UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 6-K
REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR 15d-16
UNDER THE SECURITIES EXCHANGE ACT OF 1934
For the month of May
2025
Commission File Number: 001-41411
Haleon plc
(Translation
of registrant’s name into English)
Building 5, First Floor, The Heights,
Weybridge, Surrey, KT13 0NY
(Address
of principal executive offices)
Indicate
by check mark whether the registrant files or will file annual
reports under cover of Form 20-F or Form 40-F:
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Form
20-F ☒
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Form
40-F ☐
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EXHIBIT INDEX
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Exhibit Number
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Description
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99.1
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01 May
2025 - “2025 Capital Markets Day”
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99.1
Haleon plc: 2025 Capital Markets Day
01 May 2025: Haleon plc
(the "Company" or "Haleon") (LSE/NYSE: HLN) is
today hosting a Capital Markets Day for investors and analysts.
Chief Executive Officer Brian McNamara and members of the Haleon
Executive Team and the wider business will provide an update on the
Company's strategy and outlook for growth.
Win as One strategy
As Haleon enters the next chapter of growth and transformation to
become a world-class consumer company, it is today updating the
market on its Win as One strategy. Centred around the ambitions to
reach one billion more consumers by 2030 and generate
industry-leading shareholder returns, its Win as One strategy will
unlock the significant potential within Haleon, across three key
areas:
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Growth: Continued confidence in delivering sustainable 4-6% annual
organic revenue growth over the medium-term
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Leverage our global footprint, scale our innovations and capitalise
on the strength and breadth of our brand portfolio.
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Drive core penetration by closing the incidence versus treatment
gap across our categories and through innovation-led
premiumisation.
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Drive increased penetration amongst lower income consumers, where
we are currently under-penetrated today.
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Productivity: Significant gross margin opportunity through
optimising our supply chain
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Drive more efficient and effective operations within our supply
chain which from 2026, are expected to realise £800m of gross
productivity savings, equally spread over the next five
years.
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This will provide capacity to invest for growth, whilst also
helping to deliver on average 50-80 basis points of adjusted gross
margin1 improvement
per year.
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Delivering these productivity initiatives will result in a c.30%
reduction in working capital cycle and strong free cash flow
generation. We expect capital expenditure to be c.4% of revenue, on
average over the next 3-5 years.
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Culture: Continuing to transform into a more agile, performance
focused consumer company
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Continue to evolve our processes and simplify the way we
operate.
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Unlock the full potential of our people building a consumer-first
culture.
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Brian McNamara, Chief Executive Officer of Haleon,
said: "We've delivered on the
commitments we made since demerger and have established strong
foundations as a standalone company. We are now focused on
unlocking the full potential of this company, as we transform
Haleon into a world-class consumer company.
Our Win as One strategy will allow us to capitalise on the
significant opportunity ahead, through a sharpened focus on driving
penetration across our resilient and growing categories, alongside
significant productivity gains through optimising our supply
chain.
Taken together, these priorities will enable Haleon to deliver
sustainable 4-6% organic revenue growth and high-single digit
adjusted operating profit growth1,
on an annual basis. I am confident in Haleon's exciting future
and our ability to deliver significant value for all our
stakeholders."
Medium term guidance
As reiterated during the Q1 2025 Trading Statement on 30 April,
Haleon's financial guidance for 2025 is unchanged, at organic
revenue growth of 4-6% with organic profit growth ahead of organic
revenue growth.
From 2026, Haleon has updated its medium-term
guidance2 as
follows:
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Maintained target of 4-6% annual organic revenue
growth.
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Increased expectations to target high-single digit adjusted
operating profit growth at constant currency.
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1. At constant currency.
2. Previous medium term guidance called for annual organic revenue
growth of 4-6% and organic profit growth ahead of organic revenue
growth.
Further details on Haleon Capital Markets Day
Haleon will host its Capital Markets Day in London, beginning at
13:00 BST (14:00 CEST). The event is expected to conclude at
approximately 18:00 BST (19:00 CEST) and will include live question
and answer sessions. The event will be webcast for those unable to
attend in person and will be accessible from the dedicated Capital
Markets Day 2025 site in the Investors section of Haleon's
website https://www.haleon.com/investors/capital-markets-day).
Enquiries
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Investors
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Media
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Jo
Russell
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+44
7787 392441
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Zoë Bird
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+44
7736 746167
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Rakesh
Patel
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+44
7552 484646
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Victoria
Durman
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+44 7894 505730
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Emma
White
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+44
7823 523562
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Email: [email protected]
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Email: [email protected]
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About Haleon
Haleon (LSE/NYSE: HLN) is a global leader in consumer health, with
a purpose to deliver better everyday health with humanity. Haleon's
product portfolio spans six major categories - Oral Health,
Vitamins, Minerals and Supplements (VMS), Pain Relief, Respiratory
Health, Digestive Health and Therapeutic Skin Health and Other. Its
long-standing brands - such as Advil, Centrum, Otrivin,
Panadol, parodontax, Polident, Sensodyne,
Theraflu and Voltaren - are built on trusted science, innovation
and deep human understanding.
For more information, please visit www.haleon.com.
Cautionary note regarding forward looking-statements
This document contains certain statements that are, or may be
deemed to be, "forward-looking statements" (including for purposes
of the safe harbor provisions for forward-looking statements
contained in Section 27A of the Securities Act of 1933 and Section
21E of the Securities Exchange Act of 1934). Forward-looking
statements give Haleon's current expectations and projections about
future events, including strategic initiatives and future financial
condition and performance, and so Haleon's actual results may
differ materially from what is expressed or implied by such
forward-looking statements. Forward-looking statements sometimes
use words such as "expects", "anticipates", "believes", "targets",
"plans", "intends", "aims", "projects", "indicates", "may",
"might", "will", "should", "potential", "could" and words of
similar meaning (or the negative thereof). All statements, other
than statements of historical facts, included in this presentation
are forward-looking statements. Such forward-looking
statements include, but are not limited to, statements relating to
future actions, prospective products or product approvals, delivery
on strategic initiatives (including but not limited to acquisitions
and dispositions, realisations of efficiencies and responsible
business goals), future performance or results of current and
anticipated products, sales efforts, expenses, the outcome of
contingencies such as legal proceedings, dividend payments and
financial results. Any forward-looking statements made by or on
behalf of Haleon speak only as of the date they are made and are
based upon the knowledge and information available to Haleon on the
date of this document. These forward-looking statements and views
may be based on a number of assumptions and, by their nature,
involve known and unknown risks, uncertainties and other factors
because they relate to events and depend on circumstances that may
or may not occur in the future and/or are beyond Haleon's control
or precise estimate. Such risks, uncertainties and other factors
that could cause Haleon's actual results, performance or
achievements to differ materially from those in the forward-looking
statements include, but are not limited to, those discussed under
"Risk Factors" on pages 193 to 201 in Haleon's Annual Report and
Form 20-F 2024. Forward-looking statements should, therefore, be
construed in light of such risk factors and undue reliance should
not be placed on forward-looking statements. Subject to our
obligations under English and US law in relation to disclosure and
ongoing information (including under the Market Abuse Regulations,
the UK Listing Rules and the Disclosure and Transparency Rules of
the Financial Conduct Authority), we undertake no obligation to
update publicly or revise any forward-looking statements, whether
as a result of new information, future events or otherwise. You
should, however, consult any additional disclosures that Haleon may
make in any documents which it publishes and/or files with the SEC
and take note of these disclosures, wherever you are
located.
No statement in this document is or is intended to be a profit
forecast or profit estimate.
SIGNATURE
Pursuant
to the requirements of the Securities Exchange Act of 1934, the
registrant has duly caused this report to be signed on its behalf
by the undersigned, thereunto duly authorized.
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HALEON PLC
(Registrant)
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Date: May 01,
2025
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By:
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/s/
Amanda Mellor
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Name:
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Amanda
Mellor
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Title:
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Company
Secretary
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