Essity to Outline Growth Strategy at Capital Markets Day
Event summary
- Essity will host a Capital Markets Day on May 7, 2026, in Gothenburg, Sweden.
- CEO Ulrika Kolsrud and the Executive Management Team will present the company’s strategy for profitable growth and financial targets.
- The event includes tours of Essity’s R&D operations in Gothenburg and production facilities in Lilla Edet (tissue mill) and Falkenberg (incontinence/diaper products).
- Lilla Edet is the world’s first large-scale tissue mill operating without fossil CO₂ emissions.
- Registration is required by April 1, 2026, with priority given to institutional investors, analysts, and media.
The big picture
Essity's Capital Markets Day signals a continued focus on both sustainable operations and agile supply chains, reflecting broader industry pressures and consumer demand. The company, with approximately €12.4 billion in revenue in 2024, is positioning itself to navigate evolving consumer preferences and regulatory landscapes within the competitive personal care and hygiene sector. The prioritization of institutional investors for the event underscores the importance of maintaining strong investor confidence.
What we're watching
- Sustainability
- The reliance on biogas and renewable electricity at Lilla Edet suggests a broader commitment to decarbonization; investors should assess the scalability and cost-effectiveness of this approach across other facilities.
- Supply Chain
- Falkenberg’s focus on agile processes highlights the need for resilience in a volatile market; the company’s ability to maintain efficient supply chains will be crucial for meeting demand.
- Innovation
- The emphasis on R&D and product demonstrations indicates a strategic focus on innovation; the success of these initiatives will determine Essity’s ability to maintain a competitive edge in the personal care market.
