Lonza Group AG (0QNO) Q1 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

I am Sandra, the Chorus Call operator. I would like to remind you that all participants are in listen only mode and the conference is being recorded. The presentation will be followed by a Q and A session. You can register for questions at any time by pressing star and one on your Please limit yourself to one question and then you can reenter the queue in case you have a follow-up. In the webcast, we have a chat box which only be used if your questions cannot be heard over the phone line. The conference may not be recorded for publication or broadcast. At this time, it is my pleasure to hand over to Philippe Deike, CFO. Please go ahead, sir. Thank you, Sandra. Good afternoon and good morning to those of you joining us from The U. S. Welcome to our Q1 twenty twenty six qualitative update. Before we go into the details, please let me remind you that our qualitative updates are intended to provide you with a general business overview, and we will not be sharing figures related to our financial performance. We will do so on the July 22 with our half year update. All content, unless otherwise specified, refers to our CDMO business, which excludes capsules and health ingredients. I'll start with an overview of our group performance before we move to the performance of our business platforms, our business contracting and growth projects. Afterwards, I will provide you with an update on our One Lonza journey, followed by a few comments on the current macroeconomic environment before I close for the Q and A session. Today, we report a strong Q1 performance across our CDMO business platforms, entirely aligned with our expected full year 2026 trajectory. As already communicated in January, we confirm that CER sales growth and core EBITDA margin would be notably stronger in the ...