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CSL Community

ASX:CSL Community
  • 2 Narratives written by author
  • 4 Comments on narratives written by author
  • 401 Fair Values set on narratives written by author

Community Investing Ideas

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CSL is undervalued in High Tax Scenario

CSL Limited: Fair Value Assessment Amidst Evolving US Tariff Scenarios Executive Summary This report provides an assessment of the fair value of CSL Limited (CSL) under various potential United States (US) tariff scenarios. CSL, a global biotechnology leader with significant operations in plasma therapies (CSL Behring), influenza vaccines (CSL Seqirus), and iron/nephrology treatments (CSL Vifor), faces potential impacts from evolving US trade policies.

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AU$263.33
21.4% undervalued intrinsic discount
Ramsee Fair Value
Revenue growth
6% p.a.
Profit Margin
18.04%
Future PE
26.33x
Share price in 2030
AU$320.38
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CSL

Operational Improvements Will Unlock Biotech Potential And China Market Expansion

Key Takeaways Operational transformation and investment in innovation are expected to drive margin expansion, earnings growth, and faster introduction of high-value therapies. Market expansion, a focused business structure, and strong demand for plasma and specialty products support sustainable top-line growth and premium positioning.

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AU$280.38
26.2% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
5.3% p.a.
Profit Margin
22.69%
Future PE
26.36x
Share price in 2028
AU$340.45