SCA is a global hygiene products and paper company with net sales of SEK 109 billion in 2010. It has 45,000 employees in over 100 countries. In 2010, personal care accounted for 29% of sales and 30% of EBIT, tissue 27% of sales and 25% of EBIT, packaging 22% of sales and 16% of EBIT, and forest products 15% of sales and 16% of EBIT. SCA aims to grow through cost reductions, efficiency programs, innovations, and expanding in emerging markets where hygiene product penetration is currently low. Raw material costs increased significantly in 2010 but SCA increased prices for packaging and publication paper. SCA reported stable EBIT and higher earnings per

1. Handelsbanken Basic
Industry Seminar 2011
Jan Johansson, President and CEO
10 March 2011

2. SCA Group
A global hygiene products and paper company
Net sales SEK 109bn
45,000 employees and sales in more than
100 countries
World’s third largest hygiene products
company
TEN and Tork leading global brands for
incontinence care and Away-From-Home
tissue
Europe’s largest private forest owner
Europe’s second largest packaging company
2 10 March 2011

3. SCA Group
Sales and EBIT split 2010
EBIT split EBIT split
Forest Products Sales split Personal Care
25% 29%
15% 22%
27%
36%
16% 30%
Packaging Tissue
3 10 March 2011

4. Leading market positions
Global and regional
Nordic region
Incontinence care: 1
Baby diapers: 1
North America AFH tissue: 1
AFH tissue: 3 Consumer tissue: 2
Incontinence care: 3
Europe
Tissue: 1
Corrugated board: 2
Mexico Baby diapers: 3
Incontinence care: 1 Incontinence care: 1
Tissue: 2
Privately owned forests: 1
Feminine care: 3
Baby: 3 Global
Incontinence care: 1
Colombia
AFH tissue: 3 Australia
Incontinence care: 1
Feminine care: 1 Feminine care: 1
Tissue: 1 Incontinence care: 1
Tissue: 2
4 10 March 2011

5. Strong global and regional brands
Eastern Europe
North America Europe
Latin America
Asia Pacific
5 10 March 2011

6. SCA Group Strategic Priorities
Cost reductions in all Efficiency programs in Personal Care SCA Group 5%*
business areas of Packaging and Forest Thin baby diaper
SEK 1bn Products Personal Care 2%**
TENA Ultra thins
Emerging markets 10%**
Cash flow from Closure/Divestment Strong TENA value
current operations: of 18 packaging units assortment Tissue 2%**
SEK 7.4bn Emerging markets 6%**
Supply chain Tissue
excellence and asset Tork Xpressnap Packaging 20%*
utilization programs in Café
Tissue Europe Tork Performance Forest Products 3%**
Tempo ice
Restructuring program
in Baby diapers in Packaging
Europe
Trueflo
New tissue plant in ZeoCool
Mexico
Forest Products
New Personal Care Increased value
plant in Russia added
*Adjusted for exchange rate movements, divestments and closures
* *Adjusted for exchange rate movements
6 10 March 2011

7. Growth
High potential in markets with low penetration
Usage of hygiene products
Units/capita/year Units/child/year Units/woman/year Kg/capita/year
Penetration
in mature
markets
around 35%
North America Western Europe Eastern Europe Latin America Asia
7 10 March 2011

8. Growth
SCA’s growth markets
Latin America
Strong SCA positions
South East Asia Good market growth
Favourable socio-demographics
Eastern Europe
/Russia
Joint venture
Middle East Good market growth
Favourable socio-demographics
China Incontinence care products
8 10 March 2011

9. Increased pace of innovation
Strengthens market positions
9 10 March 2011

10. Personal care
Initiatives 2010
Restructuring program in baby diapers in Net sales 2010:
Europe
Annual savings of EUR 15m with full effect
SEK 25bn
in Q3 2011
Investment in local production in Russia
Acquisition of Copamex baby diapers business
No. 3 in Mexico Feminine care Incontinence
17% care
Growth 56%
TENA has increased market share
Incontinence care products in China expanded
Feminine care products launched in Malaysia and
tampons in Sweden and the Netherlands
Extended range of Libero baby care products
Emerging market sales increased 10%* Baby diapers
27%
Innovation
TENA Ultra thins
Thin baby diaper
Strong TENA value assortment
* Adjusted for exchange rate movements
** Return on capital employed
10 10 March 2011
23 november 2010

11. Tissue
Initiatives 2010
Implementation of price increases Net sales 2010:
Investment in new tissue plant in Mexico SEK 40 bn
European brand migration project
Consumer
Growth tissue
Tork has gained market share in Europe 62%
and North America
Emerging market sales increased 6%*
Innovation
Tork Xpressnap Café
Tork Performance AFH-tissue
Tempo Ice 38%
Tempo Kids
Tempo toilet tissue
* Adjusted for exchange rate movements
** Return on capital employed
11 10 March 2011
23 november 2010

12. Packaging
Initiatives 2010
Finalized restructuring program Net sales 2010:
Annualized savings of SEK SEK 30bn
1,070m
Divestment of the Asian Protective packaging 3%
packaging operation Industrial packaging 4%
Service 4%
Annual sales of USD 250m
Price increases
Consumer
packaging
Innovation 20%
Trueflo
ZeoCool Conventional
corrugated board
69%
* Return on capital employed
12 10 March 2011
23 november 2010

13. Forest Products
Initiatives 2010
Efficiency project at Ortviken Net sales 2010:
paper mill SEK 17bn
Annual savings of SEK 45m Timber
8%
when fully realized
LWC-paper
Pulp
18%
Creation of Gällö timber AB 16%
SCA Energy, new business unit
SC-paper
SCA’s deliveries of FSC 17%
certified publication paper
increased 35%
Solid-wood
products Newsprint
27% 14%
* Return on capital employed
13 10 March 2011
23 november 2010

14. Full year 2010 vs. 2009
SCA market update
Hygiene business
Good volume growth in Incontinence care, Feminine care and AFH tissue
Good sales growth in Emerging markets
Personal Care 10%*
Tissue 6%*
Packaging and Forest Products
Increased demand for Packaging
• Corrugated volumes increased 5%
• Corrugated prices increased 6%
Publication paper volumes increased 3%
Solid-wood product volumes increased 8%
Significantly increased raw material prices
Raw material costs increased SEK 5.2bn
Stronger SEK to other currencies
Negative sales impact of SEK 7.2bn equivalent to 6%
* Adjusted for exchange rate movements
14 10 March 2011

15. High raw material prices
NBSK pulp Feb 2010 – USD 840 Feb 2010 – EUR 89
OCC
Feb 2011 – USD 949 Feb 2011 – EUR 135
USD/metric ton
USD/Metric tonne
1025
1000
EUR / ton
EUR/t
975 150
950
925
900
875 130
850
825
800
110
775
750
725
700
90
675
650
625
600 70
575
550
525
500 50
475
450
425
400 30
-98 -99 -00 -01 -02 -03 -04 -05 -06 -07 -08 -09 -10 -11 -00 -01 -02 -03 -04 -05 -06 -07 -08 -09 -10 -11
NBSK PIX Value OCC PIX
Dec 2009 – USD 277 Jan 2010 – EUR 0.30
Recovered paper - USA Dec 2010 – USD 310
Oil based materials
1,75
EUR/Kg
Jan 2011 – EUR 0.41
USD/short ton
450 USD/short ton 1,50
EUR / kg
400
1,25
350
300 1,00
250
0,75
200
0,50
150
100 0,25
50
0,00
0 jan-03 jan-04 jan-05 jan-06 jan-07 jan-08 jan-09 jan-10 jan-11
-93 -94 -95 -96 -97 -98 -99 -00 -01 -02 -03 -04 -05 -06 -07 -08 -09 -10
Polyethylene (PE) Bags, backsheet, pack.film Propylene (Contract fd) Superabsorbent
High grade deinking OCC Oil (eur/kg) Polypropylene (PP homo) NW, Fibres
15 10 March 2011
23 november 2010

16. Full year 2010 results
SEK m Change, Change,
unless otherwise stated 2010 2009 % %**
Net sales 109,142 110,857 -2 5***
EBIT* 9,608 9,648 0 4
EBIT margin* (%) 8.8 8.7
Profit before tax* 8,492 8,004 6 10
Earnings per share (SEK) 7.90 6.78 17
Cash flow from current operations 7,399 11,490 -36
Debt/Equity ratio 0.51 0.60
* Excluding restructuring cost
** Adjusted for exchange rate movements
*** Adjusted for exchange rate movements and divestments
16 10 March 2011

17. Net debt
And debt payment capacity
SEKm Net debt decreased SEK 6 bn %
50 000 50
36% 40%
40 000 40
33% 35% 33%
30 000 30
20 000 20
10 000 10
0 0
Q4 2009 Q1 2010 Q2 2010 Q3 2010 Q4 2010
Net debt Debt payment capacity
17 10 March 2011

18. Dividend
Proposed 8% increase of the dividend
to SEK 4.00 (3.70) per share
18 10 March 2011

19. Outlook 2011
Good demand for all businesses
Good growth in Emerging markets for Hygiene businesses
Continued high raw material costs
Increasing corrugated prices
Price increases on publication papers
19 10 March 2011

20. Q&A
20 10 March 2011

21. 21 10 March 2011