Added to YB: 2025-09-30
Pitch date: 2025-09-26
HLN [neutral]
Haleon plc
+12.09%
current return
Author Info
No bio for this author
Company Info
Haleon plc, together with its subsidiaries, engages in the research, development, manufacture, and sale of various consumer healthcare products in North America, Europe, the Middle East, Africa, Latin America, and the Asia Pacific.
Market Cap
GBP 31.5B
Pitch Price
GBP 3.29
Price Target
N/A
Dividend
1.92%
EV/EBITDA
14.73
P/E
21.21
EV/Sales
3.58
Sector
Pharmaceuticals
Category
value
Theodosian Capital | HLN – M&A report
HLN (update): Mail on Sunday reports eyeing Kenvue bid ($31bn mkt cap vs HLN's £29bn). Strategic sense but Tylenol autism litigation risk concerning given US court history w/ Reckitt/GSK. HLN reduced net debt 4x to 2.8x EBITDA since 2022 spinout. Prefers lower-risk consolidation targets. 16.4x 2026 P/E, 2.4% yield.
Read full article (1 min)