Haleon Plc · LSE:HLN
Haleon — dbAccess Global Consumer Conference 2024
29 slides from Haleon's conference presentation, June 2024
Slide 1: dbAccess Global Consumer Conference
dbAccess Global Consumer Conference Paris, June 2024
Slide 2: Disclaimer
Disclaimer This presentation contains certain statements that are, or may be These forward-looking statements and views may be based on a number deemed to be, “forward-looking statements” (including for purposes of of assumptions and, by their nature, involve known and unknown risks, the safe harbor
Slide 3: A global consumer healthcare leader delivering sustainable above market growth and attractive returns
A global consumer healthcare leader delivering sustainable above market growth and attractive returns
Slide 4: Global leader 100% focused on consumer healthcare with clear purpose
Global leader 100% focused on consumer healthcare with clear purpose Exceptional portfolio of category leading brands with attractive footprint and competitive capabilities Strategy delivering, with opportunity to implement change and drive increased agility and competitiveness to further outperform
Slide 5: Well positioned to drive attractive growth in EMEA and LatAm
Well positioned to drive attractive growth in EMEA and LatAm
Slide 6: Filippo Lanzi
Filippo Lanzi 2021 Region Head, EMEA & LatAm 2019 Region Head, EMEA 2017 Region Head, APAC 2016 VP Central and Eastern Europe 2015 GSK Consumer Health, VP Southern Europe Health Filippo Lanzi 2012 Novartis OTC Unit Head (Italy and Greece) Head of EMEA & LatAm Previous experience: J&J, Nestle 6
Slide 7: EMEA and LatAm is building a track record of strong growth
EMEA and LatAm is building a track record of strong growth, positively contributing to Haleon overall World class portfolio with leading positions across the categories Leveraging leadership in pharmacy to maximise consumer reach Significant opportunity to further expand in emerging markets Compelli
Slide 8: EMEA & LatAm at a glance
EMEA & LatAm at a glance DACH Russia £4.5bn 40% Northern Europe 2023 sales of Haleon FY23 revenue Revenue Southern Europe Developed 54% Emerging 46% Central & Eastern Europe 12k >100 13 Employees Markets Factories LatAm Middle East & Africa Source: Haleon data 8
Slide 9: EMEA and Latin America is a key growth region
EMEA and Latin America is a key growth region Balanced portfolio of A track record …and an categories of strong growth… attractive margin Composition of EMEA & LatAm EMEA and LatAm revenue (£m) EMEA & LatAm adjusted operating profit (£m) revenue (2023) Organic growth Margin 3.5% 10.9% 12.6% 24.8% 22
Slide 10: World class portfolio of category leading brands
World class portfolio of category leading brands Respiratory Digestive Oral Health VMS Pain Relief Health Health and other £1.5bn #3 £0.4bn #3 £1.2bn #1 £0.8bn #1 £0.6bn revenue1 revenue1 revenue1 revenue1 revenue1 #1 Therapeutic OH3 Power Brands 68% of revenue Local Growth Brands 1. 2023 Haleon rev
Slide 11: Leading in categories with strong growth potential
Leading in categories with strong growth potential Oral Health 45% Over 60% of adults experience don’t use frequent sensitivity twinges sensitivity toothpaste 1 in 5 80% adults wear a denture don’t yet use an adhesive 53% Over 60% of adults suffer from don’t use gum health gum problems toothpaste So
Slide 12: Activating parodontax across EMEA & LatAm
Activating parodontax across EMEA & LatAm Expert is a key pillar…. …with consumer education… …driving strong performance EMEA & LatAm parodontax revenue 2021 2022 2023 Expert engagement on gum health “Adopt the parodontax routine Opportunity to expand and activate through teach-ins and webinars 1. C
Slide 13: parodontax
ANGG4 parodontax .. ACTIVE GUM REPAIR _ lA
Slide 14: Leading in categories with strong growth potential: Pain Relief
Leading in categories with strong growth potential Pain Relief >90% of adults Significant opportunity across suffer from 10 types of pain different pain states 1 in 5 Haleon share in different ‘pain markets’ Headache people suffer from weekly headaches Migraine Specialist Pain 30% Period Pain Fever
Slide 15: Strong performance of Panadol
Strong performance of Panadol Double digit organic growth CAGR (21-23) Brand companion across entire consumer lifecycle A&P approach that supports the ‘where to play’ choices Targeting multiple need states… …for both adults and kids …with a balance of safety and efficacy 15
Slide 16: Haleon brand image
HAL=ON Release starts here Always read the label
Slide 17: 17
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Slide 18: Route to market driven by Pharmacy
Route to market driven by Pharmacy Leading in Pharmacy Well positioned in mass market Accelerating in e-commerce #1 Consumer Health in region Strong reach and ranked top tier Seeing strong growth c.2x size of next competitor1 supplier in over 60% of markets2 Underdeveloped in OTC given regulations a
Slide 19: Haleon Retail Landscape EMEA & LATAM
SME ENANEL (PRONAMEL ) —_ 4 a 9 g & a Haleon Retail Landscape EMEA & LATAM =<. $<
Slide 20: Strong route to market underpinned by strategic pillars
Strong route to market underpinned by strategic pillars Reaching more Strong customer Leadership in consumers in collaboration pharmacy channel emerging markets Expanding Industry leading Enabling through footprint across execution of superior growing channels innovation technology 20
Slide 21: Strong customer collaboration
Strong customer collaboration Using technology and advanced data & analytics to optimise shopper experience and, drive category growth for Haleon and our customers Shopper Science Lab Partnering for growth Perfect store Shopper engagement 21 Enriched with new leading Customer engagement Data driven
Slide 22: Leading position in pharmacy
Leading position in pharmacy Strong presence Further expanding reach Providing education of in pharmacy through technology condition and treatment Significant sales force presence Use of digital and partnerships Driving pharmacist across region to expand reach recommendation is key • Pharmacy channe
Slide 23: Reaching more consumers in emerging markets
Reaching more consumers in emerging markets Taking Power Brands Middle East & Africa (MEA) Latin America (LatAm) into new markets £0.8bn £0.7bn revenue 1 revenue1 Haleon is a leading MNC, Market leader growing ahead of Leveraging Local Growth brands with consistent share gain 2 the market 3 GrandPa
Slide 24: Leveraging portfolio and expanding reach in MEA & LatAm
Leveraging portfolio and expanding reach in MEA & LatAm Centrum Geographic expansion Increasing activation Expanding consumer reach Launch of Centrum in Activation of Centrum Centrum Essencial in Brazil Egypt in 2022 in Middle East improving launched in Q4 23 designed for point of sale and awareness
Slide 25: Running a responsible Business embedded across the region
Running a responsible Business embedded across the region Investing in renewable energy Driving water neutrality Initiatives in inclusivity Aim to reduce our net Scope 1 Aim to achieve water neutrality at Aquafresh Campaign to showcase and 2 Carbon emissions by our manufacturing sites in water– that
Slide 26: EMEA and LatAm is building a track record of strong growth
EMEA and LatAm is building a track record of strong growth, positively contributing to Haleon overall World class portfolio with leading positions across the categories Leveraging leadership in pharmacy to maximise consumer reach Significant opportunity to further expand in emerging markets Compelli
Slide 27: Appendix
Appendix
Slide 28: Glossary
Glossary A number of adjusted measures are used to report the performance of our business which are • Restructuring costs: Include personnel costs associated with restructuring programmes, non-IFRS measures. Adjusted results, organic revenue growth, organic profit growth, and other impairments of ta
Slide 29: Investor Relations contacts
Sonya Ghobrial Rakesh Patel Emma White Head of Investor Relations Director Director Sonya.x.Ghobrial@Haleon.com Rakesh.x.Patel@Haleon.com Emma.x.White@Haleon.com +44 7392 784784 +44 7552 484646 +44 7823 523562