CSL LIMITED (CSL)
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CSL

CSL - CSL LIMITED

FNArena Sector : Pharmaceuticals & Biotech/Lifesciences
Year End: June
GICS Industry Group : Pharmaceuticals, Biotechnology & Life Sciences
Debt/EBITDA: 2.25
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

$97.26

14 May
2026

-1.530

OPEN

$98.55

-1.55%

HIGH

$99.00

1,852,386

LOW

$96.34

TARGET
$134.941 38.7% upside
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FNARENA'S MARKET CONSENSUS FORECASTS
CSL: 1
Title FY26
Forecast		 FY27
Forecast
EPS (cps) 949.4 xxx
DPS (cps) 430.7 xxx
EPS Growth N/A xxx
DPS Growth N/A xxx
PE Ratio 10.3 xxx
Dividend Yield 4.4% xxx
Div Pay Ratio(%) 45.4% 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 :

 4.17

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: 09/09 - (franking ex-div 248.50c)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 FactSet UK Limited. All rights reserved
Title 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx957.6
DPS All xxxxxxxxxxxxxxx452.2
Sales/Revenue xxxxxxxxxxxxxxx23,825.3 M
Book Value Per Share xxxxxxxxxxxxxxx6,093.1
Net Operating Cash Flow xxxxxxxxxxxxxxx5,498.5 M
Net Profit Margin xxxxxxxxxxxxxxx19.46 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx16.70 %
Return on Invested Capital xxxxxxxxxxxxxxx10.46 %
Return on Assets xxxxxxxxxxxxxxx7.92 %
Return on Equity xxxxxxxxxxxxxxx16.70 %
Return on Total Capital xxxxxxxxxxxxxxx12.77 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx2,456.6 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 202020212022202320242025
Short-Term Debt xxxxxxxxxxxxxxx1,227 M
Long Term Debt xxxxxxxxxxxxxxx16,318 M
Total Debt xxxxxxxxxxxxxxx17,545 M
Goodwill - Gross xxxxxxxxxxxxxxx12,306 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx3,291 M
Price To Book Value xxxxxxxxxxxxxxx3.93

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx1,541.0 M
Capex % of Sales xxxxxxxxxxxxxxx6.47 %
Cost of Goods Sold xxxxxxxxxxxxxxx12,186 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx5,415 M
Research & Development xxxxxxxxxxxxxxx2,098 M
Investments - Total xxxxxxxxxxxxxxx310 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

0.4

No. Of Recommendations

7
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Citi

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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UBS

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Ord Minnett

12/05/2026

3

Hold

$135.00

38.80%

Ord Minnett notes CSL's FY26 guidance downgrade and additional -US$5bn in write-downs surprised the market, driving a sharply negative share price reaction.

The broker attributes the downgrade to weaker-than-expected sales in US immunoglobulin and China albumin, alongside currency and Middle East impacts.

While Ig demand remains mid-to-high single digit, commentary notes uncertainty around prior inventory-driven demand clouds the FY27 outlook. It's noted albumin pricing in China continues to pressure returns despite stable volumes and modest market share gains.

Ord Minnett retains a Hold rating, citing ongoing uncertainty as management resets the business. The target is lowered to $135 from $186.

Bell Potter

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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Morgans

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Macquarie

xx/xx/xxxx

3

xxxxxxx

$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

3

xxxxxxxxx xx xxxx xxxx xxx

$xx.xx

xx.xx%

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Jarden

13/05/2026

3

Downgrade to Neutral from Overweight

$191.00

96.38%

Jarden downgrades CSL to a Neutral rating from Overweight and lowers its target price to $191.00 from $244.00 following an unexpected severe downgrade to FY26 profit guidance.

Management reduced constant currency net profit expectations to roughly US$3.1bn, reflecting "unrealistic" prior ambitions for key products including Ig and Albumin, the broker comments.

Misjudged pricing across the product suite is seen impacting both revenue and gross margins, setting up a multi-year turnaround story as competition increases and reimbursement cuts persist, according to the report.

While underlying value remains within the business, near-term catalysts for upside are viewed by the broker as notably absent.

Net profit forecasts have been cut by -8.9%, -16.0%, and -20.8% across the next three years, establishing earnings per share estimates of US580.2c in FY26, US584.6c in FY27, and US610.9c in FY28.

FORECAST
Jarden forecasts a full year FY26 EPS of 864.04 cents.
Jarden forecasts a full year FY27 EPS of 870.59 cents.
Access Extra Coverage Research History >

CSL STOCK CHART

FNArena News on CSL

1
Next Week At A Glance – 18-22 May 2026

May 15 2026 - Weekly Reports
2
In Case You Missed It – BC Extra Upgrades & Downgrades – 15-05-26

May 15 2026 - Weekly Reports
3
CSL Challenges Pile On, Where’s The Upside?

May 13 2026 - Australia
4
Australian Broker Call *Extra* Edition – May 13, 2026

May 13 2026 - Daily Market Reports
5
Rudi’s View: AI Is Making A Come-Back

May 13 2026 - Rudi's View

Latest Pharmaceuticals & Biotech/Lifesciences News

1
CSL Challenges Pile On, Where’s The Upside?

May 13 2026 - Australia
2
The Biotech ‘Industrialisation’

Apr 20 2026 - Small Caps
3
Telix’ Double-Product Strategy On A Roll

Apr 10 2026 - Australia
4
Focus On Telix’ Guidance Post Annus Horribilis

Jan 22 2026 - Australia
5
Anti-Vaxxers & China Cloud CSL’s Future

Oct 31 2025 - Australia
6
Rudi Interviewed: Diary Of A Successful Investor

Oct 20 2025 - Rudi's View
7
Is CSL Starting Its Price Recovery?

Sep 30 2025 - Technicals
8
Undervalued ASX Gems In Precision Medicine

Sep 23 2025 - Small Caps
9
Earnings Result Leaves CSL Bloodied

Aug 21 2025 - Australia
10
Renewed Momentum For CSL Shares

Jul 22 2025 - Technicals