Added to YB: 2026-08-06
Pitch date: 2026-07-31
RKT.L [neutral]
Reckitt Benckiser Group plc
+1.99%
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 33.5B
Pitch Price
GBP 51.49
Price Target
N/A
Dividend
4.03%
EV/EBITDA
11.76
P/E
11.84
EV/Sales
3.15
Sector
Household Products
Category
value
Theodosian Capital | Stocks Update 31/7/2026 - RKT – The momentum trade
RKT.L (earnings): Q2 core LFL net rev +4.2% y/y (H1 +2.7%), volume +300bps QoQ, growth broad-based across regions. MJN Q2 +7.2%. Statutory rev -8.1% on Essential Home divestment. £3.0bn returned H1 (£1.6bn special div, £1.0bn buyback); new £500m buyback. Maintains 4-5% LFL & 24.9-25.6% op margin guide. 13.6x 2028 EPS, 4.6% yield. Power Brands repositioning momentum trade.
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