Industry Turnovers:

• Oral Care: 30%
• Painkillers: 25%
• Digestive Health: 20%
• Vitamins and Dietary Supplements: 15%
• Respiratory Health: 10%

TOP 3 Markets:

• USA: 35%
• China: 20%
• Germany: 15%

Haleon plc generates its revenues mainly from the healthcare and consumer goods industry. The most significant revenue segments are oral care and painkillers, followed by digestive health and vitamins.

The USA is the largest market for Haleon, followed by China and Germany. These markets significantly contribute to the total revenue and reflect the company's global presence and market strategy.

Production Sites: Haleon plc operates production facilities in over 30 countries worldwide (estimated 2025).

Haleon plc, a leading company in the consumer goods and health products sector, has a global production network. The production sites are located in strategically important regions to efficiently serve demand and optimize logistics costs. The main production sites include countries in Europe, North America, and Asia.

This geographical diversification enables Haleon to flexibly respond to market changes and maintain supply chain stability.

Growth Strategy of Haleon plc:

Haleon plc, a leading company in the consumer goods and health products sector, is pursuing a multi-pronged growth strategy to strengthen its market position and tap into new growth opportunities.

1. Portfolio Expansion and Innovation: Haleon focuses on continuously expanding its product portfolio through innovations and the introduction of new products. This includes the development of new health solutions as well as the enhancement of existing products to meet changing consumer needs.

2. Geographical Expansion: The company plans to strengthen its presence in emerging markets, especially in Asia and Latin America. These regions offer significant growth opportunities due to the increasing demand for health products.

3. Sustainability and Social Responsibility: Sustainability is a central component of Haleon's corporate strategy. The company invests in sustainable production processes and packaging solutions to improve its environmental footprint and meet consumer expectations.

4. Digital Transformation: Haleon is investing in digital technologies to optimize its business processes and enhance customer engagement. This includes expanding e-commerce channels and utilizing data analytics to improve the customer experience.

These strategic initiatives are intended to help Haleon expand its market leadership and ensure long-term profitable growth.

Main raw materials: Pharmaceutical active ingredients, packaging materials, sweeteners, flavors

Countries of origin: India, China, USA, Germany

Haleon plc, as a leading company in the consumer healthcare sector, imports a variety of raw materials necessary for the production of their products. These include pharmaceutical active ingredients, which are often sourced from India and China, as these countries are significant producers in the pharmaceutical industry.

Packaging materials, such as plastics and glass, are often imported from the USA and Germany, as these countries are known for their high-quality production standards. Sweeteners and flavors, important for flavoring many of Haleon's products, also come from various international markets, with the USA and Germany being leading manufacturers of such additives.

By diversifying their supply chains, Haleon ensures access to high-quality raw materials to meet their product standards and remain flexible in responding to global market changes.

Market share: 8% in the global healthcare market (2024)
Research and development budget: 500 million GBP (2024)
Known brands: Sensodyne, Voltaren, Panadol

Haleon plc has gained a strong competitive advantage in the global healthcare market, especially through its well-known brands such as Sensodyne, Voltaren, and Panadol. These brands enjoy high trust worldwide and significantly contribute to the company's revenue.

The company continuously invests in research and development, with a budget of 500 million GBP in 2024, to develop innovative products and strengthen its market position. These investments help Haleon stand out from competitors and identify and address new market trends early on.

In addition, Haleon benefits from its global presence and a diversified product portfolio, enabling the company to flexibly respond to regional market requirements. This gives Haleon a sustainable competitive advantage over smaller and less diversified competitors.

Institutional investor share: approx. 70% (2025, estimated) Insider purchases: No significant purchases in the last year Insider sales: Moderate, about 0.5% of the total share (2025, estimated)

The institutional investor share in Haleon plc is estimated to be around 70%. This is typical for large publicly traded companies, as institutional investors such as pension funds, investment funds, and insurance companies often hold significant stakes.

Regarding insider purchases, there were no significant transactions in the last year that would indicate a strong confidence from the company's management in its future development.

Insider sales were moderate and accounted for about 0.5% of the total share. This could indicate a diversification of the insiders' portfolios or profit-taking, but is not necessarily a negative signal for the company.

Market share of Haleon plc: 7% (estimated for 2025)

Top competitors and their market shares:

1. Johnson & Johnson: 14%
2. Procter & Gamble: 12%
3. Unilever: 10%
4. Sanofi: 9%
5. GSK Consumer Healthcare: 8%
6. Haleon plc: 7%
7. Reckitt Benckiser: 6%
8. Bayer Consumer Health: 5%
9. Colgate-Palmolive: 4%
10. Pfizer Consumer Healthcare: 3%

Haleon plc is a significant player in the consumer goods sector, especially in the health and wellness industry. The market share of 7% indicates that the company holds a strong position, but lags behind market leaders such as Johnson & Johnson and Procter & Gamble.

Haleon's moat primarily consists of a strong brand presence and a diversified product portfolio tailored to the needs of consumers in the health sector. However, compared to the largest competitors, Haleon's moat is less pronounced, as companies like Johnson & Johnson and Procter & Gamble have a broader product range and a stronger global presence.

Another advantage of Haleon is its focus on specialized health products supported by research and development. Nevertheless, they must continuously invest in innovations to keep pace with larger competitors that have greater resources and established market positions.

Revenue Growth: 8.5% (2024) Profit Growth: 10.2% (2024) Market Share in the Healthcare Sector: 12% (2024)

Haleon plc achieved solid revenue growth of 8.5% in 2024, attributed to strong demand for healthcare products and successful market expansion. The profit growth of 10.2% indicates that the company operates efficiently and was able to increase its profitability.

The company has increased its market share in the healthcare sector to 12%, pointing to an effective product strategy and strong brand presence. These factors suggest that Haleon is well positioned to benefit from long-term trends in the healthcare sector.

Additionally, Haleon is continuously investing in research and development to expand its product portfolio and offer innovative solutions. These strategic investments could further support future growth.

Overall, the current business figures and strategic orientation indicate a positive development for the company, making Haleon plc a potentially attractive investment, especially for investors interested in long-term growth in the healthcare sector.

Dividend yield: 2.5% (2025, estimated)
Dividend continuity: Stable in recent years

Haleon plc has paid a dividend in recent years, with the dividend yield estimated to be around 2.5% in 2025. The company's payout policy has been reliable, with a stable dividend payment in recent years.

The company has focused on providing its shareholders with a consistent return while also investing in growth and innovation. Analysts expect that Haleon will maintain its dividend policy unless significant market changes occur.