Business description: Essity AB

Essity AB is one of the world's leading manufacturers of hygiene products. Net sales break down by family of products as follows:

- paper hygiene products (54.2%): paper towels, toilet paper, handkerchiefs, wipes, etc. sold under Tempo, Colhogar, Cozy, Cushelle, Danke, Delica, Demak Up, Favorita, Flen, Lotus, Lovly, Okay, Plenty, Regio and Zewa brands;

- professional hygiene products (25.9%): including toilet paper, handkerchiefs, hand lotions and hand soaps, hand sanitizers, as well as cleaning and wiping products;

- human care products (19.8%): incontinence products (Tena), feminine protection products (Libresse, Bodyform, Nana, Nuvenia, Saba, Nosotras, Donnasept, etc.), diapers (Libero, Up & Go, Libero-Peaudouce, Drypers, Pequenin, etc.), compresses and bandages;

- other (0.1%).

At the end of 2025, the group operated around 70 production sites in the world.

Net sales are distributed geographically as follows: Europe (61.1%), Latin America (17.4%), North America (16.2%), Asia (1.6%), and other (3.7%).

Number of employees: 36,000

Sales by Activity: Essity AB

Fiscal Period: December 2021 (SEK) 2022 (SEK) 2023 (SEK) 2024 (SEK) 2025 (SEK)

Consumer Tissue

4.91TCr 9.48TCr 7.99TCr 7.89TCr 7.51TCr

Professional Hygiene

2.61TCr 3.61TCr 3.95TCr 3.81TCr 3.59TCr

Health & Medical

4.66TCr 2.52TCr 2.77TCr 2.86TCr 2.75TCr

Other

-10L -2.1Cr 2.5Cr -1.2Cr 2.7Cr

Geographical breakdown of sales: Essity AB

Fiscal Period: December 2021 (SEK) 2022 (SEK) 2023 (SEK) 2024 (SEK) 2025 (SEK)

USA

1.31TCr 1.82TCr 2.18TCr 2.09TCr 1.89TCr

Germany

1.25TCr 1.68TCr 1.93TCr 1.92TCr 1.86TCr

France

969.4Cr 1.19TCr 1.26TCr 1.23TCr 1.2TCr

Mexico

674.9Cr 925.7Cr 1.21TCr 1.25TCr 1.17TCr

UK

915.4Cr 1.12TCr 1.16TCr 1.16TCr 1.08TCr

Spain

537.5Cr 698Cr 818.5Cr 807.6Cr 788.7Cr

Colombia

395.9Cr 479.4Cr 489.7Cr 524.5Cr 517.7Cr

Netherlands

388.2Cr 449.6Cr 529.5Cr 539.7Cr 502.6Cr

Italy

358.9Cr 437.9Cr 480.4Cr 486Cr 470.4Cr

Sweden

356.9Cr 398.6Cr 425.1Cr 413.2Cr 387.4Cr

Canada

200.2Cr 296.8Cr 374.8Cr 367.9Cr 352.8Cr

Austria

209.3Cr 277Cr 332.7Cr 334.2Cr 309.5Cr

Australia

145.3Cr 290.2Cr 306.1Cr 317.7Cr 305.1Cr

Belgium

162.6Cr 193.7Cr 221.4Cr 219.8Cr 212.4Cr

Finland

160.1Cr 182.6Cr 214.9Cr 215.5Cr 212.2Cr

Norway

142.8Cr 177.6Cr 185.6Cr 193.3Cr 200.7Cr

Switzerland

142.6Cr 198Cr 205.4Cr 210.4Cr 198.7Cr

Denmark

144.7Cr 177.3Cr 192.3Cr 193Cr 187.5Cr

Poland

106.9Cr 135.5Cr 173.9Cr 202.1Cr 186Cr

Hungary

113.8Cr 142.2Cr 166.4Cr 168Cr 165.3Cr

Ecuador

138.8Cr 173.7Cr 176.6Cr 155.5Cr 151.1Cr

Brazil

64Cr 102.4Cr 140.4Cr 145.7Cr 138.9Cr

Chile

102.4Cr 120.4Cr 142.6Cr 123.3Cr 120.3Cr

New Zealand

67Cr 126.1Cr 136.8Cr 129.1Cr 112.4Cr

Czech Republic

75Cr 92Cr 112.2Cr 109.4Cr 111.4Cr

Slovakia

48Cr 62Cr 78Cr 83Cr 86Cr

Costa Rica

55Cr 72Cr 98Cr 94Cr 80Cr

Rest of Asia

66Cr 76Cr 36Cr 50Cr 80Cr

Peru

48Cr 66Cr 72Cr 74Cr 77Cr

Ireland

52Cr 66Cr 69Cr 68Cr 74Cr

Romania

41Cr 50Cr 61Cr 63Cr 63Cr

Argentina

36Cr 65Cr 86Cr 84Cr 56Cr

South Africa

38Cr 44Cr 47Cr 54Cr 52Cr

Ukraine

36Cr 42Cr 53Cr 52Cr 50Cr

Dominican Republic

45Cr 62Cr 56Cr 51Cr 46Cr

Lithuania

25Cr 32Cr 42Cr 45Cr 45Cr

Portugal

34Cr 40Cr 43Cr 43Cr 42Cr

Japan

58Cr 53Cr 54Cr 43Cr 38Cr

Greece

27Cr 34Cr 36Cr 34Cr 33Cr

Rest of Latin America

34Cr 22Cr 23Cr 27Cr 29Cr

Latvia

- 23Cr 24Cr 28Cr 27Cr

India

19Cr 23Cr 27Cr 29Cr 25Cr

Turkey

22Cr 25Cr 24Cr 26Cr 25Cr

Indonesia

- 26Cr 28Cr 30Cr 24Cr

Estonia

- 20Cr 24Cr 24Cr 23Cr

Puerto Rico

- 19Cr 23Cr 21Cr 21Cr

Other

10Cr 19Cr 21Cr 22Cr 20Cr

South Korea

- 24Cr - - -

Singapore

25Cr 32Cr - - -

Taiwan

38Cr - - - -

Malaysia

204.5Cr 238.8Cr - - -

China

1.75TCr 2.14TCr - - -

Russia

304.4Cr 355.9Cr 123.7Cr - -

Rest of EU Excluding Sweden

32Cr - - - -

Executive Committee: Essity AB

Manager TitleAgeSince
Chief Executive Officer 56 01/06/2025
Director of Finance/CFO 63 01/01/2017
Chief Tech/Sci/R&D Officer 47 15/04/2026
Chief Tech/Sci/R&D Officer 43 01/09/2025
Compliance Officer 66 -

Composition of the Board of Directors: Essity AB

Director TitleAgeSince
Director/Board Member 59 01/01/2016
Director/Board Member 70 01/01/2016
Director/Board Member 67 01/01/2016
Director/Board Member 63 01/01/2017
Director/Board Member 60 01/01/2019
Director/Board Member 61 01/03/2021
Director/Board Member 53 01/01/2023
Chairman 65 21/03/2024
Director/Board Member 47 01/01/2024
Director/Board Member 48 01/01/2024

Shareholders: Essity AB

NameStocks%Valuation
Industrivärden AB (Investment Company)
8.464 %
5,30,00,000 8.464 % 1 551 M kr
Cevian Capital AB
5.622 %
3,52,02,066 5.622 % 1 030 M kr
Carnegie Fonder AB
2.854 %
1,78,73,842 2.854 % 523 M kr
Nordea Investment Management AB
1.979 %
1,23,94,195 1.979 % 363 M kr
1.023 %
64,04,628 1.023 % 187 M kr
NameStocks%Valuation
Industrivärden AB (Investment Company)
52.36 %
2,92,00,000 52.36 % 854 M kr
AMF Fonder AB
13.18 %
73,50,000 13.18 % 215 M kr
Norges Bank Investment Management
10 %
55,76,628 10 % 163 M kr
Skandia Investment Management AB
3.668 %
20,45,185 3.668 % 60 M kr
Globalance Bank AG
0.1333 %
74,315 0.1333 % 2 M kr

Holdings: Essity AB

NameStocks%Valuation
64,04,6281.02% 187 M $

Company details: Essity AB

Essity AB

Klarabergsviadukten 63

101 23, Stockholm

+46 87 88 51 00

http://www.essity.com
address Essity AB(ESSITY B)

Group companies: Essity AB

NameCategory and Sector
Essity Operations Goa Ltd.
Household/Personal Care
Medical Specialties
Essity Czech Republic sro
Medical Specialties

Other Personal Products

Change 5-day change 1-year change 3-year change Capi.($)
-1.00%-1.50%+4.52%+9.01% 1.76TCr
-1.00%-1.27%-6.10%-0.93% 34TCr
-2.03%-3.35%+1.47%-5.58% 23TCr
-2.38%-4.56%-8.63%-0.74% 13TCr
-0.74%-0.70%+7.23%+19.74% 6.8TCr
-3.04%-0.89%+19.38% - 4.64TCr
-2.29%-5.85%-26.98%-25.54% 4.6TCr
-1.61%-1.36%+9.59%-14.52% 3.39TCr
-3.40%-6.04%+3.95%-37.51% 3.36TCr
-2.15%-1.99%-22.67%-19.93% 3.24TCr
Average -1.99%-1.20%-1.82%-8.44% 9.76TCr
Weighted average by Cap. -1.74%-1.08%-2.98%-4.05%
Trader
Investor
Global
Quality
ESG MSCI
AAA
Sell
Consensus
Buy
Mean consensus
HOLD
Number of Analysts
15
Last Close Price
259.10SEK
Average target price
269.53SEK
Spread / Average Target
+4.03%

Quarterly revenue - Rate of surprise