15 June 2010

Deutsche Bank Global consumer conference 2010 Lennart Persson, CFOMats Berencreutz, President Tissue Europe

15 June 2010222

SCA one of three leading hygiene companies

worldwide

SCA one of three leading hygiene companies

worldwide

15 June 20103

SCA – a global hygiene products and paper company

Net sales of SEK 111bn

Approximately 50,000 employees and sales in more than 100 countries

TEN and Tork leading global brands for incontinence care and Away From Home tissue

Ranked 2nd greenest company in the world, one of the world’s 100 most sustainable companies and one of the world’s most ethical companies, included in the Dow Jones Sustainability indexes

15 June 201044444

Forest Products

Packaging Tissue

Personal Care

37%

25%

15% 23%

Sales 2009: SEK 111bnSales 2009: SEK 111bn

SCA GroupSales and EBIT split 2009

32%32%

39%39%

25%25%

4%4%

Sales splitSales splitEBIT splitEBIT splitEBIT splitEBIT split

15 June 2010555

Strong global and regional positions

EuropeTissue: 1Corrugated board: 2Baby diapers: 3Incontinence care: 1Privately owned forests: 1

5

AustraliaFeminine care: 1Incontinence care: 1Tissue: 2

MexicoIncontinence care: 1Tissue: 2Feminine care: 3 Global

Incontinence care: 1

AFH tissue: 3ColombiaIncontinence care: 1Feminine care: 1Tissue: 1

North AmericaAFH tissue: 3Incontinence care: 3

Nordic regionBaby diapers: 1

15 June 2010

SCA Group Strategic Direction

6

15 June 20107

GrowthHigh potential in markets with low penetration

Usage of hygiene products

Units/capita/year Units/child/year Units/woman/year

Western Europe Eastern Europe Latin America AsiaNorth America

Kg/capita/year

Penetration in mature markets around 35%

Penetration in mature markets around 35%

7

15 June 201088

Strong SCA positions

Good market growth

Favourable socio-demographics

Joint venture

Good market growth

Favourable socio-demographics

Our growth markets

Market tests of Incontinence care products and Baby diapers

15 June 201099

Sales 2009: SEK 67bn

11%

FemininecareFemininecare

Baby diapersBaby diapers

Away-From-Home tissueAway-From-Home tissue

IncontinencecareIncontinencecare

Consumer tissueConsumer tissue

Hygiene productsSales split

39%

23% 21%

11%

6%

15 June 201010101010

Personal CareFinancial overview 2009

10

Net sales

SEK 25,716m

23% of Group

EBIT

SEK 3,235m

32% of Group

Capital employed

SEK 11,430m

11% of Group

Operating Cash flow

SEK 4,436m

30% of Group

EBIT margin: 13%

ROCE: 29%

Target ROCE: 30%

Personal care sales split

Incontinence care: 55%

Incontinence care: 55%

Baby diapers: 29%

Baby diapers: 29%

Feminine care: 16%

Feminine care: 16%

15 June 2010

Personal CareStrategic focus

11

Short and mid term

Maintain Tena leadership in premium segment and increase growth in economy segment

Strengthen leading positions in Europe

Further restore Baby diapers private label profitability

Drive innovation

Market test in China

Grow in prioritized Emerging markets

Increase value added and branded

15 June 2010

Baby diapersImproving profitability

12

More efficient production structure Closure of factory in France

Personnel reduction in the Netherlands

Total cost: EUR 60m

Annual savings: EUR 15m, with full effect from Q3 2011

New factory in Russia

Establish retailer brand organization

Product and technology redesign

Initiatives

131313

EURm

Newproducts & services

NorthEurope

SouthEurope

NorthAmerica

Emerging markets

Reimbursement

RetailTV

Internet

Design

TENAA true success story

Annual sales growth 1989-2009: 9%

15 June 2010

15 June 201014

Increased pace of innovationStrengthens market positions

15 June 201015151515

TissueFinancial overview 2009

15

Net sales

SEK 41,425m

37% of Group

EBIT

SEK 3,946m

39% of Group

Capital employed

SEK 37,196m

35% of Group

Operating Cash flow

SEK 5,979m

41% of Group

EBIT margin: 10%

ROCE: 10%

Target ROCE: 13%

Tissue sales split

AFH tissue: 37%

AFH tissue: 37%

Consumer tissue: 63%

Consumer tissue: 63%

15 June 2010

Tissue Strategic focus

16

Short and mid term

Strengthen leading positions in Europe

Further restore Consumer Tissue profitability

Drive innovation

Grow in prioritized Emerging markets

Increase value added and branded

Price management

15 June 20101717171717

New Tissue plant

Annual production capacity of ~30,000 tonnes

Increased local production to meet rising consumer demand

Improves cost position and profitability

Started production during end of 2009

New Tissue plant

Annual tissue production capacity of ~ 60,000 tonnes

Strengthens competitiveness and profitability

Start-up end of 2010

Investments supporting organic growth And strengthening profitability

15 June 201018

Tissue Europe Aspiration

To be the undisputed

Tissue Category Leader in Europe,

and the preferred choice for

European consumers and customers

To be the undisputed

Tissue Category Leader in Europe,

and the preferred choice for

European consumers and customers

15 June 2010191919

Integration of acquired businessConsumer Tissue Europe

Cost synergies

Supply chain restructuring synergies

Supply chain restructuring synergies

Supply chain

Integration synergies

Supply chain

Integration synergies

Commercial SynergiesCommercial Synergies 40%40% 42%42%

18%18%

Total annual cost synergies in 2010: SEK 700mRealized approximately 80%

Commercial synergies Front loaded synergies related to

sales force and category resources

Supply chain integration Optimizing logistics and internal

replenishment flows

Supply chain restructuring Optimizing supply chain footprint

15 June 201020202020

Lift and ShiftTissue Europe

LiftLift

Facility Service Partnership

Brand expansion South

Category Leadership

Convert textile

Channel Management

ShiftShift

Turnaround critical markets UK, Nordic and Italy

Price Management and “Go To Market” approach

Supply Chain Excellence

Service Level

Sourcing Excellence Facility Service Partnership

Brand expansion South

Category Leadership

Convert textile

Channel and Customer Management

Eastern Europe – realize opportunity and growthEastern Europe – realize opportunity and growth

Integrate and exploite opportunities in acquired businessIntegrate and exploite opportunities in acquired business

Innovation

15 June 201021

European Brand StrategyStronger brands and more efficient A&P

Focused, differentiated & consumer relevant mega-brand portfolio

From … … To

DACH East

Nordic NL

Complicated, region specific, inefficient brand portfolio

15 June 201022

GrowthHigh potential in markets with low penetration

Usage of hygiene products

Units/capita/year Units/child/year Units/woman/year

Western Europe Eastern Europe Latin America AsiaNorth America

Kg/capita/year

Penetration in mature markets around 35%

Penetration in mature markets around 35%

22

15 June 201023

Increased pace of innovationStrengthens market positions

15 June 2010242424

AFH Tissue Europe

Mature markets

Emerging markets

Focus on premium sales

Grow faster than the market

Achieve 20% market share

Double the business in Eastern Europe

15 June 201025

Q&A

15 June 201026

Tack.Tack.