Reckitt Benckiser: Focus on digital science

研报英文原文证据摘录

Reckitt Benckiser: Focus on digital science

Update

May 14, 2026 11:01 PM GMT

Morgan Stanley & Co. International plc+MReckitt Benckiser | Europe Sarah Simon

Equity Analyst

Focus on digital science Sarah.Simon@morganstanley.comTilly Eno +44 20 7425-6064

Tilly.Eno@morganstanley.com +44 20 7677-3662

Key Takeaways David J Roux

The company has around 4,000 R&D professionals across scientific and technical David.Roux@morganstanley.com +44 20 7425-1040

Chris Linford, CFA

capacities and has spent 6 years building its data sets.

Research Associate

Reckitt is supplementing human talent with digital science, to facilitate faster and Chris.Linford@morganstanley.com +44 20 7425-1639

Richard Li

more effective creation and launch of superior products Research Associate

Richard.Li@morganstanley.com +44 20 7425-1976

Additionally, the Writeitt tool has been developed to free up scientist time

historically spent on documentation and protocol generation Reckitt Benckiser (RKT.L, RKT LN)

Management noted that they believe Reckitt to have the appropriate level of Household & Personal Care Products | United Kingdom

Stock Rating Overweight

R&D investment, which should now permit the development of greater

Industry View In-Line

efficiencies Price target 5,800p

Shr price, close (May 14, 2026) 4,546p

We see faster time to market as essential for success, particularly in markets such 52-Week Range 6,514-4,518p

Mkt cap, curr (mn) £32,617

as China, where Reckitt has thus far delivered outsized growth Net debt (12/26e) (mn)* £8,562

EV, curr (mn)* £39,157

Earlier today we attended an (online) session to focus on Reckitt's digital science * = GAAP or approximated based on GAAP

activities, which span product ideation, development, launch, activation and

optimisation.