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Haleon retains outlook as Sensodyne and Centrum bolster third quarter

ALN

Haleon PLC on Thursday reported a ‘good performance’ in the third quarter,

with broad-based geographic growth and a stand-out showing in Oral Health.

The Weybridge, Surrey-based consumer goods firm owns products such as oral health brand Sensodyne and Panadol pain killers.

Revenue rose 0.7% to £2.80 billion in the third quarter of 2025 from £2.78 billion the year prior, or by 3.4% on an organic basis, reflecting price up 1.8% and volume/mix up 1.6%.

By geography, sales rose 5.3% in Europe, Middle East & Africa and Latin America, by 5.1% in Asia Pacific and by a more modest 0.4% in North America on an organic basis.

Emerging markets revenue increased 7.1%, with India up double digits and China up mid-single digit.

By product, Haleon reported organic sales growth of 6.9% in Oral Health, 4.9% in Vitamins, Minerals, and Supplements, 3.7% in Pain Relief and 2.1% in Digestive Health.

Organic sales fell 1.8% in Respiratory Health and by 1.1% in Therapeutic Skin Health and Other.

Haleon highlighted the ‘continued outperformance’ in Oral Health and said VMS was underpinned by strong growth in Centrum multivitamins in EMEA & LatAm.

Chief Executive Brian McNamara said Haleon delivered a ‘good performance’ in the third quarter.

‘All regions delivered positive organic revenue growth, driven by strong in-market execution and the continued roll-out of our innovation pipeline,’ he noted.

‘Oral Health was the standout performer, with innovation driving strong market share gains for Sensodyne and parodontax. VMS also delivered a good performance, supported by new launches for

Centrum, Emergen-C, and Caltrate,’ he added.

‘We are on track to deliver our FY guidance and remain confident in our medium-term outlook,’ he continued.

Haleon reiterated 2025 guidance and expects organic revenue growth to be around 3.5% assuming a normal cold and flu season.

Positive operating leverage is expected to deliver high single digit organic operating profit growth.

In 2024, Haleon reported sales of £11.23 billion and operating profit of £2.21 billion.

Shares in Haleon were up 2.4% at 353.30 pence each in London on Thursday morning.

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