Q3 2025 Essity AB (publ) Earnings Call Transcript

Oct 23, 2025 / 07:00 AM GMT

Release Date Price: MXN501.28

Transcript

Key Points

Positve

Essity AB (ETTYF) reported positive organic sales growth of 0.9% across all three business areas.
The company achieved record high gross profit margins, contributing to a profit margin of 14.6%.
Essity AB (ETTYF) launched innovative products in the medical solutions segment, such as the Acti Move Manus Air wrist brace.
The incontinence care segment saw strong sales growth, particularly in the US retail market with a 21% increase.
The company announced a reorganization and cost-saving program expected to generate savings of 1 billion by the end of 2026.

Negative

Consumer tissue sales declined due to weaker consumer sentiment and increased price competitiveness.
The baby care segment continues to face challenges with declining volumes due to lower birth rates and intense competition.
Professional hygiene volumes are still declining, though improvements have been noted.
There is high price competition in consumer tissue, impacting pricing strategies.
The company faces challenges in achieving its annual organic sales growth target of more than 3%.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ESSITYb.ST - Essity AB (publ)
Q3 2025 Essity AB (publ) Earnings Call
Oct 23, 2025 / 07:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning.

Welcome to the ESE's presentation on the Q3 results.

We will start with an overview of the financial highlights and the business highlights, and Enrique will present the business highlights. Following that, we will have a session with our CFO, who will take us through the financials.

Ulrike will then present the initiatives that we announced this morning, initiatives launched to accelerate the SOE'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 one on your phone.

With that, let's dive into the quarterly performance. Ulua, over to you.

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