Essity AB (publ) (ETTYF) Q2 2026 Earnings Call Transcript

Essity AB (publ) (ETTYF) Q2 2026 Earnings Call July 16, 2026 3:00 AM EDTCompany ParticipantsSandra Åberg - VP & Head of Investor RelationsUlrika Kolsrud...

Company Participants Sandra Åberg - VP & Head of Investor Relations Ulrika Kolsrud - President & CEO Fredrik Rystedt - CFO, Executive VP of Central Function Finance Conference Call Participants Aron Adamski - Goldman Sachs Group, Inc., Research Division Molly Wylenzek - Jefferies LLC, Research Division Johannes Grunselius Tommy Arlasjö - Handelsbanken Capital Markets AB, Research Division Oskar Lindström - Danske Bank A/S, Research Division Diana Gomes - Bloomberg Intelligence Niklas Ekman - DNB Carnegie, Research Division Antoine Prevot - BofA Securities, Research Division Tom Sykes - Deutsche Bank AG, Research Division Linus Larsson - SEB, Research Division Presentation Sandra Åberg VP & Head of Investor Relations Good morning, everyone, and welcome to this presentation of Essity's Second Quarter 2026 results.

Our CEO, Ulrika Kolsrud, will start by presenting the business highlights for the quarter. We will then turn to the financial metrics, presented by our CFO, Fredrik Rystedt. After the presentations, we will open up the line for questions.

[Operator Instructions] Now, I'm pleased to hand over to our CEO, Ulrika. The floor is yours.

Ulrika Kolsrud President & CEO Thank you, Sandra. And also from my side, welcome to this webcast, and good morning, everyone. We delivered positive organic sales growth in the quarter, primarily driven by continued good volume developments.

The activities to strengthen our value propositions to increase marketing investments and to make selective price adjustments have paid off, and we are growing in 3 out of our 4 business units, namely in Health & Medical, in Personal Care and in Professional Hygiene. It was a tougher quarter for Consumer Tissue, where we had lower sales. Then, if we look at our profitability, we continue to have and maintain healthy margins in the quarter, even though they were slightly negatively impacted by the geopolitical environment

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