Lonza Group Investor Presentation — July 2018

Document content

Lonza Reports Strong Momentum with Organic Growth

of 8% Sales and 11% CORE EBITDA in H1 2018–

Double -Digit Organic Sales Growth for Businesses

Along the Healthcare Continuum

Richard Ridinger –CEO

Rodolfo Savitzky –CFO

Half-Year Results 2018 I 25 July 2018 Agenda

Half-Year 2018 Summary

Financial Highlights

Specialty Ingredients

Outlook 2018 and Mid -Term Guidance 2022

Half-Year Results 2018 I 25 July 2018 2

Outperformance in Pharma & Biotech in H1 2018, with margins up 270

bps, was combined with strong positive momentum in the newly

formed Consumer Health division

Legacy Capsugel businesses, now well integrated into Lonza,

exceeded expectations for performance and synergistic potential in H1

Growth drivers in Consumer & Resources Protection added to robust

momentum; but H1 was negatively impacted by more mature, cyclical

parts of the portfolio

Water business only gained good momentum in May and June with

positive outlook from H2 2018 onward

Half-Year Results 2018 I 25 July 2018 Lonza Reports Strong Momentum in H1 2018 (1/2)

Healthcare continuum leads the way with double -digit organic sales growth

All major investments that have already been announced are

progressing as planned

Full-Year 2018 sales outlook was upgraded

Double -digit return on invested capital ( ROIC) Mid -Term Guidance

2022 target was announced

Capital Markets Day in September 2018 will provide further

Preview truncated — download the full document for the complete content.