A Look At CSL (ASX:CSL) Valuation As Kankakee Expansion Targets Higher Plasma Therapy Capacity

Simply Wall St.03-21

CSL (ASX:CSL) has started expanding its Kankakee, Illinois manufacturing site. This is a large U.S. project focused on plasma derived and immunoglobulin therapies and it also introduces the company’s ...

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This is a large U.S. project focused on plasma derived and immunoglobulin therapies and it also introduces the company’s ...</p>\n\n<a href=\"https://simplywall.st/stocks/au/pharmaceuticals-biotech/asx-csl/csl-shares/news/a-look-at-csl-asxcsl-valuation-as-kankakee-expansion-targets\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A Look At CSL (ASX:CSL) Valuation As Kankakee Expansion Targets Higher Plasma Therapy Capacity</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA Look At CSL (ASX:CSL) Valuation As Kankakee Expansion Targets Higher Plasma Therapy Capacity\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-21 11:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/au/pharmaceuticals-biotech/asx-csl/csl-shares/news/a-look-at-csl-asxcsl-valuation-as-kankakee-expansion-targets><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>CSL (ASX:CSL) has started expanding its Kankakee, Illinois manufacturing site. This is a large U.S. project focused on plasma derived and immunoglobulin therapies and it also introduces the company’s ...</p>\n\n<a href=\"https://simplywall.st/stocks/au/pharmaceuticals-biotech/asx-csl/csl-shares/news/a-look-at-csl-asxcsl-valuation-as-kankakee-expansion-targets\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK7067","symbol_name":"生物科技","start_time":0,"source_url":"https://simplywall.st/stocks/au/pharmaceuticals-biotech/asx-csl/csl-shares/news/a-look-at-csl-asxcsl-valuation-as-kankakee-expansion-targets","article_id":"2621619647","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/company-cover/881503-main-header/1585186619618"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/au/pharmaceuticals-biotech/asx-csl/csl-shares/news/a-look-at-csl-asxcsl-valuation-as-kankakee-expansion-targets","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2621619647","pubTimestamp":1774062902,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"CSL (ASX:CSL) has started expanding its Kankakee, Illinois manufacturing site. This is a large U.S. project focused on plasma derived and immunoglobulin therapies and it also introduces the company’s Horizon 2 plasma efficiency technology.\nSee our latest analysis for CSL.\nDespite CSL announcing the Kankakee expansion and continuing to present at healthcare conferences, the share price is A$138.50 after a 1 day share price return of 2.88%. The 1 year total shareholder return of 44.13% and 3...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK7067":"生物科技","CSL":"卡莱尔伙伴","BK7508":"医药生物股","BK7511":"ESG概念","CSL.AU":"CSL LIMITED","BK7501":"新冠治疗股","LU0728928796.USD":"abrdn SICAV I - GLOBAL SMALL&MID-CAP SDG HORIZONS EQUITY \"A\" (USD) ACC","LU1169590202.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"I\" (USD) ACC","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU1169589451.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"A\" (USD) ACC","BK4086":"建筑产品"},"translate_title":"随着Kankakee扩张目标提高血浆治疗能力，CSL(ASX：CSL)估值一览","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CSL.AU":1.5,"CSL":1.5},"content_text":"CSL (ASX:CSL) has started expanding its Kankakee, Illinois manufacturing site. This is a large U.S. project focused on plasma derived and immunoglobulin therapies and it also introduces the company’s Horizon 2 plasma efficiency technology. See our latest analysis for CSL. Despite CSL announcing the Kankakee expansion and continuing to present at healthcare conferences, the share price is A$138.50 after a 1 day share price return of 2.88%. The 1 year total shareholder return of 44.13% and 3 year total shareholder return of 49.36% point to longer term pressure rather than building momentum. If you want to see how other healthcare names are positioned around treatments powered by data and automation, this is a good moment to scan 10 healthcare AI stocks With CSL trading at A$138.50 and flagged as having a sizeable gap to some valuation estimates, yet carrying multi year negative total returns, investors may ask whether this is a reset level to accumulate or whether the market is already pricing in future growth. AdvertisementMost Popular Narrative: 47.4% Undervalued At A$138.50, the most followed narrative on CSL is anchored to a fair value estimate of A$263.33, which points to a wide valuation gap based on discounted cash flows using a 4.0% discount rate.  The baseline valuation reflects CSL's strong underlying business fundamentals, driven by robust growth in its core Immunoglobulin (Ig) franchise, ongoing gross margin recovery in the CSL Behring segment, and contributions from Seqirus and Vifor, albeit with some near-term headwinds for the latter two.  Read the complete narrative. Curious what earnings path, margin reset, and reinvestment profile justify that gap to A$263.33? The narrative sets out a detailed cash flow roadmap that the current share price does not reflect. Result: Fair Value of A$263.33 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this thesis still leans on tariff exemptions holding and CSL Behring’s margin recovery, and either policy shifts or execution setbacks could quickly challenge that gap. Find out about the key risks to this CSL narrative. Another Angle: Earnings Multiple Sends a Different Signal While the user narrative leans on discounted cash flows to flag CSL as undervalued, the P/E picture is less generous. At 33.7x earnings, the shares sit above both the global biotech group on 26.3x and a peer average of 23.9x, even though the fair ratio is 41.2x. For you, that raises a simple question: is this a valuation gap to close, or a premium that could compress further? See what the numbers say about this price — find out in our valuation breakdown. ASX:CSL P/E Ratio as at Mar 2026Next Steps Reading this, you can see the story is neither all blue sky nor all downside. Take a moment to weigh both sides and check the 3 key rewards and 4 important warning signs Looking for more investment ideas? If CSL is only one piece of your watchlist, this is the moment to widen your search and line up a few more high conviction candidates.  Target resilience first by scanning companies on the 8 resilient stocks with low risk scores that aim to balance potential returns with a focus on lower risk scores. Push for quality at a price by using the screener containing 14 high quality undiscovered gems to surface lesser known names backed by solid fundamentals. Seek reliability in tougher markets by checking the 8 dividend fortresses that screen for higher yielding businesses with an income focus.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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