Full Year 2025 Essity AB (publ) Earnings Call Transcript
Key Points
- Essity AB (ETTYF) reported stronger profit margins across all three business areas in Q4 2025 compared to the same quarter last year.
- The company successfully acquired the Edgewell Feminine Care business in North America, significantly increasing its Personal Care sales in the US.
- Essity AB (ETTYF) was recognized for its strong sustainability performance, receiving the EcoVadis Platinum medal and being placed on the CDP A list.
- The company achieved positive organic sales growth in Health & Medical, with volume growth in Incontinence Care and Medical Solutions.
- Essity AB (ETTYF) strengthened its market shares in over 65% of its business, particularly in fast-growing categories like Incontinence Care and Feminine Care.
- Essity AB (ETTYF) experienced a negative organic sales growth in Q4 2025 due to price declines and flat volume growth compared to the previous year.
- The company faced challenges in the Baby Care and Consumer Tissue segments, with organic net sales decline attributed to lower birth rates and weak consumer sentiment.
- Essity AB (ETTYF) had to lower prices in some areas to compensate for lower input costs, impacting overall sales growth.
- The Consumer Tissue segment struggled with volume declines, particularly in private label contracts due to pricing issues.
- The company operates in a challenging market environment with geopolitical uncertainties and weak economic conditions affecting its industry.
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Good morning and welcome to Essity's presentation of the Q4 and full year 2025 results. Here to take us through the highlights, we have our CEO, Ulrika Kolsrud; and our CFO, Fredrik Rystedt. (Event Instructions)
With that, let us get started. I will leave it over to our CEO, Ulrika. The floor is yours.
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Thank you, Sandra. And also from my side, welcome to this webcast. The final quarter of 2025 confirms that we are standing strongly in a continued challenging market environments. We continue to grow in our strategic segments, such as Incontinence Care, Wound Care, and premium products in professional hygiene, and we strengthen market shares across our different branded categories.
We are also strengthening our profit margins. Actually, we are strengthening our profit margins in all three business areas in the quarter,
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