Industry Revenues:

• Biopharmaceuticals: 70%
• Vaccines: 20%
• Blood Plasma Derivatives: 10%

TOP 3 Markets:

• USA: 45%
• Europe: 30%
• Asia-Pacific: 15%

CSL Limited generates the majority of its revenue from the biopharmaceutical industry, which accounts for approximately 70% of total revenue. This includes products for the treatment of rare and serious diseases. The vaccine sector contributes about 20%, while blood plasma derivatives make up the remaining 10%.

Geographically, the US market is the largest for CSL Limited, representing 45% of total revenue. Europe follows with 30%, while the Asia-Pacific region accounts for 15% of revenue. This distribution reflects CSL's strong market presence in developed markets, with the USA being particularly important due to the high demand for specialized healthcare solutions.

Production sites of CSL Limited:

1. Australia: Headquarters in Melbourne, with significant production facilities.
2. USA: Several production sites, including in Kankakee, Illinois.
3. Germany: Production facility in Marburg.
4. Switzerland: Production site in Bern.
5. United Kingdom: Production capacities in Liverpool.

CSL Limited is a globally operating company in the field of biotechnology and pharmaceuticals. It operates production sites in several countries to efficiently distribute its products worldwide. These locations are strategically chosen to ensure proximity to important markets as well as access to qualified workforce and technological resources.

Focus on Research and Development: 10% of revenue (2024)

Planned investments in production capacities: 1.5 billion USD (2025)

CSL Limited pursues a growth strategy that is heavily focused on research and development (R&D). The company invests around 10% of its revenue in R&D to develop innovative therapies and products, especially in the areas of biotherapeutics and vaccines.

In addition, CSL plans to expand its production capacities through investments of 1.5 billion USD by 2025. These investments are intended to increase efficiency and enhance the company's ability to meet the growing demand for its products.

CSL also relies on strategic partnerships and acquisitions to expand its product portfolio and enter new markets. This includes both geographical expansions and the exploration of new therapeutic areas.

Main raw materials: Plasma, human albumin, immunoglobulins
Main supplying countries: USA, Germany, China

CSL Limited is a leading biotechnology company specializing in the development and production of products derived from human plasma. The key raw material for CSL is plasma, which is used in the production of life-saving medications.

The USA is one of the largest suppliers of plasma to CSL, as it has a well-developed infrastructure for plasma donations. Germany is also a significant supplier, as CSL operates production facilities there. China is a growing market for CSL, both as a supplier and as a market for products such as immunoglobulins and human albumin.

CSL diversifies its supply chains to ensure supply security and minimize potential risks from geopolitical tensions or regulatory changes.

Market share in the biopharmaceutical sector: 20% (estimated 2025)
Research & Development (R&D) expenses: 10% of revenue (2024)
Patents and intellectual property: Over 1,000 active patents (2025)

CSL Limited has a significant competitive advantage in the biopharmaceutical sector. The company has established itself through its strong market position and continuous investments in research and development. With an estimated market share of 20% in the biopharmaceutical sector, CSL can point to a broad product range and a strong global presence.

A key factor for CSL's competitive advantage is the high number of active patents the company owns. These patents protect innovative products and technologies that are crucial for long-term success. Furthermore, CSL continuously invests around 10% of its revenue in R&D, which promotes the development of new products and therapies and ensures technological leadership.

In addition, CSL benefits from a strong brand reputation and an extensive distribution network, enabling the company to quickly respond to market changes and enter new markets. Together, these factors significantly strengthen CSL Limited's competitive advantage.

Institutional investor share: 55% (estimated for 2025) Insider purchases/sales: No significant insider transactions in the past year

The institutional investor share in CSL Limited is approximately 55%, indicating that a large portion of the shares are held by major investment funds, pension funds, and other institutional investors. This is typical for an established company in the biotechnology industry, known for its stability and growth potential.

Regarding insider purchases and sales, there have been no significant transactions in the past year. This could suggest that the management has confidence in the current company strategy and future growth prospects. The lack of insider sales can be seen as a positive signal, indicating that the executives believe in the long-term success of the company.

Market share of CSL Limited: Approx. 20% (2025, estimated)

Main competitors and their market shares:

1. Grifols S.A.: 15%
2. Takeda Pharmaceutical Company Limited: 12%
3. Octapharma AG: 10%
4. Kedrion Biopharma: 8%
5. Biotest AG: 5%

Moat of CSL Limited:

CSL Limited has a significant moat, which consists of several factors. Firstly, the strong focus on research and development enables the company to bring innovative products to the market that are difficult for competitors to replicate. Secondly, the global network of plasma collection centers ensures that CSL has a reliable and cost-effective supply of raw materials, providing a crucial advantage over competitors.

Compared to its competitors, CSL Limited has a competitive advantage due to its wide range of products and strong market presence. While Grifols and Takeda also have strong research and development departments, CSL benefits from a more efficient supply chain and a larger international footprint.

Overall, CSL Limited has a robust moat that is strengthened by continuous investments in innovation and infrastructure. This secures the company's leading position in the market, even though the competition is also strong in certain areas.

Revenue growth: 10% (2024) Research and development expenditure: 1.2 billion USD (2024) Market share in the field of plasma products: 30% (2024)

CSL Limited recorded a revenue growth of 10% in 2024, driven by strong demand for its biopharmaceutical products. The company continues to invest significantly in research and development, with an expenditure of 1.2 billion USD last year to expand its product pipeline and develop innovative therapies.

CSL's market share in the field of plasma products is around 30%, highlighting its leading position in this sector. This strong market position enables the company to benefit from the increasing global demand for plasma therapies.

In summary, CSL Limited can be considered a promising investment due to its solid revenue growth, continuous investments in research and development, and dominant market position in the field of plasma products. Analysts expect the company to continue benefiting from global healthcare trends.

Dividend yield: 1.5% (estimated for 2025)
Dividend history: Continuous distribution over the past years

CSL Limited has regularly paid dividends to its shareholders in the past. The dividend yield is currently estimated at 1.5% for the year 2025. The company has a long tradition of dividend payments, indicating a reliable distribution.

CSL is known for its stable financial performance and its ability to pay dividends even in economically challenging times. The continuity of dividend payments is supported by the company's strong business model and solid balance sheet. Analysts believe that CSL will continue to be able to reliably distribute dividends in the future.