CSL LIMITED (CSL)
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CSL - CSL LIMITED

Year End: June
GICS Industry Group : Pharmaceuticals, Biotechnology & Life Sciences
Debt/EBITDA: 3.28
Index: ASX20 | ASX50 | ASX100 | ASX200 | ASX300 | ALL-ORDS

CSL is a global biotechnology company that researches, develops, manufactures and markets products for the treatment of human diseases. With a market cap of over $138bn it is one of Australia's top three largest index weights. The former Commonwealth Serum Laboratory listed in June 1994 and has generated an average annual return of 28% since (up until mid-2020). CSL is the world's largest collector of plasma and the second largest producer of vaccines.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$284.27

21 Feb
2024

1.990

OPEN

$284.57

0.70%

HIGH

$286.40

701,723

LOW

$283.07

TARGET
$314.733 10.7% upside
Franking for last dividend paid out: 0%
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FNARENA'S MARKET CONSENSUS FORECASTS
CSL: 1
Title FY24
Forecast
FY25
Forecast
EPS (cps) 930.3 xxx
DPS (cps) 399.9 xxx
EPS Growth N/A xxx
DPS Growth N/A xxx
PE Ratio 30.7 xxx
Dividend Yield 1.4% xxx
Div Pay Ratio(%) 43.0% 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: 1.34%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

1.26

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

Last ex-div: 11/09 - ex-div 199.23c (franking 10%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2024 FactSet UK Limited. All rights reserved
Title 201820192020202120222023
EPS Basic xxxxxxxxxxxxxxx691.9
DPS All xxxxxxxxxxxxxxx362.9
Sales/Revenue xxxxxxxxxxxxxxx19,585.3 M
Book Value Per Share xxxxxxxxxxxxxxx4,916.4
Net Operating Cash Flow xxxxxxxxxxxxxxx3,866.8 M
Net Profit Margin xxxxxxxxxxxxxxx17.03 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201820192020202120222023
Return on Capital Employed xxxxxxxxxxxxxxx14.86 %
Return on Invested Capital xxxxxxxxxxxxxxx9.64 %
Return on Assets xxxxxxxxxxxxxxx6.98 %
Return on Equity xxxxxxxxxxxxxxx14.86 %
Return on Total Capital xxxxxxxxxxxxxxx10.85 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx428.2 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 201820192020202120222023
Short-Term Debt xxxxxxxxxxxxxxx1,585 M
Long Term Debt xxxxxxxxxxxxxxx16,784 M
Total Debt xxxxxxxxxxxxxxx18,369 M
Goodwill - Gross xxxxxxxxxxxxxxx12,137 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx2,326 M
Price To Book Value xxxxxxxxxxxxxxx5.64

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201820192020202120222023
Capex xxxxxxxxxxxxxxx2,515.4 M
Capex % of Sales xxxxxxxxxxxxxxx12.84 %
Cost of Goods Sold xxxxxxxxxxxxxxx10,120 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx5,105 M
Research & Development xxxxxxxxxxxxxxx1,836 M
Investments - Total xxxxxxxxxxxxxxx260 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

0.8

No. Of Recommendations

6
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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UBS

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Ord Minnett

xx/xx/xxxx

2

xxxxxxxxxx

$xx.xx

xx.xx%

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Morgans

14/02/2024

1

Add

$315.40

10.95%

CSL's 1H results were broadly in line with Morgans forecasts. Profit (NPATA) of US$2,017m rose by 11% to beat the consensus forecast for US$1,969m. 

The broker highlights strong plasma collections lifted Behring sales by 14% and the division's margin beat expectation, rising by 230bps to 50%. Operating cash flow was considered strong due largely to higher sales/profit, which supported an 11% increase in interim dividend.

While sales at Seqirus were soft, the analysts highlight sales still rose by 2% and beat reduced market expectation for immunisation rates. Near-term growth for Vifor was suppressed due to commercial/regulatory headwinds, but this is considered more a timing issue.

Morgans' target falls to $315.40 from $328.20 on slightly lower forecast earnings and after earnings from CSL112 are removed from the financial model following the recent trial failure.

FORECAST
Morgans forecasts a full year FY24 dividend of 396.12 cents and EPS of 934.59 cents.
Morgans forecasts a full year FY25 dividend of 455.30 cents and EPS of 1086.66 cents.

Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Citi

xx/xx/xxxx

3

xxxxxxxxx xx xxxxxxx xxxx xxx

$xx.xx

xx.xx%

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CSL STOCK CHART