SCA at CAGE Conference 2014

CAGE Conference in LondonJan Johansson, President and CEO

SCA GroupLeading global hygiene and forest products company

CAGE conference in London 2March 2014

Sales of SEK 99bn*

44,000 employees

Sales in about 100 countries

#1 or #2 positions in about 90 countries

Strong brands; TENA and Tork are leading global brands for

incontinence products and AfH tissue

China’s third largest tissue company

Europe’s largest private forest owner

Europe’s second-largest sawmill company

Several of the world’s most prestigious sustainability awards* Sales number based on SCA’s 2013 sales according to new and amended reporting standards and

including Vinda’s annualized 2013 half-year sales.

Divestment of the Packaging business, excluding the two kraftliner mills Acquisition of Georgia-Pacific’s European tissue operations Acquired majority ownership in Vinda Strengthened positions in emerging markets

Acquisition of Everbeauty in Asia Acquisition of PISA in Chile Investment in India

Joint venture in Australia/New Zealand Divestment of Aylesford Newsprint and Laakirchen publication paper mills Efficiency programs New hygiene organization

Transformation of SCA

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2012 Sales: approximately SEK 5bn

Extensive distribution network across China More than 300,000 points of sales

Strong brand No. 3 in China

Acquired Majority Ownership in VindaLeading tissue company in China

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Leading Market Positions Globally and Regionally

North America

Incontinence products: 3

AfH tissue: 3

Mexico

Incontinence products: 1

Feminine care: 1

Tissue: 2

Baby diapers: 3

Colombia

Incontinence products: 1

Feminine care: 1

Tissue: 1

Baby diapers: 2

Nordic region

Incontinence products: 1

Baby diapers: 1

AfH tissue: 1

Consumer tissue: 2

Feminine care: 2

Europe

Tissue: 1

Incontinence products: 1

Baby diapers: 2

Feminine care: 3

Private forest owners: 1

Solid-wood products: 2

Asia*

Incontinence products: 1

Globally

Incontinence products: 1

AfH tissue: 1

Consumer tissue: 2

5March 2014

China

Incontinence products: 2

Tissue: 3

Baby diapers: 5

* Excluding Japan

CAGE conference in London

CAGE conference in London

SCA Group2013 Sales and EBIT by Business Area

32%

51%

17%EBIT16%

Tissue

Personal CareForest Products Sales

6March 2014

EBIT32%

EBIT52%

52%31%

17%

62%

38%

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Feminine care

Baby diapers75% branded

Incontinence products

Personal Care

AfH tissue

Consumer tissue54% branded

Tissue

SCA Group2013 Sales by Product Segment

SCA Group’s Priorities

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EFFICIENCY INNOVATION GROWTH

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Financial Targets

* Annual organic sales growth** Return on capital employed

Sales growth* ROCE**Personal Care 5-7% 30%Tissue 3-4% 15%Forest Products in line with market in top quartile

Group

Business areas

CAGE conference in London 9March 2014

Debt/Equity 0.70Debt payment capacity above 35%

Dividend policy 1/3 of cash flow from current operations

10

Efficiency ProgramsHygiene business cost and productivity program Annualized cost savings in Q4 2013: approx. EUR 175m Total annual cost savings of EUR 300m, full effect in 2015

Georgia-Pacific synergies Annualized cost savings in Q4 2013: approx. EUR 55m Total annual cost savings of EUR 125m, full effect in 2016

Forest Products efficiency program Annualized earnings improvement in Q4 2013: SEK 980m Total annual earnings improvement of SEK 1,300m, full effect in 2015

March 2014 CAGE conference in London

Innovation drives Profitable GrowthStrengthens market positions and profitability

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Growth Sales growth of 10%* in 2013

Good growth in emerging markets Personal Care sales growth of 10%** in 2013 Tissue sales growth of 13%** in 2013

Acquired majority ownership in Vinda

Investment in India Launch of Libero and Tempo

* 2013 compared with 2012, excluding exchange rate effects and divestments ** 2013 compared with 2012, excluding exchange rate effects

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Global population growth

An aging population

Increased market penetration

Higher disposable income

Customers and consumers demand more comfort and sustainability

Market DriversGood growth opportunities

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Aging PopulationTotal population over 60 years exceeding 1 billion by 2020

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0

200

400

600

800

1 000

1 200

Total world Europe China USA

2013

2020

+30%

+22%

Millions over 60 years old

+25%

+13%

15

Western Europe  Eastern Europe  Latin America AsiaNorth America

Usage of Hygiene products Units/person with incontinence/year Units/child up to 2.5 years/year Units/woman 15-49 years/year Kg/capita/year

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0

100

200

300

400

500

600

700

0

100

200

300

400

0

5

10

15

20

25

Incontinence Products Baby Diapers Feminine Care Tissue

Hygiene ProductsHigh potential in markets with low penetration

0

500

1 000

1 500

2 000

GrowthGood growth in Emerging markets

* 2013 compared with 2012, excluding exchange rate effects

42%

58%

20%

80%

Personal Care Tissue

Mature markets

Emergingmarkets

Mature markets

Emergingmarkets

Growth in Emerging Markets 2013: 10%* 13%*

16

26%

74%

Group

Mature markets

Emergingmarkets

11%*

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* Excluding exchange rate effects and divestments** Excluding divestments*** Excluding items affecting comparability, exchange rate effects, divestments and

including gains on forest swaps of SEK 583m (91) before tax

Summary2013 vs 2012

Sales increased 10%* Hygiene business, 12%* Forest Products, 0%**

EBIT increased 19%*** Proposed increase in the dividend by 5.6%

to SEK 4.75 per share

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