Essity（ESWB）株式概要Essity AB (publish)は、ヨーロッパ、北米、中南米、アジア、そして国際的に衛生・健康製品とサービスを開発、生産、販売している。 詳細ESWB ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長1/6過去の実績3/6財務の健全性6/6配当金3/6報酬当社が推定した公正価値より57.3%で取引されている 収益は年間5.12%増加すると予測されています 同業他社や業界と比較して、良好な取引価格 リスク分析ESWB リスクチェックを通過した。すべてのリスクチェックを見るESWB Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€23.475.1% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0156b2016201920222025202620282031Revenue SEK 155.9bEarnings SEK 14.2bAdvancedSet Fair ValueView all narrativesEssity AB (publ) 競合他社Henkel KGaASymbol: XTRA:HEN3Market cap: €25.6bBeiersdorfSymbol: XTRA:BEIMarket cap: €15.9bChurch & DwightSymbol: NYSE:CHDMarket cap: US$22.8bCloroxSymbol: NYSE:CLXMarket cap: US$11.5b価格と性能株価の高値、安値、推移の概要Essity過去の株価現在の株価SEK 23.4752週高値SEK 27.2152週安値SEK 21.52ベータ0.371ヶ月の変化2.36%3ヶ月変化-12.95%1年変化-7.09%3年間の変化-9.03%5年間の変化-17.04%IPOからの変化-5.59%最新ニュースお知らせ • Mar 27Essity AB (Publ) Approves Dividend for the Financial Year 2025Essity AB (publ) at its Annual General Meeting held on March 26, 2026 declared a dividend for the financial year 2025 of SEK 8.75 per share. Record date for the dividend is set to March 30, 2026.お知らせ • Mar 03Essity Announces Executive ChangesEssity has appointed Niklas Westin Sundberg as Chief Digital & Information Officer. He will succeed Carl-Magnus Månsson, who is leaving Essity to take up a new external role. Niklas will become a member of the Executive Management Team and be responsible for the company's continued digital transformation and the Digital Transformation and Business Enablement function. With more than 20 years of experience in digital development in international and complex organizations, Niklas Westin Sundberg has led business-driven IT strategies, cybersecurity work and AI initiatives at global companies such as Kuehne+Nagel and ASSA ABLOY. Niklas Westin Sundberg will take office on April 15, 2026 and will report directly to Ulrika Kolsrud, President and CEO of Essity.お知らせ • Feb 03Essity AB (publ) (OM:ESSITY B) completed the acquisition of Feminine care business from Edgewell Personal Care Company (NYSE:EPC).Essity AB (publ) (OM:ESSITY B) entered into a definitive agreement to acquire Feminine care business from Edgewell Personal Care Company (NYSE:EPC) for $340 million on November 12, 2025. The feminine care business includes Playtex®, Stayfree®, Carefree® and o.b.® and Edgewell Personal Care Company will classify the Feminine Care business as discontinued operations in the beginning of first quarter of 2026. Pursuant to the terms of the Purchase Agreement, the Edgewell Personal Care Company is entitled to receive a termination fee of $15 million from Essity AB. if the Purchase Agreement is terminated under certain circumstances. The transaction is expected to close in the first quarter of calendar 2026, subject to customary closing conditions, including the receipt of required regulatory approvals. Edgewell Personal Care Company intends to use the net proceeds from the sale, after taxes and transaction costs, primarily to strengthen its balance sheet while continuing to invest in the long-term growth of its core businesses. Latham & Watkins LLP acted as legal advisor and Perella Weinberg Partners LP acted as financial advisor for Edgewell Personal Care Company. Morgan Stanley AB acted as financial advisor to Essity AB (publ). Essity AB (publ) (OM:ESSITY B) completed the acquisition of Feminine care business from Edgewell Personal Care Company (NYSE:EPC) on February 2, 2026.お知らせ • Jan 22+ 4 more updatesEssity AB (publ) to Report Q1, 2026 Results on Apr 23, 2026Essity AB (publ) announced that they will report Q1, 2026 results on Apr 23, 2026お知らせ • Jan 08Funds Discontinue Legal Action Against Essity over Bond Loans in English CourtsThe funds that have brought an action against Essity in the English courts regarding bond loans issued by the company have chosen to discontinue their action. The case is therefore closed. On October 17, 2024, Essity announced that the company had received a request for early redemption from certain investors regarding bonds maturing in 2029, 2030 and 2031, respectively. In December 2024, the funds initiated proceedings against Essity in the English courts. The parties have entered into an agreement with conditions, among other things, that they have no claims against each other due to Essity's sale of its shares in Vinda. The funds subsequently discontinued their action before the court. Essity has not changed its view that the action was unfounded and has not paid the funds or otherwise compensated them in the dispute.お知らせ • Nov 13Essity AB (publ) (OM:ESSITY B) entered into a definitive agreement to acquire Feminine care business from Edgewell Personal Care Company (NYSE:EPC) for $340 million.Essity AB (publ) (OM:ESSITY B) entered into a definitive agreement to acquire Feminine care business from Edgewell Personal Care Company (NYSE:EPC) for $340 million on November 12, 2025. The feminine care business includes Playtex®, Stayfree®, Carefree® and o.b.® and Edgewell Personal Care Company will classify the Feminine Care business as discontinued operations in the beginning of first quarter of 2026 and intends to use the net proceeds from the sale, after taxes and transaction costs, primarily to strengthen its balance sheet while continuing to invest in the long-term growth of its core businesses. Pursuant to the terms of the Purchase Agreement, the Company is entitled to receive a termination fee of $15 million from Essity AB. if the Purchase Agreement is terminated under certain circumstances The transaction is expected to close in the first quarter of calendar 2026, subject to customary closing conditions, including the receipt of required regulatory approvals. Latham & Watkins LLP acted as legal advisor and Perella Weinberg Partners LP acted as financial advisor for Edgewell Personal Care Company. Morgan Stanley AB acted as financial advisor to Essity AB (publ).最新情報をもっと見るRecent updatesお知らせ • Mar 27Essity AB (Publ) Approves Dividend for the Financial Year 2025Essity AB (publ) at its Annual General Meeting held on March 26, 2026 declared a dividend for the financial year 2025 of SEK 8.75 per share. Record date for the dividend is set to March 30, 2026.お知らせ • Mar 03Essity Announces Executive ChangesEssity has appointed Niklas Westin Sundberg as Chief Digital & Information Officer. He will succeed Carl-Magnus Månsson, who is leaving Essity to take up a new external role. Niklas will become a member of the Executive Management Team and be responsible for the company's continued digital transformation and the Digital Transformation and Business Enablement function. With more than 20 years of experience in digital development in international and complex organizations, Niklas Westin Sundberg has led business-driven IT strategies, cybersecurity work and AI initiatives at global companies such as Kuehne+Nagel and ASSA ABLOY. Niklas Westin Sundberg will take office on April 15, 2026 and will report directly to Ulrika Kolsrud, President and CEO of Essity.お知らせ • Feb 03Essity AB (publ) (OM:ESSITY B) completed the acquisition of Feminine care business from Edgewell Personal Care Company (NYSE:EPC).Essity AB (publ) (OM:ESSITY B) entered into a definitive agreement to acquire Feminine care business from Edgewell Personal Care Company (NYSE:EPC) for $340 million on November 12, 2025. The feminine care business includes Playtex®, Stayfree®, Carefree® and o.b.® and Edgewell Personal Care Company will classify the Feminine Care business as discontinued operations in the beginning of first quarter of 2026. Pursuant to the terms of the Purchase Agreement, the Edgewell Personal Care Company is entitled to receive a termination fee of $15 million from Essity AB. if the Purchase Agreement is terminated under certain circumstances. The transaction is expected to close in the first quarter of calendar 2026, subject to customary closing conditions, including the receipt of required regulatory approvals. Edgewell Personal Care Company intends to use the net proceeds from the sale, after taxes and transaction costs, primarily to strengthen its balance sheet while continuing to invest in the long-term growth of its core businesses. Latham & Watkins LLP acted as legal advisor and Perella Weinberg Partners LP acted as financial advisor for Edgewell Personal Care Company. Morgan Stanley AB acted as financial advisor to Essity AB (publ). Essity AB (publ) (OM:ESSITY B) completed the acquisition of Feminine care business from Edgewell Personal Care Company (NYSE:EPC) on February 2, 2026.お知らせ • Jan 22+ 4 more updatesEssity AB (publ) to Report Q1, 2026 Results on Apr 23, 2026Essity AB (publ) announced that they will report Q1, 2026 results on Apr 23, 2026お知らせ • Jan 08Funds Discontinue Legal Action Against Essity over Bond Loans in English CourtsThe funds that have brought an action against Essity in the English courts regarding bond loans issued by the company have chosen to discontinue their action. The case is therefore closed. On October 17, 2024, Essity announced that the company had received a request for early redemption from certain investors regarding bonds maturing in 2029, 2030 and 2031, respectively. In December 2024, the funds initiated proceedings against Essity in the English courts. The parties have entered into an agreement with conditions, among other things, that they have no claims against each other due to Essity's sale of its shares in Vinda. The funds subsequently discontinued their action before the court. Essity has not changed its view that the action was unfounded and has not paid the funds or otherwise compensated them in the dispute.お知らせ • Nov 13Essity AB (publ) (OM:ESSITY B) entered into a definitive agreement to acquire Feminine care business from Edgewell Personal Care Company (NYSE:EPC) for $340 million.Essity AB (publ) (OM:ESSITY B) entered into a definitive agreement to acquire Feminine care business from Edgewell Personal Care Company (NYSE:EPC) for $340 million on November 12, 2025. The feminine care business includes Playtex®, Stayfree®, Carefree® and o.b.® and Edgewell Personal Care Company will classify the Feminine Care business as discontinued operations in the beginning of first quarter of 2026 and intends to use the net proceeds from the sale, after taxes and transaction costs, primarily to strengthen its balance sheet while continuing to invest in the long-term growth of its core businesses. Pursuant to the terms of the Purchase Agreement, the Company is entitled to receive a termination fee of $15 million from Essity AB. if the Purchase Agreement is terminated under certain circumstances The transaction is expected to close in the first quarter of calendar 2026, subject to customary closing conditions, including the receipt of required regulatory approvals. Latham & Watkins LLP acted as legal advisor and Perella Weinberg Partners LP acted as financial advisor for Edgewell Personal Care Company. Morgan Stanley AB acted as financial advisor to Essity AB (publ).お知らせ • Oct 24+ 1 more updateEssity AB (publ) Announces Executive Changes, Effective January 1, 2026Essity AB (Publ) announced executive changes. Tuomas Yrjölä, President Global Marketing & Innovation, has been appointed President Personal Care. Volker Zöller, President Consumer Goods EMEA, has been appointed President Consumer Tissue. Anand Chandarana and Pablo Fuentes have been appointed President Health & Medical and President Professional Hygiene, respectively, also in the new organization. The changes will apply as of January 1, 2026.お知らせ • Sep 20Donato Giorgio Leaves as President Global Supply Chain and Member of the Executive Management Team of Essity, Effective October 31, 2025Essity announced that Donato Giorgio, President Global Supply Chain and member of the Executive Management Team, will leave the company. Donato Giorgio joined Essity in 2009 and has held various leadership positions within Essity's global manufacturing and supply chain. In 2015, he became a member of the Executive Management Team and under his leadership, the company has developed its sustainable manufacturing and circular resource solutions. Donato Giorgio will leave his position on October 31, 2025. The recruitment process for his successor has been initiated.お知らせ • Aug 16Essity Appoints Anand Chandarana as President of Business Unit Health & Medical, Effective from September 1, 2025Essity announced appointment ofAnand Chandarana as President of Business Unit Health & Medical. He will assume the role on September 1, 2025, and will also join the company’s Executive Management Team. Anand Chandarana has been with Essity and the business unit Health & Medical since 2020, most recently as Vice President Commercial Development. He has previously worked 17 years and held several senior positions at the medical solutions company Mölnlycke Health Care. Anand Chandarana will report to Ulrika Kolsrud, President and CEO of Essity. He is a citizen of both the UK and Sweden and will be based in Gothenburg. Business Unit Health & Medical offers products and solutions under the categories Incontinence Products Health Care, Wound Care, Compression therapy and Orthopedics under leading brands such as TENA, Leukoplast, Cutimed, Hydrofera BLUE, JOBST, Delta-Cast, and Actimove.お知らせ • May 09+ 1 more updateEssity AB (Publ) Appoints Ulrika Kolsrud as CEO, Effective June 1, 2025Essity AB's Board of Directors has appointed Ulrika Kolsrud as CEO, effective June 1, 2025. Ulrika Kolsrud, currently President of Essity’s business unit Health & Medical, succeeds Magnus Groth, who earlier this year informed the Board that he will leave his position during the year. Ulrika has extensive and broad experience across the industries in which Essity operates, having worked in all areas of the value chain, such as innovation, production, and sales. She has been a member of the Executive Management Team since 2015, and since 2019 she has been successfully heading Health & Medical. Ulrika Kolsrud is 54 years old and holds a Master of Science in Engineering from Chalmers University of Technology.お知らせ • Apr 29Essity AB (publ) (OM:ESSITY B) commences an Equity Buyback Plan for 60,946,249 shares, representing 8.79% of its issued share capital, under the authorization approved on March 27, 2025.Essity AB (publ) (OM:ESSITY B) commences share repurchases on April 24, 2025, under the program mandated by the shareholders in the Annual General Meeting held on March 27, 2025. As per the mandate, the company is authorized to repurchase up to 60,946,249 B shares, representing 8.79% of its issued share capital. The shares shall be repurchased such that the company does not hold more than 10% of its issued share capital. The shares will be repurchased at a price on Nasdaq Stockholm at a price within the at each time prevailing price interval for the share on the marketplace, meaning the interval between the highest purchase price and the lowest selling price. The purpose of the proposed authorization is to be able to adapt the company’s capital structure. The repurchased shares will be used as payment or financing on account of acquisitions of companies or businesses, and thereby contribute to increased shareholder value. The program will be valid until the Annual General Meeting in 2026. As of February 20, 2025, the company had 702,342,489 issued shares consisting of 58,973,654 are class A shares and 643,368,835 are class B shares including 9,288,000 B shares in treasury. On April 23, 2025, the company announced a share repurchase program. Under the program, the company will repurchase up to SEK 3,000 million worth of its B shares. The repurchased shares are expected to be cancelled. The share repurchase will be financed using cash flow from current operations after the ordinary dividend with the ambition to continue with share buybacks over time as a recurring part of the company’s capital allocation. The repurchases will commence from April 24, 2025, and will be valid till Annual General Meeting of 2026.お知らせ • Apr 24+ 2 more updatesEssity AB (publ) to Report Q4, 2025 Results on Jan 22, 2026Essity AB (publ) announced that they will report Q4, 2025 results on Jan 22, 2026お知らせ • Mar 27+ 1 more updateEssity AB (Publ) Announces Board Changes, Effective March 27, 2025Essity AB (publ) at its Annual General Meeting held on March 27, 2025, Alexander Lacik and Katarina Martinson were elected as a new directors. Ewa Björling had declined re-election. Jan Gurander was elected Chairman of the Board.お知らせ • Mar 24Essity AB (publ) to Report Q1, 2025 Results on Apr 24, 2025Essity AB (publ) announced that they will report Q1, 2025 results at 7:00 AM, Central European Standard Time on Apr 24, 2025お知らせ • Feb 22Essity AB (publ), Annual General Meeting, Mar 27, 2025Essity AB (publ), Annual General Meeting, Mar 27, 2025, at 14:00 W. Europe Standard Time. Location: at stockholm waterfront congress centre, nils ericsons plan 4, stockholm Swedenお知らせ • Feb 21Essity AB (publ) Announces Ewa Björling Declines Re-Election as DirectorEssity AB (publ) at its Annual General Meeting to be held on 27 March 2025, announced Ewa Björling has declined re-election as director.お知らせ • Jan 23+ 2 more updatesEssity Aktiebolag (publ) Announces Magnus Groth Decides to Step Down as CEOEssity Aktiebolag (publ) announced after 14 years with the Group, and almost ten years as president and CEO, Magnus Groth has on January 22, 2025 informed the Board of Directors of Essity Aktiebolag (publ) that he has decided to step down as CEO and from the Board during 2025. A recruitment process for a successor will be initiated immediately. Magnus Groth has a notice period of one year. He will continue as President and CEO of Essity until a successor is appointed.お知らせ • Dec 17Essity Receives Information on Proceedings Initiated by Minority of Investors, in Some of Its Luxembourg-Listed Bond Series in English Courton December 16, 2024, Essity has received information that a minority of investors, in some of its Luxembourg-listed bond series, have initiated proceedings in English court. Referring to the release dated October 17, 2024, regarding demands from a few bondholders and bonds issued by Essity, the company has been made aware that some of these investors have initiated proceedings in an English court. The investors' holdings represent a small portion of the outstanding bonds. As previously communicated, Essity rejects the claim that there is a right to early repayment under the terms of these bonds and considers the demand to be unfounded.お知らせ • Oct 18Essity Receives Demand for Early Repayment of BondsEssity has received a demand for early payment from a few bondholders regarding bonds maturing in 2029, 2030 and 31. Essity disputes the demand. The demand refers to a minority part of the total amount of the bonds with these maturing dates. These bondholders claim that an Event of Default has occurred under the terms. As previously stated, Essity is confident, after having obtained professional advice, that an Event of Default has not occurred and that the demand is unfounded.Reported Earnings • Jul 20Second quarter 2024 earnings released: EPS: kr4.72 (vs kr3.38 in 2Q 2023)Second quarter 2024 results: EPS: kr4.72 (up from kr3.38 in 2Q 2023). Revenue: kr36.6b (down 1.2% from 2Q 2023). Net income: kr3.32b (up 40% from 2Q 2023). Profit margin: 9.1% (up from 6.4% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Apr 27Essity AB (publ) to Report Fiscal Year 2024 Results on Jan 23, 2025Essity AB (publ) announced that they will report fiscal year 2024 results on Jan 23, 2025Reported Earnings • Apr 25First quarter 2024 earnings released: EPS: kr3.37 (vs kr3.72 in 1Q 2023)First quarter 2024 results: EPS: kr3.37 (down from kr3.72 in 1Q 2023). Revenue: kr34.9b (down 4.1% from 1Q 2023). Net income: kr2.37b (down 9.3% from 1Q 2023). Profit margin: 6.8% (down from 7.2% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Mar 22+ 1 more updateEssity AB (Publ) Approves Dividend for the Fiscal Year 2023, Payable on March 28, 2024Essity AB (publ) approved dividend of SEK 7.75 per share for the 2023 fiscal year at its Annual General Meeting held on March 31, 2024. Record date for the dividend is set to March 25, 2024. The dividend is scheduled to be distributed by Euroclear Sweden AB on March 28, 2024.Upcoming Dividend • Mar 15Upcoming dividend of kr7.75 per shareEligible shareholders must have bought the stock before 22 March 2024. Payment date: 28 March 2024. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (5.0%). Higher than average of industry peers (2.5%).Declared Dividend • Mar 10Dividend of kr7.75 announcedShareholders will receive a dividend of kr7.75. Ex-date: 22nd March 2024 Payment date: 28th March 2024 Dividend yield will be 35%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (59% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 5.1% per year over the past 6 years and payments have been stable during that time. EPS is expected to grow by 47% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 01Full year 2023 earnings released: EPS: kr13.21 (vs kr6.65 in FY 2022)Full year 2023 results: EPS: kr13.21 (up from kr6.65 in FY 2022). Revenue: kr147.1b (up 12% from FY 2022). Net income: kr9.28b (up 99% from FY 2022). Profit margin: 6.3% (up from 3.6% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 6% per year.Reported Earnings • Jan 26Full year 2023 earnings released: EPS: kr13.21 (vs kr7.93 in FY 2022)Full year 2023 results: EPS: kr13.21 (up from kr7.93 in FY 2022). Revenue: kr147.1b (down 5.8% from FY 2022). Net income: kr9.28b (up 67% from FY 2022). Profit margin: 6.3% (up from 3.6% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 7% per year.お知らせ • Jan 25Essity AB (publ) Proposes Dividend for the Year 2023, Payable on March 28, 2024Essity AB (publ) proposed an increase in the dividend of 7% to SEK 7.75 (7.25) per share for the year 2023. March 25, 2024, is proposed as the record date for the right to receive dividends, and the dividend is expected to be paid on March 28, 2024.お知らせ • Nov 08Essity Launches Caressa - Digital Platform to Assist Family CarersEssity launched Caressa - a digital platform to assist family caregivers. To address the growing needs of family caregivers, the hygiene and health company Essity is launching the AgeTech-s solution Caressa, aimed at providing necessary support for the essential aspects of care. Caressa is a digital platform and new business model for Essity that brings together care essentials - tasks, medications and appointments - into one subscription-based app, enabling multiple family members to collaborate and coordinate the care of a loved one. With this launch, Essity is expanding its offering in the field of AgeTech, a rapidly growing sector driven by the combination of an aging population and advancements in technology, projected to reach a value of USD 2.7 trillion by 2025. Caressa adds to previous digital solutions from Essity such as TENA SmartCare that offers digital solutions for continence management, and Cutimed Wound Navigator that provides support in assessing and documenting wounds. The global demographic shift, with a rapidly growing older population, reveals an opportunity for new practices and innovation within the care economy to make a significant positive impact. A global survey of 15,000 respondents conducted by Essity reveals how 61% agree that digital healthcare and services save time for caregivers, which they can subsequently spend with patients.お知らせ • Nov 02Essity AB (publ) to Report Q4, 2023 Results on Feb 26, 2024Essity AB (publ) announced that they will report Q4, 2023 results on Feb 26, 2024お知らせ • Oct 27+ 3 more updatesEssity AB (publ) to Report Nine Months, 2024 Results on Oct 24, 2024Essity AB (publ) announced that they will report nine months, 2024 results on Oct 24, 2024Reported Earnings • Oct 27Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: kr43.5b (up 8.5% from 3Q 2022). Net income: kr1.59b (up 1.2% from 3Q 2022). Profit margin: 3.6% (down from 3.9% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Household Products industry in Europe.お知らせ • Oct 24Essity Aktiebolag (Publ) Announces Current Chairman of the Board, Pär Boman, Declined Re-ElectionEssity Aktiebolag (publ) announced, Essity's current Chairman of the Board, Pär Boman, has declined re-election.お知らせ • Sep 22Essity Chairman Pär Boman Declines Re-ElectionPär Boman has declined re-election as Chairman of Essity's Board of Directors. He will remain as Chairman of the Board until March 2024.お知らせ • Aug 11Essity Appoints Sandra Åberg as Head of Investor Relations, Effective September 1, 2023Essity has appointed Sandra Åberg as Vice President and Head of Investor Relations, effective September 1, 2023. Sandra is currently Director Investor Relations at Essity. The current Head of Investor Relations, Johan Karlsson, will assume the role of Vice President Business Control at Essity. Sandra Åberg has been part of the Investor Relations team at Essity since the listing in 2017. After beginning her career at Bain & Company, Sandra has also worked at SEB and SCA. She holds an Msc in Business Administration and Economics from Stockholm University.Reported Earnings • Jul 20Second quarter 2023 earnings released: EPS: kr3.53 (vs kr2.11 in 2Q 2022)Second quarter 2023 results: EPS: kr3.53 (up from kr2.11 in 2Q 2022). Revenue: kr43.9b (up 16% from 2Q 2022). Net income: kr2.48b (up 67% from 2Q 2022). Profit margin: 5.6% (up from 3.9% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.お知らせ • Jul 18New Technologies LLC acquired Russian operations from Essity AB (publ) (OM:ESSITY B) for SEK 1.2 billion.New Technologies LLC agreed to acquire Russian operations from Essity AB (publ) (OM:ESSITY B) for SEK 1.2 billion on June 10, 2023. The transaction is expected to be finalized during the second quarter of 2023. JPMorgan Chase & Co. (NYSE:JPM) acted as a financial advisor to Essity AB. New Technologies LLC completed the acqusiiiton of Russian operations from Essity AB (publ) (OM:ESSITY B) on July 17, 2023.お知らせ • Jun 14Essity Announces the Launch of Sensitive Caretm PadsEssity announced the launch of Sensitive CareTM Pads, the first ever bladder weakness pads enriched with its gentle SkinComfort Formula. TENA Sensitive Care Pads are now available in-store and online at retailers across the U.S. TENA Sensitive Care Pads deliver the same triple protection from leaks, odor and moisture and are dermatologically approved by the Skin Health Alliance. With cushiony foam side barriers, Duolock® core, and a secure comfortable fit, TENA Sensitive Care Pads offer the ultimate protection for women with incontinence. At varying levels of absorbency and protection, TENA has a full line of incontinence protection products to meet the needs of all individuals. No matter the need – from light bladder drips and dribbles, heavy leakage or overnight protection for worry free nights – all TENA products can be found at your local mass retailer, grocery or drug store, online.お知らせ • Jun 12An unknown buyer agreed to acquire Russian operations from Essity AB (publ) (OM:ESSITY B).An unknown buyer agreed to acquire Russian operations from Essity AB (publ) (OM:ESSITY B) on June 10, 2023. The transaction is expected to be finalized during the second quarter of 2023.Recent Insider Transactions • May 19President of Professional Hygiene recently bought €204k worth of stockOn the 16th of May, Pablo Fuentes bought around 7k shares on-market at roughly €27.24 per share. This transaction amounted to 74% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth €326k. Insiders have collectively bought €1.4m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Apr 30President recently bought €326k worth of stockOn the 28th of April, Magnus Groth bought around 12k shares on-market at roughly €27.16 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Magnus has been a buyer over the last 12 months, purchasing a net total of €348k worth in shares.Reported Earnings • Apr 28First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: kr42.9b (up 25% from 1Q 2022). Net income: kr2.66b (up kr2.36b from 1Q 2022). Profit margin: 6.2% (up from 0.9% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Household Products industry in Europe.Upcoming Dividend • Mar 23Upcoming dividend of kr7.25 per share at 2.5% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 05 April 2023. Payout ratio and cash payout ratio are on the higher end at 91% and 83% respectively. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (2.5%).Recent Insider Transactions • Mar 12Key Executive recently bought €173k worth of stockOn the 9th of March, Carl Fredrik Rystedt bought around 7k shares on-market at roughly €24.68 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Carl Fredrik's only on-market trade for the last 12 months.Reported Earnings • Mar 04Full year 2022 earnings released: EPS: kr7.93 (vs kr12.27 in FY 2021)Full year 2022 results: EPS: kr7.93 (down from kr12.27 in FY 2021). Revenue: kr156.2b (up 28% from FY 2021). Net income: kr5.57b (down 35% from FY 2021). Profit margin: 3.6% (down from 7.1% in FY 2021). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.Recent Insider Transactions • Feb 01President of Global Supply Chain recently sold €61k worth of stockOn the 27th of January, Donato Giorgio sold around 3k shares on-market at roughly €24.49 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought €570k more than they sold in the last 12 months.Reported Earnings • Jan 27Full year 2022 earnings released: EPS: kr7.93 (vs kr12.27 in FY 2021)Full year 2022 results: EPS: kr7.93 (down from kr12.27 in FY 2021). Revenue: kr156.2b (up 28% from FY 2021). Net income: kr5.57b (down 35% from FY 2021). Profit margin: 3.6% (down from 7.1% in FY 2021). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.お知らせ • Dec 13Essity Announces Executive ChangesJoséphine Edwall Björklund, Essity's Senior Vice President, Communications, and member of the company's Executive Management Team, will adopt a new role at Essity and will therefore be leaving the Executive Management Team. Joséphine Edwall Björklund joined Essity in 2012 and has since held the position of Senior Vice President, Communications with responsibility for investor relations, brand communication, media and internal communication, and has been a member of Essity's Executive Management Team. Joséphine Edwall Björklund was responsible for communication activities during the split of the company at that time and the subsequent listing of Essity in 2017, as well as for the creation and establishment of the global Essity brand. Under Joséphine's leadership, Essity received the 2020 communication award Stora Kommunikatörspriset in the Business category. Joséphine Edwall-Björklund will continue to report to Essity's President and CEO Magnus Groth in her new role, with a focus on global partnerships, such as the cooperation with the United Nations Foundation. She will leave her position as Senior Vice President, Group Function Communications, on February 15, 2023.お知らせ • Nov 15+ 3 more updatesEssity AB (publ) to Report Q3, 2023 Results on Oct 26, 2023Essity AB (publ) announced that they will report Q3, 2023 results at 7:00 AM, Central European Standard Time on Oct 26, 2023Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: kr2.23 (vs kr3.90 in 3Q 2021)Third quarter 2022 results: EPS: kr2.23 (down from kr3.90 in 3Q 2021). Revenue: kr40.1b (up 29% from 3Q 2021). Net income: kr1.57b (down 43% from 3Q 2021). Profit margin: 3.9% (down from 8.8% in 3Q 2021). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.お知らせ • Oct 07Essity AB (publ) Launches Issviva - A New Brand for Women+ Experiencing MenopauseIn conjunction with World Menopause Day on October 18, the hygiene and health company Essity is launching a new product area and the new product brand Issviva for women+ experiencing menopause - aimed at raising awareness and breaking the taboo surrounding this transition that impacts millions of women around the world. Issviva is an innovative global e-commerce platform that provides knowledge, solutions and products for women+ during the various stages of the menopause. Visitors can use forums to submit questions to experts and share experiences and lessons learned with others. There are also complete expert guides with articles and material aimed at teaching about and preparing for the transition, as well as products and services that help women+ by alleviating symptoms that normally appear during the different stages of the menopause. Issviva's product range comprises vitamins, minerals, supplements and intimate hygiene products that complement Essity's current brands in incontinence and feminine care. In 2025, more than one billion women are expected to experience one of the phases associated with the menopause. Even though the menopause is a natural part of life, it is perceived as being a taboo subject with many preconceptions linked to fertility, sexuality and aging. In some parts of the world, the menopause is associated with disease or problems, and is often referred to sarcastically. A global survey of 15,000 respondents, conducted by Essity, also highlights significant knowledge gaps. For example, 41% of respondents state that they are knowledgeable or very knowledgeable about the menopause, though a full 75% gave the wrong answer or could not answer the false claim that menopausal women cannot become pregnant. Most of the respondents also said they would not speak out if a friend or family member mocked someone experiencing the menopause.お知らせ • Sep 15Essity Announces Executive ChangesAndres Gomez, currently Vice President Sales and Marketing Hygiene Andean and Caribbean within Essity, will be appointed President Consumer Goods Americas. The Consumer Goods business unit headed by Volker Zöller remains unchanged but will be renamed Consumer Goods EMEA. The business unit Professional Hygiene will also include the Latin America Professional Hygiene business. Pablo Fuentes, current President Essity Latin America, will assume the role of President for this business unit. He succeeds Don Lewis, who has decided to leave Essity as previously announced. The business unit Health & Medical Solutions will also include the Latin America medical business and be renamed Health & Medical, headed by Ulrika Kolsrud. Furthermore, the global unit Global Operational Services will be transformed into -- Digital and Business Services. This unit will be headed by a Chief Digital Officer. Global Procurement, currently part of global unit Global Operational Services will be integrated into Global Supply Chain, headed by Donato Giorgio.Robert Sjöström, currently President Global Operational Services, will take up a new role within Essity and leave the Executive Management Team. He will continue to report to Essity's President and CEO Magnus Groth as Senior Advisor Strategic Projects.お知らせ • Sep 09Essity AB (Publ) Announces Resignation of Don Lewis as President of Professional HygieneDon Lewis, President Professional Hygiene and member of Essity's Executive Management Team has decided to leave Essity. Don Lewis joined the company in 2002 and has held various leadership positions in Essity's professional and consumer businesses in North America and Latin America and most recently with Professional Hygiene in North America, Europe and MEIA. In 2011 he became a member of the Executive Management Team. He will step down from his position as President of Professional Hygiene by the end of 2022. His successor will be announced in due course.お知らせ • Aug 19Essity AB (publ) to Report Fiscal Year 2022 Final Results on Mar 01, 2023Essity AB (publ) announced that they will report fiscal year 2022 final results on Mar 01, 2023お知らせ • Aug 02Essity AB (publ) (OM:ESSITY B) completed the acquisition of 80% stake in Knix Wear Inc.Essity AB (publ) (OM:ESSITY B) agreed to acquire 80% stake in Knix Wear Inc. for approximately SEK 3.3 billion on July 8, 2022. The purchase price amounts to approximately SEK 3.3 on a cash and debt free basis for 80% of Knix Wear. Founder and Chief Executive Officer of Knix Wear, Joanna Griffiths will hold the remaining 20% share and will stay on as President of Knix Wear. In 2021, Knix Wear reported net sales of approximately SEK 914 million and the EBITDA of approximately SEK 95 million. The transaction is subject to customary regulatory approvals and is expected to be finalized in the second half of 2022. Essity AB (publ) (OM:ESSITY B) completed the acquisition of 80% stake in Knix Wear Inc. on August 1, 2022. OMMAX GmbH acted as commercial and digital due diligence provider to Essity.Reported Earnings • Jul 22Second quarter 2022 earnings released: EPS: kr2.11 (vs kr2.52 in 2Q 2021)Second quarter 2022 results: EPS: kr2.11 (down from kr2.52 in 2Q 2021). Revenue: kr37.9b (up 31% from 2Q 2021). Net income: kr1.49b (down 16% from 2Q 2021). Profit margin: 3.9% (down from 6.1% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 12%, compared to a 7.2% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.お知らせ • Jul 09+ 1 more updateEssity AB (publ) (OM:ESSITY B) agreed to acquire 80% stake in Knix Wear Inc. for approximately SEK 3.3 billion.Essity AB (publ) (OM:ESSITY B) agreed to acquire 80% stake in Knix Wear Inc. for approximately SEK 3.3 billion on July 8, 2022. The purchase price amounts to approximately SEK 3.3 on a cash and debt free basis for 80% of Knix Wear. Founder and Chief Executive Officer of Knix Wear, Joanna Griffiths will hold the remaining 20% share and will stay on as President of Knix Wear. In 2021, Knix Wear reported net sales of approximately SEK 914 million and the EBITDA of approximately SEK 95 million. The transaction is subject to customary regulatory approvals and is expected to be finalized in the second half of 2022.Reported Earnings • Apr 27First quarter 2022 earnings released: EPS: kr0.44 (vs kr3.04 in 1Q 2021)First quarter 2022 results: EPS: kr0.44 (down from kr3.04 in 1Q 2021). Revenue: kr34.3b (up 25% from 1Q 2021). Net income: kr306.0m (down 86% from 1Q 2021). Profit margin: 0.9% (down from 7.7% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 12%, compared to a 2.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 2% per year.Reported Earnings • Apr 23First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: kr34.3b (up 25% from 1Q 2021). Net income: kr306.0m (down 86% from 1Q 2021). Profit margin: 0.9% (down from 7.7% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 12%, compared to a 3.2% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 2% per year.お知らせ • Apr 22Essity AB (publ) to Report Fiscal Year 2022 Results on Jan 26, 2023Essity AB (publ) announced that they will report fiscal year 2022 results on Jan 26, 2023Upcoming Dividend • Mar 18Upcoming dividend of kr7.00 per shareEligible shareholders must have bought the stock before 25 March 2022. Payment date: 31 March 2022. Payout ratio is a comfortable 57% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (3.6%). In line with average of industry peers (3.0%).Recent Insider Transactions • Mar 10President recently bought €51k worth of stockOn the 8th of March, Magnus Groth bought around 3k shares on-market at roughly €20.39 per share. In the last 3 months, they made an even bigger purchase worth €99k. Magnus has been a buyer over the last 12 months, purchasing a net total of €336k worth in shares.Reported Earnings • Mar 05Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: kr12.27 (down from kr14.56 in FY 2020). Revenue: kr121.9b (flat on FY 2020). Net income: kr8.62b (down 16% from FY 2020). Profit margin: 7.1% (down from 8.4% in FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 12%, compared to a 2.7% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Recent Insider Transactions • Feb 27CFO & Executive VP recently bought €48k worth of stockOn the 22nd of February, Carl Fredrik Rystedt bought around 2k shares on-market at roughly €23.90 per share. In the last 3 months, there was an even bigger purchase from another insider worth €99k. Carl Fredrik has been a buyer over the last 12 months, purchasing a net total of €111k worth in shares.Recent Insider Transactions • Feb 15CFO & Executive VP recently bought €63k worth of stockOn the 11th of February, Carl Fredrik Rystedt bought around 3k shares on-market at roughly €25.18 per share. In the last 3 months, there was an even bigger purchase from another insider worth €99k. This was Carl Fredrik's only on-market trade for the last 12 months.お知らせ • Feb 03Essity AB (publ) (OM:ESSITY B) acquired Legacy Converting Inc. for $50 million.Essity AB (publ) (OM:ESSITY B) acquired Legacy Converting Inc. for $50 million on February 2, 2022. Consideration terms include $40 million paid at closing and also includes a potential additional earnout amount of $10 million on a cash and debt-free basis. Sax Capital Advisors acted as financial advisor to Legacy Converting, Inc. Essity AB (publ) (OM:ESSITY B) completed the acquisition of Legacy Converting Inc. on February 2, 2022.Recent Insider Transactions • Jan 31President recently bought €99k worth of stockOn the 27th of January, Magnus Groth bought around 4k shares on-market at roughly €24.70 per share. This was the largest purchase by an insider in the last 3 months. Magnus has been a buyer over the last 12 months, purchasing a net total of €387k worth in shares.Reported Earnings • Jan 28Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: kr12.27 (down from kr14.56 in FY 2020). Revenue: kr121.9b (flat on FY 2020). Net income: kr8.62b (down 16% from FY 2020). Profit margin: 7.1% (down from 8.4% in FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 13% while the industry in Germany is not expected to grow. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 1% per year.お知らせ • Jan 26Essity AB (Publ) Provides Guidance for 2022Essity AB (publ) provided guidance for 2022. The company implement further price increases in 2022. The company are continuing to deliver in line with company strategy for profitable growth and increased shareholder value. Through innovation, digitalization, sustainability initiatives and efficiency improvements, The company are increasing competitiveness. The company new target for sales growth of more than 5% includes both organic sales growth and acquisitions. The company are prioritizing to grow in the categories with the highest profitability.お知らせ • Dec 30Essity AB (publ) (OM:ESSITY B) acquired Hydrofera, LLC for approximately $130 million.Essity AB (publ) (OM:ESSITY B) acquired Hydrofera, LLC for approximately $130 million on December 29, 2021. Under the terms of agreement, the purchase price amounts to $116 million (approximately SEK 1.1 billion) with a potential additional earnout amount of $15 million (approximately SEK 137 million) on a cash and debt free basis. In 2020, the company reported net sales of approximately $23.5 million (SEK 216 million), with an EBITDA of $4.6 million (SEK 42 million) and EBITA of $4.3 million (SEK 39 million), equivalent to an EBITA margin of 18.1%. The acquisition is expected to be accretive to Essity's earnings per share in 2022. Essity AB (publ) (OM:ESSITY B) completed the acquisition of Hydrofera, LLC on December 29, 2021.お知らせ • Dec 22Essity AB (publ) (OM:ESSITY B) acquired Aquacast Liner Llc.Essity AB (publ) (OM:ESSITY B) acquired Aquacast Liner Llc on December 21, 2021. Essity AB (publ) (OM:ESSITY B) completed the acquisition of Aquacast Liner Llc on December 21, 2021.Reported Earnings • Oct 23Third quarter 2021 earnings released: EPS kr3.90 (vs kr3.23 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: kr31.1b (up 8.6% from 3Q 2020). Net income: kr2.74b (up 21% from 3Q 2020). Profit margin: 8.8% (up from 7.9% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 11% per year.お知らせ • Oct 03Essity Begins Tissue Production from Alternative FibersEssity is presenting a breakthrough in sustainable tissue production and is beginning production based on pulp from wheat straw. The plant in Mannheim, Germany, is the first of its kind in Europe, and the first on a large-scale tissue production in the world. This new type of tissue paper is as soft, bright, and strong as traditional tissue paper. Essity is the first company in the tissue industry to use these agricultural leftovers at industrial scale. About half of all straw worldwide remains unused. The straw used in this production is sourced in the region and is processed by Essity. With straw instead of wood-based virgin or recovered fibers as raw material, the process also requires less water and energy. Essity has an exclusive licensing agreement for the technology, where the straw-based pulp will maintain the same quality as conventional wood-based pulp at a competitive cost. The straw pulp will initially be used in tissue products for the German consumer retail market under Essity's market-leading brand for household towels and toilet paper, Zewa. The products will contain about 30% straw-based pulp. The Mannheim plant is Essity's large tissue plant in Europe with an annual production capacity of 283,000 tons of tissue. Annually, the company will regionally source 70,000 tons of straw that will become about 35,000 tons of pulp. The production of paper from straw pulp is part of Essity's work to increase circularity and achieve net zero emissions by 2050.Reported Earnings • Jul 18Second quarter 2021 earnings released: EPS kr2.52 (vs kr2.97 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: kr29.0b (up 2.0% from 2Q 2020). Net income: kr1.77b (down 15% from 2Q 2020). Profit margin: 6.1% (down from 7.4% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 8% per year and the company’s share price has also increased by 8% per year.お知らせ • Jun 08Essity Launches TENA Stylish Incontinence Underwear Exclusively At WalmartEssity announced the launch of TENA Stylish Incontinence Underwear a form-fitting incontinence underwear product designed to look like real underwear and designed with a super absorbent core that locks in liquid with maximum absorbency. TENA Stylish™ Incontinence Underwear is now exclusively available for purchase in Walmart stores across the United States and online at Walmart.com. Featuring cottony-soft stretch fabric that is soft and gentle on the skin, TENA Stylish Incontinence Underwear provides triple protection against bladder leaks, urine odor, and wetness for women with significant bladder leakage.Recent Insider Transactions • Apr 28President recently bought €138k worth of stockOn the 26th of April, Magnus Groth bought around 5k shares on-market at roughly €27.57 per share. This was the largest purchase by an insider in the last 3 months. Magnus has been a buyer over the last 12 months, purchasing a net total of €338k worth in shares.Reported Earnings • Apr 24First quarter 2021 earnings released: EPS kr3.04 (vs kr4.61 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: kr27.5b (down 18% from 1Q 2020). Net income: kr2.13b (down 34% from 1Q 2020). Profit margin: 7.7% (down from 9.6% in 1Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 9% per year.Executive Departure • Mar 30Independent Director has left the companyOn the 25th of March, Maija-Liisa Friman's tenure in the role of Independent Director ended. We don't have any record of a personal shareholding under Maija-Liisa's name. Maija-Liisa is the only executive to leave the company over the last 12 months.お知らせ • Mar 20Essity Launches Libresse V-CupEssity is continuing to expand its range toward more sustainable products through the launch of Libresse V-Cup, a reusable menstrual cup, in Denmark, Finland, Norway and Sweden. Libresse V-Cup is a compliment to the brand's assortment providing an opportunity for women to choose the product that best suits their lifestyle. Essity has previously launched menstrual cups in Latin America. Libresse V-Cup is made from 100% soft medical-grade silicone. The menstrual cup's soft material and form help it to remain securely in place, offering protection for up to 12 hours. It is reusable and durable, and therefore helps to reduce the amount of waste.Upcoming Dividend • Mar 20Upcoming Dividend of kr6.75 Per ShareWill be paid on the 1st of April to those who are registered shareholders by the 26th of March. The trailing yield of 2.5% is below the top quartile of German dividend payers (3.3%), but is in line with industry peers (2.5%).Reported Earnings • Mar 05Full year 2020 earnings released: EPS kr14.56 (vs kr13.12 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: kr121.8b (down 5.6% from FY 2019). Net income: kr10.2b (up 11% from FY 2019). Profit margin: 8.4% (up from 7.1% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.株主還元ESWBDE Household ProductsDE 市場7D1.6%0.5%2.4%1Y-7.1%-8.3%1.2%株主還元を見る業界別リターン: ESWB過去 1 年間で-8.3 % の収益を上げたGerman Household Products業界を上回りました。リターン対市場: ESWBは、過去 1 年間で1.2 % のリターンを上げたGerman市場を下回りました。価格変動Is ESWB's price volatile compared to industry and market?ESWB volatilityESWB Average Weekly Movement4.2%Household Products Industry Average Movement4.3%Market Average Movement6.1%10% most volatile stocks in DE Market13.4%10% least volatile stocks in DE Market2.7%安定した株価: ESWB 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: ESWBの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト184936,000Ulrika Kolsrudwww.essity.comEssity AB (publish)は、ヨーロッパ、北米、中南米、アジア、そして国際的に衛生・健康製品とサービスを開発、生産、販売している。同社は3つのセグメントで事業を展開している：ヘルス＆メディカル事業、消費財事業、プロフェッショナル・ハイジーン事業である。ヘルス＆メディカル事業では、失禁ケア用品、創傷ケア用品、圧迫療法用品、整形外科用品、スキンケア用品、ウェットティッシュ、ウォッシュグローブ、センサー付きデジタルソリューションなどを、TENA、Leukoplast、JOBST、Actimove、Cutimed、Delta-Cast、AquaCast Liner、Hydroferaのブランドで、薬局、医療機器販売店、病院、流通業者、介護施設、eコマースなどを通じて、家族介護者、専門介護者、患者や消費者に提供している。消費財部門は、ナプキン、パンティライナー、タンポン、紙おむつ、ウェットティッシュ、シャンプー、ローション、ベビーオイル、スキンクリーム、インティメイトソープ、インティメイトティッシュ、尿漏れ防止ウェア、月経カップ、トイレットペーパー、家庭用タオル、ハンカチ、フェイシャルティッシュ、ナプキンを提供している、TENA、Knix、Modibodi、Libero、Lotus、Drypers、Libresse、Bodyform、Nana、Saba、Nosotras、TOM Organic、Tempo、Zewa、Cushelle、Plenty、Regio、Familiaのブランドで、トイレットペーパー、家庭用タオル、ハンカチ、フェイシャルティッシュ、ナプキンを小売業やeコマースを通じて販売している。プロフェッショナル・ハイジーン部門は、トイレットペーパー、紙おしぼり、ナプキン、ハンドソープ、ハンドローション、ハンドサニタイザー、ディスペンサー、クリーニング・拭き取り製品、ビジョンクリーニング、データドリブン・クリーニング・ソリューションをTorkブランドで、企業、オフィスビル、大学、医療施設、空港、産業、レストラン、ホテル、スタジアム、その他公共施設向けに、エンドユーザーへの直接販売、eコマース、販売代理店を通じて提供している。Essity AB（publ）は1849年に設立され、スウェーデンのストックホルムに本社を置いている。もっと見るEssity AB (publ) 基礎のまとめEssity の収益と売上を時価総額と比較するとどうか。ESWB 基礎統計学時価総額€16.13b収益（TTM）€1.15b売上高(TTM)€12.59b14.0xPER（株価収益率1.3xP/SレシオESWB は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計ESWB 損益計算書（TTM）収益SEK 136.70b売上原価SEK 90.94b売上総利益SEK 45.75bその他の費用SEK 33.28b収益SEK 12.47b直近の収益報告Mar 31, 2026次回決算日Jul 16, 2026一株当たり利益（EPS）18.33グロス・マージン33.47%純利益率9.13%有利子負債／自己資本比率48.0%ESWB の長期的なパフォーマンスは？過去の実績と比較を見る配当金3.4%現在の配当利回り48%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/25 13:27終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Essity AB (publ) 14 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。24 アナリスト機関null nullABG Sundal CollierPatrick FolanBarclaysIain SimpsonBarclays21 その他のアナリストを表示
お知らせ • Mar 27Essity AB (Publ) Approves Dividend for the Financial Year 2025Essity AB (publ) at its Annual General Meeting held on March 26, 2026 declared a dividend for the financial year 2025 of SEK 8.75 per share. Record date for the dividend is set to March 30, 2026.
お知らせ • Mar 03Essity Announces Executive ChangesEssity has appointed Niklas Westin Sundberg as Chief Digital & Information Officer. He will succeed Carl-Magnus Månsson, who is leaving Essity to take up a new external role. Niklas will become a member of the Executive Management Team and be responsible for the company's continued digital transformation and the Digital Transformation and Business Enablement function. With more than 20 years of experience in digital development in international and complex organizations, Niklas Westin Sundberg has led business-driven IT strategies, cybersecurity work and AI initiatives at global companies such as Kuehne+Nagel and ASSA ABLOY. Niklas Westin Sundberg will take office on April 15, 2026 and will report directly to Ulrika Kolsrud, President and CEO of Essity.
お知らせ • Feb 03Essity AB (publ) (OM:ESSITY B) completed the acquisition of Feminine care business from Edgewell Personal Care Company (NYSE:EPC).Essity AB (publ) (OM:ESSITY B) entered into a definitive agreement to acquire Feminine care business from Edgewell Personal Care Company (NYSE:EPC) for $340 million on November 12, 2025. The feminine care business includes Playtex®, Stayfree®, Carefree® and o.b.® and Edgewell Personal Care Company will classify the Feminine Care business as discontinued operations in the beginning of first quarter of 2026. Pursuant to the terms of the Purchase Agreement, the Edgewell Personal Care Company is entitled to receive a termination fee of $15 million from Essity AB. if the Purchase Agreement is terminated under certain circumstances. The transaction is expected to close in the first quarter of calendar 2026, subject to customary closing conditions, including the receipt of required regulatory approvals. Edgewell Personal Care Company intends to use the net proceeds from the sale, after taxes and transaction costs, primarily to strengthen its balance sheet while continuing to invest in the long-term growth of its core businesses. Latham & Watkins LLP acted as legal advisor and Perella Weinberg Partners LP acted as financial advisor for Edgewell Personal Care Company. Morgan Stanley AB acted as financial advisor to Essity AB (publ). Essity AB (publ) (OM:ESSITY B) completed the acquisition of Feminine care business from Edgewell Personal Care Company (NYSE:EPC) on February 2, 2026.
お知らせ • Jan 22+ 4 more updatesEssity AB (publ) to Report Q1, 2026 Results on Apr 23, 2026Essity AB (publ) announced that they will report Q1, 2026 results on Apr 23, 2026
お知らせ • Jan 08Funds Discontinue Legal Action Against Essity over Bond Loans in English CourtsThe funds that have brought an action against Essity in the English courts regarding bond loans issued by the company have chosen to discontinue their action. The case is therefore closed. On October 17, 2024, Essity announced that the company had received a request for early redemption from certain investors regarding bonds maturing in 2029, 2030 and 2031, respectively. In December 2024, the funds initiated proceedings against Essity in the English courts. The parties have entered into an agreement with conditions, among other things, that they have no claims against each other due to Essity's sale of its shares in Vinda. The funds subsequently discontinued their action before the court. Essity has not changed its view that the action was unfounded and has not paid the funds or otherwise compensated them in the dispute.
お知らせ • Nov 13Essity AB (publ) (OM:ESSITY B) entered into a definitive agreement to acquire Feminine care business from Edgewell Personal Care Company (NYSE:EPC) for $340 million.Essity AB (publ) (OM:ESSITY B) entered into a definitive agreement to acquire Feminine care business from Edgewell Personal Care Company (NYSE:EPC) for $340 million on November 12, 2025. The feminine care business includes Playtex®, Stayfree®, Carefree® and o.b.® and Edgewell Personal Care Company will classify the Feminine Care business as discontinued operations in the beginning of first quarter of 2026 and intends to use the net proceeds from the sale, after taxes and transaction costs, primarily to strengthen its balance sheet while continuing to invest in the long-term growth of its core businesses. Pursuant to the terms of the Purchase Agreement, the Company is entitled to receive a termination fee of $15 million from Essity AB. if the Purchase Agreement is terminated under certain circumstances The transaction is expected to close in the first quarter of calendar 2026, subject to customary closing conditions, including the receipt of required regulatory approvals. Latham & Watkins LLP acted as legal advisor and Perella Weinberg Partners LP acted as financial advisor for Edgewell Personal Care Company. Morgan Stanley AB acted as financial advisor to Essity AB (publ).
お知らせ • Mar 27Essity AB (Publ) Approves Dividend for the Financial Year 2025Essity AB (publ) at its Annual General Meeting held on March 26, 2026 declared a dividend for the financial year 2025 of SEK 8.75 per share. Record date for the dividend is set to March 30, 2026.
お知らせ • Mar 03Essity Announces Executive ChangesEssity has appointed Niklas Westin Sundberg as Chief Digital & Information Officer. He will succeed Carl-Magnus Månsson, who is leaving Essity to take up a new external role. Niklas will become a member of the Executive Management Team and be responsible for the company's continued digital transformation and the Digital Transformation and Business Enablement function. With more than 20 years of experience in digital development in international and complex organizations, Niklas Westin Sundberg has led business-driven IT strategies, cybersecurity work and AI initiatives at global companies such as Kuehne+Nagel and ASSA ABLOY. Niklas Westin Sundberg will take office on April 15, 2026 and will report directly to Ulrika Kolsrud, President and CEO of Essity.
お知らせ • Feb 03Essity AB (publ) (OM:ESSITY B) completed the acquisition of Feminine care business from Edgewell Personal Care Company (NYSE:EPC).Essity AB (publ) (OM:ESSITY B) entered into a definitive agreement to acquire Feminine care business from Edgewell Personal Care Company (NYSE:EPC) for $340 million on November 12, 2025. The feminine care business includes Playtex®, Stayfree®, Carefree® and o.b.® and Edgewell Personal Care Company will classify the Feminine Care business as discontinued operations in the beginning of first quarter of 2026. Pursuant to the terms of the Purchase Agreement, the Edgewell Personal Care Company is entitled to receive a termination fee of $15 million from Essity AB. if the Purchase Agreement is terminated under certain circumstances. The transaction is expected to close in the first quarter of calendar 2026, subject to customary closing conditions, including the receipt of required regulatory approvals. Edgewell Personal Care Company intends to use the net proceeds from the sale, after taxes and transaction costs, primarily to strengthen its balance sheet while continuing to invest in the long-term growth of its core businesses. Latham & Watkins LLP acted as legal advisor and Perella Weinberg Partners LP acted as financial advisor for Edgewell Personal Care Company. Morgan Stanley AB acted as financial advisor to Essity AB (publ). Essity AB (publ) (OM:ESSITY B) completed the acquisition of Feminine care business from Edgewell Personal Care Company (NYSE:EPC) on February 2, 2026.
お知らせ • Jan 22+ 4 more updatesEssity AB (publ) to Report Q1, 2026 Results on Apr 23, 2026Essity AB (publ) announced that they will report Q1, 2026 results on Apr 23, 2026
お知らせ • Jan 08Funds Discontinue Legal Action Against Essity over Bond Loans in English CourtsThe funds that have brought an action against Essity in the English courts regarding bond loans issued by the company have chosen to discontinue their action. The case is therefore closed. On October 17, 2024, Essity announced that the company had received a request for early redemption from certain investors regarding bonds maturing in 2029, 2030 and 2031, respectively. In December 2024, the funds initiated proceedings against Essity in the English courts. The parties have entered into an agreement with conditions, among other things, that they have no claims against each other due to Essity's sale of its shares in Vinda. The funds subsequently discontinued their action before the court. Essity has not changed its view that the action was unfounded and has not paid the funds or otherwise compensated them in the dispute.
お知らせ • Nov 13Essity AB (publ) (OM:ESSITY B) entered into a definitive agreement to acquire Feminine care business from Edgewell Personal Care Company (NYSE:EPC) for $340 million.Essity AB (publ) (OM:ESSITY B) entered into a definitive agreement to acquire Feminine care business from Edgewell Personal Care Company (NYSE:EPC) for $340 million on November 12, 2025. The feminine care business includes Playtex®, Stayfree®, Carefree® and o.b.® and Edgewell Personal Care Company will classify the Feminine Care business as discontinued operations in the beginning of first quarter of 2026 and intends to use the net proceeds from the sale, after taxes and transaction costs, primarily to strengthen its balance sheet while continuing to invest in the long-term growth of its core businesses. Pursuant to the terms of the Purchase Agreement, the Company is entitled to receive a termination fee of $15 million from Essity AB. if the Purchase Agreement is terminated under certain circumstances The transaction is expected to close in the first quarter of calendar 2026, subject to customary closing conditions, including the receipt of required regulatory approvals. Latham & Watkins LLP acted as legal advisor and Perella Weinberg Partners LP acted as financial advisor for Edgewell Personal Care Company. Morgan Stanley AB acted as financial advisor to Essity AB (publ).
お知らせ • Oct 24+ 1 more updateEssity AB (publ) Announces Executive Changes, Effective January 1, 2026Essity AB (Publ) announced executive changes. Tuomas Yrjölä, President Global Marketing & Innovation, has been appointed President Personal Care. Volker Zöller, President Consumer Goods EMEA, has been appointed President Consumer Tissue. Anand Chandarana and Pablo Fuentes have been appointed President Health & Medical and President Professional Hygiene, respectively, also in the new organization. The changes will apply as of January 1, 2026.
お知らせ • Sep 20Donato Giorgio Leaves as President Global Supply Chain and Member of the Executive Management Team of Essity, Effective October 31, 2025Essity announced that Donato Giorgio, President Global Supply Chain and member of the Executive Management Team, will leave the company. Donato Giorgio joined Essity in 2009 and has held various leadership positions within Essity's global manufacturing and supply chain. In 2015, he became a member of the Executive Management Team and under his leadership, the company has developed its sustainable manufacturing and circular resource solutions. Donato Giorgio will leave his position on October 31, 2025. The recruitment process for his successor has been initiated.
お知らせ • Aug 16Essity Appoints Anand Chandarana as President of Business Unit Health & Medical, Effective from September 1, 2025Essity announced appointment ofAnand Chandarana as President of Business Unit Health & Medical. He will assume the role on September 1, 2025, and will also join the company’s Executive Management Team. Anand Chandarana has been with Essity and the business unit Health & Medical since 2020, most recently as Vice President Commercial Development. He has previously worked 17 years and held several senior positions at the medical solutions company Mölnlycke Health Care. Anand Chandarana will report to Ulrika Kolsrud, President and CEO of Essity. He is a citizen of both the UK and Sweden and will be based in Gothenburg. Business Unit Health & Medical offers products and solutions under the categories Incontinence Products Health Care, Wound Care, Compression therapy and Orthopedics under leading brands such as TENA, Leukoplast, Cutimed, Hydrofera BLUE, JOBST, Delta-Cast, and Actimove.
お知らせ • May 09+ 1 more updateEssity AB (Publ) Appoints Ulrika Kolsrud as CEO, Effective June 1, 2025Essity AB's Board of Directors has appointed Ulrika Kolsrud as CEO, effective June 1, 2025. Ulrika Kolsrud, currently President of Essity’s business unit Health & Medical, succeeds Magnus Groth, who earlier this year informed the Board that he will leave his position during the year. Ulrika has extensive and broad experience across the industries in which Essity operates, having worked in all areas of the value chain, such as innovation, production, and sales. She has been a member of the Executive Management Team since 2015, and since 2019 she has been successfully heading Health & Medical. Ulrika Kolsrud is 54 years old and holds a Master of Science in Engineering from Chalmers University of Technology.
お知らせ • Apr 29Essity AB (publ) (OM:ESSITY B) commences an Equity Buyback Plan for 60,946,249 shares, representing 8.79% of its issued share capital, under the authorization approved on March 27, 2025.Essity AB (publ) (OM:ESSITY B) commences share repurchases on April 24, 2025, under the program mandated by the shareholders in the Annual General Meeting held on March 27, 2025. As per the mandate, the company is authorized to repurchase up to 60,946,249 B shares, representing 8.79% of its issued share capital. The shares shall be repurchased such that the company does not hold more than 10% of its issued share capital. The shares will be repurchased at a price on Nasdaq Stockholm at a price within the at each time prevailing price interval for the share on the marketplace, meaning the interval between the highest purchase price and the lowest selling price. The purpose of the proposed authorization is to be able to adapt the company’s capital structure. The repurchased shares will be used as payment or financing on account of acquisitions of companies or businesses, and thereby contribute to increased shareholder value. The program will be valid until the Annual General Meeting in 2026. As of February 20, 2025, the company had 702,342,489 issued shares consisting of 58,973,654 are class A shares and 643,368,835 are class B shares including 9,288,000 B shares in treasury. On April 23, 2025, the company announced a share repurchase program. Under the program, the company will repurchase up to SEK 3,000 million worth of its B shares. The repurchased shares are expected to be cancelled. The share repurchase will be financed using cash flow from current operations after the ordinary dividend with the ambition to continue with share buybacks over time as a recurring part of the company’s capital allocation. The repurchases will commence from April 24, 2025, and will be valid till Annual General Meeting of 2026.
お知らせ • Apr 24+ 2 more updatesEssity AB (publ) to Report Q4, 2025 Results on Jan 22, 2026Essity AB (publ) announced that they will report Q4, 2025 results on Jan 22, 2026
お知らせ • Mar 27+ 1 more updateEssity AB (Publ) Announces Board Changes, Effective March 27, 2025Essity AB (publ) at its Annual General Meeting held on March 27, 2025, Alexander Lacik and Katarina Martinson were elected as a new directors. Ewa Björling had declined re-election. Jan Gurander was elected Chairman of the Board.
お知らせ • Mar 24Essity AB (publ) to Report Q1, 2025 Results on Apr 24, 2025Essity AB (publ) announced that they will report Q1, 2025 results at 7:00 AM, Central European Standard Time on Apr 24, 2025
お知らせ • Feb 22Essity AB (publ), Annual General Meeting, Mar 27, 2025Essity AB (publ), Annual General Meeting, Mar 27, 2025, at 14:00 W. Europe Standard Time. Location: at stockholm waterfront congress centre, nils ericsons plan 4, stockholm Sweden
お知らせ • Feb 21Essity AB (publ) Announces Ewa Björling Declines Re-Election as DirectorEssity AB (publ) at its Annual General Meeting to be held on 27 March 2025, announced Ewa Björling has declined re-election as director.
お知らせ • Jan 23+ 2 more updatesEssity Aktiebolag (publ) Announces Magnus Groth Decides to Step Down as CEOEssity Aktiebolag (publ) announced after 14 years with the Group, and almost ten years as president and CEO, Magnus Groth has on January 22, 2025 informed the Board of Directors of Essity Aktiebolag (publ) that he has decided to step down as CEO and from the Board during 2025. A recruitment process for a successor will be initiated immediately. Magnus Groth has a notice period of one year. He will continue as President and CEO of Essity until a successor is appointed.
お知らせ • Dec 17Essity Receives Information on Proceedings Initiated by Minority of Investors, in Some of Its Luxembourg-Listed Bond Series in English Courton December 16, 2024, Essity has received information that a minority of investors, in some of its Luxembourg-listed bond series, have initiated proceedings in English court. Referring to the release dated October 17, 2024, regarding demands from a few bondholders and bonds issued by Essity, the company has been made aware that some of these investors have initiated proceedings in an English court. The investors' holdings represent a small portion of the outstanding bonds. As previously communicated, Essity rejects the claim that there is a right to early repayment under the terms of these bonds and considers the demand to be unfounded.
お知らせ • Oct 18Essity Receives Demand for Early Repayment of BondsEssity has received a demand for early payment from a few bondholders regarding bonds maturing in 2029, 2030 and 31. Essity disputes the demand. The demand refers to a minority part of the total amount of the bonds with these maturing dates. These bondholders claim that an Event of Default has occurred under the terms. As previously stated, Essity is confident, after having obtained professional advice, that an Event of Default has not occurred and that the demand is unfounded.
Reported Earnings • Jul 20Second quarter 2024 earnings released: EPS: kr4.72 (vs kr3.38 in 2Q 2023)Second quarter 2024 results: EPS: kr4.72 (up from kr3.38 in 2Q 2023). Revenue: kr36.6b (down 1.2% from 2Q 2023). Net income: kr3.32b (up 40% from 2Q 2023). Profit margin: 9.1% (up from 6.4% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Apr 27Essity AB (publ) to Report Fiscal Year 2024 Results on Jan 23, 2025Essity AB (publ) announced that they will report fiscal year 2024 results on Jan 23, 2025
Reported Earnings • Apr 25First quarter 2024 earnings released: EPS: kr3.37 (vs kr3.72 in 1Q 2023)First quarter 2024 results: EPS: kr3.37 (down from kr3.72 in 1Q 2023). Revenue: kr34.9b (down 4.1% from 1Q 2023). Net income: kr2.37b (down 9.3% from 1Q 2023). Profit margin: 6.8% (down from 7.2% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Mar 22+ 1 more updateEssity AB (Publ) Approves Dividend for the Fiscal Year 2023, Payable on March 28, 2024Essity AB (publ) approved dividend of SEK 7.75 per share for the 2023 fiscal year at its Annual General Meeting held on March 31, 2024. Record date for the dividend is set to March 25, 2024. The dividend is scheduled to be distributed by Euroclear Sweden AB on March 28, 2024.
Upcoming Dividend • Mar 15Upcoming dividend of kr7.75 per shareEligible shareholders must have bought the stock before 22 March 2024. Payment date: 28 March 2024. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (5.0%). Higher than average of industry peers (2.5%).
Declared Dividend • Mar 10Dividend of kr7.75 announcedShareholders will receive a dividend of kr7.75. Ex-date: 22nd March 2024 Payment date: 28th March 2024 Dividend yield will be 35%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (59% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 5.1% per year over the past 6 years and payments have been stable during that time. EPS is expected to grow by 47% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 01Full year 2023 earnings released: EPS: kr13.21 (vs kr6.65 in FY 2022)Full year 2023 results: EPS: kr13.21 (up from kr6.65 in FY 2022). Revenue: kr147.1b (up 12% from FY 2022). Net income: kr9.28b (up 99% from FY 2022). Profit margin: 6.3% (up from 3.6% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 6% per year.
Reported Earnings • Jan 26Full year 2023 earnings released: EPS: kr13.21 (vs kr7.93 in FY 2022)Full year 2023 results: EPS: kr13.21 (up from kr7.93 in FY 2022). Revenue: kr147.1b (down 5.8% from FY 2022). Net income: kr9.28b (up 67% from FY 2022). Profit margin: 6.3% (up from 3.6% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 7% per year.
お知らせ • Jan 25Essity AB (publ) Proposes Dividend for the Year 2023, Payable on March 28, 2024Essity AB (publ) proposed an increase in the dividend of 7% to SEK 7.75 (7.25) per share for the year 2023. March 25, 2024, is proposed as the record date for the right to receive dividends, and the dividend is expected to be paid on March 28, 2024.
お知らせ • Nov 08Essity Launches Caressa - Digital Platform to Assist Family CarersEssity launched Caressa - a digital platform to assist family caregivers. To address the growing needs of family caregivers, the hygiene and health company Essity is launching the AgeTech-s solution Caressa, aimed at providing necessary support for the essential aspects of care. Caressa is a digital platform and new business model for Essity that brings together care essentials - tasks, medications and appointments - into one subscription-based app, enabling multiple family members to collaborate and coordinate the care of a loved one. With this launch, Essity is expanding its offering in the field of AgeTech, a rapidly growing sector driven by the combination of an aging population and advancements in technology, projected to reach a value of USD 2.7 trillion by 2025. Caressa adds to previous digital solutions from Essity such as TENA SmartCare that offers digital solutions for continence management, and Cutimed Wound Navigator that provides support in assessing and documenting wounds. The global demographic shift, with a rapidly growing older population, reveals an opportunity for new practices and innovation within the care economy to make a significant positive impact. A global survey of 15,000 respondents conducted by Essity reveals how 61% agree that digital healthcare and services save time for caregivers, which they can subsequently spend with patients.
お知らせ • Nov 02Essity AB (publ) to Report Q4, 2023 Results on Feb 26, 2024Essity AB (publ) announced that they will report Q4, 2023 results on Feb 26, 2024
お知らせ • Oct 27+ 3 more updatesEssity AB (publ) to Report Nine Months, 2024 Results on Oct 24, 2024Essity AB (publ) announced that they will report nine months, 2024 results on Oct 24, 2024
Reported Earnings • Oct 27Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: kr43.5b (up 8.5% from 3Q 2022). Net income: kr1.59b (up 1.2% from 3Q 2022). Profit margin: 3.6% (down from 3.9% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Household Products industry in Europe.
お知らせ • Oct 24Essity Aktiebolag (Publ) Announces Current Chairman of the Board, Pär Boman, Declined Re-ElectionEssity Aktiebolag (publ) announced, Essity's current Chairman of the Board, Pär Boman, has declined re-election.
お知らせ • Sep 22Essity Chairman Pär Boman Declines Re-ElectionPär Boman has declined re-election as Chairman of Essity's Board of Directors. He will remain as Chairman of the Board until March 2024.
お知らせ • Aug 11Essity Appoints Sandra Åberg as Head of Investor Relations, Effective September 1, 2023Essity has appointed Sandra Åberg as Vice President and Head of Investor Relations, effective September 1, 2023. Sandra is currently Director Investor Relations at Essity. The current Head of Investor Relations, Johan Karlsson, will assume the role of Vice President Business Control at Essity. Sandra Åberg has been part of the Investor Relations team at Essity since the listing in 2017. After beginning her career at Bain & Company, Sandra has also worked at SEB and SCA. She holds an Msc in Business Administration and Economics from Stockholm University.
Reported Earnings • Jul 20Second quarter 2023 earnings released: EPS: kr3.53 (vs kr2.11 in 2Q 2022)Second quarter 2023 results: EPS: kr3.53 (up from kr2.11 in 2Q 2022). Revenue: kr43.9b (up 16% from 2Q 2022). Net income: kr2.48b (up 67% from 2Q 2022). Profit margin: 5.6% (up from 3.9% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
お知らせ • Jul 18New Technologies LLC acquired Russian operations from Essity AB (publ) (OM:ESSITY B) for SEK 1.2 billion.New Technologies LLC agreed to acquire Russian operations from Essity AB (publ) (OM:ESSITY B) for SEK 1.2 billion on June 10, 2023. The transaction is expected to be finalized during the second quarter of 2023. JPMorgan Chase & Co. (NYSE:JPM) acted as a financial advisor to Essity AB. New Technologies LLC completed the acqusiiiton of Russian operations from Essity AB (publ) (OM:ESSITY B) on July 17, 2023.
お知らせ • Jun 14Essity Announces the Launch of Sensitive Caretm PadsEssity announced the launch of Sensitive CareTM Pads, the first ever bladder weakness pads enriched with its gentle SkinComfort Formula. TENA Sensitive Care Pads are now available in-store and online at retailers across the U.S. TENA Sensitive Care Pads deliver the same triple protection from leaks, odor and moisture and are dermatologically approved by the Skin Health Alliance. With cushiony foam side barriers, Duolock® core, and a secure comfortable fit, TENA Sensitive Care Pads offer the ultimate protection for women with incontinence. At varying levels of absorbency and protection, TENA has a full line of incontinence protection products to meet the needs of all individuals. No matter the need – from light bladder drips and dribbles, heavy leakage or overnight protection for worry free nights – all TENA products can be found at your local mass retailer, grocery or drug store, online.
お知らせ • Jun 12An unknown buyer agreed to acquire Russian operations from Essity AB (publ) (OM:ESSITY B).An unknown buyer agreed to acquire Russian operations from Essity AB (publ) (OM:ESSITY B) on June 10, 2023. The transaction is expected to be finalized during the second quarter of 2023.
Recent Insider Transactions • May 19President of Professional Hygiene recently bought €204k worth of stockOn the 16th of May, Pablo Fuentes bought around 7k shares on-market at roughly €27.24 per share. This transaction amounted to 74% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth €326k. Insiders have collectively bought €1.4m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Apr 30President recently bought €326k worth of stockOn the 28th of April, Magnus Groth bought around 12k shares on-market at roughly €27.16 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Magnus has been a buyer over the last 12 months, purchasing a net total of €348k worth in shares.
Reported Earnings • Apr 28First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: kr42.9b (up 25% from 1Q 2022). Net income: kr2.66b (up kr2.36b from 1Q 2022). Profit margin: 6.2% (up from 0.9% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Household Products industry in Europe.
Upcoming Dividend • Mar 23Upcoming dividend of kr7.25 per share at 2.5% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 05 April 2023. Payout ratio and cash payout ratio are on the higher end at 91% and 83% respectively. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (2.5%).
Recent Insider Transactions • Mar 12Key Executive recently bought €173k worth of stockOn the 9th of March, Carl Fredrik Rystedt bought around 7k shares on-market at roughly €24.68 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Carl Fredrik's only on-market trade for the last 12 months.
Reported Earnings • Mar 04Full year 2022 earnings released: EPS: kr7.93 (vs kr12.27 in FY 2021)Full year 2022 results: EPS: kr7.93 (down from kr12.27 in FY 2021). Revenue: kr156.2b (up 28% from FY 2021). Net income: kr5.57b (down 35% from FY 2021). Profit margin: 3.6% (down from 7.1% in FY 2021). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
Recent Insider Transactions • Feb 01President of Global Supply Chain recently sold €61k worth of stockOn the 27th of January, Donato Giorgio sold around 3k shares on-market at roughly €24.49 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought €570k more than they sold in the last 12 months.
Reported Earnings • Jan 27Full year 2022 earnings released: EPS: kr7.93 (vs kr12.27 in FY 2021)Full year 2022 results: EPS: kr7.93 (down from kr12.27 in FY 2021). Revenue: kr156.2b (up 28% from FY 2021). Net income: kr5.57b (down 35% from FY 2021). Profit margin: 3.6% (down from 7.1% in FY 2021). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
お知らせ • Dec 13Essity Announces Executive ChangesJoséphine Edwall Björklund, Essity's Senior Vice President, Communications, and member of the company's Executive Management Team, will adopt a new role at Essity and will therefore be leaving the Executive Management Team. Joséphine Edwall Björklund joined Essity in 2012 and has since held the position of Senior Vice President, Communications with responsibility for investor relations, brand communication, media and internal communication, and has been a member of Essity's Executive Management Team. Joséphine Edwall Björklund was responsible for communication activities during the split of the company at that time and the subsequent listing of Essity in 2017, as well as for the creation and establishment of the global Essity brand. Under Joséphine's leadership, Essity received the 2020 communication award Stora Kommunikatörspriset in the Business category. Joséphine Edwall-Björklund will continue to report to Essity's President and CEO Magnus Groth in her new role, with a focus on global partnerships, such as the cooperation with the United Nations Foundation. She will leave her position as Senior Vice President, Group Function Communications, on February 15, 2023.
お知らせ • Nov 15+ 3 more updatesEssity AB (publ) to Report Q3, 2023 Results on Oct 26, 2023Essity AB (publ) announced that they will report Q3, 2023 results at 7:00 AM, Central European Standard Time on Oct 26, 2023
Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: kr2.23 (vs kr3.90 in 3Q 2021)Third quarter 2022 results: EPS: kr2.23 (down from kr3.90 in 3Q 2021). Revenue: kr40.1b (up 29% from 3Q 2021). Net income: kr1.57b (down 43% from 3Q 2021). Profit margin: 3.9% (down from 8.8% in 3Q 2021). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Household Products industry in Europe. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
お知らせ • Oct 07Essity AB (publ) Launches Issviva - A New Brand for Women+ Experiencing MenopauseIn conjunction with World Menopause Day on October 18, the hygiene and health company Essity is launching a new product area and the new product brand Issviva for women+ experiencing menopause - aimed at raising awareness and breaking the taboo surrounding this transition that impacts millions of women around the world. Issviva is an innovative global e-commerce platform that provides knowledge, solutions and products for women+ during the various stages of the menopause. Visitors can use forums to submit questions to experts and share experiences and lessons learned with others. There are also complete expert guides with articles and material aimed at teaching about and preparing for the transition, as well as products and services that help women+ by alleviating symptoms that normally appear during the different stages of the menopause. Issviva's product range comprises vitamins, minerals, supplements and intimate hygiene products that complement Essity's current brands in incontinence and feminine care. In 2025, more than one billion women are expected to experience one of the phases associated with the menopause. Even though the menopause is a natural part of life, it is perceived as being a taboo subject with many preconceptions linked to fertility, sexuality and aging. In some parts of the world, the menopause is associated with disease or problems, and is often referred to sarcastically. A global survey of 15,000 respondents, conducted by Essity, also highlights significant knowledge gaps. For example, 41% of respondents state that they are knowledgeable or very knowledgeable about the menopause, though a full 75% gave the wrong answer or could not answer the false claim that menopausal women cannot become pregnant. Most of the respondents also said they would not speak out if a friend or family member mocked someone experiencing the menopause.
お知らせ • Sep 15Essity Announces Executive ChangesAndres Gomez, currently Vice President Sales and Marketing Hygiene Andean and Caribbean within Essity, will be appointed President Consumer Goods Americas. The Consumer Goods business unit headed by Volker Zöller remains unchanged but will be renamed Consumer Goods EMEA. The business unit Professional Hygiene will also include the Latin America Professional Hygiene business. Pablo Fuentes, current President Essity Latin America, will assume the role of President for this business unit. He succeeds Don Lewis, who has decided to leave Essity as previously announced. The business unit Health & Medical Solutions will also include the Latin America medical business and be renamed Health & Medical, headed by Ulrika Kolsrud. Furthermore, the global unit Global Operational Services will be transformed into -- Digital and Business Services. This unit will be headed by a Chief Digital Officer. Global Procurement, currently part of global unit Global Operational Services will be integrated into Global Supply Chain, headed by Donato Giorgio.Robert Sjöström, currently President Global Operational Services, will take up a new role within Essity and leave the Executive Management Team. He will continue to report to Essity's President and CEO Magnus Groth as Senior Advisor Strategic Projects.
お知らせ • Sep 09Essity AB (Publ) Announces Resignation of Don Lewis as President of Professional HygieneDon Lewis, President Professional Hygiene and member of Essity's Executive Management Team has decided to leave Essity. Don Lewis joined the company in 2002 and has held various leadership positions in Essity's professional and consumer businesses in North America and Latin America and most recently with Professional Hygiene in North America, Europe and MEIA. In 2011 he became a member of the Executive Management Team. He will step down from his position as President of Professional Hygiene by the end of 2022. His successor will be announced in due course.
お知らせ • Aug 19Essity AB (publ) to Report Fiscal Year 2022 Final Results on Mar 01, 2023Essity AB (publ) announced that they will report fiscal year 2022 final results on Mar 01, 2023
お知らせ • Aug 02Essity AB (publ) (OM:ESSITY B) completed the acquisition of 80% stake in Knix Wear Inc.Essity AB (publ) (OM:ESSITY B) agreed to acquire 80% stake in Knix Wear Inc. for approximately SEK 3.3 billion on July 8, 2022. The purchase price amounts to approximately SEK 3.3 on a cash and debt free basis for 80% of Knix Wear. Founder and Chief Executive Officer of Knix Wear, Joanna Griffiths will hold the remaining 20% share and will stay on as President of Knix Wear. In 2021, Knix Wear reported net sales of approximately SEK 914 million and the EBITDA of approximately SEK 95 million. The transaction is subject to customary regulatory approvals and is expected to be finalized in the second half of 2022. Essity AB (publ) (OM:ESSITY B) completed the acquisition of 80% stake in Knix Wear Inc. on August 1, 2022. OMMAX GmbH acted as commercial and digital due diligence provider to Essity.
Reported Earnings • Jul 22Second quarter 2022 earnings released: EPS: kr2.11 (vs kr2.52 in 2Q 2021)Second quarter 2022 results: EPS: kr2.11 (down from kr2.52 in 2Q 2021). Revenue: kr37.9b (up 31% from 2Q 2021). Net income: kr1.49b (down 16% from 2Q 2021). Profit margin: 3.9% (down from 6.1% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 12%, compared to a 7.2% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
お知らせ • Jul 09+ 1 more updateEssity AB (publ) (OM:ESSITY B) agreed to acquire 80% stake in Knix Wear Inc. for approximately SEK 3.3 billion.Essity AB (publ) (OM:ESSITY B) agreed to acquire 80% stake in Knix Wear Inc. for approximately SEK 3.3 billion on July 8, 2022. The purchase price amounts to approximately SEK 3.3 on a cash and debt free basis for 80% of Knix Wear. Founder and Chief Executive Officer of Knix Wear, Joanna Griffiths will hold the remaining 20% share and will stay on as President of Knix Wear. In 2021, Knix Wear reported net sales of approximately SEK 914 million and the EBITDA of approximately SEK 95 million. The transaction is subject to customary regulatory approvals and is expected to be finalized in the second half of 2022.
Reported Earnings • Apr 27First quarter 2022 earnings released: EPS: kr0.44 (vs kr3.04 in 1Q 2021)First quarter 2022 results: EPS: kr0.44 (down from kr3.04 in 1Q 2021). Revenue: kr34.3b (up 25% from 1Q 2021). Net income: kr306.0m (down 86% from 1Q 2021). Profit margin: 0.9% (down from 7.7% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 12%, compared to a 2.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 2% per year.
Reported Earnings • Apr 23First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: kr34.3b (up 25% from 1Q 2021). Net income: kr306.0m (down 86% from 1Q 2021). Profit margin: 0.9% (down from 7.7% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 12%, compared to a 3.2% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 2% per year.
お知らせ • Apr 22Essity AB (publ) to Report Fiscal Year 2022 Results on Jan 26, 2023Essity AB (publ) announced that they will report fiscal year 2022 results on Jan 26, 2023
Upcoming Dividend • Mar 18Upcoming dividend of kr7.00 per shareEligible shareholders must have bought the stock before 25 March 2022. Payment date: 31 March 2022. Payout ratio is a comfortable 57% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (3.6%). In line with average of industry peers (3.0%).
Recent Insider Transactions • Mar 10President recently bought €51k worth of stockOn the 8th of March, Magnus Groth bought around 3k shares on-market at roughly €20.39 per share. In the last 3 months, they made an even bigger purchase worth €99k. Magnus has been a buyer over the last 12 months, purchasing a net total of €336k worth in shares.
Reported Earnings • Mar 05Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: kr12.27 (down from kr14.56 in FY 2020). Revenue: kr121.9b (flat on FY 2020). Net income: kr8.62b (down 16% from FY 2020). Profit margin: 7.1% (down from 8.4% in FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 12%, compared to a 2.7% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Recent Insider Transactions • Feb 27CFO & Executive VP recently bought €48k worth of stockOn the 22nd of February, Carl Fredrik Rystedt bought around 2k shares on-market at roughly €23.90 per share. In the last 3 months, there was an even bigger purchase from another insider worth €99k. Carl Fredrik has been a buyer over the last 12 months, purchasing a net total of €111k worth in shares.
Recent Insider Transactions • Feb 15CFO & Executive VP recently bought €63k worth of stockOn the 11th of February, Carl Fredrik Rystedt bought around 3k shares on-market at roughly €25.18 per share. In the last 3 months, there was an even bigger purchase from another insider worth €99k. This was Carl Fredrik's only on-market trade for the last 12 months.
お知らせ • Feb 03Essity AB (publ) (OM:ESSITY B) acquired Legacy Converting Inc. for $50 million.Essity AB (publ) (OM:ESSITY B) acquired Legacy Converting Inc. for $50 million on February 2, 2022. Consideration terms include $40 million paid at closing and also includes a potential additional earnout amount of $10 million on a cash and debt-free basis. Sax Capital Advisors acted as financial advisor to Legacy Converting, Inc. Essity AB (publ) (OM:ESSITY B) completed the acquisition of Legacy Converting Inc. on February 2, 2022.
Recent Insider Transactions • Jan 31President recently bought €99k worth of stockOn the 27th of January, Magnus Groth bought around 4k shares on-market at roughly €24.70 per share. This was the largest purchase by an insider in the last 3 months. Magnus has been a buyer over the last 12 months, purchasing a net total of €387k worth in shares.
Reported Earnings • Jan 28Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: kr12.27 (down from kr14.56 in FY 2020). Revenue: kr121.9b (flat on FY 2020). Net income: kr8.62b (down 16% from FY 2020). Profit margin: 7.1% (down from 8.4% in FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 13% while the industry in Germany is not expected to grow. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 1% per year.
お知らせ • Jan 26Essity AB (Publ) Provides Guidance for 2022Essity AB (publ) provided guidance for 2022. The company implement further price increases in 2022. The company are continuing to deliver in line with company strategy for profitable growth and increased shareholder value. Through innovation, digitalization, sustainability initiatives and efficiency improvements, The company are increasing competitiveness. The company new target for sales growth of more than 5% includes both organic sales growth and acquisitions. The company are prioritizing to grow in the categories with the highest profitability.
お知らせ • Dec 30Essity AB (publ) (OM:ESSITY B) acquired Hydrofera, LLC for approximately $130 million.Essity AB (publ) (OM:ESSITY B) acquired Hydrofera, LLC for approximately $130 million on December 29, 2021. Under the terms of agreement, the purchase price amounts to $116 million (approximately SEK 1.1 billion) with a potential additional earnout amount of $15 million (approximately SEK 137 million) on a cash and debt free basis. In 2020, the company reported net sales of approximately $23.5 million (SEK 216 million), with an EBITDA of $4.6 million (SEK 42 million) and EBITA of $4.3 million (SEK 39 million), equivalent to an EBITA margin of 18.1%. The acquisition is expected to be accretive to Essity's earnings per share in 2022. Essity AB (publ) (OM:ESSITY B) completed the acquisition of Hydrofera, LLC on December 29, 2021.
お知らせ • Dec 22Essity AB (publ) (OM:ESSITY B) acquired Aquacast Liner Llc.Essity AB (publ) (OM:ESSITY B) acquired Aquacast Liner Llc on December 21, 2021. Essity AB (publ) (OM:ESSITY B) completed the acquisition of Aquacast Liner Llc on December 21, 2021.
Reported Earnings • Oct 23Third quarter 2021 earnings released: EPS kr3.90 (vs kr3.23 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: kr31.1b (up 8.6% from 3Q 2020). Net income: kr2.74b (up 21% from 3Q 2020). Profit margin: 8.8% (up from 7.9% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 11% per year.
お知らせ • Oct 03Essity Begins Tissue Production from Alternative FibersEssity is presenting a breakthrough in sustainable tissue production and is beginning production based on pulp from wheat straw. The plant in Mannheim, Germany, is the first of its kind in Europe, and the first on a large-scale tissue production in the world. This new type of tissue paper is as soft, bright, and strong as traditional tissue paper. Essity is the first company in the tissue industry to use these agricultural leftovers at industrial scale. About half of all straw worldwide remains unused. The straw used in this production is sourced in the region and is processed by Essity. With straw instead of wood-based virgin or recovered fibers as raw material, the process also requires less water and energy. Essity has an exclusive licensing agreement for the technology, where the straw-based pulp will maintain the same quality as conventional wood-based pulp at a competitive cost. The straw pulp will initially be used in tissue products for the German consumer retail market under Essity's market-leading brand for household towels and toilet paper, Zewa. The products will contain about 30% straw-based pulp. The Mannheim plant is Essity's large tissue plant in Europe with an annual production capacity of 283,000 tons of tissue. Annually, the company will regionally source 70,000 tons of straw that will become about 35,000 tons of pulp. The production of paper from straw pulp is part of Essity's work to increase circularity and achieve net zero emissions by 2050.
Reported Earnings • Jul 18Second quarter 2021 earnings released: EPS kr2.52 (vs kr2.97 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: kr29.0b (up 2.0% from 2Q 2020). Net income: kr1.77b (down 15% from 2Q 2020). Profit margin: 6.1% (down from 7.4% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 8% per year and the company’s share price has also increased by 8% per year.
お知らせ • Jun 08Essity Launches TENA Stylish Incontinence Underwear Exclusively At WalmartEssity announced the launch of TENA Stylish Incontinence Underwear a form-fitting incontinence underwear product designed to look like real underwear and designed with a super absorbent core that locks in liquid with maximum absorbency. TENA Stylish™ Incontinence Underwear is now exclusively available for purchase in Walmart stores across the United States and online at Walmart.com. Featuring cottony-soft stretch fabric that is soft and gentle on the skin, TENA Stylish Incontinence Underwear provides triple protection against bladder leaks, urine odor, and wetness for women with significant bladder leakage.
Recent Insider Transactions • Apr 28President recently bought €138k worth of stockOn the 26th of April, Magnus Groth bought around 5k shares on-market at roughly €27.57 per share. This was the largest purchase by an insider in the last 3 months. Magnus has been a buyer over the last 12 months, purchasing a net total of €338k worth in shares.
Reported Earnings • Apr 24First quarter 2021 earnings released: EPS kr3.04 (vs kr4.61 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: kr27.5b (down 18% from 1Q 2020). Net income: kr2.13b (down 34% from 1Q 2020). Profit margin: 7.7% (down from 9.6% in 1Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 9% per year.
Executive Departure • Mar 30Independent Director has left the companyOn the 25th of March, Maija-Liisa Friman's tenure in the role of Independent Director ended. We don't have any record of a personal shareholding under Maija-Liisa's name. Maija-Liisa is the only executive to leave the company over the last 12 months.
お知らせ • Mar 20Essity Launches Libresse V-CupEssity is continuing to expand its range toward more sustainable products through the launch of Libresse V-Cup, a reusable menstrual cup, in Denmark, Finland, Norway and Sweden. Libresse V-Cup is a compliment to the brand's assortment providing an opportunity for women to choose the product that best suits their lifestyle. Essity has previously launched menstrual cups in Latin America. Libresse V-Cup is made from 100% soft medical-grade silicone. The menstrual cup's soft material and form help it to remain securely in place, offering protection for up to 12 hours. It is reusable and durable, and therefore helps to reduce the amount of waste.
Upcoming Dividend • Mar 20Upcoming Dividend of kr6.75 Per ShareWill be paid on the 1st of April to those who are registered shareholders by the 26th of March. The trailing yield of 2.5% is below the top quartile of German dividend payers (3.3%), but is in line with industry peers (2.5%).
Reported Earnings • Mar 05Full year 2020 earnings released: EPS kr14.56 (vs kr13.12 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: kr121.8b (down 5.6% from FY 2019). Net income: kr10.2b (up 11% from FY 2019). Profit margin: 8.4% (up from 7.1% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
