Added to YB: 2025-07-16
Pitch date: 2025-05-30
RKT.L [bullish]
Reckitt Benckiser Group plc
+21.08%
current return
Author Info
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Company Info
Reckitt Benckiser Group plc manufactures and sells health, hygiene, and nutrition products in the United Kingdom and internationally.
Market Cap
GBP 39.7B
Pitch Price
GBP 49.55
Price Target
80.00 (+33%)
Dividend
3.50%
EV/EBITDA
13.22
P/E
32.43
EV/Sales
3.45
Sector
Household Products
Category
special_situation
Reckitt Benckiser Group plc - $RKT.L
RKT.L: Consumer brands leader: £10B sales/£2.6B EBIT, 4-5% growth. Divesting Mead Johnson (15% EBIT) facing NEC litigation likely settling 2H'25 for ~£1.2B, sale at 12x EBITDA = £6/share. Essential Home (15% EBIT) selling to PE ~8.5x EBITDA = £6/share. Core biz cutting costs, +300bps EBIT margin. 2027 EPS £3.75-4.00, target £75-80 (20x P/E) + 4% dividend.
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