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:
以下是隆沙集团股份公司（LZAGY）2024年第一季度财报电话会议记录摘要：
Financial Performance:
财务业绩：
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.
龙沙集团报告称，第一季度业绩疲软，但预计上半年将与今年的走势保持一致。
该公司确认了其2024年的展望，核心息税折旧摊销前利润率处于20年代的最高水平（27％至29％）。
Lonza已从20亿瑞士法郎的计划中回购了13亿瑞士法郎的股票，打算在2025年上半年完成该计划。
去年签署了大型合同，大大高于之前的平均水平，但是，没有提供2024年第一季度的具体情况。
尽管收购了瓦卡维尔，但对BBB+评级的承诺得以维持，这反映了强劲的财务状况。
Business Progress:
业务进展：
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.
随着Stein基地的建设以及哺乳动物药物工厂即将开始运营，增长项目取得了进展。
API小分子工厂的第一批产品定于2024年第四季度生产。
生物制剂部门凭借强劲的需求和不断增加的生物技术资金表现出强劲的实力。
药品服务业务的增长速度放缓。
细胞与基因技术业务的销售强劲，维持了客户的兴趣。
胶囊和健康原料部门制定了成本管理计划。
新任首席执行官沃尔夫冈·维南德将于2024年夏季上任。
尽管融资与其对业务和收入的影响之间存在延迟，但预计从2024年第四季度起，融资环境的改善将产生积极影响。
收购瓦卡维尔对集团2028年利润率指导的影响是中性的，更多细节将在稍后提供。
合同进展顺利，积压案件的最新情况将于今年年底公布。
More details: LONZA GROUP AG UNSP ADR EACH REP 0.1 ORD IR
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