#Sweden #Gothenburg #Capital Markets #Essity #Growth Strategy

Essity's Capital Markets Day Highlights

On May 7, 2026, the hygiene and health company Essity held its annual Capital Markets Day at its headquarters in Gothenburg, Sweden. The event, which was live-streamed, aimed to share vital insights about the company's future strategies aimed at fostering profitable growth and enhancing shareholder value.

Event Overview

The program featured key presentations from Essity's President and CEO, Ulrika Kolsrud, alongside other executives responsible for various business units, including Health & Medical, Personal Care, Consumer Tissue, and Professional Hygiene. Each speaker outlined how their respective sectors plan to contribute towards achieving the overall financial targets that Essity has set for the coming years, including maintaining an organic sales growth of over 3% annually and ensuring an EBITA margin excluding IAC of more than 15%.

Emphasis on Innovation and Cost Efficiency

Ulrika Kolsrud addressed attendees about the importance of sharpening the innovation agenda and reducing costs to allow for increased investments in growth. She emphasized how these strategies will help enhance Essity's value creation, stating, "By sharpening our innovation agenda, lowering our costs to increase growth investments, and accelerating our portfolio shift, we will increase our value creation."

Financial Targets

The event provided a detailed breakdown of the financial goals set for each business area:

• - Health & Medical: 3-4% annual organic sales growth, with an EBITA margin exceeding 19%
• - Personal Care: Targeted growth of 5-6% and an EBITA margin above 16%
• - Consumer Tissue: Annual sales growth of 1-2% and a margin above 12%
• - Professional Hygiene: Aiming for 2-3% sales growth, while achieving an EBITA margin greater than 18%

These targets indicate a well-structured approach towards tackling market challenges while focusing on innovation and efficiency.

Guided Tours and Demonstrations

In addition to the presentations, attendees had the opportunity to tour Essity's R&D operations and observe demonstrations of the latest innovations and product offerings. The events also featured an optional visit to one of Essity's production facilities in Lilla Edet or Falkenberg. This hands-on experience allowed investors to gain deeper insights into the operational aspects of the company.

Conclusion

Overall, Essity's Capital Markets Day highlighted its commitment to sustainable growth and innovation while also providing a platform to engage with investors proactively. The company's strategic focus on enhancing shareholder value through targeted initiatives and innovations positions Essity well for future success in the competitive hygiene and healthcare market. Essity will continue to update stakeholders on progress towards these ambitious goals, reinforcing its commitment to transparency and strategic growth.