TELIX PHARMACEUTICALS LIMITED (TLX)
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TLX

TLX - TELIX PHARMACEUTICALS LIMITED

FNArena Sector : Pharmaceuticals & Biotech/Lifesciences
Year End: December
GICS Industry Group : Pharmaceuticals, Biotechnology & Life Sciences
Debt/EBITDA: 6.45
Index: ASX100 | ASX200 | ASX300 | ALL-ORDS

LAST PRICE CHANGE +/- CHANGE % VOLUME

$16.67

27 Oct
2025

0.150

OPEN

$16.58

0.91%

HIGH

$16.93

994,374

LOW

$16.46

TARGET
$27.20 63.2% upside
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FNARENA'S MARKET CONSENSUS FORECASTS
TLX: 1
Title FY25
Forecast		 FY26
Forecast
EPS (cps) - 0.8 xxx
DPS (cps) 0.0 xxx
EPS Growth N/A xxx
DPS Growth N/A xxx
PE Ratio N/A xxx
Dividend Yield 0.0% xxx
Div Pay Ratio(%) N/A xxx
This company reports in USD.
All estimates have been converted into AUD by FNArena at present FX values.

Dividend yield today if purchased 3 years ago: 0.00%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 0.00

Estimated Dividend Growth
(Average Of Past Three Years)

  %

Amount Invested

 $ 

Tell Me The Dividend After This Many Years
Past performance is no guarantee for the future. Investors should take into account that heavy swings in share price or exceptional circumstances (a la 2009) can have a significant impact on short term calculations and averages
HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 FactSet UK Limited. All rights reserved
Title 201920202021202220232024
EPS Basic xxxxxxxxxxxxxxx15.1
DPS All xxxxxxxxxxxxxxx0.0
Sales/Revenue xxxxxxxxxxxxxxx783.2 M
Book Value Per Share xxxxxxxxxxxxxxx169.8
Net Operating Cash Flow xxxxxxxxxxxxxxx43.0 M
Net Profit Margin xxxxxxxxxxxxxxx6.37 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201920202021202220232024
Return on Capital Employed xxxxxxxxxxxxxxx13.92 %
Return on Invested Capital xxxxxxxxxxxxxxx7.72 %
Return on Assets xxxxxxxxxxxxxxx5.18 %
Return on Equity xxxxxxxxxxxxxxx13.92 %
Return on Total Capital xxxxxxxxxxxxxxx12.46 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx14.2 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

Title 201920202021202220232024
Short-Term Debt xxxxxxxxxxxxxxx21 M
Long Term Debt xxxxxxxxxxxxxxx560 M
Total Debt xxxxxxxxxxxxxxx581 M
Goodwill - Gross xxxxxxxxxxxxxxx107 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx710 M
Price To Book Value xxxxxxxxxxxxxxx14.50

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201920202021202220232024
Capex xxxxxxxxxxxxxxx48.5 M
Capex % of Sales xxxxxxxxxxxxxxx6.19 %
Cost of Goods Sold xxxxxxxxxxxxxxx273 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx428 M
Research & Development xxxxxxxxxxxxxxx195 M
Investments - Total xxxxxxxxxxxxxxx56 M

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

1.0

No. Of Recommendations

5
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Citi

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Bell Potter

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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UBS

15/10/2025

1

Buy

$31.00

85.96%

Telix Pharmaceuticals’ September quarter revenue of US$206m was in line with UBS expectations, with Illuccix contributing US$155m versus the broker's US$154m forecast and above the US$151m consensus estimate.

Revenue grew 1% quarter-on-quarter and 17% year-on-year, with 3% dose volume growth, suggesting to UBS ongoing Illuccix uptake.

The revenue lift was despite pricing pressure following the June expiry of transitional pass-through (TPT), notes the broker. The latter was a temporary US reimbursement policy that had benefited Illuccix.

Full-year 2025 revenue guidance was lifted to US$800-820m from US$770-800m, reflecting inclusion of Gozellix sales, explain the analysts.

Revised guidance implies to UBS around 8% quarter-on-quarter revenue growth for Illuccix and Gozellix in the December quarter.

The broker retains a Buy rating and $31.00 target.

FORECAST
UBS forecasts a full year FY25 dividend of 0.00 cents and EPS of 1.56 cents.
UBS forecasts a full year FY26 dividend of 0.00 cents and EPS of 26.46 cents.

Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Ord Minnett

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

2

Please note: unlike Broker Call Report, BC Extra is not updated daily. The info you see might not be the latest. FNArena does its best to update ASAP.

BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Canaccord Genuity

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Jarden

21/10/2025

1

Buy

$28.06

68.33%

Telix Pharmaceuticals delivered an encouraging third quarter, in Jarden's opinion, with group and PSMA imaging revenue both up 1% sequentially.

Fears of a revenue gap following the loss of Illuccix's transitional pass-through (TPT) status did not materialise, as a 3% increase in dose volume offset only a -2% price decline.

Earlier discounting helped secure market share, explains Jarden, positioning Telix well for a stronger fourth quarter now that Gozellix has gained TPT reimbursement, effective October 2025.

2025 revenue guidance was upgraded to US$800-820m, up 3% at the midpoint.

Jarden retains a Buy rating and sets a $28.06 target price, down from $28.13.

FORECAST
Jarden forecasts a full year FY25 dividend of 0.00 cents and EPS of minus -1.87 cents.
Jarden forecasts a full year FY26 dividend of 0.00 cents and EPS of 16.03 cents.
Access Extra Coverage Research History >

TLX STOCK CHART

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