The CSL Ltd (ASX: CSL) share price is in focus today as the company opens its 2025 Capital Markets Day in Chicago, highlighting continued global leadership in influenza vaccines and robust long-term revenue growth for its Seqirus division.
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What did CSL report?
- Seqirus revenue has grown from $751 million in FY16 to a projected $2 billion in FY25
- CSL Seqirus has maintained 42% global influenza vaccine market share versus competitors as of 2025
- Capacity for over 110 million seasonal doses and half a billion pandemic doses in the first 16 weeks of an outbreak
- Significant future growth opportunities via product innovation and expanded market access, especially in the US and Europe
- Projected over $3.5 billion in pandemic revenue in the event of a global influenza outbreak
What else do investors need to know?
CSL highlighted its ongoing strategy around the highly specialised, complex global influenza vaccine market. The company's Seqirus division continues to focus on innovative vaccine technologies, such as cell-based manufacturing and advanced adjuvants.
US influenza recovery remains a key medium-term driver, supported by momentum to overcome vaccine hesitancy and investments in manufacturing excellence. CSL is also focusing on expanding access in major European markets and developing clinically enhanced solutions.
What's next for CSL?
Looking forward, CSL says global demand for differentiated influenza vaccines is rising, led by a rebound in immunisation rates. The company plans to strengthen its leadership in seasonal and pandemic preparedness, leveraging its scale, innovation, and global footprint to unlock further growth.
Management signalled that innovation—including new vaccine platforms and enhanced delivery for a wider range of age groups—remains a core pillar of its long-term strategy.
CSL share price snapshot
CSL shares have declined 38% over the past year, significantly trailing the S&P/ASX 200 Index (ASX: XJO) which has risen 8% over the same period.
