Presentation from Kersti Strandqvist, SVP Corporate Sustainability SCA, held at the ABGSC SRI conference, June 12 - 2012.

1. ABGSC SRI conference
Kersti Strandqvist, SVP Corporate Sustainability

2. SCA Group
Major changes
 Acquisition of Georgia-Pacific’s European tissue operations
 Divestment of the Packaging business, excluding
the two kraftliner mills
 Established joint venture in Australia/New Zealand
 Acquisition of Everbeauty an Asian hygiene products company
 Increased shareholding in Vinda
 Acquisition of PISA in Chile
 New hygiene organization
 Acquisition of PLF a French solid-wood products company
2 June 2012

3. SCA Group
After completion of ongoing transactions
 Net sales of SEK 92bn
 37,000 employees and sales in more than 100
countries
 World’s second-largest hygiene company
 TEN and Tork are leading global brands for
incontinence care and AFH tissue
 Europe’s largest private forest owner
 Europe’s second-largest sawmill company
3 June 2012

4. Global challenges/opportunities
 Ageing population
 Growing middle class
 Scarce resources
 Climate change
 Deforestation
 Access to water
4 June 2012

5. Sustainability – a business approach
 Improved competitive edge
 Reduced cost
 Reduced risk level
 Attract investors
 Employer branding
 Strengthen the brand
5 June 2012

6. Sustainability strategy
Value creation for people, nature and business
Economy
Nature People
Sustainability is an integral part of business operations
6 June 2012

7. What is measured gets done
People targets Nature targets
 Health & Safety  Climate & energy
 Hygiene solutions  Water
 Sustainable innovations  Fibre sourcing and
 Code of Conduct biodiversity
7 June 2012

8. Existing sustainability targets
Carbon dioxide emissions Improved water usage
SCA will reduce its emissions SCA will reduce its water
from fossil fuels and from consumption in water stressed
purchased electricity and heating regions with 10% by 2015, with
by 20% by the year 2020, with 2010 as a reference year. All pulp
2005 as a reference year. and paper mills will employ
mechanical and biological water
treatment plants by 2015.
Responsible use of wood raw Code of Conduct compliance
material SCA’s Code of Conduct applies to
No fresh fibre-based material all employees at all locations
comes from controversial worldwide.
sources*. Target also includes
pulp and containerboard.
*Illegally logged timber, Timber from forests with high conservation value and/or timber from
areas where human rights or traditional rights of indigenous people are being violated.
8
8 June 2012

9. Sustainability for profitable business
Economic value creation
 We help customers achieve their
sustainability targets
 EU Green Public procurement
 Graphic paper – OTTO, Metro, REWE,
Bertelsmann
 Publishing companies - IPC Media,Bauer
Media, Hearst Magazines, Future Publishing
 DIY markets - Buildbase, Homebase
 Starbucks
 Empire State building
 Retailers
 FSC
9 June 2012

10. Energy consumption affects costs
Value creation for nature
 New lime kiln in Östrand first in the world
to substitute fuel oil for wood powder
– Reduces carbon dioxide emissions by
80% and cost by SEK 50m annually
 ESAVE
– 1,700 small-scale projects has generated
annual savings of SEK 700m since 2003
– 360 projects in 2011 resulted in a reduction
of carbon dioxide emissions by 54,000
tonnes and a 1.7% reduction in energy
consumption per product tonne
10 June 2012

11. Solutions for a growing middle class
Economic value creation
 Increased share of net sales from
emerging markets
 New business models – customised
products and solutions
 Increased interest in sustainability in
emerging markets
11 June 2012

12. Incontinence solutions for dignity
Value creation for people
 An ageing population creates growth opportunities
 Being able to stay at home instead of in residential
homes adds to dignity and quality of life
 Lower cost for society with home care compared to
residential homes
12 June 2012

13. Growth opportunities in China
Value creation for people
 New Innovation Centre in Shanghai delivers
innovative products building on customer and
consumer insight – TENA Belt
 Dialogue with policy makers
 Education of 6,000 nurses
 Home care pilot
 Everbeauty acquisition
13 June 2012

14. Resource efficiency favours environment
Value creation for nature
 Life Cycle Assessments improve customer offering
– Thinner incontinence care products, diapers and feminine
care products reduce carbon footprint and improve function
and fit
– TorkXpressnap reduce consumption by at least 25%,
positive for the environment and for the customers
14 June 2012

15. Forests as carbon absorbers
 SCA is Europe’s largest private forest owner –
FSC certified since 1999
 Our forests have a net growth of about 1% annually
 Our forests absorb as much carbon dioxide as is
discharged from our entire production – 2.6 Mtonnes
 Well-managed forests contribute to solve the climate
change problem
15 June 2012

16. Innovative solutions
Great potential in renewable energy
 Wind power, 5 TWh
– SCA/Statkraft initiative
– SCA/Fred.Olsen Renewables
– SCA proprietary project
– Many potential wind areas on SCA land
– Leasing of locations
 Biofuels
– Biofuels account for 45% of SCA’s fuel consumption
– Deliveries of 3.2 TWh in 2011
– Logging residuals and by-products from forest
industry becomes biofuel
– Only 1/3 of potential of logging residuals is utilised
 New business unit for renewable energy
solutions, SCA Energy
16 June 2012

17. 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