Tomra Systems (TOM) Investor presentation summary

Vision and strategy

• Aims to lead the resource revolution by optimizing resource use, reducing waste, and enabling circular economies through advanced sensor-based solutions.

• Focuses on four divisions: Collection, Recycling, Food, and Horizon, each targeting specific market needs and growth opportunities.

• Strategic ambition includes 15% CAGR revenue growth, 18% EBITA margin, and >18% ROCE by 2030, with a commitment to net zero emissions by 2050.

• Drives growth through innovation, M&A, and expansion into adjacent markets and new business models.

• Sustainability targets include >90% sustainable materials in new products, 100% renewable electricity, and >80% reduction in operational transport emissions by 2030.

Business segments and market leadership

• Collection: Global leader in reverse vending, with 91,900 machines, collecting over 53 billion containers annually and targeting 500 billion by 2030.

• Recycling: Leading provider of sensor-based sorting for waste, metals, and ore, with 11,900 machines in over 100 countries.

• Food: Global leader in food sorting and grading, with 16,100 installations, focusing on high-value segments like potatoes, fruit, and nuts.

• Horizon: Platform for adjacent business building, including ventures in reuse and feedstock, and targeted M&A to diversify and strengthen the portfolio.

Financial performance and targets

• Achieved €1,318 million in revenues in 2025, with consistent profitable growth and strong cash flow generation.

• Targets double-digit revenue growth in Collection and Recycling, and mid-to-high single-digit growth in Food after restructuring.

• EBITA margin ambition of 18% by 2030, supported by operational efficiency, service growth, and business mix improvements.

• Maintains a disciplined capital allocation framework, prioritizing dividends, core growth, and selective adjacent investments.

• Dividend payout policy of 40-60% of EPS, with stable and growing dividends.