Update shared on20 Aug 2025
Fair value Decreased 7.20%CSL's consensus price target has been revised downward, reflecting a material drop in expected revenue growth alongside a sharply higher future P/E ratio, with fair value now set at A$291.99.
What's in the News
- CSL expects group revenue growth of approximately 4-5% and NPATA growth of 7-10% for FY26, excluding non-recurring restructuring costs.
- Health Canada and the US FDA granted marketing approvals for ANDEMBRY (garadacimab), CSL’s first homegrown recombinant monoclonal antibody, for prevention of hereditary angioedema (HAE) attacks in patients aged 12 and older.
- ANDEMBRY demonstrated a median reduction of over 99% in HAE attacks in pivotal trials, with a favorable long-term safety profile and once-monthly subcutaneous dosing.
- CSL Vifor’s sparsentan was recommended by NICE for NHS use in England for treating primary IgA nephropathy in adults, following MHRA authorisation.
Valuation Changes
Summary of Valuation Changes for CSL
- The Consensus Analyst Price Target has fallen from A$311.00 to A$291.99.
- The Future P/E for CSL has significantly risen from 28.83x to 40.22x.
- The Consensus Revenue Growth forecasts for CSL has significantly fallen from 6.8% per annum to 5.3% per annum.
Disclaimer
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