Replay available

Essity AB (publ) (ESSITY_A) Q1 2026 Earnings Call

Essity AB (publ) (STO: ESSITY_A) Q1 2026 earnings conference call, held 2026-04-23. Replay captured from the company's public earnings webcast.

Thu, April 23, 2026 at 3:00 AMendedReplay
Essity AB (publ) (ESSITY_A) Q1 2026 Earnings Call

Hosted by

Featured presenters

Ulrika Kolsrud

Chief Executive Officer

Fredrik Rystedt

Chief Financial Officer

Aaron Adamski

Analyst, Goldman Sachs

Niklas Ekman

Analyst, DNB Carnegie

Johannes Grunzelius

Analyst, SBP Markets

Oskar Lindström

Analyst, Danske Bank

Charles Eden

Analyst, UBS

Diana Gomez

Analyst, Bloomberg

Investor webinar replay

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Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:06.258 Good morning and welcome to Essity's presentation of the Q1 2026 results. 00:00:06.258 -- 00:00:10.723 Here to take us through the highlights of the quarter, we have our CEO Ulrika Kolsrud 00:00:10.723 -- 00:00:15.969 and our CFO Fredrik Rystedt. After their presentation, you have the opportunity 00:00:15.969 -- 00:00:21.836 to engage directly with us. To ask a question, please press star one. 00:00:21.836 -- 00:00:26.710 And I kindly remind you to just ask one question per call. 00:00:26.710 -- 00:00:33.626 Now, enough of me. Let's get started. Ulrika, please, take us through the quarter. 00:00:34.102 -- 00:00:40.689 Thank you, Sandra. And also from my side, welcome to this webcast. 00:00:40.872 -- 00:00:46.161 We started the year with organic sales growth coming from volume growth, and we continued 00:00:46.161 -- 00:00:51.168 to win the relative game, strengthening market shares in our branded business 00:00:51.168 -- 00:00:52.971 in retail. 00:00:52.971 -- 00:00:58.621 We furthermore strengthened our profit margins and delivered a strong cash flow. 00:00:58.621 -- 00:01:04.513 Then besides these solid results, we had three major events in the quarter. 00:01:04.513 -- 00:01:09.663 The decision to launch a new share buyback program of 3 billion SEK, well 00:01:09.663 -- 00:01:14.753 in line with our ambition to have share buybacks as a reoccurring part 00:01:14.753 -- 00:01:17.183 of our capital allocation. 00:01:17.183 -- 00:01:20.127 We also completed our 00:01:20.127 -- 00:01:25.313 feminine care acquisition in North America, now more than doubling 00:01:25.313 -- 00:01:30.920 our personal care sales in the US. And we have the organizational 00:01:30.920 -- 00:01:35.966 change, meaning that we now report in our four new busine...