Tomra Systems (TOM) Investor presentation summary

Group overview

• 2025 revenue was €1,318 million; the business had ~5,800 employees globally.

• 2025 worldwide installed base totaled 119,900 machines: Collection ~91,900, Recycling ~11,900 and Food ~16,100.

• Sensor-based solutions identify, grade and sort resources; market drivers include decarbonization, regulation, automation, demographics and resource scarcity.

• Strategic ambitions: 15% revenue CAGR over the cycle, 18% EBITA margin and ROCE above 18% by 2030; dividend payout target is 40–60% of EPS.

Collection

• 2025 revenue was €741 million, with ~3,200 employees and 91,900 machines in operation; solutions were represented in more than 60 markets.

• More than 53 billion drink containers were collected in 2025, representing less than 3% of beverage containers globally.

• Deposit return systems are associated with higher return rates: Europe PET 94% with deposits versus 47% without; US rates were 72% with deposits versus 27% without.

• Growth to 2030 is expected from existing DRS markets (40–50% of growth), coming markets (40–50%) and rest-of-world solutions (5–10%).

• Collection targets double-digit revenue growth, EBITA margin in the high teens and a lower CO₂ footprint aligned with SBTi targets.

Recycling

• 2025 revenue was €218 million; the installed base was 11,900 machines and operations served customers in more than 100 countries.

• Installed base mix: material recovery 65%, recycling 25% and ore sorting 10%.

• Regulation, demand for recycled content and labor constraints are driving demand for more automated sorting and higher-quality feedstock.

• Sorting portfolio combines sensor systems, deep learning, LIBS technology and digital tools for throughput, quality and plant monitoring.

• Targets include double-digit revenue growth, low-to-mid-20s EBITA margin and reduced CO₂ footprint aligned with SBTi targets.