Bachem Holding AG — Cyborg Score 8/10

Strong
Pharmaceutical Contract Development and Manufacturing (CDMO) - Peptides & Oligonucleotides

Strategic Profile

Bachem is building new capacity to manufacture peptides at ton-scale for medicines in urgent demand. The company aims for annual sales of more than CHF 1 billion and an EBITDA margin of over 30% in 2026. With strong organic growth and aggressive capacity expansion, Bachem is positioned as the leading peptide CDMO in a high-growth market segment.

Cyborg Score Rationale

Bachem increased sales in Swiss francs by 4.8% to CHF 605.3 million in 2024, with sales increasing by 5.6% in local currencies. Operating EBITDA increased by 5.7% to CHF 176.3 million with an EBITDA margin of 29.1%. Strong execution on capacity expansion and robust order pipeline support growth trajectory.

Top Insights

  • Commercial API sales reached CHF 327.0 million with a strong increase in patent-protected peptide sales.
  • For 2025, Bachem expects growth between 10-15% in local currencies with EBITDA margins in the high twenties.
  • CHF 292.2 million invested in 2024 with plans for over CHF 400 million CAPEX in 2025, reflecting major capacity buildout.
  • The company has over 2,200 employees navigating its largest expansion process in company history.

Named Competitors

  • Lonza — Integrated CDMO with peptide and oligonucleotide capabilities
  • Ferring — Peptide development and manufacturing services
  • Dipexium — Specialty pharmaceutical CDMO

Recent Developments

  • (July 2025) Full-year 2024 results: CHF 605.3M revenue (+4.8%), EBITDA CHF 176.3M (+5.7%), targeting CHF 1B+ sales by 2026
  • (2024) Major CAPEX investment of CHF 292.2M with continued capacity expansion at all sites
  • (2025 Guidance) Revenue growth 10-15% expected with EBITDA margins in high twenties and CAPEX >CHF 400M planned

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