)

Essity (ESSITY) investor relations material
Essity Barclays 18th Annual Global Consumer Staples Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Strategic Focus and Business Overview
Operates in 150 countries with 36,000 employees and SEK 150 billion in annual net sales, focusing on high-margin segments like incontinence care, feminine hygiene, and wound care while reducing emphasis on lower-margin consumer tissue.
Holds leading positions with brands such as TENA, Tork, Libresse, and Lotus, with 90% of branded sales in #1 or #2 market positions and strong presence in 60% of branded sales.
Brands serve a billion people daily across hygiene and health categories, with market leadership driven by demographic trends like aging populations and increased health awareness.
Market growth exposure is highest in developing and emerging regions, with ambitions to outperform the market and achieve over 3% organic growth at a 15% profit margin.
Three main business areas: Professional Hygiene, Health & Medical, and Consumer Goods, with Consumer Goods accounting for 54% of net sales.
Innovation, Product Development, and Sustainability
Recent innovations include upgraded TENA Men packaging, new feminine hygiene products for heavier flows, and sensor-based dispensers with extended battery life.
Coreless toilet paper technology expanded to premium and professional hygiene products, with notable launches like Tork OptiServe and Lotus paper-packaged products.
Brands like Bodyform and Libresse emphasize superior protection and confidence.
Recognized for ESG leadership, awarded Supplier Engagement Leader by CDP and included in FTSE4Good Index.
Focus on customer centricity, efficiency gains, and evolving go-to-market strategies to enhance competitiveness.
Market Dynamics and Financial Performance
Q2 saw organic growth and stable profit despite lower volumes and higher costs, with strong growth in strategic segments and high pace of product launches.
Flattish volume growth and rising costs prompt focus on accelerating volume growth and cost reduction for the remainder of the year.
Gaining or stabilizing market share in most categories, with particular strength in feminine hygiene and challenges in baby care.
Consumer tissue growth concentrated in low and mid-tiers, offset by presence in private label.
Financial targets and vision remain unchanged, with continued commitment to organic growth above 3%, EBITA margin above 15%, and recurring share buybacks.
Next Essity earnings date

The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
)
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
)
I can't remember the last time an app had such a positive impact on my investment process.
)
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
)
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
I can't remember the last time an app had such a positive impact on my investment process.
)
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
)
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
)
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage