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Reckitt Benckiser Group (RKT) Investor update summary

Event summary combining transcript, slides, and related documents.

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Investor update summary

15 May, 2026

Strategic context and digital science integration

  • Focused portfolio of 11 power brands with strong consumer relevance and pricing power supports innovation and growth ambitions.

  • Digital science accelerates innovation, enabling faster, larger, and more successful product launches, underpinning 4%-5% growth guidance.

  • Enhanced operating model and digital tools drive productivity, cost savings, and fixed cost reduction targets below 19% of net revenue by 2027.

  • Sustained R&D investment and digital science optimize pipeline efficiency and strategic priorities.

Digital science across the product life cycle

  • Virtual experimentation, predictive modeling, and AI-supported decisions reduce R&D cycle times by up to 70% for low-value tasks.

  • Over 10,000 virtual experiments conducted in 2026, up from fewer than 100 three years ago, expanding design possibilities.

  • Digital science solutions deployed across all power brands and 20+ markets, with 2,000+ colleagues trained.

  • Average project size in the innovation pipeline grew 25% year-on-year, and pipeline net revenue from innovations increased 1.5x since mid-2023.

Case studies and tangible outcomes

  • Vanish Turbo: Digital active learning reduced prediction error by 75%, increased consumer liking, and drove 6% growth at a key retailer.

  • Lysol Air Sanitizer: Digital science enabled category creation, regulatory approval, and 20% net revenue growth in 2025, with a 100bps gross margin premium.

  • Gaviscon: Digital twins for manufacturing scale-up cut trial costs and time, reducing risk and improving margin.

  • Dettol: 3D simulation and PET packaging saved 400 tons of plastic, improved pallet efficiency by 33%, and delivered £5m annual cost savings.

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