ASX:CSL 20 August 2025 - 1 December 2025

CSL Limited, long considered one of the ASX’s safest growth names, heads into Monday’s open on 24 November 2025 under a very different spotlight. A bruising year of profit downgrades, restructuring, and a sharp share price fall has collided with a fresh US$1.5 billion expansion plan in the United States and an active share buy-back.

CSL – Australia’s fourth-largest public company – stunned the market by cutting its profit outlook and delaying a major spinoff due to a steep and unexpected decline in flu vaccinations in the United States. In an AGM update on Oct. 28, the biotech revealed that U.S. influenza immunization rates are dropping far more than anticipated, undermining its Seqirus vaccine division’s performancereuters.com. CEO Paul McKenzie told shareholders that flu shot uptake in the U.S. was collapsing – a 12% decline in vaccination rates is now expected for the overall population this seasonmarketscreener.comreuters.com. “In our Seqirus business, we have seen a greater decline in influenza vaccination rates in the U.S. than we expected,” McKenzie said, with Chairman Brian McNamee calling the trend “remarkable”reuters.com. Policy shifts in Washington may be partly to blame – U.S. Health Secretary Robert F. Kennedy Jr. has taken a skeptical stance on vaccines, cutting funding for programs and even ousting the CDC chief who promoted flu shotsreuters.com. The unexpected vaccine slump, combined with a drop in demand for CSL’s plasma products in China, is hitting the company’s bottom linemarketscreener.com.

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