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Earnings Call Summary | RECKITT BENCKISER GROUP PLC(RBGPF.US) Q1 2024 Earnings Conference

Earnings Call Summary | RECKITT BENCKISER GROUP PLC(RBGPF.US) Q1 2024 Earnings Conference

業績電話會議摘要 | RECKITT BENCKISER GROUP PLC (RBGPF.US) 2024 年第一季度業績發佈會
富途資訊 ·  04/25 16:48  · 電話會議

The following is a summary of the Reckitt Benckiser Group Plc (RBGPF) Q1 2024 Earnings Call Transcript:

以下是Reckitt Benckiser Group Plc(RBGPF)2024年第一季度業績電話會議記錄摘要:

Financial Performance:

財務業績:

  • Reckitt Benckiser reported a like-for-like net volume increase of 1.4% across their Hygiene and Health portfolios in Q1 2024.

  • The Nutrition division experienced a 9.9% decline in net revenue, caused by a negative volume of 9.4% and a 0.5% drop from price/mix.

  • Hygiene business saw a 7.1% like-for-like net revenue increase, majorly contributed by Finish and Lysol brands.

  • Health segment saw a 1% increase in like-for-like net revenue led by Durex, Dettol, VMS, and Gaviscon brands.

  • Reckitt Benckiser's revenue and profit guidance are heavily weighted towards H2, indicating expected margin growth during this period.

  • Reckitt Benckiser報告稱,2024年第一季度,其衛生與健康投資組合的淨交易量同比增長了1.4%。

  • 營養部門的淨收入下降了9.9%,這是由於9.4%的負交易量和價格/組合下降0.5%造成的。

  • 衛生用品業務淨收入同比增長7.1%,這主要是由Finish和Lysol品牌貢獻的。

  • 在杜蕾斯、滴露、VMS和Gaviscon品牌的帶動下,健康板塊的同比淨收入增長了1%。

  • Reckitt Benckiser的收入和利潤預期主要集中在下半年,這表明該期間的利潤率有望增長。

Business Progress:

業務進展:

  • North America saw growth in hygiene brands in Q1 2024, developing markets such as India and China experienced mid-single-digit volume growth.

  • Reckitt Benckiser's innovations, like Durex Invisible and recently launched Lysol Air Sanitizer, are stimulating growth.

  • High performing areas such as OTC, Intimate wellness, and Finish will continue to receive investment for continued growth.

  • The accelerated share buyback program has seen £600 million of shares purchased to date, with another round expected to commence in July.

  • The company plans to launch new innovations and platforms over the next year, promoting portfolio advancement and shareholder value.

  • Progress in their strategic agenda is ongoing, with an update expected in their half-year results. Despite being involved in a complex litigation process, Reckitt Benckiser remains committed to its current strategic path.

  • 北美衛生品牌在2024年第一季度實現增長,印度和中國等發展中市場的銷量增長中等個位數。

  • Reckitt Benckiser的創新,例如杜蕾斯隱形和最近推出的來蘇爾空氣消毒劑,正在刺激增長。

  • 非處方藥、私密健康和芬蘭等表現良好的領域將繼續獲得投資以實現持續增長。

  • 迄今爲止,加速股票回購計劃已購買了6億英鎊的股票,另一輪股票預計將於7月開始。

  • 該公司計劃在明年推出新的創新和平台,促進投資組合的發展和股東價值。

  • 他們的戰略議程正在取得進展,預計將在半年業績中公佈最新情況。儘管參與了複雜的訴訟程序,但Reckitt Benckiser仍然致力於走其當前的戰略道路。

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

提示:欲了解更多詳情,請訪問投資者關係網站。本文僅供投資者參考,不構成任何投資建議。

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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