Reckitt Benckiser Group (RKT) investor relations material

Strategic foundations and growth trajectory

• Emerging Markets have been a core focus for over a century, with trusted brands and experienced leadership driving steady acceleration from mid-single digit to high single-digit growth, now representing the largest area for core operations.

• The business has expanded from 39% to 42% of group revenue over the past decade, with China, India, and Brazil contributing significantly.

• Growth is underpinned by a robust portfolio of Powerbrands and strong local brands, with 23 brands now exceeding GBP 50 million in annual sales, up from 11 in 2019.

• Market leadership is maintained through innovation, local customization, and execution excellence, supporting sustainable high single-digit growth ambitions.

• Investor seminar highlights strategy and growth drivers, aiming for sustainable high single-digit like-for-like net revenue growth in emerging markets.

Market opportunities and category expansion

• Emerging Markets are projected to contribute 50% of world GDP by 2030, with the top seven markets growing at twice the rate of developed markets.

• Rising incomes and a growing upper middle class are fueling demand for both mature and nascent categories, such as self-care, intimate wellness, and auto dishwashing.

• The business leverages a ready innovation pipeline, transferring successful products and technologies from developed markets to accelerate category growth.

• Premiumization and category mix shifts, especially into self-care and intimate wellness, are expanding gross margins and driving value creation.

• Focus on consumer health and hygiene brands with innovation and science-backed solutions.

Execution excellence and go-to-market strategies

• Three growth pillars guide strategy: deepening penetration in established categories, developing nascent categories, and scaling up in high-potential countries like Nigeria, Vietnam, and Colombia.

• Execution is driven by offline (traditional trade), online (e-commerce and social commerce), and OTC (pharmacy) channels, with India, China, and Latin America as centers of excellence.

• In India, advanced data and AI tools optimize store targeting, assortment, and execution, while in China, social commerce and live streaming drive rapid consumer engagement and category creation.

• Latin America leads in OTC, with regulatory and medical partnerships enabling rapid expansion of self-care brands and strong pharmacy channel presence.

• Emphasis on leveraging strong brands, premiumisation, innovation, and digital execution.