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| Period | Continuing CapEx (CHF m) | CapEx / sales (%) |
|---|---|---|
| FY 2024 | 1,321 | 24.1 |
| H1 2025 | 642 | 21.2 |
| FY 2025 | 1,277 | 19.6 |
| H1 2026 | 530 | 15.7 |
| Period | Integrated Biologics | Advanced Synthesis | Specialized Modalities | Capsules and Health Ingredients |
|---|---|---|---|---|
| FY 2024 | 2,883 | 1,323 | 1,099 | 1,094 |
| H1 2025 | 1,813 | 656 | 474 | 542 |
| FY 2025 | 3,649 | 1,611 | 1,034 | 1,092 |
| H1 2026 | 1,870 | 834 | 553 | 541 |
| Period | Topic | What was printed |
|---|---|---|
| Oct 2024. Vacaville close | Vacaville acquisition | Close 1 Oct 2024. About 330,000 liters in the FY 2024 report; 332,000 liters in 2025-2026 decks. Cash paid CHF 1,075 million of CHF 1,435 million total consideration (presentation rounds cash to CHF 1.1 billion). |
| FY 2025. Vacaville sales | Vacaville sales | Around CHF 0.6 billion, slightly above expectations. Inside Integrated Biologics. Not a utilization rate. |
| FY 2025. Vacaville contracts | Vacaville contracts | Fifth significant long-term commercial contract. Further contracts in late-stage negotiations. First FDA audit under Lonza and first tech transfer of a new commercial product. |
| FY 2025. Group contracting floor | Commercial contracting | Sustained commercial contracting across technologies and sites, altogether worth well above CHF 10 billion. Printed floor. Not remaining performance obligations. |
| FY 2025. Utilization (qualitative) | Asset utilization | High asset utilization in Integrated Biologics and Advanced Synthesis on the FY 2025 deck. H1 2025 news: high utilization of mammalian small-scale assets. No percent printed. |
| FY 2025. Vacaville flexibility CapEx | Vacaville CDMO readiness | CapEx of CHF 500 million to increase flexibility. First phase of automation and multi-purpose upgrades underway. |
| H1 2026. Vacaville phasing | Vacaville 2026 sales | H1-weighted sales phasing. Full-year 2026 sales expected roughly flat versus FY 2025 (around CHF 0.6 billion). |
| H1 2026. Visp large-scale mammalian | Visp 120,000 L | Large-scale mammalian asset (120,000 liters) started commercial production in H1 2026 as planned. Multi-year ramp. Not a 2026 sales split. |
| H1 2026. Advanced Synthesis utilization | Small molecules and ADCs | Exceptional H1 growth across Small Molecules and Bioconjugates supported by increased asset utilization. No utilization percent or batch count. |
| H1 2026. Microbial batches | Microbial phasing | Exceptional Microbial growth from a low prior-year base, a plant adaptation, and favorable batch phasing. Batch counts are not printed. |
| H1 2026. Cell and gene | Cell and Gene | Sixth commercial therapy approved within the Cell and Gene Technology Platform. No commercial-batch series. |
| H1 2026. Stein ADC fill-finish | Stein drug product | Second commercial-scale multi-purpose ADC filling line announced, expected operational in 2030, backed by a long-term customer. Large-scale multi-purpose aseptic facility start moved to 2028 and expanded to high-value small-molecule drug product. |
Lonza is founded in 1897 in the Swiss Alps (Visp), first as power and chemicals. The CDMO is a later identity. Headquarters now Basel.
Lonza and Moderna announce a 10-year collaboration (1 May 2020) to manufacture mRNA-1273 in the US and Switzerland, targeting material for up to 1 billion 50 µg doses a year. Do not treat 2020 APA capacity as the 2026 contract.