REG - Haleon PLC - 2025 Capital Markets Day

HALEONAnnouncement

Today 11:30

For best results when printing this announcement, please click on link below:
https://newsfile.refinitiv.com/getnewsfile/v1/story?guid=urn:newsml:reuters.com:20250501:nRSA0632Ha&default-theme=true

RNS Number : 0632H  Haleon PLC  01 May 2025

Haleon plc: 2025 Capital Markets Day

 

01 May 2025: Haleon plc (the "Company" or "Haleon") (LSE/NYSE: HLN) is today
hosting a Capital Markets Day for investors and analysts. Chief Executive
Officer Brian McNamara and members of the Haleon Executive Team and the wider
business will provide an update on the Company's strategy and outlook for
growth.

 

Win as One strategy

As Haleon enters the next chapter of growth and transformation to become a
world-class consumer company, it is today updating the market on its Win as
One strategy. Centred around the ambitions to reach one billion more consumers
by 2030 and generate industry-leading shareholder returns, its Win as One
strategy will unlock the significant potential within Haleon, across three key
areas:

 

 Growth: Continued confidence in delivering sustainable 4-6% annual organic
 revenue growth over the medium-term
 ●    Leverage our global footprint, scale our innovations and capitalise on the
      strength and breadth of our brand portfolio.
 ●    Drive core penetration by closing the incidence versus treatment gap across
      our categories and through innovation-led premiumisation.
 ●    Drive increased penetration amongst lower income consumers, where we are
      currently under-penetrated today.

 

 Productivity: Significant gross margin opportunity through optimising our
 supply chain
 ●    Drive more efficient and effective operations within our supply chain which
      from 2026, are expected to realise £800m of gross productivity savings,
      equally spread over the next five years.
 ●    This will provide capacity to invest for growth, whilst also helping to
      deliver on average 50-80 basis points of adjusted gross margin(1) improvement
      per year.
 ●    Delivering these productivity initiatives will result in a c.30% reduction in
      working capital cycle and strong free cash flow generation. We expect capital
      expenditure to be c.4% of revenue, on average over the next 3-5 years.

 

 Culture: Continuing to transform into a more agile, performance focused
 consumer company
 ●    Continue to evolve our processes and simplify the way we operate.
 ●    Unlock the full potential of our people building a consumer-first culture.

 

Brian McNamara, Chief Executive Officer of Haleon, said: "We've delivered on
the commitments we made since demerger and have established strong foundations
as a standalone company. We are now focused on unlocking the full potential of
this company, as we transform Haleon into a world-class consumer company.

 

Our Win as One strategy will allow us to capitalise on the significant
opportunity ahead, through a sharpened focus on driving penetration across our
resilient and growing categories, alongside significant productivity gains
through optimising our supply chain.

 

Taken together, these priorities will enable Haleon to deliver sustainable
4-6% organic revenue growth and high-single digit adjusted operating profit
growth(1), on an annual basis. I am confident in Haleon's exciting future and
our ability to deliver significant value for all our stakeholders."

 

Medium term guidance

As reiterated during the Q1 2025 Trading Statement on 30 April, Haleon's
financial guidance for 2025 is unchanged, at organic revenue growth of 4-6%
with organic profit growth ahead of organic revenue growth.

From 2026, Haleon has updated its medium-term guidance(2) as follows:

 ●    Maintained target of 4-6% annual organic revenue growth.
 ●    Increased expectations to target high-single digit adjusted operating profit
      growth at constant currency.

 

1. At constant currency.

2. Previous medium term guidance called for annual organic revenue growth of
4-6% and organic profit growth ahead of organic revenue growth.

 

Further details on Haleon Capital Markets Day

Haleon will host its Capital Markets Day in London, beginning at 13:00 BST
(14:00 CEST). The event is expected to conclude at approximately 18:00 BST
(19:00 CEST) and will include live question and answer sessions. The event
will be webcast for those unable to attend in person and will be accessible
from the dedicated Capital Markets Day 2025 site in the Investors section of
Haleon's website https://www.haleon.com/investors/capital-markets-day
(https://www.haleon.com/investors/capital-markets-day) ).

 

Enquiries

 

 Investors                                    Media

 Jo Russell              +44 7787 392441      Zoë Bird            +44 7736 746167
 Rakesh Patel            +44 7552 484646      Victoria Durman     +44 7894 505730
 Emma White              +44 7823 523562

 Email: investor-relations@haleon.com         Email: corporate.media@haleon.com

 

About Haleon

Haleon (LSE/NYSE: HLN) is a global leader in consumer health, with a purpose
to deliver better everyday health with humanity. Haleon's product portfolio
spans six major categories - Oral Health, Vitamins, Minerals and Supplements
(VMS), Pain Relief, Respiratory Health, Digestive Health and Therapeutic Skin
Health and Other. Its long-standing brands - such as Advil, Centrum, Otrivin,
Panadol, parodontax, Polident, Sensodyne, Theraflu and Voltaren - are built on
trusted science, innovation and deep human understanding.

 

For more information, please visit www.haleon.com (http://www.haleon.com/)
.

 

Cautionary note regarding forward looking-statements

This document contains certain statements that are, or may be deemed to be,
"forward-looking statements" (including for purposes of the safe harbor
provisions for forward-looking statements contained in Section 27A of the
Securities Act of 1933 and Section 21E of the Securities Exchange Act of
1934). Forward-looking statements give Haleon's current expectations and
projections about future events, including strategic initiatives and future
financial condition and performance, and so Haleon's actual results may differ
materially from what is expressed or implied by such forward-looking
statements. Forward-looking statements sometimes use words such as "expects",
"anticipates", "believes", "targets", "plans", "intends", "aims", "projects",
"indicates", "may", "might", "will", "should", "potential", "could" and words
of similar meaning (or the negative thereof). All statements, other than
statements of historical facts, included in this presentation are
forward-looking statements.  Such forward-looking statements include, but are
not limited to, statements relating to future actions, prospective products or
product approvals, delivery on strategic initiatives (including but not
limited to acquisitions and dispositions, realisations of efficiencies and
responsible business goals), future performance or results of current and
anticipated products, sales efforts, expenses, the outcome of contingencies
such as legal proceedings, dividend payments and financial results. Any
forward-looking statements made by or on behalf of Haleon speak only as of the
date they are made and are based upon the knowledge and information available
to Haleon on the date of this document. These forward-looking statements and
views may be based on a number of assumptions and, by their nature, involve
known and unknown risks, uncertainties and other factors because they relate
to events and depend on circumstances that may or may not occur in the future
and/or are beyond Haleon's control or precise estimate. Such risks,
uncertainties and other factors that could cause Haleon's actual results,
performance or achievements to differ materially from those in the
forward-looking statements include, but are not limited to, those discussed
under "Risk Factors" on pages 193 to 201 in Haleon's Annual Report and Form
20-F 2024. Forward-looking statements should, therefore, be construed in light
of such risk factors and undue reliance should not be placed on
forward-looking statements. Subject to our obligations under English and US
law in relation to disclosure and ongoing information (including under the
Market Abuse Regulations, the UK Listing Rules and the Disclosure and
Transparency Rules of the Financial Conduct Authority), we undertake no
obligation to update publicly or revise any forward-looking statements,
whether as a result of new information, future events or otherwise. You
should, however, consult any additional disclosures that Haleon may make in
any documents which it publishes and/or files with the SEC and take note of
these disclosures, wherever you are located.

No statement in this document is or is intended to be a profit forecast or
profit estimate.

 

 

 

 

This information is provided by RNS, the news service of the London Stock Exchange. RNS is approved by the Financial Conduct Authority to act as a Primary Information Provider in the United Kingdom. Terms and conditions relating to the use and distribution of this information may apply. For further information, please contact
rns@lseg.com (mailto:rns@lseg.com)
 or visit
www.rns.com (http://www.rns.com/)
.

RNS may use your IP address to confirm compliance with the terms and conditions, to analyse how you engage with the information contained in this communication, and to share such analysis on an anonymised basis with others as part of our commercial services. For further information about how RNS and the London Stock Exchange use the personal data you provide us, please see our
Privacy Policy (https://www.lseg.com/privacy-and-cookie-policy)
.   END  MSCFIFEAETILIIE