http://www.sca.com/ir Mats Berencreutz, Executive Vice President at SCA, hold a presentation at the Handelsbanken consumer seminar in Stockholm, December 2, 2011. The presentation focused on increased sales of hygiene products, strategic focus areas, sustainability, innovation, growth potential for hygiene products and the binding offer for Georgia Pacific’s European tissue operations. http://www.facebook.com/SCA http://www.twitter.com/SCAeveryday http://www.youtube.com/SCAeveryday

1. Handelsbanken consumer seminar
Mats Berencreutz, Executive Vice President
1 2 December 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 2 December 2011

3. SCA Group
Sales split 2010
Forest Products Sales split Personal Care
16% 24%
24%
36%
Packaging Tissue
3 2 December 2011

4. 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)
4 2 December 2011

5. 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
5 2 December 2011

6. 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
6 2 December 2011

7. Strategic focus areas
7 2 December 2011

8. 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
8 2 December 2011

9. Innovation for profitable growth
 Meet changing demands and requirements
 Create long-term, profitable differentiation
 Strengthen market positions
 Build stronger brands
 Drive growth
9 2 December 2011

10. 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
10 2 December 2011

11. 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
11 2 December 2011

12. 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
12 2 December 2011

13. 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
13 2 December 2011

14. 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
14 2 December 2011

15. Growth
High growth in Emerging markets
9M 2011
Emerging markets hygiene sales growth:
Personal Care: +12%*
Tissue: +10%*
% of Hygiene sales in 2010
Emerging markets
21%
Mature markets
* Adjusted for exchange rate movements
15 2 December 2011

16. 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
16 2 December 2011

17. Binding offer for Georgia-Pacific’s
European tissue operations
 Offered price: EUR 1.32bn
 Already in year one the transaction is estimated to
contribute to an increase of earnings per share and
cash flow
 With fully realized synergies earnings per share are
expected to increase with approx. SEK 1.70
 Georgia-Pacific´s acceptance of this offer is subject to
consultations with works councils where appropriate
 The transaction will be subject to customary
consultation with employee representatives and will
also be subject to approval by relevant competition
authorities
17 2 December 2011

18. Binding offer for Georgia-Pacific’s
European tissue operations
 Creates a leading European tissue company
 Strengthens our product offering and
geographic reach in Europe
 Enhances our presence in key markets
 Good strategic fit in AFH tissue
 Substantial synergies
 Increased share of branded sales in
our consumer tissue portfolio
18 2 December 2011

19. Georgia-Pacific’s European tissue
operations
 Sales: EUR 1.25bn*
 Consumer tissue, approx. 60%
 AFH tissue, approx. 30%
 Personal care, approx. 5%
 EBIT margins on similar level as SCA’s tissue business
 Market positions
 Consumer tissue, 11% market share
 AFH tissue, 10% market share
 Well-known Lotus brand for AFH tissue and
consumer tissue
 Approx. 5,000 employees
 15 manufacturing sites in 7 countries
 670,000 tonnes annual tissue capacity
* Italy and Turkey are not included in the binding offer
19 2 December 2011

20. Substantial synergies
 Increased supply chain efficiency
 Optimization of logistics
 More efficient sourcing
 Improved SG&A and A&P efficiency
 Annual synergies: EUR 125m
 Improves Tissue EBIT margins by
2-2.5 percentage points
 Full effect in 3 years after closing
 Related costs: EUR 130m
20 2 December 2011

21. Enhances SCA’s presence
In both Consumer tissue and AFH tissue
European Consumer tissue market
25% SCA SCA and GP
35%
European AFH tissue market
SCA and GP
SCA
19% 30%
21 2 December 2011

22. Increased share of branded sales
In Consumer tissue
SCA’s Consumer tissue sales
SCA SCA and GP
Retailers’
Branded brands Branded
Retailers’ 40% 50%
brands
22 2 December 2011

23. Q&A
23 2 December 2011

24. 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
24 2 December 2011