HALEON Posts 30% Growth in 4QCY25 

Haleon Pakistan Limited (HALEON) has posted a strong growth of 30 percent year on year (YoY) basis in 4QCY25.

The company announced 4QCY25 results where the company posted EPS of Rs15.3 versus Rs11.8 during the same period last year, reflecting a strong growth of 30%YoY. 

The company also announced an interim cash dividend of Rs15/share, taking the Cumulative dividend to Rs30/share in CY25. Finance Minister Meets Pharma Bureau Delegation on Pharmaceutical Sector Issues

The surge in earnings was primarily driven by topline growth of 13%YoY and an improvement in gross margins to 41% (up 3ppts). 

During 4QCY25, the company’s revenue grew by 13%YoY to Rs10.9bn compared to Rs9.8bn during the same period last year, likely driven by higher sales of Panadol (up 32%YoY). 

Despite this, CaC1000 sales declined ( down 20%YoY) on the back of lower volumes (down 30%YoY). Haleon’s gross margin expanded sharply to 41% in 4QCY25 from 38% in the same period last year. This is primarily due to price hikes and lower raw material costs. 

However, the other income declined by 39%YoY to Rs178mn on the back of lower interest rates compared to the same period last year. 

On a cumulative basis during CY25, the company posted EPS of Rs54.4 compared to Rs39.1 in the same period last year, up 39%YoY, driven by a 16%YoY increase in revenue to Rs43bn mainly on the back of price hikes. 

In the essential category, Panadol Regular, contributing approx. 41% of total revenue, likely recorded 9%YoY growth, with around 8%YoY from price increases. 

while in the non essential segment, CaC1000, accounting for 20% of revenue, is estimated to have grown 17%YoY primarily due to price adjustments. Improved pricing combined with subdued raw material costs likely resulted in a 5pptYoY expansion in gross margins in CY25.