Essity AB (publ) (ESSITY_A) Q3 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning. Welcome to Esri's presentation of the Q3 results. We will start with an overview of the financial highlights and the business highlights and Ulrika will present the business highlights. Following that, we will have a session with our CFO who will take us through the financials. Ulrika will then present the initiatives that we announced this morning. Initiatives launched to accelerate Esri's profitable growth. We will as usual end today with a Q&A session where you have the possibility to engage directly with us. To ask a question, you just press star one on your phone. With that, let's dive into the quarterly performance. Ulrika, over to you. Thank you, Sandra. And welcome also from my side to this presentation of Essity's Q3 results. And to summarize the quarter, we continue to deliver positive organic sales growth. We also strengthened our profit margins. We delivered a strong cash flow and a result above 5 billion SEK. Price, volume and mix all contributed to the 0.9% organic sales growth, with price being the most significant contributor. And we had organic sales growth in all our three business areas. Once again, we delivered record high gross profit margins. And this quarter, it flowed through down to the bottom line. So the call to action that we had in July to pull the brakes on our SG&A cost development really made a difference. And we ended up at a profit margin of 14.6%. Setting aside the quarterly results now for a moment, this quarter has also been about how to set ourselves up for future success. As I shared in the Q2 webcast during my first months in this new role, I have done an extensive review of the business and then together with the leadership team worked on what to change, what to improve, what to prioritize in order to accelerate ...