For immediate release | 23 April 2024 |
Shareholder Information Meetings
Please find attached CSL Limited's presentation given at the Shareholder Information Meetings in Perth and Adealaide on 23 and 24 April 2024.
A recording of the presentation will be avaialble in the 'Investors' section of the Company website at www.csl.comunder Presentations.
Authorised by:
Fiona Mead
Company Secretary
For further information, please contact:
Investors:
Bernard Ronchi
Director, Investor Relations
CSL Limited
P: +61 3 9389 3470
E: bernard.ronchi@csl.com.au
CSL Limited
Shareholder Briefing
April 2024
Joy Linton
CFO
Legal
Notice
2
IMPORTANT NOTICE AND DISCLAIMER
This presentation contains summary information about CSL Limited (ACN 051 588 348) and its related bodies corporate (together, CSL) and CSL's activities as at the date of this presentation. It is information given in summary form only and does not purport to be complete. It should be read in conjunction with CSL's other periodic corporate reports and continuous disclosure announcements filed with the Australian Securities Exchange (ASX), available at www.asx.com.auThis presentation is for information purposes only and is not a prospectus or product disclosure statement, financial product or investment advice or a recommendation to acquire CSL shares or other securities.
No representation or warranty, express or implied, is made as to the fairness, accuracy, completeness or correctness of the information, opinions and conclusions contained in this presentation. To the maximum extent permitted by law, none of CSL or its directors, employees or agents, nor any other person, accepts liability for any loss arising from the use of this presentation or its contents or otherwise arising in connection with it, including, without limitation, any liability from fault or negligence on the part of CSL or its directors, employees, contractors or agents.
This presentation contains forward-looking statements in relation to CSL, including statements regarding CSL's intent, belief, goals, objectives, initiatives, commitments or current expectations with respect to CSL's business and operations, market conditions, results of operations and financial conditions, products in research, risk management practices, climate change and other environmental and energy transition scenarios. Forward-looking statements can generally be identified by the use of words such as "forecast", "estimate", "plan", "will", "anticipate", "may", "believe", "should", "expect", "project," "intend", "outlook", "target", "assume" and "guidance" and other similar expressions.
The forward-looking statements are based on CSL's good faith assumptions as to the financial, market, risk, regulatory and other relevant environments that will exist and affect CSL's business and operations in the future. CSL does not give any assurance that the assumptions will prove to be correct. The forward-looking statements involve known and unknown risks, uncertainties and assumptions and other important factors, many of which are beyond the control of CSL, that could cause the actual results, performances or achievements of CSL to be materially different to future results, performances or achievements expressed or implied by the statements . Factors that could cause actual results to differ materially include: the success of research and development activities, decisions by regulatory authorities regarding approval of our products as well as their decisions regarding label claims; competitive developments affecting our products; the ability to successfully market new and existing products; difficulties or delays in manufacturing; trade buying patterns and fluctuations in interest and currency exchange rates; legislation or regulations that affect product production, distribution, pricing, reimbursement, access or tax; acquisitions or divestitures; research collaborations; litigation or government investigations, advances in environmental protection processes, uncertainty and disruption caused by the COVID-19 pandemic and CSL's ability to protect its patents and other intellectual property.
Readers are cautioned not to place undue reliance on forward-looking statements, which speak only as at the date of the presentation. Except as required by applicable laws or regulations, CSL does not undertake any obligation to publicly update or revise any of the forward-looking statements or to advise of any change in assumptions on which any such statement is based.
TRADEMARKS
Except where otherwise noted, brand names designated by a ™ or
® throughout this presentation are trademarks either owned by and/or licensed to CSL.
Joy Linton
CFO
3
Leading Positions in Large, Growing Markets
Global #1
in plasma protein therapies ~$38 billion industry
Global #2
in influenza vaccines ~$7 billion industry
Global #1
in iron
~$5 billion industry
4
Our Businesses
Biotherapies & | Vaccines | Iron Deficiency & |
Rare Disease | Nephrology | |
Driven by Our Promise
5
Global Manufacturing Presence
Bern, Switzerland | Broadmeadows, Australia | Marburg, Germany |
Kankakee, United States | Wuhan, China |
6
Global Manufacturing Presence
Parkville, Australia | Holly Springs, United States |
Liverpool, United Kingdom
7
St Gallen, Switzerland
Strong and Consistent Growth
Revenue | Net Profit | |
US$
$13.3b | $2.6b NPATA | |
10% | 8% | |
CAGR | CAGR |
$1.2b
$5.1b
Dividends
$2.36
9%
CAGR
$1.02
2013 | 2023 | 2013 | 2023 | 2013 | 2023 |
8 | CAGR - Compound average growth rate |
1H24 Strong performance1
Revenue +11%, NPATA2,3 +13%, NPAT +20%
CSL Behring
Strong growth across the
portfolio especially Ig
- Ig +23%, KCENTRA® +12%, HAEGARDA® +9%
- Gross margin recovery underway
- Good progress with plasma initiatives
- Garadacimab filed
CSL Seqirus
Solid performance
in a challenging season
- FLUAD® +14%
- Approval for world first sa-mRNA COVID vaccine
- aQIVc phase 3 - last patient enrolled
CSL Vifor
Well prepared for
transitioning Iron market
- Successful TAVNEOS® EU launch
- Strong conversion to MIRCERA®
Revenue
by Segment
Seqirus +2%
Behring $8,053m +14%
Vifor
nc4
1. Growth percentages shown at constant currency to remove the impact of exchange rate movements, facilitating comparability of operational performance. See end note for further detail..
92. NPATA is defined as the statutory net profit after tax before impairment and amortisation of acquired intellectual property, business acquisition and integration costs and unwind of the inventory fair value uplift
3. Attributable to the shareholders of CSL Limited
4. Not comparable
Attachments
- Original Link
- Original Document
- Permalink
Disclaimer
CSL Limited published this content on 23 April 2024 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 23 April 2024 00:23:02 UTC.