Essity AB (publ)
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+ FollowMarket Cap$18.83B
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Earnings Call Q3 2026
October 22, 2026 - AI Summary
Topline & volumes: resilient but mixed
- Net sales +4.1% YoY to ~SEK +1.5bn, driven by currency +2.5% and acquisitions ~+2%; organic sales ~-0.3%.
- Group volumes stable overall, but Consumer Tissue faced a tougher environment; Baby also challenged (linked to low birth rates) and base products in Professional Hygiene down (strategic products still improving).
Margins under pressure from COGS (key negative)
- Group EBITDA/margins down ~150 bps (sequential pressures too), mainly due to higher COGS from raw materials + distribution + energy; savings helped but didn’t fully offset.
- CFO quantified COGS increase components: ~SEK 660m total COGS increase, incl. energy ~SEK 245m, raw material ~~SEK 420m, distribution ~SEK 75m (and savings reduce the net impact).
Pricing actions + timing matter (outlook expectation)
- Management continues price increases sequentially across all four business areas; for Consumer Tissue ~2 quarters to fully compensate for cost changes.
- COGS expected to stay significantly higher in Q4 (sequentially and YoY), while they expect SG&A (excl. A&P) roughly flat to slightly lower in Q4, supported by the cost-saving program.
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Share Statistics
| Market cap | $18.83 Billion |
|---|---|
| Enterprise Value | $57.38 Billion |
| Annual dividend | $0.92 |
| Dividend yield | 3.13% |
| Earnings per Share | $18.37 |
| Beta | 0.37 |
| Outstanding Shares | 676,661,529 |
Return
| Return on Equity | 11.99% |
|---|---|
| Return on Assets | 6.13% |
| Return on Invested Capital | 13.20% |
Valuation & Multiples
| P/E Ratio | 17.15 |
|---|---|
| PEG | -58.53 |
| Price to Sales | 0.14 |
| Price to Book Ratio | 0.2 |
| Enterprise Value to Revenue | 0.41 |
| Enterprise Value to EBIT | 3.37 |
| Enterprise Value to Net Income | 5 |
| Total Debt to Enterprise | 0.77 |
| Debt to Equity | 0.47 |
Revenue Sources
No data
Last Earnings Call
Report Date
October 22, 2026
EPS Estimate
$0.43
Consensus analyst estimateRevenue Estimate
$3.60 B
Consensus analyst estimateNext Earnings Call
Expected Date
January 21, 2027
EPS Estimate
$0.46
Consensus analyst estimateRevenue Estimate
$3.76 B
Consensus analyst estimateInstitutional Sentiment (Put/Call)
No data available for the latest quarter.
Institutional Ownership
No data available for the latest quarter.
About Essity AB (publ)
36,375 employees
CEO: Ulrika Kolsrud
Essity AB (publ) is a global enterprise based in Stockholm, Sweden, established in 1849, specializing in the creation, manufacturing, and distribution of hygiene and health products and related services. Its diverse portfolio is structur...