consumer health and hygiene - rb · +130% 34% 62% by 2025 greater focus on developing markets...

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+130% 62% 34% by 2025 Greater focus on developing markets Driving RB’s purpose-led mission of healthier lives, happier homes, with social impact investment of C.DOUBLE THE FTSE 100 AND TOP OF PEER GROUP FOCUS ON OUTPERFORMANCE TRANSFORMING THE PORTFOLIO Posively impacng 20 million people Gross margin expansion 2011 to 2019 CHINA AND INDIA IN THE TOP FIVE 1 2 3 4 5 1 2 3 4 >500BPS DELIVERING LONG-TERM STAKEHOLDER VALUE £20M DELIVERING LONG-TERM SHAREHOLDER VALUE Transformaon to a global leader in CONSUMER HEALTH AND HYGIENE 5 2X SHARE PRICE £33 to £61 % dedicated to health LFL revenue growth CAGR +4% 1 BILLION PEOPLE REACHED IN 2018 ON HIV PREVENTION AND WATER & SANITATION BRAND-LED CAMPAIGNS Comparave data is taken from the financial period between full year results 2011 and full year results 2017. The TSR and TSR CAGR are calculated using the closing share price as off 14 January 2019. *Based on full year 2017 proforma net revenue (post IFRS15) CAGR +12%

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Page 1: CONSUMER HEALTH AND HYGIENE - RB · +130% 34% 62% by 2025 Greater focus on developing markets Driving RB’s purpose-led mission of healthier lives, happier homes, with social impact

+130%

62%34%

by 2025

Greater focus on developing markets

Driving RB’s purpose-led mission of healthier lives, happier homes, with social impact investment of

C.DOUBLE THE FTSE 100 AND TOP OF PEER GROUP

FOCUS ON OUTPERFORMANCE

TRANSFORMING THE PORTFOLIO

Positively impacting 20 million people

Gross margin expansion

2011 to 2019

CHINA AND INDIA IN THE TOP FIVE

1 2 3 4 51 2 3 4

>500BPS

DELIVERING LONG-TERM STAKEHOLDER VALUE

£20M

DELIVERING LONG-TERM SHAREHOLDER VALUE

Transformation to a global leader in CONSUMER HEALTH AND HYGIENE

5

2X SHARE PRICE

£33 to £61

% dedicated to health

LFL revenue growth

CAGR +4%

1 BILLION PEOPLEREACHED IN 2018 ON HIV PREVENTION AND WATER & SANITATION BRAND-LED CAMPAIGNS

Comparative data is taken from the financial period between full year results 2011 and full year results 2017.The TSR and TSR CAGR are calculated using the closing share price as off 14 January 2019.*Based on full year 2017 proforma net revenue (post IFRS15)

CAGR +12%

Page 2: CONSUMER HEALTH AND HYGIENE - RB · +130% 34% 62% by 2025 Greater focus on developing markets Driving RB’s purpose-led mission of healthier lives, happier homes, with social impact

Rakesh Kapoor 1987: joins RB1999: becomes Senior Vice President of Home Care2001: appointed SVP Regional Director Northern Europe2006: becomes EVP of Category Development2011: becomes CEO

Sets 2020 targets for sustainable and responsible growth

JUNE 2012

Spins off RB Pharmaceutical

DECEMBER 2014

MAY 2013

Acquires Schiff including MegaRed and enters VMS market

DECEMBER 2012

••

TRANSFORM TO OUTPERFORM

Divests food business to McCormick for $4.2bn

AUGUST 2017

RB Acquires KY

MARCH 2014

Acquires Mead Johnson and enters IFCN category

JUNE 2017

Creates OTC platform in LatAm in collaborationagreement with Bristol-Myers Squibb(Tempra, Luftal)

JANUARY 2018

Creates two independent business units to drive growth and outperformance

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