- Haleon’s full-year revenue stood at GBP11.23 billion, meeting market expectations.
- Oral Health sector generated GBP3.31 billion, beating the estimate of GBP3.28 billion.
- Vitamins, Minerals, and Supplements (VMS) revenue reached GBP1.70 billion, slightly over the estimated GBP1.69 billion.
- Pain Relief revenue perfectly matched the forecast at GBP2.56 billion.
- Respiratory Health revenue slightly underperformed at GBP1.68 billion versus the estimated GBP1.73 billion.
- Digestive Health and Other segments earned GBP1.98 billion, slightly below the GBP2.01 billion estimate.
- Volume growth reported at +1.3%, marginally missing the forecast of +1.34%.
- Organic revenue growth achieved +5%, surpassing expectations of +4.88%.
- Adjusted operating profit was on target at GBP2.50 billion.
- Regionally, North America’s adjusted operating profit was GBP1.00 billion, slightly below the anticipated GBP1.01 billion.
- EMEA & Latin America posted adjusted operating profits of GBP1.05 billion, missing the GBP1.07 billion estimate.
- APAC’s adjusted operating profit was GBP539 million, below the expected GBP547 million.
- The adjusted operating margin was 22.3%, a touch under the 22.6% projection.
- North America’s adjusted operating margin was 24.7%, slightly below the 25.1% estimate.
- EMEA & Latin America’s adjusted margin was 22.8%, down from the 23.2% forecast.
- APAC achieved a 21.1% adjusted operating margin, just missing the expected 21.4%.
- Adjusted earnings per share (EPS) were 17.9p, exceeding the 17.5p estimate.
- Free cash flow was robust at GBP1.94 billion.
- Pretax profit was GBP1.91 billion, slightly under the GBP1.96 billion expectation.
- For the year ahead, organic revenue growth is forecasted at 4% to 6%.
- Analyst recommendations include 9 buys, 9 holds, and 2 sells.
A look at Haleon Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 3 | |
| Dividend | 2 | |
| Growth | 3 | |
| Resilience | 2 | |
| Momentum | 5 | |
| 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
Based on the Smartkarma Smart Scores, Haleon’s long-term outlook appears promising. With strong momentum indicated by a score of 5, the company seems to be gaining significant positive traction in the market. Additionally, its value and growth scores of 3 each suggest potential for steady growth and solid investment value. Despite slightly lower scores in dividends and resilience at 2 each, Haleon’s overall outlook remains positive, especially considering its wide range of consumer healthcare products.
In summary, Haleon PLC, a provider of consumer healthcare products including oral health, vitamins, cold and flu remedies, pain relief, and digestive health products, seems well-positioned for long-term success based on its Smartkarma Smart Scores. With a focus on maintaining momentum and driving growth, Haleon shows potential for continued expansion and profitability 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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