Slide 1: Presentation Quarter 2, 2026
Presentation Quarter 2, 2026 July 16, 2026
Slide 2: Ulrika Kolsrud, President and CEO
Ulrika Kolsrud President and CEO
Slide 3: Highlights Q2 2026
Highlights Q2 2026 Organic sales growth EBITA excl. IAC +0.3% SEK Higher volumes and positive mix of which 4,685m volume +1.4% Three of four business areas growing Resilient profitability in a volatile environment EBITA margin Operating cash flow excl. IAC Cost savings according to plan SEK 13.4% 2,
Slide 4: Health & Medical
Health & Medical Q2 2026 • Continued strong growth in North America, good growth in Europe • Good growth in Incontinence Products • Strong growth in Medical Solutions with especially strong contribution from Wound Care • Value based procurement gaining traction • Introducing next generation of Delta
Slide 5: Personal Care
Personal Care Q2 2026 • Growth across all regions • Continued robust growth for Incontinence Products and Feminine Care • Baby Care challenging but continued strong growth for Libero • Negative margin impact from Feminine Care acquisition – measures to accelerate transition • Several product upgrade
Slide 6: Consumer Tissue
Consumer Tissue Q2 2026 • Sales decline driven by volume and price • Higher volumes for branded in Europe • Margins impacted by previous price reductions and increasing cost headwinds • Focused actions to drive pricing and gain profitable volumes • Active innovation agenda – Lotus Sensitive Confort,
Slide 7: Professional Hygiene
Professional Hygiene Q2 2026 • Growth across all regions • Strategic products continued to outperform • Strong volume growth in North America driven by strategic products, large accounts and good momentum in base products • Tork Mini Jumbo Toilet Paper 2-Roll dispenser launched in North America and
Slide 8: Progressive adoption of digital tools and AI
Progressive adoption of digital tools and AI Tork Vision Cleaning Speed and agility in innovation An agentic, group-wide AI uses data and AI to optimize Ex: launch of our patented smart solution for procurement cleaning in high-traffic facilities protect technology six months deployed during the qua
Slide 9: Fredrik Rystedt, EVP and CFO
Fredrik Rystedt EVP and CFO
Slide 10: Sales - positive contribution from volumes, mix and M&A
Sales - positive contribution from volumes, mix and M&A Organic sales growth: +0.3% SEK 34.2bn +1.4% -1.1% +1.7% +0.6% SEK 35.1bn Health & Medical +3.1% + Health & Medical + Health & Medical + Personal Care - Personal Care • Incontinence Health Care +2.4% - Consumer Tissue - Consumer Tissue • Medica
Slide 11: Resilient profits with contribution from Health & Medical and Professional Hygiene
Resilient profits with contribution from Health & Medical and Professional Hygiene 13.7% -70bps -10bps +50bps 13.4% EBITA margin excl. IAC: 13.4% + Volumes Savings ~100 MSEK + Positive mix Health & Medical 18.9% - Lower sales prices Personal Care 12.8% - Higher COGS incl savings ~160 MSEK Consumer T
Slide 12: Operating cash flow
Operating cash flow SEKbn 6.5 5.3 4.4 4.4 3.8 3.2 3.3 2.8 1.5 Q2 2024 Q3 2024 Q4 2024 Q1 2025 Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026
Slide 13: Strong balance sheet
Strong balance sheet 5 36 4,5 SEKbn 30.8 4 31 28.5 26.5 3,5 26 3 21 2,5 16 2 1,5 11 1 1.2 1.1 6 1.0 0,5 1 0 2024 2025 H2 2026 Net Debt, SEKbn Net Debt / EBITDA excl. IAC
Slide 14: Ulrika Kolsrud, President and CEO
Ulrika Kolsrud President and CEO
Slide 15: Summary
Summary Q2 2026 – volume driven growth and resilient profitability Priorities H2 2026: Compensate higher input costs with price, while growing market shares Successful execution of initiatives - Integration of Feminine Care acquisition - SG&A cost saving program to invest in profitable growth -
Slide 16: Actions to accelerate progress and returns
Actions to accelerate progress and returns Lowering our Sharpening Investing Accelerating cost base the innovation to grow portfolio shift further agenda
Slide 17: Committed to our financial targets
Finansiella mål för lönsam tillväxt Committed to our financial targets och ökat aktieägarvärde Annual organic EBITA margin sales growth >3% excl. IAC >15% Årlig organisk EBITA marginal försäljningstillväxt >3% exkl. IAC >15%
Slide 18: 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 19: Q&A
Q&A
Slide 20: Essity
ée> eSsity TORK Coos @cutimed’ treo Y yy OBeo