Lonza Group Ltd

LONN: XSWX (CHE)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	CHF 875.00	Yckzc	Vczmpwfk

Lonza Reports Strong Year-End Results; Maintaining FVE of CHF 620, Shares Undervalued

Rachel Elfman

Jan 26, 2023

Lonza reported solid year-end results driven by strong underlying performance across its biologics, small molecules, and cell & gene businesses. Fiscal 2022 revenue totaled CHF 6.2 billion, which represents a 15% increase year over year. We maintain our fair value estimate of CHF 620 per share and view shares as undervalued, currently trading in 4-star territory about 15% below our fair value estimate. We maintain our narrow economic moat rating and stable moat trend.

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