New York, 2010-05-20 | SCA CEO Jan Johansson's presentation at the NASDAQ OMX and SEB Enskilda Nordic Market Day. http://www.sca.com

1. Nordic Seminar, New York
20 May 2010
Jan Johansson, President and CEO
Lennart Persson, CFO
20 May 2010

2. 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
2 20 May 2010

3. SCA Group
Sales and EBIT split 2009
EBIT split EBIT split
Forest Products Sales split Personal Care
25% 32%
15% 23%
25%
37%
4% 39%
Packaging Tissue
Sales 2009: SEK 111bn
3 20 May 2010

4. Strong global and regional positions
Nordic region
Baby diapers: 1
North America Europe
AFH tissue: 3 Tissue: 1
Incontinence care: 3 Corrugated board: 2
Baby diapers: 3
Incontinence care: 1
Mexico Privately owned forests: 1
Hygiene products: 2 Global
Incontinence care: 1
Colombia AFH tissue: 3
Incontinence care: 1 Australia
Feminine care: 1
Feminine care: 1
Tissue: 1
Incontinence care: 1
Tissue: 2
4 20 May 2010

5. SCA Group Strategic Direction
1. 2. 3.
4.
5 20 May 2010

6. 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
6 20 May 2010

7. Our growth markets
Strong SCA positions
Good market growth
Favourable socio-demographics
Joint venture
Good market growth
Favourable socio-demographics
Market tests of Incontinence care
products and Baby diapers
7 20 May 2010

8. Q1 2010
Market update
Significantly increased raw material prices
OCC +140%
Recovered paper US +80%
Recovered paper Europe +30%
Pulp +40%
Hygiene businesses
Stable demand
Packaging and Forest Products
Increased demand from low levels for packaging
• Western European demand +3%*
Good market balance for solid-wood products
European demand for publication papers:
• Magazine paper (SC and LWC) +4%
• Newsprint +2%
* Year to date February 2010 vs 2009
8 20 May 2010

9. Significantly increased raw material prices
March 2009 – USD 578
NBSK pulp March 2010 – USD 879
OCC March 2009 – EUR 39
March 2010 – EUR 102
950
USD/metric ton
USD/Metric tonne
EUR / ton
925 EUR/t
120
900
875
850 110
825
800 100
775
750 90
725
700
675
80
650
625 70
600
575 60
550
525
50
500
475
450 40
425
400 30
-98 -99 -00 -01 -02 -03 -04 -05 -06 -07 -08 -09 -10 -00 -01 -02 -03 -04 -05 -06 -07 -08 -09 -10
NBSK PIX Value OCC PIX
Recovered paper - USA February 2009 – USD 166
USD/short ton
February 2010 – USD 303
450 USD/short ton
400
350
300
250
200
150
100
50
0
-93 -94 -95 -96 -97 -98 -99 -00 -01 -02 -03 -04 -05 -06 -07 -08 -09 -10
High grade deinking OCC
9 20 May 2010

10. Q1 2010 results
SEK millions Q1 Q1 Change, Change, Q4
unless otherwise stated 2010 2009 % %** 2009
Net sales 26,722 28,327 -6 1 27,507
EBIT* 2,027 2,136 -5 -1 2,568
EBIT margin* (%) 7.6 7.5 9.3
Profit before tax* 1,748 1,511 16 20 2,280
Earnings per share (SEK) 1.53 1.58 -3 1.72
Cash flow from current operations 1,148 1,640 -30 2,544
Debt/Equity ratio 0.57 0.70 0.60
EBIT decreased 1%**
Higher volumes
Synergies and cost savings
Higher raw material costs
Lower prices
Profit before tax increased 16%*
Lower finance net
* Adjusted for Packaging restructuring costs
** Adjusted for Packaging restructuring costs and exchange rate movements
10 20 May 2010

11. Reduced net debt
And improved debt payment capacity
SEKm %
35%
33% 33%
32%
25%
11 20 May 2010

12. Personal Care
Q1 2010 vs Q1 2009
6,476
6,109 Sales decreased 6% (0%*)
-6% Incontinence care up 3%*
Feminine care up 9%*
Baby diapers -9%*
SALES SEKm Q1 2010 Q1 2009
EBIT increased by 5% (9%*)
737
Higher volumes
704
Lower prices
5%
Lower raw material cost
Higher marketing costs
EBIT SEKm Q1 2010 Q1 2009
EBIT margin 12.1% 10.9%
* Adjusted for exchange rate movements
12 20 May 2010

13. Tissue
Q1 2010 vs Q1 2009
Sales decreased 7% (0%*)
10,466
9,728 Consumer tissue -3%*
-7% AFH-tissue increased 6%*
EBIT decreased by 18% (-13%*)
SALES SEKm Q1 2010 Q1 2009
Higher volumes
Lower energy and distribution costs
Acquisition synergies
864 Lower prices
710
Higher raw material costs
-18%
EBIT SEKm Q1 2010 Q1 2009
EBIT margin 7.3% 8.3%
* Adjusted for exchange rate movements
13 20 May 2010

14. Packaging
Q1 2010 vs Q1 2009
Sales decreased by 3% (7%*)
7,495
7,253
Higher prices and volumes
-3%
EBIT increased by 137%** (152%***)
Higher prices and volumes
SALES SEKm Q1 2010 Q1 2009 Savings from restructuring program
Increased raw material costs
192**
137%** 81
EBIT SEKm Q1 2010 Q1 2009
EBIT margin 2.6%** 1.1%
* Adjusted for exchange rate movements and the closure of the New Hythe testliner mill in the UK
** Adjusted for restructuring costs
*** Adjusted for restructuring costs and exchange rate movements
14 20 May 2010

15. Forest Products
Q1 2010 vs Q1 2009
Sales decreased by 5% (-3%*)
4,333
4,110 Publication papers
-5% • Higher volumes
• Lower prices
Solid-wood products
• Higher volumes
SALES SEKm Q1 2010 Q1 2009
• Higher prices
EBIT decreased by 16% (-16%*)
Publication papers, decreased EBIT
583
487 • Lower prices
-16%
Solid-wood products, increased EBIT
EBIT SEKm • Higher volumes
Q1 2010 Q1 2009
• Higher prices
EBIT margin 11.8% 13.5%
Pulp, increased EBIT
• Higher prices
* Adjusted for exchange rate movements
15 20 May 2010

16. Outlook 2010
Group
Improved general market conditions
Effects from price increases and cost reductions gradually during the
second half 2010
Hygiene businesses
Good demand
High promotion activities
Increasing prices for Tissue
Packaging
Demand improvement
Increasing prices
Forest Products
Signs of small recovery from low level for publication papers
Price increases on magazine paper
Good market balance for solid-wood products
16 20 May 2010

17. 17 20 May 2010