- Haleon forecasted a lower organic revenue growth of 3.5% for the full year, missing the earlier 4% to 6% projection and the 4.13% estimate.
- The first half revenue was £5.48 billion, falling short of the £5.51 billion estimate.
- Oral Health revenue matched the estimate at £1.73 billion, with a strong organic growth of 7.6% against an estimated 7.1%.
- Pain Relief revenue was in line with expectations at £1.29 billion, though the organic growth of 2.5% was below the 2.78% estimate.
- The Respiratory Health revenue declined by 14% year-on-year to £893 million.
- In North America, revenue dropped by 5.4% year-on-year to £1.85 billion, slightly below the £1.86 billion estimate.
- EMEA & LatAm revenue saw a 4.5% year-on-year decline, reaching £2.31 billion compared to the £2.33 billion estimate.
- APAC revenue remained stable at £1.32 billion, meeting expectations.
- North America posted an adjusted operating profit of £384 million, a 7.7% decrease year-on-year.
- Positive growth in adjusted operating profit was seen in APAC, with a 0.7% year-on-year increase to £308 million, exceeding the estimate of £303.2 million.
- Adjusted operating profit stood at £1.24 billion, surpassing the £1.22 billion estimate.
- The company recorded a pretax profit increase of 7.9% year-on-year, reaching £1.08 billion and beating the £1.04 billion estimate.
- Free cash flow was reported at £734 million.
- Haleon predicted high single-digit organic operating profit growth for the fiscal year 2025.
- The company foresees a negative impact on 2025 revenue and adjusted operating profit growth due to net M&A, at about -2% and -5.5% respectively.
- From 2026, Haleon expects medium-term organic revenue growth between 4% and 6% annually.
- Analyst ratings consist of 11 buys, 8 holds, and 1 sell.
A look at Haleon Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 3 | |
| Dividend | 2 | |
| Growth | 4 | |
| Resilience | 3 | |
| Momentum | 3 | |
| OVERALL SMART SCORE | 3.0 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Analysts examining the Smartkarma Smart Scores for Haleon, a company specializing in consumer healthcare products, have outlined a positive long-term outlook. With a solid Growth score of 4, Haleon demonstrates strong potential for expansion and development in the consumer healthcare industry. Coupled with a Value score of 3, indicating reasonable valuation metrics, the company shows promise for investors seeking growth opportunities at a justifiable price point.
Furthermore, Haleon exhibits Resilience and Momentum scores of 3 each, signifying a certain level of stability and positive market sentiment surrounding the company. Although the Dividend score is at 2, indicating room for improvement in terms of dividend payments, the overall outlook for Haleon appears promising, positioning it as a company to watch for those interested in the consumer healthcare sector.
Disclaimer: This article by Smartkarma is general in nature and based on historical data 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 financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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