CSL Ltd

CSL: XASX (AUS)
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A$525.00JtzwpgxYfmxkpfgr

Demand for CSL’s Products Persists as Pandemic Supply Constraints Ease

Business Strategy and Outlook

CSL is one of three tier one 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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