CSL Ltd

CSL: XASX (AUS)

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Demand for CSL’s Plasma Products Persists as Supply Improves

Shane Ponraj

Oct 28, 2025

Business Strategy and Outlook

CSL is one of three Tier 1 plasma therapy companies that benefit from an oligopoly in a highly consolidated market. All the players are vertically integrated as plasma sourcing is a key constraint in production. The plasma sourcing market is currently in short supply, however, CSL is well positioned having invested significantly in plasma collection centers, owning roughly 30% of collection centers globally.

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CSL Ltd

Demand for CSL’s Plasma Products Persists as Supply Improves

Business Strategy and Outlook

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