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Highlights

  • CSL received positive ratings from two major brokers, both reaffirming a buy stance.

  • Analysts have set target prices that imply upside potential from the share price of AUD 199.03.

  • CSL’s FY25 net profit after tax rose 17% to USD 3.0 billion, supported by performance across core business segments.

CSL Limited (ASX:CSL) has received renewed confidence from equity research analysts, with two brokers reiterating buy recommendations alongside upward target price estimates. At the close of trading on 30 September 2025, CSL shares were priced at AUD 199.03, reflecting a modest intraday gain of 0.42%. 

Analyst Ratings and Price Targets

Two leading brokers—Jefferies and Macquarie Research—have reiterated positive recommendations on CSL, both assigning buy ratings. Their target prices suggest upside potential compared to the current market level.

Jefferies' analyst has set a price target of AUD 439.43, indicating a potential upside of approximately ovrer 121% from current levels. Macquarie Research's analyst has provided target price of AUD 295.90, representing a 49.3% potential return. 

Financial Year 2025 Results

For the financial year ended 30 June 2025, CSL reported a net profit after tax (NPAT) of USD 3.0 billion, an increase of 17% on a constant currency basis. Underlying profit (NPATA) rose by 14% to USD 3.3 billion, driven primarily by the performance of its plasma therapies business, CSL Behring.

Revenue grew by 5% to USD 15.6 billion, supported by:

  • CSL Behring contributing USD 11.2 billion, up 6%.

  • CSL Seqirus generating USD 2.2 billion, up 2%.

  • CSL Vifor delivering USD 2.2 billion, up 8%.

Strategic Outlook

Looking ahead, CSL targets annual pre-tax cost savings of over USD 500 million by FY28, with plans to reinvest those savings into high-priority growth opportunities. The company also announced its intention to demerge CSL Seqirus as a separately listed ASX entity in FY26.

In addition, CSL plans to reintroduce a multi-year share buyback program in FY26, .

Market Positioning

CEO Dr. Paul McKenzie said the FY25 performance reflected the company’s ability to deliver life-saving therapies while managing costs and capturing efficiencies. He highlighted that strong demand for plasma therapies and continued innovation would remain central to the company’s growth outlook.