Added to YB: 2026-08-27
Pitch date: 2026-08-25
SFZN.SW [neutral]
Siegfried Holding AG
-0.61%
current return
Author Info
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Company Info
Siegfried Holding AG, together with its subsidiaries, engages in contract development and manufacturing of active pharmaceutical ingredient (API) and finished dosage forms worldwide.
Market Cap
CHF 3.3B
Pitch Price
CHF 74.35
Price Target
N/A
Dividend
0.53%
EV/EBITDA
13.09
P/E
19.45
EV/Sales
3.09
Sector
Life Sciences Tools and Services
Category
growth
Siegfried (SFZN Switzerland): Drug Substances drives growth as acquired capacity joins the network
SFZN.SW (earnings): 1H26: net sales +4.8% LC (CHF 633m; +2.2% reported on FX); core EBITDA +6.1% to CHF 142m, margin +80bps to 22.4%; core net profit +3.8% to CHF 68.2m. Mix shift to higher-value work drives sales+margin together. Divergence: Drug Substances +4.2% (CHF 431m), boosted by underlying demand plus 1May26 close of three US/Australia API sites; Drug Products -1.9% CHF (+1.5% LC), roughly flat. OCF fell to CHF 93.7m from 149.6m on more pronounced 1H/2H seasonality and site absorption. Guidance reaffirmed: high-single-digit LC sales growth, core EBITDA margin >23%; 2026 more 2H-weighted; integration on plan; EVOLVE+ intact.
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