8 November 2011

Deutsche Bank paper seminar Lennart Persson, CFO

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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

SCA Group A global hygiene products and paper company

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Forest Products

Packaging Tissue

Personal Care

36% 24%

16% 24%

SCA Group Sales split 2010

Sales split

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Leading market positions Global and regional

Europe Tissue: 1 Corrugated board: 2 Baby diapers: 2 Incontinence care: 1 Privately owned forests: 1 Solid-wood products: 2

Australia Feminine care: 1 Incontinence care: 1 Tissue: 2

Mexico Incontinence care: 1 Tissue: 2 Feminine care: 1 Baby diapers: 3 Global

Incontinence care: 1 AFH tissue: 2 Colombia

Incontinence care: 1 Feminine care: 1 Tissue: 1

North America AFH tissue: 3 Incontinence care: 3

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Strong global and regional brands Two global billion EUR brands

North America

Eastern Europe

Asia Pacific

Europe

Latin America

Sales of SEK 65bn, with sales in more than 100 countries

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Cost reductions in all business areas of close to SEK 1bn***

Cash flow from current operations SEK 7.4bn***

Efficiency programs in Packaging and Forest Products

Supply Chain excellence and asset utilization programs in Tissue Europe

Restructuring program in baby diapers in Europe

New tissue plant in Mexico

New personal care plant in Russia

Further tissue investments in Kostheim and Sovetsk

Investment in Bollsta sawmill

Personal Care Thin baby diaper

TENA Ultra thins

Strong TENA value assortment

Tissue Tork Xpressnap Café,

Tork Performance

Tempo ice, Zoo Boxes

Packaging Trueflo

ZeoCool

Forest Products Increased value

added

SCA Group 5%*

Personal Care 2%** Emerging Markets 10%**

Tissue 2%** Emerging Markets 6%**

Packaging 20%*

Forest Products 3%**

Acquisitions:

Mexico- Copamex

Turkey- 95% San Saglik

Turkey- 50% Komili

Brazil – Pro Descart

SCA and Fred.Olsen Renewables to construct wind farms

* 2010 adjusted for exchange rate movements and divestments ** 2010 adjusted for exchange rate movements *** 2010

Strategic focus areas

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Focus capital on profitable segments

Increase value content

Managing the Cycle & Lowering cost base - Price management - Eliminate problem businesses

- LEAN project

Integrate the business - One Company - Paper Supply Platform

Customer focus - Quality and Service - Innovation

People - Management of change - Leadership

Strategic focus Packaging

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Shift toward more value-added products

Utilize the potential for energy production

Continued productivity improvements

Greater raw material integration

Gradual expansion of the pulp operation

Strategic focus Forest Products

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Strengthen positions and increase growth in main markets and emerging markets

Increase the number of global brands

Increase the pace of innovations

Efficiency improvements

Strategic focus Hygiene businesses

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Innovation for profitable growth Meet changing demands and requirements Create long-term, profitable differentiation Strengthen market positions Build stronger brands Drive growth

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Global population growth

An aging population

Increased market penetration

Higher disposable income

Customers and consumers demand more comfort and sustainability

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Growth Growth potential for hygiene products

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Growth High 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 Asia North America

Kg/capita/year

Penetration in mature markets around 35%

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Latin America

South East Asia

Eastern Europe /Russia

Strong SCA positions Good market growth Favourable socio-demographics

Good market growth Favourable socio-demographics

Middle East

China

Incontinence care products

Growth SCA’s growth markets

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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

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Forest A valuable asset Europe’s largest private forest owner – FSC certified Annual net growth of 1% Raw material integration and potential for electricity generation Our forests absorb as much carbon dioxide as is discharged from SCA’s

entire production

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Summary – 9M 2011 vs 9M 2010 Sales increased 6%*

Hygiene business Higher volumes and prices Good growth in emerging markets

• Personal care, 12%** • Tissue, 10%**

Packaging and Forest Products Packaging volumes increased 3%***

• Corrugated prices increased12% Publication paper volumes increased 1% Solid-wood product volumes increased 7%

EBIT decreased 1%**** Higher prices and volumes Cost savings Raw material costs increased SEK 3.1bn Negative currency impact, SEK 700m

Profit before tax decreased 2%**** Cash flow from current operations: SEK 4,397m

* Adjusted for exchange rate movements and divestments ** Adjusted for exchange rate movements *** Excluding divestments **** Excluding restructuring costs and adjusted for exchange rate movements

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Summary - Q3 2011 vs. Q2 2011

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Group Sales increased 1%

Higher prices EBIT increased 13%*

Higher prices Raw material costs increased SEK 280m

Profit before tax increased 11%*

Business areas Personal Care, EBIT increased 18%*

Higher prices and volumes Higher raw material costs

Tissue, EBIT increased 21%* Higher volumes Higher prices and changed product mix

Packaging, EBIT increased 14%* Higher prices Lower volumes

Forest Products, EBIT flat* Higher prices Higher raw material costs

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* Excluding restructuring costs

Restructuring program

Total cost SEK 1,400m

SEK 500m

Cash expenditure SEK 900m

Write down

Annual EBIT savings SEK 700m Gradual impact during 2012 - 2013

Headcount reduction approximately 2,000 employees

Q3 2011 costs SEK 350m

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Outlook 2011

Uncertainty in global economy. So far no negative impact on our business.

Slight price decreases on raw material.

Price increases in parts of our Hygiene business.

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Q & A

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Johan Karlsson, VP Investor Relations Tel: +46 8 788 51 30

Jessica Ölvestad, Manager Investor Relations Tel: +46 8 788 52 82

IR Contacts:

Email: ir@sca.com Website: www.sca.com