced it will expand production of payload linkers in Visp (commissioning in 2028) and broadened a US cooperation to produce two active pharmaceutical ingredients (APIs) with an option for two more, a move that could potentially generate billions in revenue. Analyst consensus sees revenue growth of around 16.5% for H1 2026 and a significantly higher core-EBITDA margin; CEO Wolfgang Wienand and CFO Philippe Deecke will comment on the half-year results in a conference call. » Więcej na finanzen.net