Essity AB (publ) (ESSITYB) Earnings Call Transcripts

Essity AB (publ)'s Latest Earnings Call - June 2, 2026

In the Q2 2026 earnings call for Essity AB, management highlighted a strategic review of the Consumer Tissue business, which constitutes approximately 30% of sales. The company reported revenues of SEK 14.2 billion, slightly above the SEK 14 billion estimate, reflecting a 5% year-over-year increase. While earnings per share (EPS) came in at SEK 2.75, in line with expectations, management acknowledged slower progress towards financial targets and indicated a need for a more focused execution strategy moving forward.

Reported metrics

Guidance from management

Management maintained its focus on higher-yielding segments while acknowledging the need for improved execution. No specific revenue or EPS guidance was provided for the upcoming quarters.

What management said

I think the competitive -- I mean, it is a competitive market, and we have been in that competitive market for decades. So I don't see that there is any major changes in that dynamic. It continues to be competitive. And yes, there are new players coming in, but there have been new players coming in earlier as well. when it comes to Asian suppliers, we see some of that in developing and emerging markets, but it's no b...

Well, our intention is to reinvest those savings into growth opportunities and supporting with A&P could be also selective price adjustments and other sales driving activities. So directly, it would not benefit the profit margin. Indirectly, it will because with growth, we will drive volume and get operating leverage.

What analysts pressed on

Analysts expressed concerns regarding the impact of rising SG&A costs on EBITA conversion rates. There were also questions about the potential stranded costs if the Consumer Tissue business is separated and its implications for overall profitability.

Main topics on the call

• Strategic Review of Consumer Tissue — Management announced a strategic review of the Consumer Tissue business, which is expected to enhance focus on higher-yielding segments. CEO Ulrika Kolsrud stated, "We want to find a way to create the best possible condi...
• Decentralized Organizational Structure — Essity is transitioning to a decentralized structure to enhance accountability and decision-making speed. Kolsrud emphasized, "We allow each of the businesses to be optimized based on their specific business drivers," in...
• Cost-Saving Initiatives — The company is targeting SEK 1 billion in cost savings by year-end, which will be reinvested into growth opportunities. Kolsrud noted, "Our intention is to reinvest those savings into growth opportunities and supporting ...
• Market Resilience Amid Economic Pressures — Despite a depressed consumer demand environment, management expressed confidence in Essity's resilience due to its essential product offerings. Kolsrud stated, "We are providing essential products that you need every day...

Read the full Essity AB (publ) transcript (June 2, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 52 Essity AB (publ) earnings call transcripts on record, spanning January 22, 2020 to July 16, 2026. Based on this history, Essity AB (publ) reports quarterly. The most recent call on file is dated July 16, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

ESSITYB

Exchange

OM

Country

SE

Sector

Consumer Staples

Industry

Household Products

Calls on record

52

First call

January 22, 2020

Most recent

July 16, 2026

Reporting cadence

quarterly