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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.
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Barclays 18th Annual Global Consumer Staples Conference 2025 summary2 Sep, 2025

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.

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Next Essity earnings date

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Q3 202523 Oct, 2025
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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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