[6-K] Haleon plc American Current Report (Foreign Issuer)
Haleon plc (NYSE/LSE: HLN) has released unaudited historic pro-forma financials that restate 2023-2025 revenue under a new six-category reporting framework. The change, first signalled at the 1 May 2025 Capital Markets Day, splits the former “Digestive Health & Other” segment into two lines—Digestive Health and Therapeutic Skin Health & Other—and moves the Smokers Health franchise into Respiratory Health. Beginning with the Half-Year results on 31 July 2025, Haleon will report:
- Oral Health
- Vitamins, Minerals & Supplements (VMS)
- Pain Relief
- Respiratory Health
- Digestive Health
- Therapeutic Skin Health & Other
Key restated figures (FY 2024 vs FY 2023):
- Total revenue £11.23 bn, down 0.6%; organic revenue growth +5.0%
- Oral Health £3.31 bn (+5.6% reported, +9.6% organic) – strongest absolute contributor
- VMS £1.70 bn (+3.4% reported, +7.6% organic) – solid rebound from 0.9% organic in 2023
- Pain Relief £2.56 bn (-3.3% reported, +0.1% organic) – softness after 7.4% organic in 2023
- Respiratory Health £2.12 bn (-5.4% reported, +1.0% organic) – lapping strong 2023 cold/flu season
- Digestive Health £1.03 bn (+1.7% reported, +5.5% organic)
- Therapeutic Skin Health & Other £0.51 bn (-17.5% reported, +9.8% organic) – large FX/disposal drag
Q1 2025 restated revenue shows modest momentum: total £2.85 bn (-2.3% reported, +3.5% organic) with Oral Health (+3.0% reported) and Pain Relief (-0.2% reported, +2.6% organic) leading. Geographical splits are unchanged and no guidance is updated in this filing.
The recast enhances transparency around category-level trends and is intended to align external reporting with strategic growth priorities ahead of Haleon’s first standalone medium-term targets expected at H1 results.
Haleon plc (NYSE/LSE: HLN) ha pubblicato dati finanziari storici pro-forma non revisionati che riformulano i ricavi 2023-2025 secondo un nuovo schema di rendicontazione a sei categorie. La modifica, annunciata per la prima volta al Capital Markets Day del 1° maggio 2025, suddivide l'ex segmento “Digestive Health & Other” in due linee distinte — Digestive Health e Therapeutic Skin Health & Other — e sposta il franchise Smokers Health in Respiratory Health. A partire dai risultati semestrali del 31 luglio 2025, Haleon riporterà:
- Oral Health
- Vitamins, Minerals & Supplements (VMS)
- Pain Relief
- Respiratory Health
- Digestive Health
- Therapeutic Skin Health & Other
Principali dati riformulati (FY 2024 vs FY 2023):
- Ricavi totali £11,23 mld, in calo dello 0,6%; crescita organica +5,0%
- Oral Health £3,31 mld (+5,6% riportato, +9,6% organico) – maggiore contributore assoluto
- VMS £1,70 mld (+3,4% riportato, +7,6% organico) – solida ripresa dal 0,9% organico nel 2023
- Pain Relief £2,56 mld (-3,3% riportato, +0,1% organico) – debolezza dopo il 7,4% organico del 2023
- Respiratory Health £2,12 mld (-5,4% riportato, +1,0% organico) – effetto confronto con una forte stagione raffreddore/influenza 2023
- Digestive Health £1,03 mld (+1,7% riportato, +5,5% organico)
- Therapeutic Skin Health & Other £0,51 mld (-17,5% riportato, +9,8% organico) – forte impatto negativo da cambio e dismissioni
I ricavi riformulati del Q1 2025 mostrano un modesto slancio: totale £2,85 mld (-2,3% riportato, +3,5% organico) con Oral Health (+3,0% riportato) e Pain Relief (-0,2% riportato, +2,6% organico) in testa. Le suddivisioni geografiche restano invariate e nessuna guida è aggiornata in questa comunicazione.
La riorganizzazione migliora la trasparenza sulle tendenze a livello di categoria ed è pensata per allineare la rendicontazione esterna con le priorità strategiche di crescita in vista dei primi obiettivi standalone di medio termine di Haleon, attesi con i risultati del primo semestre.
Haleon plc (NYSE/LSE: HLN) ha publicado estados financieros históricos pro forma no auditados que reexpresan los ingresos de 2023-2025 bajo un nuevo marco de reporte de seis categorías. El cambio, anunciado inicialmente en el Capital Markets Day del 1 de mayo de 2025, divide el antiguo segmento “Digestive Health & Other” en dos líneas — Digestive Health y Therapeutic Skin Health & Other — y traslada la franquicia Smokers Health a Respiratory Health. A partir de los resultados del primer semestre del 31 de julio de 2025, Haleon reportará:
- Oral Health
- Vitamins, Minerals & Supplements (VMS)
- Pain Relief
- Respiratory Health
- Digestive Health
- Therapeutic Skin Health & Other
Cifras clave reexpresadas (FY 2024 vs FY 2023):
- Ingresos totales £11,23 mil millones, descenso del 0,6%; crecimiento orgánico +5,0%
- Oral Health £3,31 mil millones (+5,6% reportado, +9,6% orgánico) – mayor contribuyente absoluto
- VMS £1,70 mil millones (+3,4% reportado, +7,6% orgánico) – sólida recuperación desde 0,9% orgánico en 2023
- Pain Relief £2,56 mil millones (-3,3% reportado, +0,1% orgánico) – debilidad tras 7,4% orgánico en 2023
- Respiratory Health £2,12 mil millones (-5,4% reportado, +1,0% orgánico) – comparación con una fuerte temporada de resfriados/gripe en 2023
- Digestive Health £1,03 mil millones (+1,7% reportado, +5,5% orgánico)
- Therapeutic Skin Health & Other £0,51 mil millones (-17,5% reportado, +9,8% orgánico) – gran impacto negativo por divisas y desinversiones
Los ingresos reexpresados del Q1 2025 muestran un impulso modesto: total £2,85 mil millones (-2,3% reportado, +3,5% orgánico) con Oral Health (+3,0% reportado) y Pain Relief (-0,2% reportado, +2,6% orgánico) liderando. Las divisiones geográficas permanecen sin cambios y no se actualiza ninguna guía en esta presentación.
La reestructuración mejora la transparencia sobre las tendencias a nivel de categoría y busca alinear la presentación externa con las prioridades estratégicas de crecimiento antes de los primeros objetivos independientes a medio plazo de Haleon, que se esperan con los resultados del primer semestre.
Haleon plc (NYSE/LSE: HLN)는 2023-2025년 수익을 새로운 6개 카테고리 보고 체계에 따라 재작성한 감사받지 않은 과거 프로포마 재무제표를 발표했습니다. 이 변경 사항은 2025년 5월 1일 자본시장 데이에서 처음 발표되었으며, 이전의 “Digestive Health & Other” 세그먼트를 Digestive Health와 Therapeutic Skin Health & Other 두 라인으로 분리하고 Smokers Health 사업부를 Respiratory Health로 이동시켰습니다. 2025년 7월 31일 반기 실적부터 Haleon은 다음과 같이 보고할 예정입니다:
- Oral Health
- Vitamins, Minerals & Supplements (VMS)
- Pain Relief
- Respiratory Health
- Digestive Health
- Therapeutic Skin Health & Other
주요 재작성 수치 (2024 회계연도 vs 2023 회계연도):
- 총 매출 £112.3억, 0.6% 감소; 유기적 매출 성장 +5.0%
- Oral Health £33.1억 (+5.6% 보고 기준, +9.6% 유기적) – 가장 큰 절대 기여자
- VMS £17.0억 (+3.4% 보고 기준, +7.6% 유기적) – 2023년 0.9% 유기적 성장에서 견고한 반등
- Pain Relief £25.6억 (-3.3% 보고 기준, +0.1% 유기적) – 2023년 7.4% 유기적 성장 후 둔화
- Respiratory Health £21.2억 (-5.4% 보고 기준, +1.0% 유기적) – 2023년 강한 감기/독감 시즌과 비교
- Digestive Health £10.3억 (+1.7% 보고 기준, +5.5% 유기적)
- Therapeutic Skin Health & Other £5.1억 (-17.5% 보고 기준, +9.8% 유기적) – 환율 및 처분 영향 큼
2025년 1분기 재작성 매출은 완만한 모멘텀을 보여줍니다: 총 £28.5억 (-2.3% 보고 기준, +3.5% 유기적)으로 Oral Health (+3.0% 보고 기준)와 Pain Relief (-0.2% 보고 기준, +2.6% 유기적)가 주도하고 있습니다. 지리적 분류는 변함없으며, 이번 발표에서는 가이던스 업데이트가 없습니다.
이번 재구성은 카테고리별 추세에 대한 투명성을 높이고, Haleon의 첫 독립 중기 목표가 발표될 예정인 상반기 실적 발표 전에 외부 보고를 전략적 성장 우선순위와 일치시키기 위한 것입니다.
Haleon plc (NYSE/LSE : HLN) a publié des états financiers historiques pro forma non audités qui retraitent les revenus 2023-2025 selon un nouveau cadre de reporting en six catégories. Ce changement, annoncé pour la première fois lors de la Journée des marchés financiers du 1er mai 2025, divise l'ancien segment « Digestive Health & Other » en deux lignes — Digestive Health et Therapeutic Skin Health & Other — et déplace la franchise Smokers Health vers Respiratory Health. À partir des résultats semestriels du 31 juillet 2025, Haleon rapportera :
- Oral Health
- Vitamins, Minerals & Supplements (VMS)
- Pain Relief
- Respiratory Health
- Digestive Health
- Therapeutic Skin Health & Other
Principaux chiffres retraités (exercice 2024 vs 2023) :
- Chiffre d'affaires total de 11,23 milliards de £, en baisse de 0,6 % ; croissance organique +5,0 %
- Oral Health 3,31 milliards de £ (+5,6 % en valeur, +9,6 % en organique) – principal contributeur absolu
- VMS 1,70 milliard de £ (+3,4 % en valeur, +7,6 % en organique) – solide rebond après 0,9 % en organique en 2023
- Pain Relief 2,56 milliards de £ (-3,3 % en valeur, +0,1 % en organique) – faiblesse après 7,4 % en organique en 2023
- Respiratory Health 2,12 milliards de £ (-5,4 % en valeur, +1,0 % en organique) – effet de base lié à une forte saison rhume/grippe en 2023
- Digestive Health 1,03 milliard de £ (+1,7 % en valeur, +5,5 % en organique)
- Therapeutic Skin Health & Other 0,51 milliard de £ (-17,5 % en valeur, +9,8 % en organique) – fort impact négatif des changes et cessions
Le chiffre d'affaires retraité du premier trimestre 2025 montre un élan modéré : total de 2,85 milliards de £ (-2,3 % en valeur, +3,5 % en organique) avec Oral Health (+3,0 % en valeur) et Pain Relief (-0,2 % en valeur, +2,6 % en organique) en tête. Les répartitions géographiques restent inchangées et aucune orientation n’est mise à jour dans cette communication.
Cette réorganisation améliore la transparence des tendances au niveau des catégories et vise à aligner le reporting externe sur les priorités stratégiques de croissance avant les premiers objectifs autonomes à moyen terme de Haleon, attendus lors des résultats du premier semestre.
Haleon plc (NYSE/LSE: HLN) hat nicht testierte historische Pro-forma-Finanzzahlen veröffentlicht, die den Umsatz 2023-2025 nach einem neuen Berichtssystem mit sechs Kategorien neu darstellen. Die Änderung, erstmals am 1. Mai 2025 beim Capital Markets Day angekündigt, teilt das frühere Segment „Digestive Health & Other“ in zwei Linien – Digestive Health und Therapeutic Skin Health & Other – und verschiebt die Smokers Health-Franchise in den Bereich Respiratory Health. Ab den Halbjahresergebnissen zum 31. Juli 2025 wird Haleon berichten:
- Oral Health
- Vitamins, Minerals & Supplements (VMS)
- Pain Relief
- Respiratory Health
- Digestive Health
- Therapeutic Skin Health & Other
Wesentliche neu dargestellte Zahlen (Geschäftsjahr 2024 vs. 2023):
- Gesamtumsatz £11,23 Mrd., Rückgang um 0,6 %; organisches Umsatzwachstum +5,0 %
- Oral Health £3,31 Mrd. (+5,6 % berichtet, +9,6 % organisch) – stärkster absoluter Beitrag
- VMS £1,70 Mrd. (+3,4 % berichtet, +7,6 % organisch) – solide Erholung von 0,9 % organisch im Jahr 2023
- Pain Relief £2,56 Mrd. (-3,3 % berichtet, +0,1 % organisch) – Schwäche nach 7,4 % organisch 2023
- Respiratory Health £2,12 Mrd. (-5,4 % berichtet, +1,0 % organisch) – Vergleich mit starker Erkältungs-/Grippe-Saison 2023
- Digestive Health £1,03 Mrd. (+1,7 % berichtet, +5,5 % organisch)
- Therapeutic Skin Health & Other £0,51 Mrd. (-17,5 % berichtet, +9,8 % organisch) – großer negativer Einfluss durch Wechselkurse und Veräußerungen
Die neu dargestellten Umsätze für Q1 2025 zeigen eine moderate Dynamik: Insgesamt £2,85 Mrd. (-2,3 % berichtet, +3,5 % organisch) mit Oral Health (+3,0 % berichtet) und Pain Relief (-0,2 % berichtet, +2,6 % organisch) an der Spitze. Die geografische Aufteilung bleibt unverändert, und es werden keine aktualisierten Prognosen in dieser Veröffentlichung gegeben.
Die Umstrukturierung verbessert die Transparenz der Trends auf Kategorieebene und soll die externe Berichterstattung mit den strategischen Wachstumsprioritäten in Einklang bringen, bevor Haleon seine ersten eigenständigen mittelfristigen Ziele mit den Halbjahresergebnissen vorlegt.
- Enhanced transparency: six-category structure will allow investors to track performance of specific franchises more granularly.
- Robust organic growth in FY 2024 (+5.0%) and Q1 2025 (+3.5%) despite currency headwinds indicates underlying demand resilience.
- Oral Health leadership: category delivered £3.31 bn revenue and 9.6% organic growth in 2024, reinforcing Haleon’s core competitive advantage.
- Reported revenue declined 0.6% in 2024 and 2.3% in Q1 2025, which may weigh on headline sentiment until FX headwinds abate.
- Pain Relief and Respiratory softness: both categories posted negative reported growth in 2024 (-3.3% and -5.4% respectively).
- Therapeutic Skin Health & Other contracted sharply (-17.5% reported) signalling potential portfolio challenges in that segment.
Insights
TL;DR: Category reshuffle improves transparency; fundamentals unchanged; 2024 organic growth solid but reported declines highlight FX and lapping effects.
The filing is largely administrative. By disaggregating Digestive Health and relocating Smokers Health, management is offering investors clearer visibility into brands and end-markets, which should aid peer benchmarking and capital allocation discussions. Importantly, the restatement shows that the underlying organic trajectory (+5.0% 2024, +3.5% Q1-25) is healthier than headline reported sales (-0.6%, -2.3%) distorted by currency and portfolio movements. Oral Health continues to outperform, underscoring the strength of Sensodyne/Parodontax globally, while Pain Relief and Respiratory are normalising post-pandemic. No margin, cash-flow or guidance data is provided, so the impact on valuation is limited for now.
TL;DR: Neutral event; segmentation aids diligence but doesn’t change earnings power or near-term investment thesis.
Investors gain a cleaner lens on growth vectors, but the aggregate numbers remain exactly as previously disclosed. The modest decline in reported sales and pockets of weakness (Therapeutic Skin, Respiratory) temper enthusiasm, yet high-single-digit organic gains in flagship Oral Health are encouraging. Because no new earnings or cash guidance accompanies the restatement, I view the filing as informational rather than catalytic. Impactful only if future disclosures leverage this format to reveal differentiated profitability by category.
Haleon plc (NYSE/LSE: HLN) ha pubblicato dati finanziari storici pro-forma non revisionati che riformulano i ricavi 2023-2025 secondo un nuovo schema di rendicontazione a sei categorie. La modifica, annunciata per la prima volta al Capital Markets Day del 1° maggio 2025, suddivide l'ex segmento “Digestive Health & Other” in due linee distinte — Digestive Health e Therapeutic Skin Health & Other — e sposta il franchise Smokers Health in Respiratory Health. A partire dai risultati semestrali del 31 luglio 2025, Haleon riporterà:
- Oral Health
- Vitamins, Minerals & Supplements (VMS)
- Pain Relief
- Respiratory Health
- Digestive Health
- Therapeutic Skin Health & Other
Principali dati riformulati (FY 2024 vs FY 2023):
- Ricavi totali £11,23 mld, in calo dello 0,6%; crescita organica +5,0%
- Oral Health £3,31 mld (+5,6% riportato, +9,6% organico) – maggiore contributore assoluto
- VMS £1,70 mld (+3,4% riportato, +7,6% organico) – solida ripresa dal 0,9% organico nel 2023
- Pain Relief £2,56 mld (-3,3% riportato, +0,1% organico) – debolezza dopo il 7,4% organico del 2023
- Respiratory Health £2,12 mld (-5,4% riportato, +1,0% organico) – effetto confronto con una forte stagione raffreddore/influenza 2023
- Digestive Health £1,03 mld (+1,7% riportato, +5,5% organico)
- Therapeutic Skin Health & Other £0,51 mld (-17,5% riportato, +9,8% organico) – forte impatto negativo da cambio e dismissioni
I ricavi riformulati del Q1 2025 mostrano un modesto slancio: totale £2,85 mld (-2,3% riportato, +3,5% organico) con Oral Health (+3,0% riportato) e Pain Relief (-0,2% riportato, +2,6% organico) in testa. Le suddivisioni geografiche restano invariate e nessuna guida è aggiornata in questa comunicazione.
La riorganizzazione migliora la trasparenza sulle tendenze a livello di categoria ed è pensata per allineare la rendicontazione esterna con le priorità strategiche di crescita in vista dei primi obiettivi standalone di medio termine di Haleon, attesi con i risultati del primo semestre.
Haleon plc (NYSE/LSE: HLN) ha publicado estados financieros históricos pro forma no auditados que reexpresan los ingresos de 2023-2025 bajo un nuevo marco de reporte de seis categorías. El cambio, anunciado inicialmente en el Capital Markets Day del 1 de mayo de 2025, divide el antiguo segmento “Digestive Health & Other” en dos líneas — Digestive Health y Therapeutic Skin Health & Other — y traslada la franquicia Smokers Health a Respiratory Health. A partir de los resultados del primer semestre del 31 de julio de 2025, Haleon reportará:
- Oral Health
- Vitamins, Minerals & Supplements (VMS)
- Pain Relief
- Respiratory Health
- Digestive Health
- Therapeutic Skin Health & Other
Cifras clave reexpresadas (FY 2024 vs FY 2023):
- Ingresos totales £11,23 mil millones, descenso del 0,6%; crecimiento orgánico +5,0%
- Oral Health £3,31 mil millones (+5,6% reportado, +9,6% orgánico) – mayor contribuyente absoluto
- VMS £1,70 mil millones (+3,4% reportado, +7,6% orgánico) – sólida recuperación desde 0,9% orgánico en 2023
- Pain Relief £2,56 mil millones (-3,3% reportado, +0,1% orgánico) – debilidad tras 7,4% orgánico en 2023
- Respiratory Health £2,12 mil millones (-5,4% reportado, +1,0% orgánico) – comparación con una fuerte temporada de resfriados/gripe en 2023
- Digestive Health £1,03 mil millones (+1,7% reportado, +5,5% orgánico)
- Therapeutic Skin Health & Other £0,51 mil millones (-17,5% reportado, +9,8% orgánico) – gran impacto negativo por divisas y desinversiones
Los ingresos reexpresados del Q1 2025 muestran un impulso modesto: total £2,85 mil millones (-2,3% reportado, +3,5% orgánico) con Oral Health (+3,0% reportado) y Pain Relief (-0,2% reportado, +2,6% orgánico) liderando. Las divisiones geográficas permanecen sin cambios y no se actualiza ninguna guía en esta presentación.
La reestructuración mejora la transparencia sobre las tendencias a nivel de categoría y busca alinear la presentación externa con las prioridades estratégicas de crecimiento antes de los primeros objetivos independientes a medio plazo de Haleon, que se esperan con los resultados del primer semestre.
Haleon plc (NYSE/LSE: HLN)는 2023-2025년 수익을 새로운 6개 카테고리 보고 체계에 따라 재작성한 감사받지 않은 과거 프로포마 재무제표를 발표했습니다. 이 변경 사항은 2025년 5월 1일 자본시장 데이에서 처음 발표되었으며, 이전의 “Digestive Health & Other” 세그먼트를 Digestive Health와 Therapeutic Skin Health & Other 두 라인으로 분리하고 Smokers Health 사업부를 Respiratory Health로 이동시켰습니다. 2025년 7월 31일 반기 실적부터 Haleon은 다음과 같이 보고할 예정입니다:
- Oral Health
- Vitamins, Minerals & Supplements (VMS)
- Pain Relief
- Respiratory Health
- Digestive Health
- Therapeutic Skin Health & Other
주요 재작성 수치 (2024 회계연도 vs 2023 회계연도):
- 총 매출 £112.3억, 0.6% 감소; 유기적 매출 성장 +5.0%
- Oral Health £33.1억 (+5.6% 보고 기준, +9.6% 유기적) – 가장 큰 절대 기여자
- VMS £17.0억 (+3.4% 보고 기준, +7.6% 유기적) – 2023년 0.9% 유기적 성장에서 견고한 반등
- Pain Relief £25.6억 (-3.3% 보고 기준, +0.1% 유기적) – 2023년 7.4% 유기적 성장 후 둔화
- Respiratory Health £21.2억 (-5.4% 보고 기준, +1.0% 유기적) – 2023년 강한 감기/독감 시즌과 비교
- Digestive Health £10.3억 (+1.7% 보고 기준, +5.5% 유기적)
- Therapeutic Skin Health & Other £5.1억 (-17.5% 보고 기준, +9.8% 유기적) – 환율 및 처분 영향 큼
2025년 1분기 재작성 매출은 완만한 모멘텀을 보여줍니다: 총 £28.5억 (-2.3% 보고 기준, +3.5% 유기적)으로 Oral Health (+3.0% 보고 기준)와 Pain Relief (-0.2% 보고 기준, +2.6% 유기적)가 주도하고 있습니다. 지리적 분류는 변함없으며, 이번 발표에서는 가이던스 업데이트가 없습니다.
이번 재구성은 카테고리별 추세에 대한 투명성을 높이고, Haleon의 첫 독립 중기 목표가 발표될 예정인 상반기 실적 발표 전에 외부 보고를 전략적 성장 우선순위와 일치시키기 위한 것입니다.
Haleon plc (NYSE/LSE : HLN) a publié des états financiers historiques pro forma non audités qui retraitent les revenus 2023-2025 selon un nouveau cadre de reporting en six catégories. Ce changement, annoncé pour la première fois lors de la Journée des marchés financiers du 1er mai 2025, divise l'ancien segment « Digestive Health & Other » en deux lignes — Digestive Health et Therapeutic Skin Health & Other — et déplace la franchise Smokers Health vers Respiratory Health. À partir des résultats semestriels du 31 juillet 2025, Haleon rapportera :
- Oral Health
- Vitamins, Minerals & Supplements (VMS)
- Pain Relief
- Respiratory Health
- Digestive Health
- Therapeutic Skin Health & Other
Principaux chiffres retraités (exercice 2024 vs 2023) :
- Chiffre d'affaires total de 11,23 milliards de £, en baisse de 0,6 % ; croissance organique +5,0 %
- Oral Health 3,31 milliards de £ (+5,6 % en valeur, +9,6 % en organique) – principal contributeur absolu
- VMS 1,70 milliard de £ (+3,4 % en valeur, +7,6 % en organique) – solide rebond après 0,9 % en organique en 2023
- Pain Relief 2,56 milliards de £ (-3,3 % en valeur, +0,1 % en organique) – faiblesse après 7,4 % en organique en 2023
- Respiratory Health 2,12 milliards de £ (-5,4 % en valeur, +1,0 % en organique) – effet de base lié à une forte saison rhume/grippe en 2023
- Digestive Health 1,03 milliard de £ (+1,7 % en valeur, +5,5 % en organique)
- Therapeutic Skin Health & Other 0,51 milliard de £ (-17,5 % en valeur, +9,8 % en organique) – fort impact négatif des changes et cessions
Le chiffre d'affaires retraité du premier trimestre 2025 montre un élan modéré : total de 2,85 milliards de £ (-2,3 % en valeur, +3,5 % en organique) avec Oral Health (+3,0 % en valeur) et Pain Relief (-0,2 % en valeur, +2,6 % en organique) en tête. Les répartitions géographiques restent inchangées et aucune orientation n’est mise à jour dans cette communication.
Cette réorganisation améliore la transparence des tendances au niveau des catégories et vise à aligner le reporting externe sur les priorités stratégiques de croissance avant les premiers objectifs autonomes à moyen terme de Haleon, attendus lors des résultats du premier semestre.
Haleon plc (NYSE/LSE: HLN) hat nicht testierte historische Pro-forma-Finanzzahlen veröffentlicht, die den Umsatz 2023-2025 nach einem neuen Berichtssystem mit sechs Kategorien neu darstellen. Die Änderung, erstmals am 1. Mai 2025 beim Capital Markets Day angekündigt, teilt das frühere Segment „Digestive Health & Other“ in zwei Linien – Digestive Health und Therapeutic Skin Health & Other – und verschiebt die Smokers Health-Franchise in den Bereich Respiratory Health. Ab den Halbjahresergebnissen zum 31. Juli 2025 wird Haleon berichten:
- Oral Health
- Vitamins, Minerals & Supplements (VMS)
- Pain Relief
- Respiratory Health
- Digestive Health
- Therapeutic Skin Health & Other
Wesentliche neu dargestellte Zahlen (Geschäftsjahr 2024 vs. 2023):
- Gesamtumsatz £11,23 Mrd., Rückgang um 0,6 %; organisches Umsatzwachstum +5,0 %
- Oral Health £3,31 Mrd. (+5,6 % berichtet, +9,6 % organisch) – stärkster absoluter Beitrag
- VMS £1,70 Mrd. (+3,4 % berichtet, +7,6 % organisch) – solide Erholung von 0,9 % organisch im Jahr 2023
- Pain Relief £2,56 Mrd. (-3,3 % berichtet, +0,1 % organisch) – Schwäche nach 7,4 % organisch 2023
- Respiratory Health £2,12 Mrd. (-5,4 % berichtet, +1,0 % organisch) – Vergleich mit starker Erkältungs-/Grippe-Saison 2023
- Digestive Health £1,03 Mrd. (+1,7 % berichtet, +5,5 % organisch)
- Therapeutic Skin Health & Other £0,51 Mrd. (-17,5 % berichtet, +9,8 % organisch) – großer negativer Einfluss durch Wechselkurse und Veräußerungen
Die neu dargestellten Umsätze für Q1 2025 zeigen eine moderate Dynamik: Insgesamt £2,85 Mrd. (-2,3 % berichtet, +3,5 % organisch) mit Oral Health (+3,0 % berichtet) und Pain Relief (-0,2 % berichtet, +2,6 % organisch) an der Spitze. Die geografische Aufteilung bleibt unverändert, und es werden keine aktualisierten Prognosen in dieser Veröffentlichung gegeben.
Die Umstrukturierung verbessert die Transparenz der Trends auf Kategorieebene und soll die externe Berichterstattung mit den strategischen Wachstumsprioritäten in Einklang bringen, bevor Haleon seine ersten eigenständigen mittelfristigen Ziele mit den Halbjahresergebnissen vorlegt.
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Form
20-F ☒
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Form
40-F ☐
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Exhibit
Number
|
Description
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99.1
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07 July
2025 - “Historic Proforma Category Financial
Performance”
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●
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Splits out Digestive Health & Other into Digestive Health, and
Therapeutic Skin Health and Other
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●
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Smokers Health which had previously been reported as part of
Digestive Health and Other will now be included in Respiratory
Health
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●
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There are no changes to other categories not outlined
above
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Restated FY 2023 and FY 2024 reported revenue, organic revenue
growth, and reported revenue growth by category
(unaudited)
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|||||||
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2023
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2024
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||||
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£m revenue
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Organic Revenue Growth
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Reported Revenue Growth
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|
£m revenue
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Organic Revenue Growth
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Reported Revenue Growth
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Oral Health
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3,136
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10.6%
|
6.1%
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|
3,312
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9.6%
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5.6%
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VMS
|
1,640
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0.9%
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-2.1%
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|
1,696
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7.6%
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3.4%
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Pain Relief
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2,652
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7.4%
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4.0%
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|
2,564
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0.1%
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-3.3%
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Respiratory Health
|
2,244
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11.7%
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8.2%
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|
2,122
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1.0%
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-5.4%
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Digestive Health
|
1,012
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5.8%
|
1.9%
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|
1,029
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5.5%
|
1.7%
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Therapeutic Skin Health and Other
|
618
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8.8%
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1.5%
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|
510
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9.8%
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-17.5%
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TOTAL
|
11,302
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8.0%
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4.1%
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|
11,233
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5.0%
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-0.6%
|
|
Restated quarterly reported revenue by category
(unaudited)
|
|
|
|
|
|
|
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|
|||||
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2023
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|
2024
|
|
2025
|
||||||||
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£m
|
Q1
|
Q2
|
Q3
|
Q4
|
FY
|
|
Q1
|
Q2
|
Q3
|
Q4
|
FY
|
|
Q1
|
|
Oral Health
|
811
|
778
|
790
|
757
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3,136
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|
854
|
829
|
810
|
819
|
3,312
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|
880
|
|
VMS
|
405
|
411
|
410
|
414
|
1,640
|
|
422
|
435
|
407
|
432
|
1,696
|
|
416
|
|
Pain Relief
|
724
|
681
|
636
|
611
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2,652
|
|
662
|
641
|
628
|
633
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2,564
|
|
661
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Respiratory Health
|
638
|
455
|
563
|
588
|
2,244
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|
590
|
454
|
581
|
497
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2,122
|
|
525
|
|
Digestive Health
|
259
|
256
|
234
|
263
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1,012
|
|
256
|
264
|
239
|
270
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1,029
|
|
254
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Therapeutic Skin Health and Other
|
149
|
171
|
165
|
133
|
618
|
|
135
|
152
|
115
|
108
|
510
|
|
117
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TOTAL
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2,986
|
2,752
|
2,798
|
2,766
|
11,302
|
|
2,919
|
2,775
|
2,780
|
2,759
|
11,233
|
|
2,853
|
|
Restated quarterly organic revenue growth by category
(unaudited)
|
|
|
|
||||||
|
|
2023
|
|
2024
|
|
2025
|
||||
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%
|
FY
|
|
Q1
|
Q2
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Q3
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Q4
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FY
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Q1
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Oral Health
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10.6%
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10.6%
|
9.1%
|
8.2%
|
10.6%
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9.6%
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6.6%
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VMS
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0.9%
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9.9%
|
8.5%
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3.7%
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8.2%
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7.6%
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0.9%
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Pain Relief
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7.4%
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-4.8%
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-4.0%
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3.1%
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7.4%
|
0.1%
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2.6%
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Respiratory Health
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11.7%
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-2.7%
|
1.3%
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8.2%
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-2.6%
|
1.0%
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0.7%
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Digestive Health
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5.8%
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2.2%
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5.2%
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9.0%
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5.8%
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5.5%
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|
2.3%
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Therapeutic Skin Health and Other
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8.8%
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7.4%
|
10.7%
|
0.7%
|
24.2%
|
9.8%
|
|
10.4%
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TOTAL
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8.0%
|
|
3.0%
|
4.1%
|
6.1%
|
6.8%
|
5.0%
|
|
3.5%
|
|
Restated quarterly reported revenue growth by category
(unaudited)
|
|
|
|
|
|||||
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|
2023
|
|
2024
|
|
2025
|
||||
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%
|
FY
|
|
Q1
|
Q2
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Q3
|
Q4
|
FY
|
|
Q1
|
|
Oral Health
|
6.1%
|
|
5.3%
|
6.6%
|
2.5%
|
8.2%
|
5.6%
|
|
3.0%
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VMS
|
-2.1%
|
|
4.2%
|
5.8%
|
-0.7%
|
4.3%
|
3.4%
|
|
-1.4%
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Pain Relief
|
4.0%
|
|
-8.6%
|
-5.9%
|
-1.3%
|
3.6%
|
-3.3%
|
|
-0.2%
|
|
Respiratory Health
|
8.2%
|
|
-7.5%
|
-0.2%
|
3.2%
|
-15.5%
|
-5.4%
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-11.0%
|
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Digestive Health
|
1.9%
|
|
-1.2%
|
3.1%
|
2.1%
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2.7%
|
1.7%
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-0.8%
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Therapeutic Skin Health and Other
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1.5%
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-9.4%
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-11.1%
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-30.3%
|
-18.8%
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-17.5%
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-13.3%
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TOTAL
|
4.1%
|
|
-2.2%
|
0.8%
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-0.6%
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-0.3%
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-0.6%
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-2.3%
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Investors
|
Media
|
||
|
Jo Russell
|
+44 7787 392441
|
Zoë Bird
|
+44 7736 746167
|
|
Rakesh Patel
|
+44 7552 484646
|
Victoria Durman
|
+44 7894 505730
|
|
Emma White
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+44 7823 523562
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|
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Email: investor-relations@haleon.com
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Email: corporate.media@haleon.com
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||
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|
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HALEON PLC
(Registrant)
|
|
|
Date:
July 07, 2025
|
By:
|
/s/
Amanda Mellor
|
|
|
|
|
Name:
|
Amanda
Mellor
|
|
|
|
Title:
|
Company
Secretary
|
FAQ
Why is Haleon (HLN) changing its reporting categories?
When will the new category reporting take effect for HLN?
What is Haleon’s restated total revenue for FY 2024?
Which category showed the strongest organic growth in 2024 for HLN?
How did HLN’s Pain Relief segment perform in 2024?
