- Haleon
- 30 October 2025 09:27:50
Source: Sharecast
Reported revenue rose 0.7% to £2.8bn.
Growth was led by a 6.9% organic increase in oral health sales to £867m, reflecting robust innovation and continued market share gains for Sensodyne and parodontax.
VMS revenue rose 5.9% to £422m, buoyed by strong demand for Centrum and Emergen-C, while pain relief grew 3.7% to £647m.
Respiratory health, which had benefited from last year’s strong cold and flu season, fell 1.8% on an organic basis and 12.2% reported.
Regionally and on an organic basis, EMEA and Latin America delivered 5.3% organic growth, Asia-Pacific rose 5.1%, and North America edged 0.4% higher, with consumption said to be running ahead of the wider market.
Revenue in emerging markets increased 7.1%, driven by double-digit growth in India and mid-single-digit gains in China.
“We delivered a good performance in the third quarter,” said chief executive Brian McNamara.
“All regions delivered positive organic revenue growth, driven by strong in-market execution and the continued roll-out of our innovation pipeline.
“EMEA and LatAm performed well, and we continued to grow market share in North America despite a challenging consumer environment.”
He added that 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.
“We continue to deliver against our capital allocation priorities and so far this year have returned £1.1bn to shareholders.”
Haleon said it was on track to meet its full-year guidance, expecting organic revenue growth of around 3.5% and high single-digit organic operating profit growth, assuming a normal cold and flu season.
It reiterated its disciplined approach to capital allocation, having completed a £500m share buyback and paid around £600m in dividends year to date.
The FTSE 100 consumer health company also flagged a foreign exchange translation headwind of about 3.3% on revenue and 5.1% on adjusted operating profit for 2025, saying it expected the net impact of recent disposals, including ChapStick and non-US nicotine replacement therapy assets, to dilute full-year revenue by roughly 2%.
At 0908 GMT, shares in Haleon were up 1.91% at 351.5p.
Reporting by Josh White for Sharecast.com.
