Karachi: Haleon Pakistan Limited (HALEON) held a corporate briefing to discuss its impressive financial performance for the first nine months of the calendar year 2025, reporting a significant 43% increase in earnings to Rs4.6 billion. The company’s revenue rose to Rs32 billion, marking a 17% year-on-year growth, driven by both price increases and volumetric growth.
The briefing revealed that Haleon’s gross margin improved by 5 percentage points to 38%, attributed primarily to strategic price hikes and reduced raw material costs. A substantial portion of the company’s revenue, 80%, is generated from its top brands, including Panadol, CAC, and oral care products like Sensodyne and Parodontax.
Haleon’s product mix comprises 45% essential drugs, with the remainder falling into non-essential and FMCG categories. The company anticipates faster growth in its oral segment. Recently launched products include Panadol Ultra and a range of Sensodyne variants. Plans are underway to introduce new Panadol variants, such as Panadol Menstrual and Migraine.
The company sources paracetamol, a key ingredient for Panadol, from local suppliers. With enhancements at its Jamshoro plant, Haleon expects an increase in tablet production from 30 million to 50 million units and a rise in vitamin product capacity by 5 million units. The management noted that deregulation of non-essential drugs has positively impacted the sector, improving volumes while maintaining competitive pricing.
In its Centrum portfolio, Haleon is in talks with the government to manufacture nutraceuticals locally. The company reported no impact from recent border closures with Afghanistan, as it does not export to the country. However, Haleon is looking to expand its export footprint to 18-19 countries, focusing on pain relief, digestion, and respiratory products, though regulatory approvals may take 2-4 years.
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