Added to YB: 2026-03-03
Pitch date: 2026-02-27
HLN [neutral]
Haleon plc
-1.33%
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 36.1B
Pitch Price
GBP 4.05
Price Target
N/A
Dividend
1.75%
EV/EBITDA
15.66
P/E
21.93
EV/Sales
3.95
Sector
Pharmaceuticals
Category
growth
Theodosian Capital | Stocks Update 27/2/2026 - HLN – Solid FY results
HLN (earnings): FY25 organic rev +3.0% (below 4-6% guide, weak cold/flu cost 40bps). Gross margin +350bps to 64.2%, op margin +230bps to 21.9% on self-help. OCF £2.6bn (2024: £2.3bn), net debt improved to 2.7x EBITDA vs 3.2x. ROE 10.2% (first double-digit since 2022 IPO). DPS +7.6% to 7.1p, £500M buybacks. 2026 guide: 3-5% organic growth, high single-digit adj op profit. 19.2x fwd P/E.
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