Csl Limited · ASX:CSL
Csl — Investor Day (November 2025)
20 slides from Csl's investor day presentation, Nov 5, 2025
Slide 1: CSL Capital Markets Day
5 November, 2025 Melbourne, Australia CSL Capital Markets Day CSL Limited (ASX:CSL; USOTC:CSLLY) CSL Limited will hold its Capital Markets Day in Chicago, Illinois USA. Please find attached the first set of presentation materials. The briefing for investors and analysts will commence at 10:00 am Aus
Slide 2: CSL Capital Markets Event
CSL Capital Markets Event November 2025
Slide 3: Legal Notice
Legal Notice IMPORTANT NOTICE AND DISCLAIMER This presentation contains summary information about CSL Limited (ACN 051 588 348) and its related bodies corporate (together, CSL) and CSL's activities as at the date of this presentation. It is information given in summary form only and does not purport
Slide 4: CSL Seqirus
CSL Seqirus Dave Ross Senior Vice President & 4 November 2025 General Manager CSL Seqirus
Slide 5: Key messages
Key messages Influenza is a complex virus with opportunity for strategic 1 differentiation 2 Recovery in the US market is expected in the medium-term CSL Seqirus uniquely positioned to grow share and create 3 value
Slide 6: CSL Seqirus: A global leader in seasonal and pandemic influenza
CSL Seqirus: A global leader in seasonal and pandemic influenza Who we Are Proven in the numbers Global Revenue Value Share – 3 Players* • Right Technology 60% Differentiation • Shaping markets strategy • Creating value 49% 50% • Improving public health 42% 40% Unique & • Complex virus 30% specializ
Slide 7: Influenza: a significant health and socio-economic burden
Influenza: a significant health and socio-economic burden “Common Cold” Disease burden Annual Global • 400 million-800 million adults infected Disease Burden • 3 million–5 million cases of severe illness reported • Up to 650,000 deaths • >$1 trillion health economic burden Annual Us • 9 million–41 m
Slide 8: Immunization rates stabilizing in biggest markets ex-US
Immunization rates stabilizing in biggest markets ex-US Immunization rates in older adults 90.00% Covid 80.00% 70.00% 60.00% 50.00% 40.00% 30.00% England Italy Fance Spain Germany* 20.00% 2018 2019 2020 2021 2022 2023 2024 *60 years of age and older; all other markets 65+
Slide 9: Clear correlation between reduced US immunization rates and higher disease burden
Clear correlation between reduced US immunization rates and higher disease burden Number of US symptomatic illnesses, medical visits and hospitalizations vs. immunized people 180 Covid 90 170 80 160 70 150 60 140 50 130 40 120 30 110 20 100 10 90 0 millions 2015-16 2016-17 2017-18 2018-19 2019-20 20
Slide 10: Vaccine hesitancy can be overcome
Vaccine hesitancy can be overcome Past challenges complex and multi-dimensional Recovery led by differentiated products CDC estimated doses distributed (m) 200 • Significant misinformation led Covid-19 Behavioral to major anti-vaccine 180 pandemic Challenges movement H1N1 • Loss of confidence in vac
Slide 11: Key stakeholder momentum is building to combat vaccine hesitancy
Key stakeholder momentum is building to combat vaccine hesitancy Behavioural Challenges RWE Compelling evidence & Policy and quality Payors products New Advocacy confirmed building Structures groups are support for confidence with forming to educating Medical continued greater support the public soc
Slide 12: Influenza Virus: A complex pathogen that creates opportunity for strategic differentiation
Influenza Virus: A complex pathogen that creates opportunity for strategic differentiation Rapidly mutating virus Large, high-risk trials complicating all stages of due to variability and influenza vaccine CSL SEQIRUS UNIQUELY QUALIFIED seasonality development and delivery Right Operational Technolo
Slide 13: CSL Seqirus enterprise differentiation strategy
CSL Seqirus enterprise differentiation strategy THE RIGHT THE RIGHT TIME-TO-MARKET THE RIGHT TECHNOLOGIES & & STRATEGIC CUSTOMER PORTFOLIO CAPABILITIES EXPERIENCE • Cell-based • Real-world evidence • Operational excellence technology • Market shaping • The right product, for • MF59 adjuvant • Go-to
Slide 14: Right technology for better standard of care
Right technology for better standard of care MF59 Adjuvant is designed to increase the magnitude, breadth, & Circulating strains length of the immune response Cell Based Egg Based Cell platform allows for exact selected strain match Selected strain Stronger health economic value Pipeline aTIVc
Slide 15: Innovative leaders in driving demand
Innovative leaders in driving demand Randomized Rigorous Shaped enhanced NITAG Clinical Real-World recommendations for use of Fluad Trials Evidence Faster – Cost-Effective – Annually Updated – Adopting 65+ New 60/65+: Mature 65+ Growth via Significant De-Risked – Potential Age Improved Growt
Slide 16: Market leadership in influenza pandemic preparedness
Market leadership in influenza pandemic preparedness Business revenue drivers CSL Seqirus leadership Advance Purchase RECURRING Agreements (APAS) > Reservation fees Declared influenza $3.5 BILLION+ REVENUE IN FIRST WAVE pandemic revenue > of influenza pandemic 90% SHARE Influenza outbreak > H5 suppl
Slide 17: State-of-the-art manufacturing capability
State-of-the-art manufacturing capability Manufacturing excellence 3 Best-in-class manufacturing facilities + CMO network 110m+ Seasonal doses Half a Billion Pandemic dose capacity first wave of 16 weeks
Slide 18: Significant future growth opportunities
Significant future growth opportunities SHARE GROWTH US customer segments Geographic expansion SEQ SEQ SEQ SEQ SEQ Short-Term ~$300m ~$100m ~$120m ~$500m ~$600m Germany Nordics France Pediatrics Integrated delivery networks …and more CLINICALLY ENHANCED SOLUTIONS Medium-Term for improved health US M
Slide 19: Key Messages
Key Messages Influenza is a complex virus with opportunity for strategic 1 differentiation 2 Recovery in the US market is expected in the medium-term CSL Seqirus uniquely positioned to grow share and create 3 value
Slide 20: CSL Capital Markets Event
CSL Capital Markets Event November 2025