Reckitt Benckiser Group plc (RBGPF)
NEUTRALFundamental
52
मूल्य
$5150.00
मार्केट कैप
$32.48B
भाग 1 · कंपनी का मूल्य कितना है
अवलोकन
Reckitt Benckiser makes and sells branded household health and hygiene products: disinfectants and cleaners such as Lysol and Dettol, over-the-counter medicines such as Nurofen and Strepsils, condoms under Durex, and infant formula through its Mead Johnson Nutrition unit. It manufactures its own products and sells them through supermarkets, pharmacies and e-commerce worldwide. On 31 December 2025 it completed the sale of its Essential Home division (Air Wick, Calgon, Cillit Bang and about 75 other brands) to Advent International, keeping a 30% stake in the buyer.
यह पैसा कैसे कमाती है
Revenue comes from selling packaged consumer goods through retailers, who buy at wholesale prices and mark them up for shelf sale. Margins depend on brand strength: a well-known name lets Reckitt charge more than an unbranded or store-label equivalent for a nearly identical product. Since January 2025 the group reports by geography — Core Emerging Markets, Core Europe, Core North America — plus Mead Johnson Nutrition as a separate line, after moving away from its former Health/Hygiene/Nutrition split.
प्रतिस्पर्धी बढ़त (Moat)
ब्रांड · संकीर्णReckitt owns a portfolio of category-leading brands built over decades — Dettol in disinfection, Durex in condoms, Nurofen in pain relief — that let it command a premium over unbranded rivals. The advantage is narrow rather than wide: retailers' own store brands and generic pharmacy equivalents compete directly on price in most of these categories, and brand loyalty alone does not stop customers from trading down when budgets tighten.
मांग को क्या चलाता है
डिफेंसिवMost of the portfolio — disinfectants, pain relief, feminine care — covers routine household purchases that people keep buying even in a downturn, which cushions the group against recessions. The exception is infant nutrition, where demand tracks birth rates rather than the economy: Mead Johnson's growth in 2025 came mainly from price and mix rather than more babies being fed, since volumes actually declined.
खरीदने के पक्ष में तर्क
Buyers argue that the 2025 turnaround is real — Core Reckitt like-for-like revenue grew 5.2%, led by double-digit growth in Emerging Markets — and that the Essential Home sale sharpens the portfolio around higher-margin health and hygiene brands while returning capital to shareholders through a special dividend.
बेचने के पक्ष में तर्क
Sellers point to a stalled Europe (like-for-like revenue down 4.5% in 2025) and soft North America, and worry that hundreds of pending U.S. lawsuits alleging Enfamil premature-infant formula causes necrotizing enterocolitis — with a jury already awarding $60 million in one case — could impose costs and reputational damage far beyond what today's price assumes.
Written by the editors, published on 18 अगस्त 2026
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बैलेंस शीट और तरलता
राजस्व
$13.35B
अंतिम प्रकाशित तिमाही तक के पिछले 12 महीने — प्रति शेयर मेट्रिक्स से अनुमानित
शुद्ध आय
$2.81B
अंतिम प्रकाशित तिमाही तक के पिछले 12 महीने — प्रति शेयर मेट्रिक्स से अनुमानित
Free Cash Flow
$3.09B
कुल इक्विटी
$5.67B
कुल देनदारियाँ
$10.25B
Current Ratio
0.59
Interest Coverage
-
Debt/EBITDA
2.86
Earnings Per Share
राजस्व और शुद्ध आय
Free Cash Flow
आय विवरण
ऐतिहासिक विवरण
समय के साथ मार्जिन
समय के साथ ऋण
ऋण कितना भारी है
वृद्धि तालिका
वृद्धि — राजस्व
Fair Value अनुमान
Fair Value
$2156.36
वर्तमान मूल्य
$5150.00
Margin of Safety
-138.8%
Fair Value सीमा
$1401.63 - $2911.08
अनुमान विधियाँ
मूल्यांकन मेट्रिक्स
P/E Ratio
1169.99
ROE
48.0%
P/B Ratio
580.17
P/FCF
1049.76
Gross Margin
59.6%
ROIC
12.3%
लाभप्रदता Radar
Value Creation (Economic Moat)
ROIC
12.3%
WACC
8.5%
ROIC − WACC
+3.8 pp
ROIC exceeds the cost of capital — the company is creating value for shareholders.
Fundamental विश्लेषण मानदंड
पास (10)
- ROIC 12.3%
- Gross Margin 59.6%
- Debt/Equity ratio
- Operating Margin 28.5%
- Positive Free Cash Flow
- Debt/EBITDA
- ROE 42.9%
- Analyst Consensus 76% Buy
- PEG Ratio 0.47
- Net Margin Trend 22.4% vs 10.1%
फेल (11)
- Price CAGR -3.27%
- P/FCF 1049.76
- P/B Ratio 580.17
- CapEx intensity
- Current Ratio
- Price below Graham Number
- DCF valuation (Overvalued)
- Revenue Growth 5Y 0.3%
- Earnings Surprise avg 2.4%
- Earnings Quality (OCF/NI) 0.66
- Piotroski F-Score 1/9
अनुपलब्ध (6)
- EPS data insufficient
- Dividend Payout NaN%
- Interest Coverage
- Return on Tangible Assets
- Low reliance on intangibles
- Share Dilution (missing shares data)
Piotroski F-Score
गंभीर वित्तीय चिंताएं
Earnings गुणवत्ता
मध्यम: मुनाफे और नकदी के बीच कुछ अंतर
शेयर Dilution
शेयर वापस खरीद रही है। शेयरधारक अनुकूल
प्रशासन
कार्यकारी टीम
| नाम | पद | आयु |
|---|---|---|
| Mr. Kristoffer Loe Licht | CEO & Executive Director | 49 |
| Ms. Shannon Sue Eisenhardt | CFO & Executive Director | 51 |
| Mr. Nicholas James Ashworth C.F.A. | Senior Vice President of Investor Relations | - |
| Ms. Catheryn O'Rourke | Senior VP, General Counsel & Company Secretary | 52 |
| Ms. Sheila Redzepi | Chief Communications & Corporate Affairs Officer | 46 |
| Mr. Ranjay Radhakrishnan | Chief Human Resources Officer | 54 |
| Mr. Jerome Lemaire | President North America | 51 |
| Ms. Angela Naef Ph.D. | Chief Research & Development Officer | 49 |
| Ms. Susan Sholtis | President of Nutrition | 58 |
| Dr. Alessio Fasano M.D. | Chief Science & Medical Officer of Mead Johnson Nutrition (MJN) Business | - |
Audit जोखिम
4
बोर्ड जोखिम
2
मुआवजा जोखिम
3
शेयरधारक अधिकार जोखिम
1
भाग 2 · कीमत और खरीदने का समय
यह हिस्सा यह नहीं बताता कि कंपनी अच्छी है या नहीं: यह तय करने में मदद करता है कि उसे कब खरीदें, जब फंडामेंटल आपको आश्वस्त कर चुके हों। इसमें: तकनीकी विश्लेषण, संभावना, ऐतिहासिक गिरावट, गामा एक्सपोज़र।
Latest News
Recent headlines for RBGPF, sourced from Markets Gazette.