Added to YB: 2026-09-09
Pitch date: 2026-09-04
RKT.L [neutral]
Reckitt Benckiser Group plc
-0.08%
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 32.5B
Pitch Price
GBP 50.50
Price Target
N/A
Dividend
4.15%
EV/EBITDA
11.49
P/E
11.49
EV/Sales
3.07
Sector
Household Products
Category
special_situation
Theodosian Capital | Stocks Update 4/9/2026 - RKT – Legal risk receding
RKT.L (update): Reckitt’s unanimous Inman verdict leaves no outstanding jury verdicts against Mead Johnson in the NEC litigation, reducing a longstanding share-price overhang, though a Nevada state case begins in November. The shares rose 4.4% after the decision, and lower legal risk could facilitate a divestment of the non-core unit. Valuation remains undemanding at 13.4x consensus 2028 earnings versus Unilever at 15.3x.
Read full article (1 min)