Lonza Group AG (0QNO) Q4 2025 Earnings Call

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Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:05.740 2025 was a year of strong growth, robust performance and significant 00:00:05.740 -- 00:00:10.888 progress for Lonza. In the first full year of implementing our One Lonza 00:00:10.888 -- 00:00:16.217 strategy, we outperformed on our targets, while also achieving strategic 00:00:16.217 -- 00:00:21.901 milestones to further strengthen our position as the world-leading CDMO. 00:00:21.901 -- 00:00:27.268 In April we implemented our new target operating model, built around three 00:00:27.268 -- 00:00:33.616 business platforms that reflect our sharpened focus on our core CDMO business. 00:00:33.616 -- 00:00:38.642 This new structure is designed to enhance and strengthen collective and individual 00:00:38.642 -- 00:00:40.144 accountability, 00:00:40.144 -- 00:00:45.171 elevate operational excellence and ensure we are well set up to meet the 00:00:45.171 -- 00:00:49.357 needs of our customers and their patients. 00:00:49.357 -- 00:00:54.381 Turning to our facilities, we are continuing to complete the successful integration of 00:00:54.381 -- 00:01:00.967 our new Vacaville site by adding people, capacities and capabilities. 00:01:00.967 -- 00:01:06.632 Here we have already signed a number of large commercial contracts and continue 00:01:06.632 -- 00:01:11.977 to invest into the site CTMO offering, whilst improving flexibility 00:01:11.977 -- 00:01:18.441 to unlock its significant growth potential for Lonza and our customers. 00:01:18.753 -- 00:01:23.822 Within our wider network, we are continuing to fill our pipeline, sign 00:01:23.822 -- 00:01:29.071 new customer contracts across technology platforms and make measurable progress 00:01:29.071 -- 00:01:32.196 towards our sustainability goals. 00:01:32.196 -- 00:01:37.566 Looking to the longe...