Breaking Down Bachem Holding AG Financial Health: Key Insights for Investors

Bachem Holding AG, the Switzerland-founded specialist in peptides and oligonucleotides, combines global operations across Europe and the United States with a clear corporate compass - a mission to be the world-leading specialist with sales beyond CHF 1 billion and robust profitability, a vision to be the most trusted partner in drug discovery and development, and core values centered on highest quality, innovation, long-term partnerships and sustainability; in 2024 the group delivered CHF 605.3 million in sales, a 4.8% increase year-on-year, and is pursuing capacity expansion, intensified R&D investment and talent development to reach its target of annual sales exceeding CHF 1 billion by 2026 with an EBITDA margin above 30%, while maintaining ethical standards, operational excellence and an inclusive workplace that aligns with the UN Sustainable Development Goals.

Bachem Holding AG (0QND.L) Intro

• Core focus: custom peptide and oligonucleotide synthesis, process development, and GMP manufacturing for clinical and commercial supply.
• Geographic footprint: Switzerland (headquarters and manufacturing), multiple European facilities, and U.S. operations to support North American customers and regulatory alignment.
• Reputation pillars: quality systems (GMP), regulatory know-how, and long-term contract relationships with global pharma and biotech firms.

• Mission - Deliver high-quality peptides and oligonucleotides that enable customers to develop and commercialize life-changing therapies, through scientific excellence and reliable manufacturing.
• Vision - Be the partner of choice worldwide for peptide and oligonucleotide drug substance and process innovation, scaling to support the full lifecycle from discovery to commercial supply.
• Strategic priorities - Invest in R&D and manufacturing capacity, expand capabilities in oligonucleotides and complex peptides, maintain high regulatory compliance, and foster long-term customer partnerships.

• Significant investments in research and development to advance peptide-based therapeutics and broaden oligonucleotide capabilities.
• Capital expenditure focused on expanding GMP capacity, process automation, and analytical capabilities to accelerate scale-up from early development to commercial supply.
• Strategic collaboration model: long-term partnerships and tailored services to integrate into clients' development pathways and reduce time-to-clinic.

• Quality & Compliance - Rigorous GMP standards and continuous quality improvement to meet regulatory requirements globally.
• Customer Centricity - Long-term, transparent partnerships emphasizing reliability, confidentiality, and technical support.
• Innovation - Continuous scientific and process innovation, with investments in new technologies and capability expansion.
• Integrity & Sustainability - Ethical conduct, data integrity, and growing focus on sustainable manufacturing practices.

Bachem Holding AG (0QND.L) - Overview

• Market leadership: sustain and grow a dominant position in peptide and oligonucleotide contract development and manufacturing (CDMO) through vertical integration and bespoke process expertise.
• Financial targets: exceed CHF 1 billion in annual sales while maintaining robust margins to preserve independence and fund reinvestment.
• People and talent: attract, retain and develop highly skilled scientists, engineers and manufacturing personnel to support complex drug substance production.
• Operational excellence: prioritize scalable capacity expansion, technology upgrades and regulatory compliance to meet growing demand from clinical and commercial customers.

• Capacity expansion: multi‑site build‑outs and scale‑up projects to serve both clinical and commercial demand for peptides and oligonucleotides.
• Technology & quality: adoption of advanced synthesis, purification and analytics to increase yield, reduce cycle times and ensure regulatory readiness.
• Customer focus: deep partnerships with pharma/biotech across discovery, clinical supply and commercial manufacturing to embed Bachem in drug value chains.
• Talent development: structured training, cross‑site mobility and targeted hiring to secure expertise in process chemistry, GMP manufacturing and regulatory affairs.

• Profitability target supports financial independence - enabling reinvestment without overreliance on external capital.
• Balanced capital allocation between capacity investments, R&D and disciplined cash returns to stakeholders.
• Risk management aligned to supply reliability, regulatory compliance and customer confidentiality.

Bachem Holding AG (0QND.L) - Mission Statement

• Drive innovation in peptide and oligonucleotide chemistry and manufacturing to support next‑generation therapeutics.
• Maintain the highest quality and regulatory compliance standards to ensure product safety and efficacy.
• Build long‑term, trust‑based partnerships with pharmaceutical and biotech clients through reliability and transparency.
• Create an inclusive, team‑oriented workplace that attracts and retains top scientific and operational talent.
• Operate with financial discipline to fund strategic growth, capacity expansion, and technological leadership.

• Trust & reliability: Bachem prioritizes on‑time delivery, supply security, and regulatory track record to underpin client partnerships.
• Operational excellence: Continuous manufacturing scale‑up, quality systems, and process optimization to meet clinical and commercial demand.
• Talent & culture: Programs to promote team collaboration, inclusion, training, and career progression to retain scientific and operational experts.

Bachem Holding AG (0QND.L) - Vision Statement

• Long-term partnerships: focus on multi-year collaborations with pharmaceutical and biotech firms to secure predictable capacity and co-development pipelines.
• Excellent service & operational excellence: lean manufacturing, robust quality systems, and strong on-time delivery metrics to support client timelines.
• Innovation & technological leadership: continual investment in peptide chemistry, enabling scalable processes for next‑generation therapeutics (including ADC payloads, oligo conjugates).
• Highest quality & compliance: adherence to global regulatory standards (cGMP) and certified quality management systems across sites.
• People-centric culture: attracting, retaining, and developing motivated, well-qualified employees is central to execution.
• Sustainability & responsibility: integrating environmental, social, and governance principles with alignment to relevant UN Sustainable Development Goals.
• Ethics & integrity: commitment to fairness, equal opportunities, diversity, and transparent, compliant business conduct.

• Talent attraction & development: structured training, internal mobility programs, and partnerships with universities to secure specialized peptide chemistry skills.
• Employee engagement: formal mechanisms (idea programs, continuous improvement initiatives) that convert employee proposals into implemented efficiency gains.
• Diversity & inclusion: equal-opportunity hiring and career development policies to broaden perspectives and drive innovation.

• Environmental targets: energy-efficiency investments and waste-reduction projects; roadmap toward increased use of low-carbon energy sources.
• Social alignment: workforce safety, community engagement, and contribution to health outcomes through enabling life‑saving therapies.
• Governance & ethics: compliance frameworks, supplier standards, and transparent reporting aligned with major ESG frameworks and select UN SDGs (e.g., Good Health and Well‑being, Decent Work and Economic Growth, Responsible Consumption and Production).

• Targeted capacity expansion to meet growing peptide demand from oncology and specialty indications.
• Focused capital allocation to scalable, automated processes that reduce unit cost and increase throughput.
• Governance that embeds ethical behavior, risk management, and regulatory compliance into daily operations.