TELIX PHARMACEUTICALS LIMITED (TLX)
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TLX

TLX - TELIX PHARMACEUTICALS LIMITED

FNArena Sector : Pharmaceuticals & Biotech/Lifesciences
Year End: December
GICS Industry Group : Pharmaceuticals, Biotechnology & Life Sciences
Debt/EBITDA: 6.45
Index: ASX100 | ASX200 | ASX300 | ALL-ORDS

LAST PRICE CHANGE +/- CHANGE % VOLUME

$15.38

02 Oct
2025

0.180

OPEN

$15.25

1.18%

HIGH

$15.45

2,162,821

LOW

$15.05

TARGET
$28.40 84.7% upside
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FNARENA'S MARKET CONSENSUS FORECASTS
TLX: 1
Title FY25
Forecast		 FY26
Forecast
EPS (cps) - 2.4 xxx
DPS (cps) 0.0 xxx
EPS Growth N/A xxx
DPS Growth N/A xxx
PE Ratio N/A xxx
Dividend Yield 0.0% xxx
Div Pay Ratio(%) N/A xxx
This company reports in USD.
All estimates have been converted into AUD by FNArena at present FX values.

Dividend yield today if purchased 3 years ago: 0.00%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 0.00

Estimated Dividend Growth
(Average Of Past Three Years)

  %

Amount Invested

 $ 

Tell Me The Dividend After This Many Years
Past performance is no guarantee for the future. Investors should take into account that heavy swings in share price or exceptional circumstances (a la 2009) can have a significant impact on short term calculations and averages
HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 FactSet UK Limited. All rights reserved
Title 201920202021202220232024
EPS Basic xxxxxxxxxxxxxxx15.1
DPS All xxxxxxxxxxxxxxx0.0
Sales/Revenue xxxxxxxxxxxxxxx783.2 M
Book Value Per Share xxxxxxxxxxxxxxx169.8
Net Operating Cash Flow xxxxxxxxxxxxxxx43.0 M
Net Profit Margin xxxxxxxxxxxxxxx6.37 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201920202021202220232024
Return on Capital Employed xxxxxxxxxxxxxxx13.92 %
Return on Invested Capital xxxxxxxxxxxxxxx7.72 %
Return on Assets xxxxxxxxxxxxxxx5.18 %
Return on Equity xxxxxxxxxxxxxxx13.92 %
Return on Total Capital xxxxxxxxxxxxxxx12.46 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx14.2 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

Title 201920202021202220232024
Short-Term Debt xxxxxxxxxxxxxxx21 M
Long Term Debt xxxxxxxxxxxxxxx560 M
Total Debt xxxxxxxxxxxxxxx581 M
Goodwill - Gross xxxxxxxxxxxxxxx107 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx710 M
Price To Book Value xxxxxxxxxxxxxxx14.50

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201920202021202220232024
Capex xxxxxxxxxxxxxxx48.5 M
Capex % of Sales xxxxxxxxxxxxxxx6.19 %
Cost of Goods Sold xxxxxxxxxxxxxxx273 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx428 M
Research & Development xxxxxxxxxxxxxxx195 M
Investments - Total xxxxxxxxxxxxxxx56 M

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

1.0

No. Of Recommendations

4
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Citi

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Bell Potter

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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UBS

24/09/2025

1

Buy

$31.00

101.56%

UBS notes Telix Pharmaceuticals' Gozellix agent was granted Transitional Pass-Through (TPT) status by the Center for Medicare and Medicaid Services effective October 1.

This provides a reimbursement advantage versus lower-priced F-18 PET competitors like Pylarify and Posluma. The longer shelf-life improves hospital logistics and scheduling flexibility for physicians, the broker highlights.

The broker expects strong adoption in 4Q25, making FY25 revenue guidance of US$770–800M achievable, with potential upside if launch momentum exceeds expectations.

Model updated to factor in RLS acquisition and pushing back Zircaix launch by two years. 

Buy. Target cut to $31 from $36.

FORECAST
UBS forecasts a full year FY25 dividend of 0.00 cents and EPS of 1.55 cents.
UBS forecasts a full year FY26 dividend of 0.00 cents and EPS of 26.41 cents.

Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

2

Please note: unlike Broker Call Report, BC Extra is not updated daily. The info you see might not be the latest. FNArena does its best to update ASAP.

BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Jarden

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Wilsons

25/09/2025

1

Overweight

$27.33

77.70%

Telix Pharmaceuticals has secured transitional pass-through (TPT) status for Gozellix (from October 1), which targets prostate-specific membrane antigen (PSMA).

This enables separate payment in the US hospital outpatient setting, explains broker Wilsons, and further supports a two-product PSMA Positron Emission Tomography/Computed Tomography (PET/CT) strategy.

The analysts see three benefits: market share expansion into underserved regions, franchise average selling price optimisation with Gozellix positioned as a premium brand while Illuccix competes in lower-priced segments, and margin uplift from improved pricing and distribution leverage.

With the US PSMA market only around 65% activated, Wilsons believes Gozellix could add 5-10% to the addressable market and strengthen Telix’s hospital presence.

Wilsons makes no earnings changes, with FY25 revenue guidance of US$770-800m unchanged, and retains a $27.33 target price. Overweight rating maintained.

FORECAST
Wilsons forecasts a full year FY25 dividend of 0.00 cents and EPS of minus -13.36 cents.
Wilsons forecasts a full year FY26 dividend of 0.00 cents and EPS of minus -25.02 cents.
Access Extra Coverage Research History >

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