Added to YB: 2026-08-06
Pitch date: 2026-07-31
HLN [neutral]
Haleon plc
+0.85%
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 3.63
Price Target
N/A
Dividend
2.04%
EV/EBITDA
13.44
P/E
19.75
EV/Sales
3.50
Sector
Pharmaceuticals
Category
value
Theodosian Capital | Stocks Update 31/7/2026 - HLN – The story remains the same
HLN (earnings): Q2 organic rev +2.6%, adj op profit +8.2% to £1.4bn. Margins expanded (gross 66.5% +140bps, op 24.3% +120bps) on self-help (SKUs -27%, 180 robots). Adj EPS 10.3p +12%, div +9%. FCF £769m, 2.5x net debt/EBITDA, £0.5bn buybacks H1. FY26 guide reaffirmed. 14.6x 2028 EPS, 2.7% yield.
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