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: 11.42
Index: ASX100 | ASX200 | ASX300 | ALL-ORDS

Telix Pharmaceuticals is a global biopharmaceutical company developing and commercialising diagnostic and therapeutic radiopharmaceuticals, principally for cancer and rare diseases.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$14.52

21 Oct
2026

-1.240

OPEN

$16.00

-7.87%

HIGH

$16.25

4,382,368

LOW

$14.27

TARGET
$24.50 68.7% upside
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FNARENA'S MARKET CONSENSUS FORECASTS
TLX: 1
Title FY26
Forecast		 FY27
Forecast
EPS (cps) 5.2 xxx
DPS (cps) 0.0 xxx
EPS Growth N/A xxx
DPS Growth N/A xxx
PE Ratio 262.3 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 © 2026 FactSet UK Limited. All rights reserved
Title 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx-3.3
DPS All xxxxxxxxxxxxxxx0.0
Sales/Revenue xxxxxxxxxxxxxxx1,246.6 M
Book Value Per Share xxxxxxxxxxxxxxx183.9
Net Operating Cash Flow xxxxxxxxxxxxxxx-26.8 M
Net Profit Margin xxxxxxxxxxxxxxx-0.89 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx-1.86 %
Return on Invested Capital xxxxxxxxxxxxxxx-0.91 %
Return on Assets xxxxxxxxxxxxxxx-0.67 %
Return on Equity xxxxxxxxxxxxxxx-1.86 %
Return on Total Capital xxxxxxxxxxxxxxx2.23 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx-85.6 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 xxxxxxxxxxxxxxx28 M
Long Term Debt xxxxxxxxxxxxxxx672 M
Total Debt xxxxxxxxxxxxxxx700 M
Goodwill - Gross xxxxxxxxxxxxxxx298 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx213 M
Price To Book Value xxxxxxxxxxxxxxx6.09

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx86.8 M
Capex % of Sales xxxxxxxxxxxxxxx6.97 %
Cost of Goods Sold xxxxxxxxxxxxxxx584 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx635 M
Research & Development xxxxxxxxxxxxxxx266 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

UBS

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
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Morgan Stanley

xx/xx/xxxx

-1

xx xxxxxx

xx.xx%

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Citi

20/10/2026

1

Buy

$31.00

113.50%

Citi views Telix Pharmaceuticals' acquisition of ITM as strategically sound amid increasing horizontal and vertical consolidation in the radiopharmaceutical market.

Investor questions have focused on valuation and the allocation of value between ITM's existing lutetium manufacturing business and its key therapeutic pipeline asset, ITM-11.

The broker believes the manufacturing business justifies the upfront equity issuance, while milestone payments linked to ITM-11's development are considered appropriate given its development stage and the competitive landscape in neuroendocrine tumours (NETs).

Buy rating and $31 target are unchanged.

FORECAST
Citi forecasts a full year FY26 dividend of 0.00 cents and EPS of 2.88 cents.
Citi forecasts a full year FY27 dividend of 0.00 cents and EPS of minus -4.60 cents.

Ord Minnett

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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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

Jarden

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Canaccord Genuity

05/10/2026

1

Buy

$31.50

116.94%

Canaccord Genuity maintains a Buy rating for Telix Pharmaceuticals with a $31.50 target price following discussions with an industry executive regarding the non-carrier-added 177Lu supply chain.

The analyst notes the incumbency thesis underpinning the proposed merger with ITM centres on an established moat of accumulated process complexity and a scarcity of enriched 176Yb starting material.

While competitors can produce the isotope, replicating ITM's reliable weekly supply scale across 65 countries remains a significant barrier to entry.

Furthermore, owning ITM serves as a strategic hedge against the rising cost of enriched 176Yb, locking up a critical input while alternative suppliers face highly contested feedstocks.

The report highlights substantial upside optionality if the treatment successfully expands into massive new indications like breast or lung cancer, which would radically transform the current isotope supply advantage into profound infrastructure scarcity.
Access Extra Coverage Research History >

TLX STOCK CHART

FNArena News on TLX

1
Australian Broker Call *Extra* Edition – Oct 05, 2026

Oct 05 2026 - Daily Market Reports
2
Next Week At A Glance – 28 Sept – 2 Oct 2026

Sep 25 2026 - Weekly Reports
3
Telix Aims For A Strategic Isotope Supply Chain

Sep 24 2026 - Australia
4
Australian Broker Call *Extra* Edition – Sep 23, 2026

Sep 23 2026 - Daily Market Reports
5
Rudi’s View: Australia’s Most Unloved Buy-Rated Stocks

Sep 23 2026 - Rudi's View

Latest Pharmaceuticals & Biotech/Lifesciences News

1
Telix Aims For A Strategic Isotope Supply Chain

Sep 24 2026 - Australia
2
CSL’s FY26 Suggests The Downtrend Is Done

Aug 19 2026 - Australia
3
Strong Result, Can Telix Continue To Deliver?

Jul 22 2026 - Australia
4
CSL Challenges Pile On, Where’s The Upside?

May 13 2026 - Australia
5
The Biotech ‘Industrialisation’

Apr 20 2026 - Small Caps
6
Telix’ Double-Product Strategy On A Roll

Apr 10 2026 - Australia
7
Focus On Telix’ Guidance Post Annus Horribilis

Jan 22 2026 - Australia
8
Anti-Vaxxers & China Cloud CSL’s Future

Oct 31 2025 - Australia
9
Rudi Interviewed: Diary Of A Successful Investor

Oct 20 2025 - Rudi's View
10
Is CSL Starting Its Price Recovery?

Sep 30 2025 - Technicals