Full Year 2024 CSL Ltd Earnings Call Transcript - Thomson StreetEvents

Full Year 2024 CSL Ltd Earnings Call Transcript

Full Year 2024 CSL Ltd Earnings Call Transcript - Thomson StreetEvents
Full Year 2024 CSL Ltd Earnings Call Transcript
Published Aug 13, 2024
18 pages (10268 words) — Published Aug 13, 2024
Price US$ 54.00  |  Buy this Report Now

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Abstract:

Edited Transcript of CSL.AX earnings conference call or presentation 13-Aug-24 1:00am GMT

  
Brief Excerpt:

...Good morning, everyone, and welcome to CSL's financial year 2024 results presentation. I'm Joy Linton, CSL's Chief Financial Officer. And before we begin the formalities today, I would like to say a few words about Mark Dehring, who has opened today's calls over the past 21 years. As many of you know, Mark Dehring has decided to retire as the head of CSL's Investor Relations Function. Over his extensive time with us. He's been a trusted adviser to our leadership group and respected spokesperson with the investment community. In the time I've been at CSL, I've very much valued Mark's wisdom, guidance and insights. So thank you, Mark. Also with us today having moved into Mark's role is Chris Cooper, who joined CSL earlier this year. Many of you will know Chris from his successful career as a healthcare analyst, and we are delighted to have him on our side of the fence. So Chris, welcome to your first CSL results announcement, and over to you. Chris Cooper ...

  
Report Type:

Transcript

Source:
Thomson StreetEvents
Company:
CSL Ltd
Ticker
CSL.AX
Time
1:00am GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Lyanne Harrison - BofA Global Research - Analyst : Good morning, all. And I might start with guidance, but more focused on Vifor. I'm sure there's a lot of questions on guidance, but with Vifor, I'm going to acknowledge that you're forecasting 5% to 7% revenue growth in the -- for the overall business. What do you expect in terms of fee for revenue growth? And then also the second part to that, looking at Vifor gross margins going into '25 given the step edit challenges and also the launches also note that in the second half, gross margin for Vifor seem to improve, do we expect to see further gross margin expansion for Vifor in '25 as well?

Question: Lyanne Harrison - BofA Global Research - Analyst : Okay, thank you. And just a quick follow up on Vifor. Noticing that year-on-year gross margins declined obviously due to the step edits and the like. But operating segment margin stayed relatively flat because of cost out, I guess in sales and marketing. Can we expect similar cost out in Vifor sales and marketing in '25? Or is that largely done now?

Table Of Contents

Half Year 2025 CSL Ltd Earnings Presentation Transcript – 2025-02-11 – US$ 54.00 – Edited Transcript of CSL.AX earnings conference call or presentation 11-Feb-25 12:00am GMT

CSL Ltd Annual Shareholders Meeting Transcript – 2024-10-28 – US$ 54.00 – Edited Transcript of CSL.AX shareholder or annual meeting 28-Oct-24 11:00pm GMT

CSL Ltd Investor Briefing Transcript – 2024-10-21 – US$ 54.00 – Edited Transcript of CSL.AX conference call or presentation 21-Oct-24 10:00pm GMT

CSL Ltd Capital Markets Day Transcript – 2023-10-15 – US$ 54.00 – Edited Transcript of CSL.AX corporate analyst meeting</ 15-Oct-23 10:15pm GMT

CSL Ltd Annual Shareholders Meeting Transcript – 2023-10-10 – US$ 54.00 – Edited Transcript of CSL.AX shareholder or annual meeting 10-Oct-23 11:00pm GMT

Full Year 2023 CSL Ltd Earnings Presentation Transcript – 2023-08-15 – US$ 54.00 – Edited Transcript of CSL.AX earnings conference call or presentation 15-Aug-23 1:00am GMT

CSL Ltd Market Update Call Transcript – 2023-06-14 – US$ 54.00 – Edited Transcript of CSL.AX conference call or presentation 14-Jun-23 12:00am GMT

CSL Ltd Ordinary Shareholders Meeting Transcript – 2023-05-29 – US$ 54.00 – Edited Transcript of CSL.AX shareholder or annual meeting 29-May-23 10:59am GMT

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MLA:
Thomson StreetEvents. "Full Year 2024 CSL Ltd Earnings Call Transcript" Aug 13, 2024. Alacra Store. May 03, 2025. <http://www.alacrastore.com/thomson-streetevents-transcripts/Full-Year-2024-CSL-Ltd-Earnings-Call-T16091438>
  
APA:
Thomson StreetEvents. (2024). Full Year 2024 CSL Ltd Earnings Call Transcript Aug 13, 2024. New York, NY: Alacra Store. Retrieved May 03, 2025 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Full-Year-2024-CSL-Ltd-Earnings-Call-T16091438>
  
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