Lonza Group Ltd

LONN: XSWX (CHE)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	CHF 287.00	Twlpjz	Pkyhvqxx

Narrow-Moat Lonza Reports Solid 1H 2022; Maintaining CHF 620 FVE, Shares Moderately Undervalued

Rachel Elfman

Aug 5, 2022

Lonza reported solid half-year results driven by continued strong demand in its biologics and cell and gene segments. Revenue totaled nearly CHF 3 billion, representing a 17% increase from the prior year. Lonza’s results were in line with our expectations, and we maintain our fair value estimate of CHF 620 per share. The stock is currently trading in 3-star territory, about 6% below our fair value estimate. We maintain our narrow economic moat rating and stable moat trend.

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