View ValuationEssity 将来の成長Future 基準チェック /26Essity利益と収益がそれぞれ年間5.2%と2.7%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に14.3% 5.7%なると予測されています。主要情報5.2%収益成長率5.68%EPS成長率Household Products 収益成長0.4%収益成長率2.7%将来の株主資本利益率14.26%アナリストカバレッジGood最終更新日18 May 2026今後の成長に関する最新情報Major Estimate Revision • Jul 25Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from kr19.45 to kr17.39 per share. Revenue forecast steady at kr147.0b. Net income forecast to grow 31% next year vs 44% growth forecast for Household Products industry in Sweden. Consensus price target up from kr293 to kr307. Share price rose 7.4% to kr303 over the past week.Major Estimate Revision • Jul 27Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from kr178.3b to kr174.9b. EPS estimate also fell from kr16.89 per share to kr15.05 per share. Net income forecast to grow 35% next year vs 20% growth forecast for Household Products industry in Sweden. Consensus price target down from kr321 to kr298. Share price was steady at kr260 over the past week.Price Target Changed • Jul 26Price target decreased by 7.1% to kr298Down from kr321, the current price target is an average from 16 analysts. New target price is 14% above last closing price of kr262. Stock is up 2.8% over the past year. The company is forecast to post earnings per share of kr15.05 for next year compared to kr7.93 last year.すべての更新を表示Recent updatesナラティブの更新 • May 20ESSITY B: Ongoing Pricing Roll Off Will Continue To Pressure SentimentEssity's analyst price targets have been trimmed again, with recent SEK cuts from multiple banks leaving the updated fair value at SEK 215.00. Analysts are factoring in ongoing pricing roll off and limited signs of stabilization in weaker categories.ナラティブの更新 • May 05ESSITY B: Pricing Roll Off And JPMorgan Downgrade Will Pressure SentimentEssity's analyst fair value estimate has shifted from SEK 220.0 to SEK 215.0 as analysts factor in a slightly higher discount rate, updated views on revenue growth and margins, and a series of recent SEK price target cuts from major banks. Analyst Commentary Recent Street research on Essity has tilted more cautious, with several bearish analysts cutting SEK price targets and, in one case, JPMorgan moving to a more negative stance on the stock.ナラティブの更新 • Apr 21ESSITY B: Neutral Stance As Pricing Roll Off And Categories Remain MixedEssity's analyst price target has been trimmed from about SEK 278 to SEK 266, as analysts factor in updated estimates, pricing roll off, and limited signs of stabilisation in weaker categories. Analyst Commentary Recent Street research on Essity has tilted cautious, with a series of price target cuts and at least one downgrade, as analysts refresh models following the FY25 results and updated outlook for 2026.ナラティブの更新 • Apr 06ESSITY B: Pricing Roll Off Into 2026 Will Keep Sentiment CautiousEssity's analyst fair value has been trimmed from SEK 235.0 to SEK 220.0 as analysts factor in recent price target cuts, as well as ongoing concerns around pricing roll off and weaker categories showing limited signs of stabilizing. Analyst Commentary Recent Street research around Essity has leaned cautious, with several bearish analysts trimming price targets and revisiting their assumptions after the latest FY25 results.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.ナラティブの更新 • Mar 22ESSITY B: Pricing Roll Off And Weaker Categories Will Keep Sentiment CautiousEssity's analyst price target has been trimmed by around SEK 15 to SEK 252, as analysts factor in updated FY25 results, ongoing pricing roll off into 2026, and limited signs of stabilization in some weaker categories. Analyst Commentary Recent Street research has tilted more cautious on Essity, with several bearish analysts trimming price targets and rethinking their stance on the shares.ナラティブの更新 • Mar 08ESSITY B: Neutral View Balances Pricing Pressure With Firmer Margin ExpectationsNarrative update on Essity Essity's analyst price target has edged down by SEK 4.71, with analysts citing slightly higher discount rates, softer revenue growth assumptions, and lower future P/E expectations, partly offset by firmer margin assumptions and recent Street research pointing to pricing pressure and weaker categories that show limited signs of stabilizing. Analyst Commentary Recent Street research on Essity has turned more cautious, with several houses trimming price targets or downgrading their stance.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.ナラティブの更新 • Feb 22ESSITY B: Capital Returns And Sector Rebound Potential Will Drive Future UpsideAnalysts have trimmed their Essity fair value estimate to SEK 320 from SEK 325, reflecting recent downgrades and a view that sector valuations may stay cheap despite only modest adjustments to growth, margin and P/E assumptions. Analyst Commentary Recent Street research has tilted more cautious on Essity, with fair value estimates and price targets pointing to a muted near term setup for the shares.ナラティブの更新 • Feb 08ESSITY B: Cautious Rating Shifts Will Keep Multiples CompressedAnalysts have nudged their fair value estimate for Essity up from SEK 230 to SEK 235. This reflects updated views on its model and mixed recent research that includes both price target increases and downgrades to more cautious ratings.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.ナラティブの更新 • Jan 24ESSITY B: Dividend And Buybacks Will Support Future Upside PotentialAnalysts have kept their fair value estimate for Essity steady at SEK 325, with updated models that balance a higher assumed revenue growth rate against slightly lower profit margin expectations, as well as a modestly higher future P/E informed by recent Street price targets between SEK 267 and SEK 290 and a shift to more neutral ratings. Analyst Commentary Street research around Essity has become more balanced, but there are still clear pockets of optimism that matter if you are trying to gauge how supportive the external view is around the current fair value estimate of SEK 325.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ナラティブの更新 • Jan 10ESSITY B: Neutral Stance Will Meet Cost Savings And Decentralization PlanEssity’s analyst fair value estimate has edged up from SEK 281.08 to SEK 282.29, reflecting modest model updates and mixed Street views as some analysts trim ratings and set price targets in the SEK 267 to SEK 290 range, while still seeing the shares as reasonably valued within staples. Analyst Commentary Recent research updates on Essity point to a mixed but generally balanced stance, with modest tweaks to models and price targets rather than big swings in conviction.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.ナラティブの更新 • Dec 26ESSITY B: Margin Discipline And Cost Savings Will Drive Future Upside PotentialAnalysts have made only modest adjustments to their SEK price targets for Essity, with a small net decrease as updated post Q3 models reflect slightly softer long term revenue growth and margins, partially offset by expectations for a marginally higher future P/E multiple. Analyst Commentary Bullish analysts continue to view Essity's Q3 delivery as broadly supportive of the equity story, with updated models signaling confidence in the company’s ability to defend margins and gradually reaccelerate growth.ナラティブの更新 • Dec 12ESSITY B: Margin And Cost Savings Progress Will Support Upside PotentialAnalysts have trimmed their fair value estimate for Essity to SEK 325 from SEK 330, reflecting a slightly higher assumed discount rate, even as they factor in marginally stronger long term revenue growth, improved profit margins, and a modestly lower future P E multiple following recent Street target revisions. Analyst Commentary Recent Street research reflects a more constructive stance on Essity's medium term prospects, with bullish analysts incrementally lifting price targets and refining their models following the Q3 report.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.ナラティブの更新 • Oct 22Analysts Cite Trough Valuation and Limited Catalysts as Essity Price Targets Edge LowerAnalysts have slightly decreased their price target for Essity, lowering it by approximately SEK 1. This adjustment reflects a continued cautious outlook as recent research points to limited immediate catalysts for the shares.ナラティブの更新 • Oct 08Demand In Feminine Care And Incontinence Will Expand InternationallyAnalysts have lowered their fair value target for Essity from SEK 285.25 to SEK 282.33. They cite concerns about structural pressures and a lack of near-term catalysts, even though there are some positive longer-term trends in higher margin segments.ナラティブの更新 • Sep 24Demand In Feminine Care And Incontinence Will Expand InternationallyEssity's consensus price target was revised slightly lower to SEK285.25 amid sector-wide pressures, a shift toward higher-margin segments lacking near-term catalysts, and concerns over potential sales shortfalls. Analyst Commentary Analysts see Essity trading at a trough valuation as it shifts focus away from tissue towards higher-margin segments, but lack near-term catalysts for upward share price movement.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.新しいナラティブ • Nov 07Consumer Goods Innovation And Emerging Market Expansion Propel Thriving Growth Growth in high-margin categories aims to improve net margins and profitability through stronger product mix and pricing strategies. 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.Major Estimate Revision • Jul 25Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from kr19.45 to kr17.39 per share. Revenue forecast steady at kr147.0b. Net income forecast to grow 31% next year vs 44% growth forecast for Household Products industry in Sweden. Consensus price target up from kr293 to kr307. Share price rose 7.4% to kr303 over the past week.Reported Earnings • Jul 19Second quarter 2024 earnings: EPS exceeds analyst expectationsSecond 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 was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 11%. 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 only increased by 2% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions • Apr 29President of Professional Hygiene recently bought kr2.2m worth of stockOn the 25th of April, Pablo Fuentes bought around 8k shares on-market at roughly kr264 per share. This transaction amounted to 58% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr22m more in shares than they have sold in the last 12 months.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: EPS exceeds analyst expectationsFirst 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 was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates significantly. 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 whereas the company’s share price has fallen by 1% per year.Recent Insider Transactions • Mar 25President recently bought kr1.4m worth of stockOn the 22nd of March, Magnus Groth bought around 6k shares on-market at roughly kr236 per share. This transaction amounted to 6.4% 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 kr6.6m worth in shares.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 Swedish dividend payers (4.4%). Higher than average of industry peers (2.5%).Declared Dividend • Mar 10Dividend increased to kr7.75Dividend of kr7.75 is 6.9% higher than last year. Ex-date: 22nd March 2024 Payment date: 28th March 2024 Dividend yield will be 3.1%, 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: EPS and revenues miss analyst expectationsFull 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 missed analyst estimates by 10%. Earnings per share (EPS) also missed analyst estimates by 2.7%. 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 3% per year.Reported Earnings • Jan 26Full year 2023 earnings: EPS and revenues miss analyst expectationsFull 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 missed analyst estimates by 12%. Earnings per share (EPS) also missed analyst estimates by 4.7%. 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 and the company’s share price has also fallen by 5% 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, 2024Recent Insider Transactions • Oct 30President of Professional Hygiene recently sold kr772k worth of stockOn the 27th of October, Pablo Fuentes sold around 3k shares on-market at roughly kr247 per share. This transaction amounted to 18% 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 kr18m more than they sold in the last 12 months.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: Revenues in line with analyst expectationsThird 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 was in line with analyst estimates. Revenue is forecast to grow 2.9% 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.Recent Insider Transactions • Sep 11President recently bought kr972k worth of stockOn the 8th of September, Magnus Groth bought around 4k shares on-market at roughly kr243 per share. This transaction amounted to 4.4% 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 kr5.5m worth in shares.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.Major Estimate Revision • Jul 27Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from kr178.3b to kr174.9b. EPS estimate also fell from kr16.89 per share to kr15.05 per share. Net income forecast to grow 35% next year vs 20% growth forecast for Household Products industry in Sweden. Consensus price target down from kr321 to kr298. Share price was steady at kr260 over the past week.Price Target Changed • Jul 26Price target decreased by 7.1% to kr298Down from kr321, the current price target is an average from 16 analysts. New target price is 14% above last closing price of kr262. Stock is up 2.8% over the past year. The company is forecast to post earnings per share of kr15.05 for next year compared to kr7.93 last year.Recent Insider Transactions • Jul 24Key Executive recently bought kr966k worth of stockOn the 21st of July, Carl Fredrik Rystedt bought around 4k shares on-market at roughly kr254 per share. This transaction amounted to 11% 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 kr3.7m. Carl Fredrik has been a buyer over the last 12 months, purchasing a net total of kr2.9m worth in shares.Reported Earnings • Jul 20Second quarter 2023 earnings: EPS misses analyst expectationsSecond 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 was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 10%. 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 4% 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 kr2.3m worth of stockOn the 16th of May, Pablo Fuentes bought around 7k shares on-market at roughly kr308 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 kr3.7m. Insiders have collectively bought kr16m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Apr 30Insider recently bought kr1.0m worth of stockOn the 27th of April, Mikael Schmidt bought around 3k shares on-market at roughly kr303 per share. This transaction amounted to 11% 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 kr2.0m. Insiders have collectively bought kr2.5m more in shares than they have sold in the last 12 months.Reported Earnings • Apr 28First quarter 2023 earnings: Revenues exceed analyst expectationsFirst 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 exceeded analyst estimates by 5.2%. 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.業績と収益の成長予測OM:ESSITY B - アナリストの将来予測と過去の財務データ ( )SEK Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/2028147,39814,19512,99821,4771112/31/2027143,83513,31111,90619,9981412/31/2026139,10912,10010,26919,603143/31/2026136,69512,4749,57116,782N/A12/31/2025138,49412,6568,35615,459N/A9/30/2025141,60412,2266,35213,648N/A6/30/2025143,24012,2957,91315,036N/A3/31/2025145,67212,4798,87716,052N/A12/31/2024145,54611,8739,36616,801N/A9/30/2024144,36611,88814,17221,251N/A6/30/2024145,1849,97616,08023,412N/A3/31/2024145,6459,12715,66422,738N/A12/31/2023147,1479,27514,67821,568N/A9/30/2023129,5037,79211,78316,952N/A6/30/2023132,5207,8617,12012,241N/A3/31/2023133,3716,9737,63212,876N/A12/31/2022131,3204,6687,44412,874N/A9/30/2022146,5655,3407,01213,992N/A6/30/2022137,6016,5098,01515,205N/A3/31/2022128,6406,7947,79415,250N/A12/31/2021101,4666,8239,44614,667N/A9/30/2021118,5979,2787,49515,291N/A6/30/2021116,1298,8076,65914,140N/A3/31/2021115,5689,1258,83215,757N/A12/31/2020121,75210,22811,21217,819N/A9/30/2020124,48210,30412,27218,312N/A6/30/2020128,37010,51614,30319,826N/A3/31/2020132,03110,70213,91119,425N/A12/31/2019128,9759,216N/A19,351N/A9/30/2019126,4019,903N/A18,172N/A6/30/2019123,4838,414N/A16,442N/A3/31/2019121,1368,175N/A14,654N/A12/31/2018118,5007,886N/A13,160N/A9/30/2018116,0527,372N/A12,471N/A6/30/2018113,5838,474N/A12,432N/A3/31/2018112,0178,116N/A12,246N/A12/31/2017109,2658,116N/A12,729N/A9/30/2017107,3736,212N/A12,884N/A6/30/2017105,4305,853N/A13,113N/A3/31/2017102,2583,748N/A13,968N/A12/31/2016101,2383,800N/A12,778N/A12/31/201598,5196,129N/A10,780N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: ESSITY Bの予測収益成長率 (年間5.2% ) は 貯蓄率 ( 2% ) を上回っています。収益対市場: ESSITY Bの収益 ( 5.2% ) Swedish市場 ( 8.7% ) よりも低い成長が予測されています。高成長収益: ESSITY Bの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: ESSITY Bの収益 ( 2.7% ) Swedish市場 ( 0.07% ) よりも速いペースで成長すると予測されています。高い収益成長: ESSITY Bの収益 ( 2.7% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: ESSITY Bの 自己資本利益率 は、3年後には低くなると予測されています ( 14.3 %)。成長企業の発掘7D1Y7D1Y7D1YHousehold 業界の高成長企業。View Past Performance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2026/05/26 01:15終値2026/05/26 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
Major Estimate Revision • Jul 25Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from kr19.45 to kr17.39 per share. Revenue forecast steady at kr147.0b. Net income forecast to grow 31% next year vs 44% growth forecast for Household Products industry in Sweden. Consensus price target up from kr293 to kr307. Share price rose 7.4% to kr303 over the past week.
Major Estimate Revision • Jul 27Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from kr178.3b to kr174.9b. EPS estimate also fell from kr16.89 per share to kr15.05 per share. Net income forecast to grow 35% next year vs 20% growth forecast for Household Products industry in Sweden. Consensus price target down from kr321 to kr298. Share price was steady at kr260 over the past week.
Price Target Changed • Jul 26Price target decreased by 7.1% to kr298Down from kr321, the current price target is an average from 16 analysts. New target price is 14% above last closing price of kr262. Stock is up 2.8% over the past year. The company is forecast to post earnings per share of kr15.05 for next year compared to kr7.93 last year.
ナラティブの更新 • May 20ESSITY B: Ongoing Pricing Roll Off Will Continue To Pressure SentimentEssity's analyst price targets have been trimmed again, with recent SEK cuts from multiple banks leaving the updated fair value at SEK 215.00. Analysts are factoring in ongoing pricing roll off and limited signs of stabilization in weaker categories.
ナラティブの更新 • May 05ESSITY B: Pricing Roll Off And JPMorgan Downgrade Will Pressure SentimentEssity's analyst fair value estimate has shifted from SEK 220.0 to SEK 215.0 as analysts factor in a slightly higher discount rate, updated views on revenue growth and margins, and a series of recent SEK price target cuts from major banks. Analyst Commentary Recent Street research on Essity has tilted more cautious, with several bearish analysts cutting SEK price targets and, in one case, JPMorgan moving to a more negative stance on the stock.
ナラティブの更新 • Apr 21ESSITY B: Neutral Stance As Pricing Roll Off And Categories Remain MixedEssity's analyst price target has been trimmed from about SEK 278 to SEK 266, as analysts factor in updated estimates, pricing roll off, and limited signs of stabilisation in weaker categories. Analyst Commentary Recent Street research on Essity has tilted cautious, with a series of price target cuts and at least one downgrade, as analysts refresh models following the FY25 results and updated outlook for 2026.
ナラティブの更新 • Apr 06ESSITY B: Pricing Roll Off Into 2026 Will Keep Sentiment CautiousEssity's analyst fair value has been trimmed from SEK 235.0 to SEK 220.0 as analysts factor in recent price target cuts, as well as ongoing concerns around pricing roll off and weaker categories showing limited signs of stabilizing. Analyst Commentary Recent Street research around Essity has leaned cautious, with several bearish analysts trimming price targets and revisiting their assumptions after the latest FY25 results.
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.
ナラティブの更新 • Mar 22ESSITY B: Pricing Roll Off And Weaker Categories Will Keep Sentiment CautiousEssity's analyst price target has been trimmed by around SEK 15 to SEK 252, as analysts factor in updated FY25 results, ongoing pricing roll off into 2026, and limited signs of stabilization in some weaker categories. Analyst Commentary Recent Street research has tilted more cautious on Essity, with several bearish analysts trimming price targets and rethinking their stance on the shares.
ナラティブの更新 • Mar 08ESSITY B: Neutral View Balances Pricing Pressure With Firmer Margin ExpectationsNarrative update on Essity Essity's analyst price target has edged down by SEK 4.71, with analysts citing slightly higher discount rates, softer revenue growth assumptions, and lower future P/E expectations, partly offset by firmer margin assumptions and recent Street research pointing to pricing pressure and weaker categories that show limited signs of stabilizing. Analyst Commentary Recent Street research on Essity has turned more cautious, with several houses trimming price targets or downgrading their stance.
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.
ナラティブの更新 • Feb 22ESSITY B: Capital Returns And Sector Rebound Potential Will Drive Future UpsideAnalysts have trimmed their Essity fair value estimate to SEK 320 from SEK 325, reflecting recent downgrades and a view that sector valuations may stay cheap despite only modest adjustments to growth, margin and P/E assumptions. Analyst Commentary Recent Street research has tilted more cautious on Essity, with fair value estimates and price targets pointing to a muted near term setup for the shares.
ナラティブの更新 • Feb 08ESSITY B: Cautious Rating Shifts Will Keep Multiples CompressedAnalysts have nudged their fair value estimate for Essity up from SEK 230 to SEK 235. This reflects updated views on its model and mixed recent research that includes both price target increases and downgrades to more cautious ratings.
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.
ナラティブの更新 • Jan 24ESSITY B: Dividend And Buybacks Will Support Future Upside PotentialAnalysts have kept their fair value estimate for Essity steady at SEK 325, with updated models that balance a higher assumed revenue growth rate against slightly lower profit margin expectations, as well as a modestly higher future P/E informed by recent Street price targets between SEK 267 and SEK 290 and a shift to more neutral ratings. Analyst Commentary Street research around Essity has become more balanced, but there are still clear pockets of optimism that matter if you are trying to gauge how supportive the external view is around the current fair value estimate of SEK 325.
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
ナラティブの更新 • Jan 10ESSITY B: Neutral Stance Will Meet Cost Savings And Decentralization PlanEssity’s analyst fair value estimate has edged up from SEK 281.08 to SEK 282.29, reflecting modest model updates and mixed Street views as some analysts trim ratings and set price targets in the SEK 267 to SEK 290 range, while still seeing the shares as reasonably valued within staples. Analyst Commentary Recent research updates on Essity point to a mixed but generally balanced stance, with modest tweaks to models and price targets rather than big swings in conviction.
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.
ナラティブの更新 • Dec 26ESSITY B: Margin Discipline And Cost Savings Will Drive Future Upside PotentialAnalysts have made only modest adjustments to their SEK price targets for Essity, with a small net decrease as updated post Q3 models reflect slightly softer long term revenue growth and margins, partially offset by expectations for a marginally higher future P/E multiple. Analyst Commentary Bullish analysts continue to view Essity's Q3 delivery as broadly supportive of the equity story, with updated models signaling confidence in the company’s ability to defend margins and gradually reaccelerate growth.
ナラティブの更新 • Dec 12ESSITY B: Margin And Cost Savings Progress Will Support Upside PotentialAnalysts have trimmed their fair value estimate for Essity to SEK 325 from SEK 330, reflecting a slightly higher assumed discount rate, even as they factor in marginally stronger long term revenue growth, improved profit margins, and a modestly lower future P E multiple following recent Street target revisions. Analyst Commentary Recent Street research reflects a more constructive stance on Essity's medium term prospects, with bullish analysts incrementally lifting price targets and refining their models following the Q3 report.
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.
ナラティブの更新 • Oct 22Analysts Cite Trough Valuation and Limited Catalysts as Essity Price Targets Edge LowerAnalysts have slightly decreased their price target for Essity, lowering it by approximately SEK 1. This adjustment reflects a continued cautious outlook as recent research points to limited immediate catalysts for the shares.
ナラティブの更新 • Oct 08Demand In Feminine Care And Incontinence Will Expand InternationallyAnalysts have lowered their fair value target for Essity from SEK 285.25 to SEK 282.33. They cite concerns about structural pressures and a lack of near-term catalysts, even though there are some positive longer-term trends in higher margin segments.
ナラティブの更新 • Sep 24Demand In Feminine Care And Incontinence Will Expand InternationallyEssity's consensus price target was revised slightly lower to SEK285.25 amid sector-wide pressures, a shift toward higher-margin segments lacking near-term catalysts, and concerns over potential sales shortfalls. Analyst Commentary Analysts see Essity trading at a trough valuation as it shifts focus away from tissue towards higher-margin segments, but lack near-term catalysts for upward share price movement.
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.
新しいナラティブ • Nov 07Consumer Goods Innovation And Emerging Market Expansion Propel Thriving Growth Growth in high-margin categories aims to improve net margins and profitability through stronger product mix and pricing strategies.
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.
Major Estimate Revision • Jul 25Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from kr19.45 to kr17.39 per share. Revenue forecast steady at kr147.0b. Net income forecast to grow 31% next year vs 44% growth forecast for Household Products industry in Sweden. Consensus price target up from kr293 to kr307. Share price rose 7.4% to kr303 over the past week.
Reported Earnings • Jul 19Second quarter 2024 earnings: EPS exceeds analyst expectationsSecond 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 was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 11%. 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 only increased by 2% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions • Apr 29President of Professional Hygiene recently bought kr2.2m worth of stockOn the 25th of April, Pablo Fuentes bought around 8k shares on-market at roughly kr264 per share. This transaction amounted to 58% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr22m more in shares than they have sold in the last 12 months.
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: EPS exceeds analyst expectationsFirst 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 was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates significantly. 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 whereas the company’s share price has fallen by 1% per year.
Recent Insider Transactions • Mar 25President recently bought kr1.4m worth of stockOn the 22nd of March, Magnus Groth bought around 6k shares on-market at roughly kr236 per share. This transaction amounted to 6.4% 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 kr6.6m worth in shares.
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 Swedish dividend payers (4.4%). Higher than average of industry peers (2.5%).
Declared Dividend • Mar 10Dividend increased to kr7.75Dividend of kr7.75 is 6.9% higher than last year. Ex-date: 22nd March 2024 Payment date: 28th March 2024 Dividend yield will be 3.1%, 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: EPS and revenues miss analyst expectationsFull 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 missed analyst estimates by 10%. Earnings per share (EPS) also missed analyst estimates by 2.7%. 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 3% per year.
Reported Earnings • Jan 26Full year 2023 earnings: EPS and revenues miss analyst expectationsFull 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 missed analyst estimates by 12%. Earnings per share (EPS) also missed analyst estimates by 4.7%. 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 and the company’s share price has also fallen by 5% 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
Recent Insider Transactions • Oct 30President of Professional Hygiene recently sold kr772k worth of stockOn the 27th of October, Pablo Fuentes sold around 3k shares on-market at roughly kr247 per share. This transaction amounted to 18% 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 kr18m more than they sold in the last 12 months.
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: Revenues in line with analyst expectationsThird 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 was in line with analyst estimates. Revenue is forecast to grow 2.9% 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.
Recent Insider Transactions • Sep 11President recently bought kr972k worth of stockOn the 8th of September, Magnus Groth bought around 4k shares on-market at roughly kr243 per share. This transaction amounted to 4.4% 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 kr5.5m worth in shares.
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.
Major Estimate Revision • Jul 27Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from kr178.3b to kr174.9b. EPS estimate also fell from kr16.89 per share to kr15.05 per share. Net income forecast to grow 35% next year vs 20% growth forecast for Household Products industry in Sweden. Consensus price target down from kr321 to kr298. Share price was steady at kr260 over the past week.
Price Target Changed • Jul 26Price target decreased by 7.1% to kr298Down from kr321, the current price target is an average from 16 analysts. New target price is 14% above last closing price of kr262. Stock is up 2.8% over the past year. The company is forecast to post earnings per share of kr15.05 for next year compared to kr7.93 last year.
Recent Insider Transactions • Jul 24Key Executive recently bought kr966k worth of stockOn the 21st of July, Carl Fredrik Rystedt bought around 4k shares on-market at roughly kr254 per share. This transaction amounted to 11% 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 kr3.7m. Carl Fredrik has been a buyer over the last 12 months, purchasing a net total of kr2.9m worth in shares.
Reported Earnings • Jul 20Second quarter 2023 earnings: EPS misses analyst expectationsSecond 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 was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 10%. 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 4% 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 kr2.3m worth of stockOn the 16th of May, Pablo Fuentes bought around 7k shares on-market at roughly kr308 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 kr3.7m. Insiders have collectively bought kr16m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Apr 30Insider recently bought kr1.0m worth of stockOn the 27th of April, Mikael Schmidt bought around 3k shares on-market at roughly kr303 per share. This transaction amounted to 11% 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 kr2.0m. Insiders have collectively bought kr2.5m more in shares than they have sold in the last 12 months.
Reported Earnings • Apr 28First quarter 2023 earnings: Revenues exceed analyst expectationsFirst 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 exceeded analyst estimates by 5.2%. 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.
