Earnings Call Summary | Haleon(HLN.US) Q1 2024 Earnings Conference
Earnings Call Summary | Haleon(HLN.US) Q1 2024 Earnings Conference
The following is a summary of the Haleon Plc (HLN) Q1 2024 Earnings Call Transcript:
以下是Haleon Plc（HLN）2024年第一季度财报电话会议记录的摘要：
Financial Performance:
财务业绩：
Haleon reported Q1 revenue of £2.9 billion, reflecting 3% organic growth.
Organic revenue growth was driven by a 5% price rise, despite volume/mix decline of 2%.
The adjusted operating profit stood at £707 million, marking a 12.8% organic increase, and gross profit organically rose by 5%.
Health revenues showed a growth of 10.6%, VMS revenue rose 9.9% but respiratory revenues experienced a decline.
Developed and emerging markets saw organic growth of 0.5% and 7.7% respectively.
Haleon completed a share buyback of £315 million, reducing the number of shares in issue by around 1.1%.
The closing of a manufacturing facility in Maidenhead, leading to a restructuring cost of £90 million for the next two years, is part of Haleon's productivity plans.
Haleon报告称，第一季度收入为29亿英镑，反映了3％的有机增长。
尽管销量/组合下降了2％，但价格上涨了5％，推动了有机收入的增长。
调整后的营业利润为7.07亿英镑，有机增长了12.8％，毛利有机增长了5％。
健康收入增长10.6％，VMS收入增长9.9％，但呼吸收入有所下降。
发达市场和新兴市场的有机增长分别为0.5％和7.7％。
Haleon完成了3.15亿英镑的股票回购，使已发行股票数量减少了约1.1％。
关闭梅登黑德的一家制造工厂，导致未来两年的重组成本为9000万英镑，这是Haleon生产力计划的一部分。
Business Progress:
业务进展：
Haleon is evolving to become more agile and competitive.
The company is executing a productivity program that is delivering expected savings and increased investment in the business.
The planned closure of a Maidenhead facility and transfer of operations to Slovakia is a step towards building a more efficient global supply chain.
CFO Tobias Hestler will be succeeded by Don Ellen at the end of the year.
Haleon anticipates a speedy payback and unspecified incremental savings from the shift of manufacturing to Slovakia.
The company has increased Advil & Promotions (A&P) investment in Q1 and expects to continue doing so.
The growth in the US market, unveiling of Sensodyne clinical worldwide, and the anticipated launch of an erectile dysfunction cream demonstrate Haleon's market expansion efforts.
The company is also focusing on market expansion through their Sensodyne oral care product and the strength of their distribution model, particularly in markets like Central and Western Europe.
Haleon 正在不断发展，变得更加敏捷和更具竞争力。
该公司正在执行一项生产力计划，以实现预期的节省并增加对业务的投资。
计划关闭梅登黑德工厂并将业务移交给斯洛伐克，这是朝着建立更高效的全球供应链迈出的一步。
首席财务官托比亚斯·海斯特勒将在年底由唐·艾伦接任。
Haleon预计，将制造业转移到斯洛伐克将很快获得回报，并可带来未指明的增量节约。
该公司在第一季度增加了Advil & Promotions（A＆P）的投资，并预计将继续这样做。
美国市场的增长、Sensodyne clinical在全球的发布以及预期的勃起功能障碍乳膏的推出，都表明了Haleon在市场扩张方面的努力。
该公司还专注于通过其Sensodyne口腔护理产品和强大的分销模式扩大市场，尤其是在中欧和西欧等市场。
More details: Haleon IR
更多详情： Haleon IR
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
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译文内容由第三方软件翻译。