Reckitt Benckiser Group (RKT) Status Update summary

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.