CSL Limited Earnings Recaps
Q2 2026
Feb 11, 2026
CSL reported a mixed performance for H1 FY2026, with group revenue down 4% and a significant reported net profit decline of 81%, primarily due to transformation costs and government policy impacts. Despite these challenges, the company remains committed to its strategic transformation and growth ambitions.
Key takeaways
- Group revenue decreased by 4% and NPATA dropped by 7%, reflecting ongoing market pressures.
- Reported net profit after tax was severely impacted, down 81%, influenced by one-off costs and asset impairments.
- CSL announced the expansion of its share buyback program from $500 million to $750 million, signaling confidence in cash flow stability.
- The strategic transformation continues to progress, with initiatives expected to yield stronger growth and profitability in the second half of the year.
- Behring remains a focal point for growth, with new product launches anticipated to drive revenue recovery.
Q4 2025
Aug 19, 2025
CSL Limited delivered strong fiscal 2025 results, with 5% revenue growth, a 17% increase in NPAT, and a commitment to major transformational initiatives aimed at enhancing future growth.
Key takeaways
- Revenue growth driven by all three business units, with CSL Behring achieving 6% growth and CSL Vifor up 8% at constant currency.
- NPATA rose by 14%, with free cash flow surging 58%, reflecting strong operational efficiency.
- Major transformational changes announced, targeting over USD 0.5 billion in cost savings by FY28 alongside a plan to demerge CSL Seqirus as an independent entity in FY26.
- Continued commitment to double-digit earnings growth and a 12% increase in final dividend to USD 1.62 per share, reinforcing shareholder returns.
- Reintroduction of a multiyear share buyback program highlights the company's confidence in its growth prospects.