Revenue distribution by industries:

• Pharmaceutical industry: approx. 70%
• Biotechnology: approx. 20%
• Other industries (e.g. research institutions): approx. 10%

TOP 3 markets and their percentage shares:

• USA: approx. 45%
• Europe (excluding Switzerland): approx. 30%
• Asia: approx. 15%

Bachem Holding AG generates the majority of its revenue from the pharmaceutical industry, particularly through the production of peptides and oligonucleotides used in drug development. The US market is the largest single market for Bachem, followed by Europe and Asia, highlighting the company's global reach and significance in the biopharmaceutical supply chain.

Production sites of Bachem Holding AG:

1. Switzerland: Bubendorf and Vionnaz
2. USA: Torrance and Vista, California
3. Germany: Weil am Rhein
4. United Kingdom: St. Helens

Bachem Holding AG is a leading company in peptide production and operates several production facilities worldwide. These sites are strategically chosen to efficiently meet the global demand for pharmaceutical active ingredients. The production sites in Switzerland and the USA are particularly important for the manufacturing of high-quality peptides and other chemical products.

Revenue growth: 18% (2024) Investments in capacity expansion: 250 million CHF (2024)

Bachem Holding AG pursues a growth strategy that strongly focuses on expanding its production capacities and tapping into new markets. In 2024, the company achieved a revenue growth of 18%, driven by the increasing demand for peptides and oligonucleotides.

To meet this demand, Bachem has invested 250 million CHF in expanding its production facilities. These investments are intended not only to increase production capacity but also to enhance the efficiency and quality of the products.

Additionally, the company is leveraging strategic partnerships and innovations in the field of biotechnological research to further strengthen its market position and explore new business areas.

Main raw materials: Amino acids, peptides, solvents
Import countries: USA, China, India

Bachem Holding AG is a leading company in the production of peptides and organic chemicals. The main raw materials imported by Bachem include amino acids and peptides, which are essential components of their pharmaceutical products.

These raw materials are mainly sourced from the USA, China, and India. These countries are known for their strong chemical industry and offer the required materials in high quality and at competitive prices.

Sourcing from different countries enables Bachem to ensure supply security and benefit from different market conditions.

Market share: 20% in the peptide production sector (2024, estimate)
R&D investments: CHF 150 million (2023)
EBIT margin: 25% (2023)

Bachem Holding AG has a significant competitive advantage in the field of peptide production, as evidenced by its estimated market share of 20%. The company benefits from its long-standing experience and specialized expertise in the manufacturing of peptides and oligonucleotides, making it a leading provider in this sector.

The high investments in research and development, amounting to CHF 150 million in 2023, enable Bachem to continuously develop innovative solutions and products that meet the evolving market demands. This innovation capability strengthens the company's market position and creates barriers for new competitors.

In addition, Bachem boasts a strong EBIT margin of 25%, indicating an efficient cost structure and high demand for its specialized products. This financial strength allows the company to invest in further expansions and technological advancements, further solidifying its competitive advantage.

Institutional Investor Share: 60% (estimated 2025)
Insider Buys/Sells: No significant transactions in the last quarter (2025)

The institutional investor share in Bachem Holding AG is estimated to be around 60%. This indicates a strong interest from institutional investors in the company, suggesting confidence in the long-term strategy and growth potential.

There were no significant insider transactions in the last quarter, indicating that the management and other insiders are currently not making any significant changes to their stake in the company. This could be seen as a sign of stability and confidence in the current corporate leadership and strategy.

Market share of Bachem Holding AG: Estimated 15% (2025)

Main competitors and their market shares:

1. Lonza Group AG: 20%
2. Catalent, Inc.: 18%
3. Thermo Fisher Scientific Inc.: 17%
4. Bachem Holding AG: 15%
5. Siegfried Holding AG: 12%
6. WuXi AppTec: 10%
7. Boehringer Ingelheim BioXcellence: 8%

Bachem Holding AG is a leading provider in the field of peptide production and has secured a significant market share through specialized services and high quality standards. Bachem's moat primarily lies in their expertise and specialization in peptides, giving them an advantage in the niche of pharmaceutical active ingredients.

Compared to larger competitors like Lonza and Thermo Fisher, which offer a broader range of services and products, Bachem has a focused but narrower moat. These companies have greater resources and a diversified product portfolio, giving them a broader moat.

Bachem's significant advantage lies in their specialized expertise and ability to provide tailored solutions for specific customer needs. However, larger competitors could challenge Bachem's market share by focusing more on the peptide market, leveraging their comprehensive capacities and global networks.

Revenue Growth: 18% (2024) EBITDA Margin: 30% (2024) Research and Development Expenses: 12% of Revenue (2024)

Bachem Holding AG recorded strong revenue growth of 18% in 2024, driven by increased demand for its pharmaceutical products and services. The EBITDA margin of 30% demonstrates solid profitability and efficient cost structure, indicating strong operational performance.

The company continues to invest significantly in research and development, with expenses accounting for 12% of revenue. This suggests a strategic focus on innovation and long-term growth, which can be attractive to investors.

In summary, Bachem demonstrates strong financial performance and a clear growth strategy, making the stock a potentially good investment, especially for investors interested in long-term growth.

Dividend Yield: 1.8% (estimated for 2025)
Dividend History: Continuous payout for over 10 years

Bachem Holding AG has pursued a consistent dividend policy in recent years. The dividend yield is currently around 1.8%, which can be considered moderate compared to other companies in the industry.

The reliability of the payout is supported by the stable financial performance and continuous growth of the company. Bachem has proven in the past that it is able to pay dividends even in economically challenging times, indicating a solid financial foundation.

Analysts expect that Bachem will also be able to pay dividends in the coming years, provided that no unforeseen economic difficulties arise.