Summary
H6D Chart
Haleon not out of the woods yet, with analysts saying questions still remain
Haleon PLC's (LSE:HLN, NYSE:HLN) third-quarter numbers were in line with expectations and the outlook was maintained, but analysts at Barclays flagged that the toothpaste, painkiller and vitamin maker is not yet out of the woods. Organic sales growth (OSG) of 3.4% for the quarter was in line with the average analyst forecast, helped by better volumes, though the Oral Health arm saw growth short of the City consensus.
Haleon plc (HLN) Q3 2025 Sales Call Transcript
Haleon plc ( HLN ) Q3 2025 Sales Call October 30, 2025 5:00 AM EDT Company Participants Joanne Russell - Head of Investor Relations Dawn Allen - CFO & Director Conference Call Participants Guillaume Gerard Delmas - UBS Investment Bank, Research Division Olivier Nicolai David Hayes - Jefferies LLC, Research Division Jeremy Fialko - HSBC Global Investment Research Celine Pannuti - JPMorgan Chase & Co, Research Division Karel Zoete - Kepler Cheuvreux, Research Division Mikheil Omanadze - BNP Paribas Exane, Research Division Tom Sykes - Deutsche Bank AG, Research Division Warren Ackerman - Barclays Bank PLC, Research Division Edward Lewis - Rothschild & Co Redburn, Research Division Presentation Operator Good morning. Thank you for attending today's Haleon 2025 Quarter 3 Trading Statement.
Haleon outlook held steady as organic growth improves in third quarter
Haleon PLC (LSE:HLN, NYSE:HLN) delivered a slight improvement in organic revenue growth of 3.4% in the third quarter and maintained its full-year guidance. The maker of Sensodyne, Panadol and Centrum saw top-line expansion pick up from 3.0% in the second quarter.
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Haleon Plc - ADR Profile
| Specialty Retail Industry | Consumer Discretionary Sector | Brian James McNamara CEO | XFRA Exchange | US4055521003 ISIN |
| GB Country | 24,561 Employees | 15 Aug 2025 Last Dividend | - Last Split | 22 Jul 2022 IPO Date |
Overview
Haleon plc, a leading entity in consumer healthcare, operates on a global scale with a focus on research, development, manufacturing, and marketing of a wide range of consumer healthcare solutions. With its subsidiaries, Haleon’s operational reach extends across North America, Europe, the Middle East, Africa, Latin America, and the Asia Pacific. Initially known as DRVW 2022 plc, the company underwent a rebranding to Haleon plc in February 2022. Founded in the year 1715, and based in Weybridge, United Kingdom, Haleon has established a significant presence in the consumer healthcare industry by offering products that cater to oral health, vitamins, minerals, supplements, and over-the-counter medicinal needs.
Products and Services
Oral Health Products: Haleon’s oral health portfolio includes toothpastes, mouth washes, and denture care products, marketed under reputable brands such as Sensodyne for sensitive teeth, Polident for denture care, Parodontax for gum health, and Biotene for dry mouth relief. These products are tailored to meet diverse oral health needs of consumers across the globe.
Vitamins, Minerals, and Supplements: Addressing nutritional gaps, Haleon offers an extensive range of vitamins, minerals, and supplements. Products under the Centrum brand provide comprehensive multivitamins for adults and children, Emergen-C offers vitamin C and other essential nutrients for immune support, and Caltrate is tailored for bone health, with its high calcium and vitamin D content.
Over-the-Counter Medicinal Products: Haleon’s commitment to alleviating common health issues extends to its over-the-counter product line, including:
- Nasal Drops and Respiratory Solutions: Under brands like Otrivine, Theraflu, and Flonase, Haleon provides relief for nasal congestion, cold, flu, and allergies, catering to respiratory health needs.
- Anti-Inflammatory and Pain Relief: With products like Voltaren for topical pain relief, Panadol for general pain relief, and Advil for inflammation and pain, Haleon delivers solutions that aid in managing discomfort effectively.
- Antacids and Antihistamines: For digestive health issues, Haleon offers TUMS and ENO as antacids, and Fenistil, an antihistamine, to address allergic reactions and related discomforts.
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