http://www.sca.com/ir SCA CFO Lennart persson held a presentation at the TMC seminar on September 22, 2011. He talked about hygiene products sales increase, strategic focus areas, brands, market positions, innovation, growth potential for hygiene products, emerging markets, sustainability as a business driver. http://www.facebook.com/SCA | http://www.twitter.com/SCAeveryday | http://www.youtube.com/SCAeveryday

1. SEB TMC seminar
Lennart Persson, CFO
1 22 September 2011

2. SCA Group
A global hygiene products and paper company
 Net sales SEK 107bn
 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 22 September 2011

3. SCA
largest
world’s third
hygiene company
3 22 September 2011

4. SCA Group
Sales and EBIT split 2010
Forest Products Sales split Personal Care
16% 24%
24%
36%
Packaging Tissue
4 22 September 2011

5. Increasing hygiene sales
% of net sales
100%
80% 54% 40%
60%
40%
60%
20% 46%
0%
2000
2000 2010
2010
Packaging and Hygiene products
Forest Products (Personal Care and Tissue)
5 22 September 2011

6. Strategic focus areas
6 22 September 2011

7. Strong global and regional brands
Two global billion EUR brands
Eastern Europe
Europe
North America
Asia Pacific
Latin America
Sales of SEK 65bn, with sales in more than 100 countries
7 22 September 2011

8. Leading market positions
Global and regional
North America
AFH tissue: 3 Europe
Incontinence care: 3 Tissue: 1
Baby diapers: 2
Incontinence care: 1
Mexico
Incontinence care: 1
Tissue: 2
Feminine care: 1
Baby diapers: 3 Global
Incontinence care: 1
Colombia
AFH tissue: 2 Australia
Incontinence care: 1
Feminine care: 1 Feminine care: 1
Tissue: 1 Incontinence care: 1
Tissue: 2
8 22 September 2011

9. Hygiene business
Strategic focus
 Strengthen positions and increase growth in
main markets and emerging markets
 Increase the number of global brands
 Increase the pace of innovations
 Efficiency improvements
9 22 September 2011

10. Innovation for profitable growth
 Meet changing demands and requirements
 Create long-term, profitable differentiation
 Strengthen market positions
 Build stronger brands
 Drive growth
10 22 September 2011

11. Innovation
Strengthens market positions and profitability
11 22 September 2011

12. Innovation
Strengthens market positions and profitability
12 22 September 2011

13. Growth potential for hygiene products
 Global population growth
 An aging population
 Increased market penetration
 Higher disposable income
 Customers and consumers demand
more comfort and sustainability
Global market size for hygiene products: SEK 675bn
13 22 September 2011

14. 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
14 22 September 2011

15. Population growth 2010-2020
Demographics
People, millions
8 000
+12% 2010 2020
7 000
6 000
5 000
+11%
4 000
,
3 000
2 000 +7%
1 000 +2% +33%
0
World Children 0-4 Women 15-49 >65 yrs Other
yrs yrs
15 22 September 2011

16. Growth
SCA’s growth markets
Latin America
 Strong SCA positions
South East Asia  Good market growth
 Favourable socio-demographics
Eastern Europe
/Russia
 Good market growth
Middle East
 Favourable socio-demographics
China  Incontinence care products
16 22 September 2011

17. Growth
High growth in Emerging markets
H1 2011
Emerging markets hygiene sales growth:
Personal Care: +9%*
Tissue: +9%*
% of Hygiene sales in 2010
Emerging markets
21%
Mature markets
* Adjusted for exchange rate movements
17 22 September 2011

18. Growth
Acquisitions strengthen Emerging markets presence
Algodonera Copamex San Saglik, 95% Pro Descart
Aconcagua  No. 3 in baby diapers  No. 2 in incontinence  No. 2 in incontinence
 No. 3 in feminine care care products care products
 Smaller positions in  Smaller position in
baby diapers and baby diapers
incontinence care
products Komili, 50%
 No. 4 position in baby
diapers and feminine
care
18 22 September 2011

19. Sustainability as a business driver
 Reduced cost
 ESAVE = SEK 600m in annual cost savings
 Improved competitive edge
 Sustainability credentials generate good business
 Great growth potential through customized offerings in D&E markets
 Renewable energy, wind power, biofuels
 World’s largest producer of FSC-certified products
 Attract investors
 23% of investors in SCA shares make sustainability screening
 Reduced risk level
 Attract top talents
 Strengthen the brand
19 22 September 2011

20. Sustainability as a business driver
 Extensive customer and consumer
demand for sustainable solutions and
eco labelling
 Growing sustainability interest in
emerging markets
 Great growth potential with
customized offerings in D&E markets
 Sustainability drives innovation
20 22 September 2011

21. Short-term update
 No impact from debt crisis
 Good demand in all Business areas
 Raw material prices slightly down
 Price increases
21 22 September 2011

22. Q&A
22 22 September 2011

23. IR Contacts:
Johan Karlsson, VP Investor Relations Jessica Ölvestad, Manager Investor Relations
Tel: +46 8 788 51 30 Tel: +46 8 788 52 82
Email: ir@sca.com Website: www.sca.com
23 22 September 2011