CSL Ltd

CSL: XASX (AUS)

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CSL’s Plasma Division Facing Stronger Competition

Shane Ponraj

May 11, 2026

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 largely balanced with demand. CSL is well positioned, having rationalized its plasma collection centers.

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CSL Ltd

CSL’s Plasma Division Facing Stronger Competition

Business Strategy and Outlook

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