Global Healthcare Analyst

Tina Banerjee

Equity research analyst having 15+ years of experience, with an interest on fundamentally strong global healthcare companies. I have been helping investors to find future winners in healthcare space to grow their wealth by focusing on the strength and potential of the business models of the companies. My initiating coverage reports and pitch help investors to know ‘what to buy’, ‘why to buy’, and ‘when to buy’. My clients always remain on top of the sector with the help of my timely and detailed notes on earnings or any news update. I also provide broader view on the entire healthcare sector through periodic thematic reports.

CSL Ltd (CSL AU): Announces Job Cut and Vaccine Unit Spinout Amid Strong FY25 Financial Performance

CSL Ltd (CSL AU): First In-House Antibody Drug Gets US Approval; Has Blockbuster Potential

CSL Ltd (CSL AU): Weak Vaccine Sales Affect H1FY25 Performance; FY25 Guidance Maintained

Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/csl-ltd" target="_blank" data-smartkarma-citation="entities:917:1" rel="noopener">CSL Ltd (CSL AU)</a> announced FY26 result, reporting revenue of $15.8B, down 1% YoY. After one-off restructuring costs and impairments, the company reported a net loss of $2.6B.   </li>
<li>In FY27, CSL expects underlying NPAT growth of 5% on flat revenue. NPAT outlook exceeds market consensus expectations, thereby cementing CSL’s core operational rebound.</li>
<li>Despite CSL Vifor headwinds (revenue decline of 25% YoY mainly due to generic competition in iron products), Behring and Seqirus are expected to return to growth path.</li>
</ul>



CSL Ltd (CSL AU) announced FY26 result, reporting revenue of $15.8B, down 1% YoY. After one-off restructuring costs and impairments, the company reported a net loss of $2.6B.   
In FY27, CSL expects underlying NPAT growth of 5% on flat revenue. NPAT outlook exceeds market consensus expectations, thereby cementing CSL’s core operational rebound.
Despite CSL Vifor headwinds (revenue decline of 25% YoY mainly due to generic competition in iron products), Behring and Seqirus are expected to return to growth path.


CSL Ltd (CSL AU): Initial Sign of Recovery or a Dead Cat Bounce?