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Tuesday - Macquarie analysts have reiterated their Outperform rating on CSL Ltd (OTC:CSLLY). (CSL:AU) (OTC: CMXHF) with a price target of AUD360.30. The firm’s analysts expect CSL to achieve its FY25 NPATA guidance, forecasting a constant currency revenue growth of 5-7% for FY25E. The analysts have adjusted the NPATA forecasts to align with the mid-point of the company’s guidance.
Despite the gross margin (GM) for the first half of 2025 falling below expectations, CSL’s Behring business unit delivered a margin that was 30 basis points ahead of forecasts. Macquarie anticipates further expansion of Behring’s GM in the second half of 2025, projecting an increase of 20 basis points half-on-half.
The analysts remain optimistic about CSL’s medium to long-term prospects, citing several operational initiatives that are anticipated to drive efficiencies in the future. They believe these strategic measures will contribute positively to the company’s performance and support its growth trajectory.
CSL’s reaffirmation of its FY25 NPATA guidance and the expected revenue growth underpin the Outperform rating by Macquarie. The company’s focus on operational initiatives and anticipated improvements in the Behring business unit’s gross margin are key factors in the analysts’ outlook.
Investors will continue to monitor CSL’s performance as it progresses through the second half of FY25, looking for signs of the predicted margin expansion and efficiency gains that have been highlighted by Macquarie analysts.
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