Haleon plc (HLN) Earnings Call Transcripts

Haleon plc's Latest Earnings Call - Q1 FY2026

Haleon plc reported its Q1 2026 results, highlighting a 2.2% organic revenue growth amidst challenging market conditions, particularly due to a weak cold and flu season impacting growth by 130 basis points. Revenue was driven by strong performance in Oral Health with 8.3% growth, and VMS showing a 1.7% increase. The company maintained its full-year guidance of 3% to 5% organic revenue growth and high single-digit operating profit growth, despite macroeconomic uncertainties. Management emphasized ongoing productivity initiatives and strategic investments, such as a GBP 65 million investment in a new oral health facility in Shanghai, to support future growth.

Reported metrics

Guidance from management

Haleon maintained its full-year guidance of 3% to 5% organic revenue growth and high single-digit operating profit growth, despite macroeconomic uncertainties and the impact of the Middle East conflict.

What management said

Yes. I think, look, on cough, cold and flue, I mean, I've already talked about this. If you look over the last 2 years, where we've had 2 big seasons, cost colon food volumes have been down mid to high single digit. And we would expect, therefore, we would expect to see volume growth in the back half of the year. I think in terms of LATAM, it is a challenging macro environment, but we feel really good about the act...

Thanks, everyone. I appreciate you all joining us today. Look forward to catching up with all of you in promoting meetings and roadshows and please feel free as you always do really reach out to the IR team if you have any further questions. Thanks for the continued interest and support in Helion. Have a good day.

What analysts pressed on

Analysts expressed concerns about the impact of macroeconomic uncertainties and the weak cold and flu season on Haleon's ability to meet its full-year guidance. Questions focused on the sustainability of North America's growth and the potential need for pricing adjustments in Latin America.

Main topics on the call

• Organic Revenue Growth — Haleon achieved 2.2% organic revenue growth, driven by 2.4% from price increases and a 0.2% decline in volume mix. Management noted the impact of a weak cold and flu season, which reduced growth by 130 basis points.
• Oral Health Performance — Oral Health delivered 8.3% growth, significantly outpacing the market. Key drivers included innovation in Sensodyne and Paradigm tax, with the U.S. market showing double-digit consumption growth.
• North America Growth — North America returned to growth with a 1% increase, supported by improved marketing and execution strategies. Management expects further acceleration due to shelf resets and new product launches.
• Emerging Markets Performance — Emerging markets saw a 4.3% organic revenue growth, with challenges in Latin America due to a tough consumer environment. Management expects improvements from Q2 onwards due to strategic initiatives.

Read the full Haleon plc transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 34 Haleon plc earnings call transcripts on record, spanning November 10, 2022 to July 30, 2026. Based on this history, Haleon plc reports quarterly. The most recent call on file is dated July 30, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

HLN

Exchange

LSE

Country

GB

Sector

Health Care

Industry

Pharmaceuticals

Calls on record

34

First call

November 10, 2022

Most recent

July 30, 2026

Reporting cadence

quarterly