Essity Due Diligence

Run due diligence on Essity: check compliance and get alerts when suppliers change.

Sweden · www.essity.com · 18 vendors

Essity is a global hygiene and health company that develops, produces, and sells products and solutions across personal care, consumer tissue, professional hygiene, and medical solutions. The company's offerings include incontinence products, feminine care, baby care, toilet paper, and medical solutions like wound care and orthopedics. Essity operates in approximately 150 countries worldwide.

Resilience scores

Technology vendors

Services catalogue

1 service in catalogue across 1 category; runs on 18 sub-vendors.

Insights

Last updated 2026-08-11 · revision 7

18 direct vendors, 212 subvendors

Direct vendors by controlling owner country (sample)

Subvendors by controlling owner country (sample)

Compliance

14 in-scope frameworks identified; showing 3.

EU Medical Device Regulation — No public evidence

Evidence: https://www.essity.com/company/essitys-business-areas/health-and-medical/, https://www.essity.com/company/about-us/facts-and-figures/, https://www.essity.com/sustainability/sustainability-reporting-governance-and-data/certifications/

SOC 2 (source) — No public evidence

Evidence: https://www.essity.com/innovation-at-essity/digitalization/, https://www.essity.com/sustainability/sustainability-reporting-governance-and-data/certifications/

NIS2 (source) — No public evidence

Evidence: https://www.essity.com/company/about-us/facts-and-figures/, https://www.essity.com/company/essitys-business-areas/health-and-medical/, https://www.essity.com/sustainability/sustainability-reporting-governance-and-data/certifications/, https://www.essity.com/company/essity-in-the-world/

Financials

Three-year financials

Financial Resilience Score: 8/10

Essity demonstrates strong financial resilience underpinned by market-leading positions in defensive hygiene and health categories, a solid investment-grade balance sheet (Baa1/BBB+), and robust cash generation. Net debt/EBITDA excl. IAC has improved dramatically from 3.33 in 2022 to just 1.03 in 2025, reflecting deleveraging supported by the Vinda divestment proceeds (~SEK 19bn) and consistent operating cash flow (SEK 15bn in 2025). The company achieved its highest EBITA margin excl. IAC in five years (14.1%) despite headwinds, and maintains a consistent dividend growth track record (SEK 7.25 to 8.75 over 2022-2025). The business benefits from category resilience with relatively inelastic demand for hygiene and health products, supported by demographic tailwinds (aging populations), rising hygiene awareness, and emerging market penetration. Diversification is a key strength: operations in ~150 countries, with the largest single country (USA) representing just 14% of sales, top 10 customers ~25% of sales, and the largest single customer only ~4.6%. Market leadership positions (#1 or #2 in ~90% of branded sales; global #1 in incontinence via TENA and professional hygiene via Tork) provide pricing power. However, resilience is tempered by significant currency exposure (SEK strengthening cost ~SEK 8.4bn of sales in 2025), raw material volatility (pulp, recovered paper, oil-based inputs comprising ~35% of costs), energy cost exposure, and geopolitical/trade risks including US tariff impacts on 2025 gross margin. The reorganization effective January 2026 and SEK 1bn cost savings program indicate management's proactive response to margin pressures.

Key strengths: Market leadership: #1 or #2 in ~90% of branded sales globally, Strong balance sheet with net debt/EBITDA of 1.03 (down from 3.33 in 2022), Investment grade ratings: Baa1 (Moody's), BBB+ (S&P), Diversified geographic footprint across ~150 countries, Low customer concentration (top 10 = ~25%, largest = 4.6%), Robust operating cash flow of SEK 15bn in 2025, Defensive product categories with inelastic demand, Consistent dividend growth (+21% since 2022), Highest EBITA margin excl. IAC in five years (14.1%), Sustainability leadership (DJSI, CDP A-list, MSCI AAA)

Risk factors: Significant currency exposure (SEK 8.4bn negative FX impact in 2025), Raw material volatility (pulp, recovered paper, plastics ~35% of costs), Energy cost exposure (~5% of Group costs, higher in Tissue), US tariff impacts on cost of goods sold, Retail customer consolidation pressuring pricing, Declining birth rates affecting Baby Care segment, Weaker hotel/restaurant demand affecting Professional Hygiene, Increasing EU regulations on single-use products, Legal disputes related to Vinda divestment (withdrawn Jan 2026), Geopolitical/trade risks

Revenue by geography

Revenue by product/service

Workforce by country

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