Haleon PLC (NYSE:HLN)
$ 8.38 -0.08 (-0.95%) Market Cap: 38.26 Bil Enterprise Value: 49.20 Bil PE Ratio: 27.37 PB Ratio: 1.80 GF Score: 27/100

HALEON PLC at Sanford C Bernstein Pan European Strategic Decisions Conference Transcript

Sep 28, 2022 / 07:00AM GMT
Release Date Price: $5.98 (+2.22%)
Unidentified Analyst

Good morning, everybody. Thank you for being here today with us. And it's obviously a great pleasure to have today, Tobias Hestler, CFO of the recently independent, Haleon. Thank you, Tobias, very much for being with us here today.

Tobias Hestler
Haleon plc - CFO

Thank you. Good morning, everyone.

Unidentified Analyst

So let's straight start off on the growth target of 4% to 6%, which sort of was a very clear statement of intent. Now your own data suggest that the market for OTC grows about 2% to 3%; around oral health and VMS, it takes you above 3%.

Now, to grow at 4% to 6% when your own market sort of just grows about 3%, that's quite an outperformance. I think at the Capital Market Day, you talked about more penetration, innovations, but I'd love to look at it from a different point of view, how you go from the 3% to 4% to the 4% to 6%.

Questions & Answers

Unidentified Analyst

I can see companies outperform to that extent, if possibly, they're in the

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