Essity reported third-quarter net sales up 4.1% to SEK 36,060m (SEK 34,638m a year earlier), while organic sales fell 0.3%. Volume slipped 0.1% and price/mix 0.2%. EBITA excluding items affecting comparability fell to SEK 4,725m from SEK 5,056m, and the margin eased to 13.1% from 14.6%. Profit for the period was SEK 2,346m (SEK 3,358m). Operating cash flow rose to SEK 5,783m from SEK 5,324m. The hygiene group agreed to buy Kenvue's feminine care business in Brazil, including the Carefree, Sempre Livre and o.b. brands. Completion is expected in the second quarter of 2027, subject to regulatory approval. Essity's strategic review of its Consumer Tissue unit continues, weighing a separation against keeping the business.

Interim report Quarter 3, 2026. Stable volumes, resilient profitability and strong cash flow Quarter 3, 2026 * Net sales increased 4.1% to SEK 36,060m (34,638) * Organic sales growth amounted to -0.3%, of which volume accounted for -0.1% and price/mix -0.2%. * EBITA amounted to SEK 3,636m (5,152) * EBITA excl. IAC amounted to SEK 4,725m (5,056) * The EBITA margin excl. IAC amounted to 13.1% (14.6) * ROCE amounted to 11.9% (17.9) and ROCE excl. IAC was 15.5% (17.6) * Profit for the period was SEK 2,346m (3,358) * Earnings per share was SEK 3.47 (4.86) * Operating cash flow amounted to SEK 5,783m (5,324) * Essity has entered into an agreement to acquire Kenvue's feminine care business in Brazil. The completion of the transaction is expected to close during the second quarter of 2027. CEO'S COMMENTS Essity's development in the third quarter was characterized by stability and resilience in a challenging market. Profitability remained good despite intensifying cost headwinds, and cash flow was strong. Volumes were stable, and Essity strengthened its market positions in several strategic segments, demonstrating the competitiveness of its business. At the same time, the Group's sales development was not at the level Essity is aiming for, and Essity continue its efforts to accelerate profitable growth and offset higher costs through price increases and efficiency improvements. Cost savings were delivered according to plan, investments in marketing and customer offerings are yielding results, and sales prices were higher than in the second quarter of this year. Health & Medical delivered organic growth and good profitability during the quarter. Incontinence Products continued to grow, and the sales development in Medical Solutions was positive, with good growth in wound care. Sales in Personal Care also performed well, supported by continued high growth and increased market shares in Incontinence Products and Feminine Care. Consumer Tissue had lower sales due to lower volumes, primarily driven by optimization of the production footprint in Latin America, and price reductions in previous quarters. In Professional Hygiene, profitability remained solid, although volume development was not satisfactory. The decline was concentrated to the base assortment and smaller distributors which were more affected by the weaker market. However, Essity continued to grow in strategic products and increased sales to its larger distributors and customers. Product launches and price increases During the quarter, Essity launched new and improved products across several categories to further strengthen its offering. For example, Essity expanded its range of compression garments with JOBST(R) Elvarex(R) Soft ready-to-wear, allowing Essity to reach patients more quickly. Essity continued to actively work on price increases to offset higher costs, and all business areas reported higher sales prices compared with the second quarter. "Our focus is on translating strong market positions into profitable growth" Another acquisition in feminine care During the quarter, Essity took another step forward in its strategy to grow in attractive, value-creating categories by entering into an agreement to acquire Kenvue's feminine care business in Brazil. The acquisition includes the market-leading brands Carefree, Sempre Livre and o.b., and strengthens Essity's position in feminine care in Latin America. Brazil represents a significant growth opportunity in hygiene and health, where Essity already hold a leading position in incontinence products with TENA. This acquisition follows its previous feminine care acquisition in North America and represents another concrete step in the expansion of its feminine care business, where Essity has a proven track record of success and see good potential for profitable growth. The transaction is subject to regulatory approval and is expected to close in the second quarter of 2027. Strategic review of Consumer Tissue The strategic review of Consumer Tissue is proceeding according to plan. Essity has assessed the conditions for a separation and are now ready to move forward with evaluating the value creation potential of the different strategic alternatives - a separation or Consumer Tissue remaining part of Essity. The ambition is to identify the alternative that provides the best opportunity for both Consumer Tissue and Essity to reach their full potential and maximize long-term value creation. Focus on higher growth Its focus is on translating strong market positions into profitable growth. Essity continue to prioritize investments where Essity see the greatest opportunities to grow and create value, while improving efficiency and addressing increasing cost headwinds through pricing and cost measures. In parallel, Essity continue to develop its portfolio. Essity has clear priorities and will now ensure that its initiatives have a greater impact on the Group's growth and profitability. Ulrika Kolsrud, President and CEO Invitation to presentation President and CEO Ulrika Kolsrud and Executive Vice President and CFO Fredrik Rystedt will present the report at a live webcast and teleconference at 09:00 a.m. CEST on October 22, 2026. Link to the live presentation, which can also be viewed afterwards: https://essity.videosync.fi/2026-10-22 Contact information for conference call with the possibility to ask questions: UK: +44 (0) 33 0551 02 00 USA: +1 786 697 35 01 SWE: +46 (0) 8 505 204 24 Please call in well in advance of the start of the presentation. Indicate: "Essity". For additional information Fredrik Rystedt, Executive Vice President and CFO, tel: +46 (0) 8 788 51 31 Sandra Åberg, Vice President Investor Relations, tel: +46 (0) 70 564 96 89 Per Lorentz, Vice President Corporate Affairs, tel: +46 (0) 73 313 30 55 NB: This information is such that Essity Aktiebolag (publ) is obligated to make public pursuant to the EU Market Abuse Regulation and the Securities Markets Act. This report has been prepared in both Swedish and English versions. In case of variations in the content between the two versions, the Swedish version shall govern. The information was submitted for publication, through the agency of Karl Stoltz, Public Relations Director, at 07:00 CET on October 22, 2026. This report has not been reviewed by the company's auditors.

Lawsuit accuses Essity, Edgewell, J&J of violating PFAS ban in California. By Sara Samora | Manufacturing Drive | October 20, 2026 Read the full article by Sara Samora (Manufacturing Drive) "The lawsuit cited an independent lab test conducted in 2024 that found one or more of Carefree's five product layers contained PFOA, and allegedly continued to incorporate the toxic substances since then. Law firm Custodio and Dubey initially pointed to the independent lab test and sent a 60-day notice in February 2024 to the California attorney general and every district and city attorney with a population greater than 750,000 in the state, informing them of their findings as reason to prosecute Edgewell. Custodio and Dubey sued Edgewell in September 2024, but requested a dismissal the following year, Bloomberg Law reported."