SCA (SCA) Investor presentation summary

Integrated value chain and growth strategy

• 2025 sales were SEK 20.4bn, EBITDA SEK 6.6bn, EBITDA margin 32%, industrial ROCE 4%, climate benefit 12.0 Mt CO₂ and net forest growth 2.5m m³fo.

• Strategy centers on an integrated value chain, greater value from each tree, high self-sufficiency in wood, energy and logistics, and continued forest acquisitions in Nordic and Baltic regions.

• Prioritized investments include the Obbola kraftliner machine, Ortviken CTMP line, wind power, biofuels and forest acquisitions; further opportunities span wood, pulp, containerboard and renewable fuels.

Forest

• Forest holdings total 2.7m ha, including 2.1m ha of productive forestland and 277m m³fo of standing volume; holdings cover 6% of Sweden.

• In 2025, gross forest growth was 10.9m m³fo, harvesting 6.8m m³fo and annual net standing-volume increase 2.5m m³fo.

• Own forests supply ~50% of wood raw material needs; the strategy targets increased growth and harvesting, improved forestry productivity, biodiversity conservation and Nordic and Baltic acquisitions.

• Forest land acquisitions in the Baltics are intended to strengthen fiber supply, support self-sufficiency and provide raw material for future projects.

Wood

• The wood business reported 2025 sales of SEK 6.125bn, EBITDA of SEK 856m and a 14% EBITDA margin; capacity is 2.2m m³ across five modern sawmills.

• Focus areas include value-added products, customized solutions for further processors and builders, profitable growth balanced with raw-material supply, and high sawlog yield.