Essity (ESSITY) SEB Nordic Large Cap Seminar presentation summary

Strategic vision and market presence

• Aims to be the undisputed global leader in hygiene and health, serving a billion people daily in 150 countries.

• Portfolio includes leading brands across hygiene, health, and personal care segments.

Financial performance and targets

• Net sales reached SEK 138 billion in 2025, with an EBITA margin (excl. IAC) of 14.1%.

• Net debt/EBITDA (excl. IAC) stands at 1.0, and ROCE (excl. IAC) is 17.2%.

• Committed to annual organic sales growth above 3% and EBITA margin above 15% (excl. IAC).

Shareholder value and returns

• Earnings per share increased 50% vs 2021, and dividend per share rose 25% vs 2021.

• SEK 9.0 billion allocated to share buybacks (2024–2026); total shareholder return up 26% since 2021, outperforming peers.