Update shared on04 Sep 2025
Fair value Decreased 1.18%Despite the consensus Analyst Price Target for CSL remaining largely unchanged, the significant increase in Future P/E from 26.27x to 40.16x indicates investor expectations for higher earnings growth or a premium valuation, resulting in only a marginal fair value decrease to A$284.79.
What's in the News
- CSL plans to demerge its influenza vaccine division, CSL Seqirus, into a separately listed company by end of FY26, along with job cuts and a share repurchase program to allow strategic autonomy.
- FY26 earnings guidance anticipates group revenue growth of approximately 4-5% and NPATA of $3.45-3.55 billion, representing 7-10% growth over FY25, excluding restructuring costs.
- Health Canada granted marketing authorization for ANDEMBRY (garadacimab) for prevention of hereditary angioedema (HAE) attacks; pivotal Phase 3 data showed significant reduction in HAE attacks and a favorable safety profile.
- US FDA approved ANDEMBRY as the only prophylactic HAE treatment targeting factor XIIa, with immediate commercial launch and recent regulatory approvals in multiple countries. ANDEMBRY is the first CSL-developed recombinant monoclonal antibody to gain FDA approval.
Valuation Changes
Summary of Valuation Changes for CSL
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from A$288.18 to A$284.79.
- The Future P/E for CSL has significantly risen from 26.27x to 40.16x.
- The Discount Rate for CSL remained effectively unchanged, moving only marginally from 6.57% to 6.58%.
Disclaimer
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