Essity AB (publ) Corporate Call Transcript

Feb 13, 2024

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May 24, 2023 / NTS GMT
Victoria Nice - Societe Generale Cross Asset Research - Equity Analyst

Chat with Fredrik Rystedt, CFO of Essity. We're also joined by Sandra Aberg, Director of Investor Relations. I am Victoria Nice and I'm the lead analyst on SG, SocGen. So the format of today's session is going to be a 50-minute fireside chat, which includes questions submitted in advance from investors on the line. And the plan is to cover the recent strategic review news, the outlook for top line and margin in the near and midterm and then briefly touching on some of the longer-term developments.

Questions and Answers:

Victoria Nice - Societe Generale Cross Asset Research - Equity Analyst

So on that note, I guess, we should kick off starting with the strategic review. So Consumer Tissue is still the group's largest cat exposure at over 40% of group. If the recently announced reviews of Vinda and the European private label tissue business are to result in disposals. This will take Consumer Tissue to below 30%. Just wondered if you could touch on why specifically the company decided to

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