Slide 1: Presentation Quarter 1, 2026
Presentation Quarter 1, 2026 April 23, 2026
Slide 2: Ulrika Kolsrud, President and CEO
Ulrika Kolsrud President and CEO
Slide 3: Highlights Q1 2026
Highlights Q1 2026 Organic sales growth EBITA excl. IAC +0.4% SEK Organic sales growth with higher volumes of which 4,603m Higher market shares in branded sales retail volume +1.1% +5%1) Higher margins 1) Excluding currency translation effects Strong cash flow and balance sheet EBITA margin excl. IA
Slide 4: Health & Medical
Health & Medical • Growth in Medical Solutions with strong contribution from Wound Care and good growth in Orthopedics • Weak sales quarter in Incontinence Products Health Care • Strong growth in North America • Upgrade of TENA assortment in North America – TENA ProSkin® Super Briefs – TENA ProSkin®
Slide 5: Personal Care
Personal Care • Higher market shares in >60% of branded sales • Continued strong growth in Incontinence Products with high growth in Latin and North America • High growth in Feminine Care with strong contribution from leakproof apparel • Focus on integrating the Feminine Care acquisition in North Am
Slide 6: Consumer Tissue
Consumer Tissue • Sales decline, driven by lower sales in Europe • Good growth in Latin America • Higher market shares and volumes in branded sales • First launch of coreless household towels – Zewa Wisch&Weg Smart • New biomass boiler plant inaugurated in France Le Theil, France Kunheim, France
Slide 7: Professional Hygiene
Professional Hygiene • Higher volumes with growth initiatives starting to pay off • Stabilized market in North America • Continued positive development of product mix with growth in strategic products – Tork PeakServe +10% – Skincare +5%
Slide 8: Fredrik Rystedt, EVP and CFO
Fredrik Rystedt EVP and CFO & essity
Slide 9: Sales - positive contribution from volumes and M&A
Sales - positive contribution from volumes and M&A Organic sales growth: +0.4% Health & Medical +0.5% SEK 35.0bn +1.1% -0.7% +1.1% -6.6% SEK 33.2bn • Incontinence Health Care -0.9% - Health & Medical + Health & Medical + Personal Care + Personal Care • Medical Solutions +2.5% - Consumer Tissue - Con
Slide 10: Higher margin with contribution from Health & Medical and Personal Care
Higher margin with contribution from Health & Medical and Personal Care +60bps -30bps +20bps -10bps 13.9% 13.5% EBITA margin excl. IAC: 13.9% + Volumes Savings ~30 MSEK - Lower sales prices Health & Medical 18.4% + Lower COGS incl savings ~130 MSEK Personal Care 15.4% Consumer Tissue 10.7% Professio
Slide 11: Continued strong operating cash flow
Continued strong operating cash flow SEKbn 6.5 5.3 4.3 4.4 4.4 3.8 3.2 3.3 1.5 Q1 2024 Q2 2024 Q3 2024 Q4 2024 Q1 2025 Q2 2025 Q3 2025 Q4 2025 Q1 2026
Slide 12: Lower net debt and net debt vs EBITDA excl IAC
Lower net debt and net debt vs EBITDA excl IAC of 1 5 36 4,5 SEKbn 30.8 4 31 26.5 3,5 26 24.5 3 21 2,5 16 2 1,5 11 1 1.2 6 1.0 1.0 0,5 1 0 2024 2025 Q1 2026 Net Debt, SEKbn Net Debt / EBITDA excl. IAC
Slide 13: New share buyback program
New share buyback program SEK 3bn SEK 3bn SEK 3bn • Essity B share buyback program of SEK 3bn • Begins no earlier than May 11, 2026 and extends until AGM 2027 at the latest • Safe Harbour compliant • Ambition to use as a recurring part of Essity’s capital allocation 2024 2025 2026
Slide 14: Ulrika Kolsrud, President and CEO
Ulrika Kolsrud President and CEO
Slide 15: Summary
Summary Q1 2026 – higher volumes and market shares, higher margins, M&A completed, new share buyback program, strong balance sheet Priorities 2026: Grow market shares, supported by innovation across tiers Successful integration of Feminine Care acquisition Execute SG&A savings to invest in pro
Slide 16: Essity breaks barriers on Earth and beyond
View of Earth taken by Essity breaks barriers on Artemis II Commander Reid Wiseman (NASA) Earth and beyond • Essity’s JOBST® compression garments supported astronauts on NASA’s Artemis II Mission – Compression garments help to manage the Artemis II Mission launch (NASA/Bill Ingalls) effects of signi
Slide 17: Forward-looking statements
This presentation may contain forward-looking statements. Such statements are based on our current expectations and are subject to certain risks and uncertainties that could negatively affect our business. Please read our most recent annual report for a better understanding of these risks and uncert
Slide 18: Q&A
Q&A
Slide 19: Welcome to join in Gothenburg or virtually!
Essity’s Capital Markets Day May 7, 2026 Essity Capital Markets Day 2026 Welcome to join in Gothenburg or virtually!
Slide 20: ée> eSsity
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