Added to YB: 2026-04-14
Pitch date: 2026-04-10
RKT.L [neutral]
Reckitt Benckiser Group plc
-0.7%
current return
Author Info
No bio for this author
Company Info
Reckitt Benckiser Group plc manufactures and sells health, hygiene, and nutrition products in the United Kingdom and internationally.
Market Cap
GBP 33.2B
Pitch Price
GBP 51.16
Price Target
N/A
Dividend
4.11%
EV/EBITDA
10.35
P/E
10.55
EV/Sales
2.80
Sector
Household Products
Category
special_situation
Theodosian Capital | Stocks Update 10/4/2026 - RKT – Danone report
RKT.L (update): Danone reportedly exploring £3.5-9bn acquisition of Reckitt's Mead Johnson infant formula unit (bought for £13bn 2017, written down £5bn 2019). MJ non-core post-July 2024 strategic review. Disposal could enable major M&A or shareholder distributions. Trades 14.1x 2027 EPS, 4.5% yield vs ULVR 14.8x/4.1%. Legacy litigation risk complicates valuation.
Read full article (1 min)