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:

- human care products (54.2%): 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.

- paper hygiene products (26.1%): 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 (19.7%): including toilet paper, handkerchiefs, hand lotions and hand soaps, hand sanitizers, as well as cleaning and wiping products.

At the end of 2024, the group operated around 70 production sites in the world.

Net sales are distributed geographically as follows: Europe (60.2%), Latin America (17.5%), North America (16.9%), Asia (1.7%), and others (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 Goods

49.09B 94.84B 79.91B 78.89B 75.1B

Professional Hygiene

26.14B 36.11B 39.48B 38.07B 35.9B

Health & Medical

46.64B 25.24B 27.73B 28.6B 27.47B

Other

-1M -21M 25M -12M 27M

Geographical breakdown of sales: Essity AB

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

USA

13.1B 18.18B 21.84B 20.86B 18.91B

Germany

12.55B 16.75B 19.3B 19.25B 18.59B

France

9.69B 11.9B 12.55B 12.33B 11.96B

Mexico

6.75B 9.26B 12.06B 12.54B 11.72B

UK

9.15B 11.23B 11.64B 11.56B 10.81B

Spain

5.38B 6.98B 8.18B 8.08B 7.89B

Colombia

3.96B 4.79B 4.9B 5.24B 5.18B

Netherlands

3.88B 4.5B 5.3B 5.4B 5.03B

Italy

3.59B 4.38B 4.8B 4.86B 4.7B

Sweden

3.57B 3.99B 4.25B 4.13B 3.87B

Canada

2B 2.97B 3.75B 3.68B 3.53B

Austria

2.09B 2.77B 3.33B 3.34B 3.1B

Australia

1.45B 2.9B 3.06B 3.18B 3.05B

Belgium

1.63B 1.94B 2.21B 2.2B 2.12B

Finland

1.6B 1.83B 2.15B 2.16B 2.12B

Norway

1.43B 1.78B 1.86B 1.93B 2.01B

Switzerland

1.43B 1.98B 2.05B 2.1B 1.99B

Denmark

1.45B 1.77B 1.92B 1.93B 1.88B

Poland

1.07B 1.36B 1.74B 2.02B 1.86B

Hungary

1.14B 1.42B 1.66B 1.68B 1.65B

Ecuador

1.39B 1.74B 1.77B 1.56B 1.51B

Brazil

635M 1.02B 1.4B 1.46B 1.39B

Chile

1.02B 1.2B 1.43B 1.23B 1.2B

New Zealand

674M 1.26B 1.37B 1.29B 1.12B

Czech Republic

750M 922M 1.12B 1.09B 1.11B

Slovakia

483M 619M 784M 830M 865M

Costa Rica

549M 719M 980M 945M 802M

Rest of Asia

665M 765M 358M 497M 798M

Peru

483M 665M 722M 743M 771M

Ireland

522M 662M 692M 679M 740M

Romania

408M 495M 606M 629M 629M

Argentina

358M 648M 856M 843M 555M

South Africa

382M 435M 469M 542M 519M

Ukraine

355M 420M 534M 519M 505M

Dominican Republic

452M 625M 556M 513M 456M

Lithuania

252M 322M 424M 447M 454M

Portugal

339M 396M 432M 434M 422M

Japan

580M 533M 538M 427M 380M

Greece

270M 337M 361M 340M 333M

Rest of Latin America

345M 216M 231M 268M 294M

Latvia

- 230M 245M 279M 271M

India

187M 233M 274M 287M 253M

Turkey

222M 249M 241M 256M 252M

Indonesia

- 257M 277M 295M 236M

Estonia

- 204M 235M 242M 227M

Puerto Rico

- 194M 234M 214M 213M

Other Rest of The World

105M 194M 210M 218M 205M

South Korea

- 243M - - -

Singapore

253M 315M - - -

Taiwan

380M - - - -

Malaysia

2.04B 2.39B - - -

China

17.49B 21.44B - - -

Russia

3.04B 3.56B 1.24B - -

Rest of EU Excluding Sweden

319M - - - -

Executive Committee: Essity AB

Manager TitleAgeSince
Chief Executive Officer 55 2025-05-31
Director of Finance/CFO 63 2016-12-31
Chief Tech/Sci/R&D Officer 60 2023-05-14
Investor Relations Contact - 2023-08-31
General Counsel - -

Composition of the Board of Directors: Essity AB

Director TitleAgeSince
Director/Board Member 59 2015-12-31
Director/Board Member 70 2015-12-31
Director/Board Member 67 2015-12-31
Director/Board Member 63 2016-12-31
Director/Board Member 60 2018-12-31
Director/Board Member 61 2021-02-28
Director/Board Member 53 2022-12-31
Chairman 65 2024-03-20
Director/Board Member 47 -
Director/Board Member 45 2025-03-26

Shareholders: Essity AB

NameEquities%Valuation
Industrivärden AB (Investment Company)
7.482 %
47,500,000 7.482 % 1 412 M kr
Norges Bank Investment Management
4.158 %
26,396,553 4.158 % 785 M kr
Carnegie Fonder AB
2.696 %
17,114,968 2.696 % 509 M kr
Nordea Investment Management AB
2.159 %
13,706,544 2.159 % 408 M kr
1.739 %
11,039,781 1.739 % 328 M kr
NameEquities%Valuation
Industrivärden AB (Investment Company)
53.61 %
31,200,000 53.61 % 925 M kr
AMF Fonder AB
12.63 %
7,350,000 12.63 % 218 M kr
Norges Bank Investment Management
9.801 %
5,704,254 9.801 % 169 M kr
Skandia Investment Management AB
3.45 %
2,007,876 3.45 % 60 M kr
OP Asset Management Ltd.
0.1502 %
87,410 0.1502 % 3 M kr

Holdings: Essity AB

NameEquities%Valuation
11,039,781 1.74% 328 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
Household/Personal Care
Medical Specialties
Medical Specialties

Other Personal Products

Change 5d. change 1-year change 3-years change Capi.($)
+0.23%-7.90%-11.98%-5.50% 19.61B
-0.23%-8.12%-12.69%+11.68% 357B
-2.39%-9.73%-4.78%+6.46% 144B
+0.96%-5.63%-3.29%+30.85% 74.99B
-1.30%-4.81%+0.96%-10.43% 62.59B
+0.77%-3.82%-21.48% - 35.25B
-3.29%-15.30%+26.48%-62.23% 33.54B
+1.89%-21.88%-36.84%-24.51% 21.32B
-1.40%-8.29%+6.82%+21.93% 12.43B
-1.91%-7.70%-3.47%-10.88% 9.24B
Average -0.67%-9.33%-6.03%-4.73% 77B
Weighted average by Cap. -0.66%-8.40%-8.10%+5.74%
Trader
Investor
Global
Quality
ESG MSCI
AAA
Sell
Consensus
Buy
Mean consensus
HOLD
Number of Analysts
14
Last Close Price
264.60SEK
Average target price
277.57SEK
Spread / Average Target
+4.90%

Quarterly revenue - Rate of surprise