Earnings Call Summary | LONZA GROUP AG UNSP ADR EACH REP 0.1 ORD(LZAGY.US) Q1 2024 Earnings Conference
Earnings Call Summary | LONZA GROUP AG UNSP ADR EACH REP 0.1 ORD(LZAGY.US) Q1 2024 Earnings Conference
The following is a summary of the Lonza Group AG (LZAGY) Q1 2024 Earnings Call Transcript:
以下是隆沙集團股份公司（LZAGY）2024年第一季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
Lonza Group reported softer Q1 performance but expects alignment with the year's trajectory in H1.
The company confirms its 2024 outlook with a CORE EBITDA margin in the high 20s (27% to 29%).
Lonza has bought back CHF 1.3 billion of shares out of a CHF 2 billion program, intending to finalize the program in H1 2025.
Large contracts were signed last year, significantly ahead of previous averages, however, Q1 2024 specifics were not provided.
Despite the Vacaville acquisition, commitment to a BBB+ rating is maintained, reflecting a strong financial position.
龍沙集團報告稱，第一季度業績疲軟，但預計上半年將與今年的走勢保持一致。
該公司確認了其2024年的展望，核心息稅折舊攤銷前利潤率處於20年代的最高水平（27％至29％）。
Lonza已從20億瑞士法郎的計劃中回購了13億瑞士法郎的股票，打算在2025年上半年完成該計劃。
去年簽署了大型合同，大大高於之前的平均水平，但是，沒有提供2024年第一季度的具體情況。
儘管收購了瓦卡維爾，但對BBB+評級的承諾得以維持，這反映了強勁的財務狀況。
Business Progress:
業務進展：
Growth project advancements noted with construction at the Stein site and upcoming operational start of Mammalian drug substance plants.
First batches from API Small Molecules facility are set to be produced in Q4 2024.
The Biologics division shows strength with strong demand and rising biotech funding.
The Drug Product Services business is growing at a slower pace.
Sales are strong in the Cell & Gene technology business, sustaining customer interest.
A cost management program is in place in the Capsules & Health Ingredients division.
New CEO, Wolfgang Wienand, will commence duties in summer 2024.
Despite a delay between funding and its impact on business and revenues, a positive impact from the improving funding environment is expected from Q4 2024.
The Vacaville acquisition's effect on the group margin guidance for 2028 is neutral with more specifics to be provided later.
Contracting continues to track well with updates on the backlog due by the end of the year.
隨着Stein基地的建設以及哺乳動物藥物工廠即將開始運營，增長項目取得了進展。
API小分子工廠的第一批產品定於2024年第四季度生產。
生物製劑部門憑藉強勁的需求和不斷增加的生物技術資金表現出強勁的實力。
藥品服務業務的增長速度放緩。
細胞與基因技術業務的銷售強勁，維持了客戶的興趣。
膠囊和健康原料部門制定了成本管理計劃。
新任首席執行官沃爾夫岡·維南德將於2024年夏季上任。
儘管融資與其對業務和收入的影響之間存在延遲，但預計從2024年第四季度起，融資環境的改善將產生積極影響。
收購瓦卡維爾對集團2028年利潤率指導的影響是中性的，更多細節將在稍後提供。
合同進展順利，積壓案件的最新情況將於今年年底公佈。
More details: LONZA GROUP AG UNSP ADR EACH REP 0.1 ORD IR
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譯文內容由第三人軟體翻譯。