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Essity
Essity (ESSITY) investor relations material
Essity Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary22 Jan, 2026
Executive summary
Q4 2025 delivered higher profit margins and increased market shares across business areas, despite a decline in organic and net sales due to price reductions and challenging market conditions.
Strategic acquisition of Edgewell's feminine care business in North America doubled U.S. personal care sales and supported future growth.
Recognized for sustainability with EcoVadis Platinum Medal and CDP A list placement; emissions and safety targets on track.
Organizational changes and a new cost savings program were launched to accelerate growth and increase operational flexibility.
Board proposes a 6% dividend increase, reflecting confidence in financial stability.
Financial highlights
Q4 2025 organic sales declined by 1.1%, with net sales at SEK 34.7bn, down 8.2% year-over-year; full-year net sales reached SEK 138,494m.
EBITA margin excl. IAC rose to 14.7% in Q4, with full-year EBITA margin at 14.1%; Q4 EBITA increased 9% to SEK 5,117m.
EPS for Q4 2025 was SEK 4.69, up 14% year-over-year; full-year EPS at SEK 19.4, a 58% increase since 2017.
Operating cash flow in Q4 was SEK 4.4bn; full-year operating cash flow SEK 14,998m.
Net debt/EBITDA improved to approximately 1 at year-end.
Outlook and guidance
Priorities for 2026 include driving profitable volume growth, integrating the Edgewell acquisition, and executing cost savings of SEK 1bn annually by end of 2026.
CapEx for 2026 guided at SEK 8–8.5 billion, higher than 2025.
Structural tax rate expected at 25–26%.
New organization with decentralized decision-making effective January 2026.
Ambition to accelerate organic growth toward 3% target, focusing on market share and strategic segments.
Detail cost savings program's impact on S&A
Edgewell acquisition: expected synergy realization
How to reverse Q4 organic sales price decline?
Margin impact from cost savings reinvestment?
Is Consumer Tissue private label still core?
Drivers of market share gains vs. sales decline?
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Next Essity earnings date
Q1 202623 Apr, 2026
Essity
Next Essity earnings date
Q1 202623 Apr, 2026
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Frequently asked questions
Essity develops, produces, and sells hygiene and health products and services worldwide. The company offers adult incontinence products under the Molicare brand, which includes briefs, pants, liners and easy-to-fit reusable pads for day and night protection; wipes for baby care under the brands Kandoo and Munchkin; medical gloves under the Padederm brand; and baby diapers under the Mamia brand. The name Essity stems from the words “essentials” and “necessities”.
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