Essity (ESSITY) AGM 2026 presentation summary

Financial performance and shareholder returns

• Achieved net sales of SEK 138 billion and EBITA (excluding IAC) of SEK 19.6 billion in 2025, with operations in 150 countries and 36,000 employees.

• Delivered strong organic growth, highest EBITA margin and earnings per share in five years, and robust cash flow and balance sheet.

• Earnings per share from continuing operations reached SEK 17.09 in 2025; total EPS including divestment gains was SEK 29.83.

• Proposed dividend of SEK 8.75 per share for 2025, a 6% increase and 52% higher than in 2018.

• Continued share buybacks and proposed higher dividend to enhance shareholder value.

Strategic growth and market position

• Acquired Edgewell's feminine care business in North America for $340 million to strengthen presence in high-potential categories.

• Focused on segments with high returns and value-creating acquisitions, especially in attractive geographies.

• Holds #1 or #2 market share positions in 90% and 65% of branded sales, supported by favorable trends like global aging and health focus.

• Priorities for 2026 include integrating the Edgewell acquisition, growing market share through innovation, and executing cost-saving programs.

Innovation and brand strength

• Invested in differentiated innovation, with 40% of products rated as superior by customers in 2025.

• Expanded reach with strong brands such as TENA, TORK, Libresse, and Nosotras, present in iconic venues worldwide.

• Award-winning marketing campaigns, including Cannes Lions recognition for Bodyform/Libresse.

• Developed cost-effective healthcare products and innovative wound care solutions.