16 November 2010

Morgan Stanley conference Jan Johansson, President and CEO

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SCAone of three leading hygiene companies

worldwide

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� Net sales SEK 111bn

� 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

SCA GroupA global hygiene products and paper company

16 November 2010

0%

20%

40%

60%

80%

100%

1997 2008 09

4

% of net sales

Hygiene productsPackaging and

Forest Products

42%60%

40%58%

1999 2009

SCA GroupHygiene business is growing

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Forest Products

Packaging Tissue

Personal Care

36%

27%

15% 22%

SCA GroupSales and EBIT split first nine months 2010

30%

31%

25%

14%

Sales split

EBIT splitEBIT split

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Leading market positionsGlobal and regional

Europe

Tissue: 1

Corrugated board: 2

Baby diapers: 3

Incontinence care: 1

Privately owned forests: 1

Australia

Feminine care: 1Incontinence care: 1Tissue: 2

Mexico

Incontinence care: 1

Tissue: 2

Feminine care: 3

Baby: 3 Global

Incontinence care: 1

AFH tissue: 3ColombiaIncontinence care: 1

Feminine care: 1

Tissue: 1

North America

AFH tissue: 3Incontinence care: 3

Nordic region

Incontinence care: 1

Baby diapers: 1

AFH tissue: 1

Consumer tissue: 2

16 November 2010

SCA Group Strategic Direction

7

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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%

8

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� 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

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Increased pace of innovationStrengthens market positions

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11%

Feminine

care

Baby

diapers

Away-From-Home tissue

Incontinence

care

Consumer

tissue

Hygiene businessSales split first nine months 2010

38%

24% 21%

10%

7%

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Hygiene businessStrategic focus

12

� Strengthen leading positions

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

� Drive innovation

� Increase value added and branded

� Grow in prioritized Emerging markets

� Increased share of no.1 and no.2 positions

� Improve profitability in Consumer tissue and Baby diapers

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Q3 2010 vs Q3 2009SCA market update

�Significantly increased raw material prices� Pulp, OCC, recovered paper

� Raw material costs increased SEK 1.8bn

�Stronger SEK to other currencies� Negative sales impact of SEK 1.5bn equivalent to 6%

�Hygiene business

� Good growth for Incontinence care, Feminine care and AFH tissue

� Continued good growth in emerging markets

�Packaging and Forest Products� Increased demand for Packaging

• Corrugated volumes increased 4%

� Publication paper volumes flat

� Increased volumes for solid-wood products and pulp

16 November 201014

Q3 2010 results

SEK millions Q3 Q3 Change, Change, Q2

unless otherwise stated 2010 2009 Q3/Q3,%* Q3/Q3,%** 2010

Net sales 27,204 27,108 0 6 27,652

EBIT* 2,574 2,576 0 2 2,440

EBIT margin* (%) 9.5 9.5 8.8

Profit before tax* 2,274 2,199 3 2,196

Earnings per share (SEK) 1.95 1.82 7 2.04

Cash flow from current operations 2,194 4,259 1,668

* Excluding restructuring cost

** Adjusted for exchange rate movements

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Outlook 2010

� Hygiene businesses� Good demand� Seasonally weaker demand in Q4 for AFH tissue North America� Full impact in Q4 of price increases in Tissue

� Packaging� Seasonally weaker demand in Q4� Increasing prices

� Forest Products� Good demand

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Q&A

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