CSL flags influenza growth at 2025 Capital Markets Day

CSL showcases Seqirus revenue growth and market leadership at its 2025 Capital Markets Day in Chicago.

Laura Stewart

Author bio Laura Stewart is a Finance Editor at The Motley Fool, where she covers Australian and international equity markets. She joined the company in 2022, following a career transition from legal advisory work in Southeast Asia into the investment industry. Prior to her current editorial role, Laura spent three years as an Equity Analyst and Writer, producing investment research across the ASX, NYSE, and NASDAQ. Her coverage included small-cap growth companies, thematic investment ideas, and high-quality U.S.-listed businesses. Laura holds a Master of Applied Finance and brings additional expertise in accounting, taxation, and estate and wealth planning from her postgraduate studies. She also has a background in law and communications, which supports her analytical and reporting work in financial markets. Outside of work, she enjoys spending time in the Adelaide Hills with her flock of sheep. Education Laura holds a Bachelor of Laws, a Bachelor of Communication (Journalism), and a Bachelor of Commerce with majors in Accounting and Corporate Finance. In 2025, she completed a Master of Applied Finance at the University of Adelaide, receiving postgraduate awards in Accounting Concepts & Methods, Ethical Principles in Accounting & Finance, Real Estate Valuation & Investment, and Tax, Estate & Wealth Planning. Social media LinkedIn FYI – I am taking a break from social media at the moment, so this account isn’t active at the moment, but I will let you know when I rejoin. Favorite investment quote "Compound interest is the eighth wonder of the world. He who understands it, earns it... he who doesn't... pays it." — Albert Einstein

Published November 5, 2025 9:46 am AEDT

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.

a doctor in white coat and stethoscope stands in front of a building holding an electronic device in his hands. — Image source: Getty Images

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.

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