CSL FY25 earnings: Revenue grows, Seqirus demerger ahead

CSL delivered solid FY25 growth, announced a Seqirus demerger, and plans a fresh share buyback to support investors.

| More on:

You’re reading a free article with opinions that may differ from The Motley Fool’s Premium Investing Services. Become a Motley Fool member today to get instant access to our top analyst recommendations, in-depth research, investing resources, and more. Learn More

The CSL Ltd (ASX: CSL) share price is in focus after the company reported a 5% revenue increase to US$15.6 billion and a 17% lift in NPAT for FY25.

A woman reclines in a comfortable chair while she donates blood holding a pumping toy in one hand and giving the thumbs up in the other as she is attached to a medical machine to collect her blood donation.

Image source: Getty Images

What did CSL Limited report?

  • Revenue rose 5% to US$15.6 billion
  • Net profit after tax (NPAT) jumped 17% to US$3.0 billion
  • Underlying NPATA up 14% to US$3.3 billion
  • Earnings before interest, tax, depreciation and amortisation (EBITDA) grew 11% to US$5.3 billion
  • Final dividend of US$1.62 per share, up 12%
  • Cash flow from operations increased by 29% to US$3.6 billion

What else happened in FY25?

CSL Behring delivered strong performance, particularly in plasma therapies, with immunoglobulin and haemophilia products driving growth. CSL Vifor posted an 8% revenue increase, supported by momentum in iron and nephrology portfolios. CSL Seqirus maintained its position as a global leader in influenza vaccines, securing major avian flu contracts despite lower immunisation rates in the US.

Major strategic initiatives were announced to drive future growth and efficiency, including plans to demerge CSL Seqirus as a separate ASX-listed entity in FY26. CSL also intends to restart a multi-year on-market share buyback from FY26, beginning with an initial A$750 million in the first year.

What did CSL management say?

Commenting on the result, CSL's Chief Executive Officer and Managing Director Dr. Paul McKenzie said:

I am pleased to report another on-target result for the 2025 financial year, led by CSL Behring and continued strong demand for our life-saving plasma therapies… The long-term outlook for CSL's therapies and vaccines remains distinctly positive, with multiple growth opportunities driven by increasing patient demand, unique competitive positions, and scalable platforms.

What's next for CSL?

Looking ahead to FY26, CSL expects group revenue growth of around 4–5%, with continued solid demand for CSL Behring products and the launch of new therapies. The company anticipates annual pre-tax cost savings over $500 million by FY28, with savings to be reinvested into priority growth areas.

CSL confirmed the planned demerger of Seqirus and the recommencement of its share buyback program. Management remains focused on simplifying operations, enhancing R&D productivity, and driving sustainable, profitable growth.

CSL share price snapshot

Over the past year, CSL shares have underperformed the S&P/ASX 200 Index (ASX: XJO), declining 12% compared to a 12% rise for the ASX 200 Index. Investors will be watching closely as transformation plans unfold.

View Original Announcement

Motley Fool contributor Laura Stewart has positions in CSL. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has positions in and has recommended CSL. The Motley Fool Australia has recommended CSL. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

More on Earnings Results

A truck driver leans out the window of his truck giving the thumbs up.
Industrials Shares

Supply Network profit jumps 19% as dividend rises: FY26 results

Supply Network lifts profit, revenue, and its final dividend for FY26 as the group's Multispares network expands across Australia and…

Read more »

Happy couple doing online shopping.
Consumer Staples & Discretionary Shares

Kogan surges past $1 billion in sales as margins grow

Kogan delivered record gross sales and dividend growth in FY26, with improving margins and a focus on further efficiency in…

Read more »

A smiling woman looks at her phone as she walks with her suitcase inside an airport.
Consumer Staples & Discretionary Shares

EVT Ltd posts profit jump and pivots focus to hotel growth in FY26 results

Normalised profit jumped 41.3% in FY 2026.

Read more »

A woman presenting company news to investors looks back at the camera and smiles.
Earnings Results

Data#3 posts double-digit profit growth in FY26 earnings

The company reported a 13.1% increase in net profit for FY 2026.

Read more »

happy friends playing on phones in park
Earnings Results

Chorus Limited FY26 profit surges as fibre uptake climbs and dividend rises

The NZ telco has released its results this morning.

Read more »

A young man sits at his desk working on his laptop with a big smile on his face.
Real Estate Shares

GemLife beats forecasts and upgrades FY26 guidance

GemLife beat expectations with a robust 1H26 result, announcing a guidance upgrade for FY26 EPS.

Read more »

Woman refuelling the gas tank at fuel pump.
Earnings Results

Ampol profit and dividend surge in first-half 2026 results

The fuel retailer's half-year profit soared as reliable supply chains supported results during market disruption.

Read more »

A group of gold nuggets.
Earnings Results

L1 Gold Fund posts debut FY26 result and capital raise update

L1 Gold Fund's FY26 debut saw a $71m net loss as tough gold market conditions weighed on its first results…

Read more »