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Reckitt Benckiser Group
Reckitt Benckiser Group (RKT) investor relations material
Reckitt Benckiser Group Status Update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Status Update summary4 Dec, 2025
Strategic foundations and growth trajectory
Emerging Markets have a century-long presence, with trusted brands and experienced leadership driving steady acceleration from mid-single to high single-digit growth, now reaching almost 14% in recent periods.
The business is built on strong Powerbrands and Local Heroes, with Dettol, Durex, Harpic, and Vanish as key examples, and a growing portfolio of nascent categories like Self Care and Intimate Wellness.
Market leadership is supported by deep local know-how, robust execution, and a scalable playbook for category expansion and penetration.
Emphasis on leveraging strong brands, premiumisation, innovation, and digital execution to drive growth.
Aims for sustainable high single-digit like-for-like net revenue growth in emerging markets.
Market opportunities and execution pillars
Emerging Markets are set to contribute 50% of world GDP by 2030, with upper middle-class households now outnumbering those in developed markets, fueling demand for both mature and nascent categories.
Three growth pillars: expanding penetration in mature categories, developing nascent categories, and scaling up in high-potential countries like Nigeria, Vietnam, and Colombia.
Execution excellence is driven by offline (India), online (China), and OTC (Latin America) centers of brilliance, leveraging data, technology, and local partnerships.
Investor seminar focuses on emerging markets, highlighting strategy and growth drivers.
Supports medium-term guidance of 4% to 5% like-for-like net revenue growth for Core Reckitt.
Regional highlights and innovation
Africa aims to double its business in five years by focusing on megacities, digital-enabled go-to-market, and affordable entry packs.
Vietnam targets tripling its top line by 2030, with strong growth in Intimate Wellness, Self Care, and Auto Dishwash.
India’s precision-led offline strategy uses AI and geotagging to optimize sales, while China’s social commerce model delivers rapid innovation and high repeat rates.
Live streaming and quick commerce are key growth drivers, with China’s expertise being exported to ASEAN.
No new material financial or trading information will be disclosed during the event.
How do you prioritize EM growth drivers?
What share of total growth comes from EM?
How do EM growth plans align with societal impact?
Scale China's social commerce model to other EM
EM margin gap vs DM: investment vs. narrowing?
Prioritize nascent category growth for EM value?
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Latest summaries
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- 323410
Strong growth in customers, profits, and deposits, with stable asset quality and global milestones. - 3407
Net income rose 22.7% year-over-year, with improved financials and a revised upward forecast. - RYM
Refreshed strategy targets NZD 150m cash flow uplift, NZD 500m cash release, and resumed dividends by FY 2028. - 9101
Profits fell across most segments, but energy shipping and a major acquisition stood out. - 4626
Double-digit profit and sales growth, with strong segment results and a stock split impact. - 2371
Revenue up 21.5% YoY, but profit down on higher investments; LiPLUS Holdings acquired. - 3401
Major impairments and divestitures led to a net loss and lower revenue across all segments. - 8002
Profit forecast raised to ¥540.0B and annual dividend to ¥107.50 per share after strong results. - COF
Profit rebounded, NTA and occupancy rose, with strong leasing and premium divestment. - NUF
Statutory loss reported, seeds business repositioned, new CEO appointed, all resolutions passed.
Next Reckitt Benckiser Group earnings date
Consumer Analyst Group of New York Conference (CAGNY) 202619 Feb, 2026
Reckitt Benckiser Group
Next Reckitt Benckiser Group earnings date
Consumer Analyst Group of New York Conference (CAGNY) 202619 Feb, 2026
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Frequently asked questions
Reckitt Benckiser Group plc manufactures, markets, and sells health, hygiene, and nutrition products. The company offers food flavorings under the French's Food Flavor brand family; Squirt is an antifreeze; Gaviscon antacid tablets; Lysol disinfectants; Airwick air fresheners; Finish dishwash liquids, detergents, and compact powders; Woolite laundry detergents and occasional use cleaners; Mop&Glo floor care products; Clearasil skin treatments; and Veet hair removal products. The company also offers Zovirax lip ointment for the treatment of cold sores and shingles pain; Durex pregnancy tests for the assessment of human chorionic gonadotropin hormone levels in urine samples to help determine if ovulation has taken place in women trying to conceive. Reckitt Benckiser Group plc is based in Slough, the United Kingdom.
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