Earnings Call Summary | CSL LTD SPON ADR EACH REPR 0.5 ORD(CSLLY.US) Q2 2024 Earnings Conference
Earnings Call Summary | CSL LTD SPON ADR EACH REPR 0.5 ORD(CSLLY.US) Q2 2024 Earnings Conference
The following is a summary of the CSL Ltd (CSLLY) Q2 2024 Earnings Call Transcript:
以下是CSL Ltd（CSLLY）2024年第二季度業績電話會議記錄的摘要：
Financial Performance:
財務業績：
CSL reported revenue of $8.1 billion, an increase of 11% at constant currency.
CSL's NPATA was $2 billion, up 13% at constant currency.
Net profit after tax stood at $1.9 billion, indicating a 20% increase.
CSL Behring increased revenue by 14% at constant currency, driven primarily by its IG franchise, which grew by 23%.
Despite market challenges, CSL Vifor maintained strong revenues, margins, and cash flow.
The group's revenue was up 11% to $7.954 billion, the gross profit also rose by 11% to $4.491 billion.
Research and development costs increased by 11%, while general administration costs decreased by 7% due to operational improvements and cost synergies.
Interim dividend was up 11% to USD 1.19 per share.
CSL公佈的收入爲81億美元，按固定匯率計算增長了11％。
CSL的NPATA爲20億美元，按固定匯率計算增長了13％。
稅後淨利潤爲19億美元，增長了20％。
按固定匯率計算，CSL Behring的收入增長了14％，這主要是受其IG特許經營權的推動，該特許經營權增長了23％。
儘管面臨市場挑戰，但CSL Vifor仍保持了強勁的收入、利潤率和現金流。
該集團的收入增長了11％，達到79.54億美元，毛利潤也增長了11％，達到44.91億美元。
由於運營改善和成本協同效應，研發成本增加了11％，而一般管理成本下降了7％。
中期股息上漲了11％，至每股1.19美元。
Business Progress:
業務進展：
CSL plans to reduce costs by enhancing technology and operational efficiency, including a rollout of Rika machines and improving manufacturing processes that could enhance Ig yield by about 20%.
The company aim is to return to pre-COVID profit margins within 3 to 5 years.
10% of CSL's US fleet currently has Rika plasmapheresis devices with complete rollout expected by 2025.
Strong growth of 35% in PRIVIGEN product in the first half.
The company is transitioning to the trivalent flu vaccine over the next 2 to 3 years.
Positive developments reported in plasma manufacturing and commercial activities, differentiated vaccine portfolio, and strategic potential of CSL Vifor.
They are planning for near-term upgrades in CSL Behring's manufacturing process and developing Garadacimab for a potential market launch.
CSL Seqirus achieved regulatory approval for the first self-amplifying mRNA vaccine for COVID-19 prevention.
The company has completed trials for clazakizumab, HIZENTRA, and aQIVc with positive results and anticipates approval for Garadacimab across various countries.
Planned cost savings and synergies from CSL Vifor acquisition.
CSL計劃通過提高技術和運營效率來降低成本，包括推出Rika機器和改進製造工藝，從而將Ig產量提高約20％。
該公司的目標是在3到5年內恢復到COVID之前的利潤率。
目前，CSL的美國機隊中有10％擁有Rika血漿置換設備，預計到2025年將全面推出。
PRIVIGEN產品在上半年強勁增長了35％。
該公司將在未來2到3年內過渡到三價流感疫苗。
據報道，在血漿製造和商業活動、差異化疫苗組合和CSL Vifor的戰略潛力方面取得了積極進展。
他們計劃在短期內升級CSL Behring的製造工藝，並開發Garadacimab以潛在的市場上市。
CSL Seqirus 首款用於預防 COVID-19 的自擴增 mRNA 疫苗獲得了監管部門的批准。
該公司已經完成了克拉扎珠單抗、HIZENTA和AqIvc的試驗，取得了積極成果，預計Garadacimab將在多個國家獲得批准。
通過收購CSL Vifor實現計劃的成本節約和協同效應。
More details: CSL LTD SPON ADR EACH REPR 0.5 ORD IR
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
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譯文內容由第三人軟體翻譯。