highlander
15:05
28.09.2024
#48848
|
Bryan Garnier initierer analysedekning på Tomra med en nøytral-anbefaling og et kursmål på 160 kroner. |
highlander
03:23
10.10.2024
#48968
|
Carnegie gjentar sin hold-anbefaling på Tomra i en analyseoppdatering.
Samtidig oppjusterer meglerhuset kursmålet fra 149 til 152 kroner. |
highlander
03:26
16.10.2024
#49078
|
DNB Markets er fortsatt negativ til Tomra og gjentar sin salgsanbefaling.
Meglerhuset opprettholder samtidig kursmålet på 95 kroner. |
OldNick
11:41
22.10.2024
#32982
|
Tomra ASA kom med sitt Q3-resultat idag.
TOM: TOMRA: 3Q-2024 - 15% increase in EBITA adj. with strong quarter in Collection, good progress on the improvement program in Food, and stable development in Recycling
Børsmelding
22.10.2024
TOMRA, the global technology leader in sensor-based solutions for optimal resource productivity, announces its financial results for the third quarter 2024.
Revenues for the Group amounted to 326 MEUR in the quarter, an increase of 6% from Q3-2023. Collection revenues grew 14% to 189 MEUR compared to Q3-2023. In Recycling, revenues were down 18% to 59 MEUR compared to Q3-2023, in line with the estimated backlog conversion ratio for the quarter. In Food, revenues grew 12% to 78 MEUR compared to Q3-2023.
The order backlog in Recycling amounted to record high 134 MEUR, with a significant amount planned for delivery in the fourth quarter. The order intake in Recycling grew 4% to 61 MEUR compared to Q3-2023. In Food, the order intake grew 20% to 73 MEUR and the order backlog 30% to 114 MEUR compared to Q3-2023, as the division is recovering from a soft market and is making progress on its improvement program.
Gross margins for TOMRA Group were stable at 43% in the third quarter compared to Q3-2023. While gross margin improvements have been made in both Collection (from 40% to 41%) and in Food (from 40% to 43%) compared to Q3-2023, lower volumes in Recycling translated into a lower gross margin of 51% compared to 54% in Q3-2023.
Operating expenses in the quarter were 97 MEUR, which is lower than in the previous three quarters but an increase of 1% from 96 MEUR in Q3-2023. An additional 0.5 MEUR in one-off costs was booked in Q3-2024 compared to 11 MEUR in Q3-2023.
EBITA, adjusted for one-off costs, was 44 MEUR in the quarter compared to 38 MEUR in Q3-2023, an increase of 15%.
Earnings per share excluding one-off costs amounted to 0.07 EUR in the third quarter compared to 0.08 EUR in Q3-2023.
Highlights Q3-2024
(all comparison figures are from the third quarter last year)
- Revenues amounted to 326 MEUR in TOMRA Group, up 6%
- Revenue growth of 14% in Collection and 12% in Food, and down 18% in Recycling
- Gross margin of 43%, in line with last year
- Operating expenses up 1% to 97 MEUR (ex. one-off costs), but lower than the previous three quarters
- EBITA adj. was 44 MEUR, up 15%
- Cash flow from operations was 99 MEUR, up from -25 MEUR
- Recycling order intake up 4% to 61 MEUR and order backlog growth of 25% to record high 134 MEUR
- Food order intake up 20% to 73 MEUR and order backlog growth of 30% to 114 MEUR
Tove Andersen, President and CEO of TOMRA Systems ASA comments:
"The third quarter was another good quarter for TOMRA Collection, with strong sales, EBITA, and high activity. We have just launched our new multi-feed reverse vending machine in September - the TOMRA R2 - which will transform how we return beverage containers. Sales in new markets continue in Austria and Romania, and we look forward to building Tasmania's collection infrastructure. In Recycling, revenues were down as expected, but we anticipate these to rebound in the fourth quarter when a large part of our order backlog is planned to be delivered. It is also pleasing to see improvements in our Food division, where the organization has been working hard over the last year to shape a more focused and customer centric division."
Asker, 22.10.2024
TOMRA Systems ASA
For questions, please contact:
Eva Sagemo, CFO, tel. +47 9343 9911
Daniel Sundahl, VP Head of IR, tel. +47 9136 1899
Media: Mathilde Hellenes, VP Public Relations, tel. +47 4567 8255
TOM: Q3-2024 Report (PDF)
TOM: Q3-2024 Presentation (PDF)
TOM: Q3-2024 Investor Presentation (PDF)
TOM: Q3-2024 Key Financial Figures (XLSX)
TOM: Q3-2024 Conference call webcast
TOM: Investor relations
______
Resultathopp for TOMRA
Panteselskapet tjente Euro30 mill. i tredje kvartal.
David Bach, E24.no
22.10.2024
Endret 11:41 22.10.2024 av OldNick |
highlander
22:36
23.10.2024
#49234
|
Det har kommet flere analyseoppdateringer på Tomra etter tredjekvartalsrapporten, jf. OldNick #32982. Disse spriker i alle retninger.
Danske Bank oppgraderer Tomra til kjøp, mens ABG Sundal Collier nedjusterer kursmålet, Pareto Securities og Carnegie gjentar sine anbefalinger med henholdsvis salg og hold. DNB Markets gjentar salg, men øker kursmålet.
Meglerhusene bemerker Tomras bedre enn ventet resultater for tredje kvartal 2024, spesielt innenfor Collection-segmentet.
Det pekes imidlertid på forsinkelsene i utrullingen av panteordning (DRS) i Polen som en betydelig risikofaktor, der det diskuteres mulige utsettelser til midten av 2025 eller senere, som påvirker estimatene for vekst i 2025. Polen ansees som en viktig driver for fremtidig vekst i Collection-segmentet.
Danske Bank oppgraderer til kjøp fra hold, og oppjusterer sitt kursmål til 165 kroner fra 160 kroner. Meglerhuset peker på DRS-forsinkelser som fortsetter å være en risiko, men trekker frem potensial i markeder som Portugal og spesielt Spania som representerer positive triggere for aksjen.
ABG Sundal Collier nedjusterer kursmålet til 140 kroner fra 155 kroner, og gjentar en hold-anbefaling. Meglerhuset ser begrenset oppsidepotensial til nåværende aksjekurs basert på langsiktige scenarier, og har nedjustert kortsiktige estimater.
Pareto Securities og Carnegie gjentar henholdsvis sine salgs- og holdanbefalinger, og opprettholder kursmålene på 120 kroner og 152 kroner.
DNB Markets er fortsatt negativ og gjentar en salgsanbefaling på Tomra, samtidig som kursmålet oppjusteres med en femmer, fra 95 til 100 kroner. |
highlander
23:08
25.10.2024
#49250
|
Jyske Bank oppgraderer Tomra fra hold til kjøp med et kursmål på 170 kroner. |
OldNick
22:25
28.10.2024
#33038
|
TOM: TOMRA ASA - Acquisition of leading digital waste management solution provider c-trace
Børsmelding
24.10.2024
TOMRA has acquired 80% of the shares in c-trace GmbH, a German leader in digital waste management solutions.
"We are very enthusiastic about joining forces with c-trace. This allows TOMRA to broaden our offering in the waste management and recycling space and adds new digitalization capabilities across the recycling value chain. Combining TOMRA's solutions and customer base with c-trace, we can drive innovation and unlock new markets opportunities. Over the next years, our priority will be to expand c-trace's international presence by utilizing TOMRA's global footprint. Ultimately, our common ambition is to increase collection and recycling rates - turning more waste into valuable resources - by shaping tomorrow's recycling infrastructure," says Tove Andersen, President and CEO of TOMRA.
c-trace, founded in 2005, offers advanced solutions that combine software and hardware modules to digitize and improve the process for waste management operations. As municipalities and industries increasingly seek to reduce inefficiencies and comply with stricter environmental regulations, demand for these solutions is rising. Through its innovative solutions and strong customer base, c-trace has a leading position in Germany, which is the largest market in Europe. Its strong focus on new AI driven capabilities has generated market interest and is opening new market opportunities in the segment.
TOMRA's acquisition of c-trace aligns with the strategy outlined during the 2024 Capital Markets Day where the company said they would seek to develop adjacent business building, also through M&A. The addition of c-trace will support TOMRA's goal of driving additional profitable growth and diversifying its revenue streams while broadening its market impact.
c-trace is attractive to TOMRA for three main reasons. Firstly, the market c-trace operates in - digital waste management solutions - demonstrates strong growth and profitability. Secondly, this adjacent market fits TOMRA's positioning and is an area where TOMRA can create additional value. Finally, c-trace is an ideal entry point into this market due to its leading position.
Employing around 120 people, c-trace generates 80% of its sales in Germany and has shown annual growth of more than 15% in the last years. The company's revenues in the last twelve months amounted to EUR 21 million with 23% in EBIT margin (adjusted).
Transaction details
TOMRA will initially acquire 80% of the shares in c-trace, with an option for the remaining 20%, which are held by the founders, after 2 years. The acquisition is expected to be immediately accretive and generate strong capital returns to TOMRA - supporting the targets set out at TOMRA's Capital Markets Day.
Asker, 24.10.2024
TOMRA Systems ASA
For questions, please contact:
Eva Sagemo, CFO: +47 9343 9911
Daniel Sundahl, VP Head of IR: +47 9136 1899 |
highlander
16:19
20.01.2025
#49466
|
Danske Bank Markets oppjusterer kursmålet på Tomra Systems til 180 kroner fra 165 kroner, og gjentar en kjøpsanbefaling på aksjen, ifølge TDN.
For fjerde kvartal forventer meglerhuset at sterke tall fra Collection og Recycling har ført til en rekordhøy ebita på 75 millioner kroner, noe som er 11 prosent over konsensus. |
highlander
17:53
24.01.2025
#49489
|
Barclays oppgraderer Tomra til overweight fra equal-weight.
Samtidig heves kursmålet fra 165 til 190 kroner. |
highlander
02:16
17.02.2025
#49585
|
Teknisk analyse på Tomra fra Stein Ove Haugen, Finansavisen:
"Tomra smalt opp – hva nå?
All-time high for Tomra er 315,60 kroner fra 30. desember 2021 (322,20 intradag den 4. januar 2022). Så falt aksjen frem til 26. oktober 2023 (red.anm.) Etter en kraftig oppgang fredag har aksjen nå steget knappe 134 prosent siden bunnen, og oppgangen fredag utløste et par nye, små kjøpssignaler og et nytt faresignal.
RSI stanget opp i et kraftig overkjøpt område. Med RSI på 86,48 har ikke aksjen vært mer overkjøpt siden like før all-time i 2021. Det kan åpne for en korreksjon ned igjen, kanskje ned mot 164-nivået igjen i hovedchartet. Under det nivået er det sterk tekniske støtte på 155-nivået og ved 200 dagers glidende gjennomsnitt.
Det positive er at den fallende trendlinjen i toppen av RSI-chartet, som kunne ha lagt en demper på utviklingen i stigningstakten, er brutt. Samtidig er det over tid etablert en solid positiv undertone, og så lenge den fortsetter kan eventuelle korreksjoner ned bli forbigående.
På oversiden er det nå teknisk motstand på 188,50-nivået og i området 200 til 213 kroner. Dette må brytes på stigende omsetning for å åpne for videre oppgang mot neste tekniske motstand på 225-nivået og i området 244 til 250 kroner." (FA)
|
highlander
00:14
06.03.2025
#49661
|
Nordea Markets oppgraderer sin anbefaling på Tomra til hold fra selg, men nedjusterer sin "fair value"-verdsettelse til 154 kroner fra 158 kroner på aksjen.
Det fremgår av en analyse fra meglerhuset onsdag.
"Tomras aksjekurs har falt kraftig fra toppen siden fjerdekvartalsrapporten. Reverseringen til det vi mener er et fair aksjekursnivå har vært raskere enn forventet, hovedsakelig drevet av bearish makro", skriver Nordea ifølge TDN.
På dette tidspunktet har imidlertid meglerhuset ingen grunn til å tro at uroen vil påvirke pantesystem (DRS)-utrullingen i Europa, eller hemme salget i Recycling og Food mer enn allerede tatt i betraktning. |
OldNick
23:20
11.03.2025
#34282
|
Tomra ASA kom med sitt Q4-resultat 14 februar.
TOM: TOMRA ASA - Record strong revenues and EBITA in milestone quarter for circularity
Børsmelding
14.02.2025
TOMRA, the global technology leader in sensor-based solutions for optimal resource productivity, announces its financial results for Q4-2024.
Tove Andersen, President and CEO of TOMRA Systems ASA comments:
"I'm proud to present a record strong quarter for TOMRA - a quarter in which intense activity ahead of Austria's deposit return system (DRS) launch have generated results that exceeded our expectations in Collection, and where our Recycling division has managed to deliver a record quarter thanks to the team's dedication and thorough preparations. We are also pleased to see that all the hard work to turn around Food is yielding tangible results, with solid revenues and orders in the quarter, and profitability reaching our year-end target.
Yet the greatest news in the quarter have really been the historical progress made by policymakers on the circular agenda. The EU's adoption of the Packaging and Packing Waste Regulation (PPWR) will shape circularity for decades, introducing the first-ever legally binding recycled content requirements for packaging, DRS in all EU countries, and many additional promising obligations for the industry to boost recycling rates. With DRS regulation now in place in several countries including Spain and the UK, the coming years look very encouraging for increased circularity. TOMRA is well positioned and stands ready to support the industry in realizing these ambitions."
Revenues in TOMRA Group amounted to 398 MEUR in the quarter (4Q23: 354 MEUR), an increase of 12% from last year. Collection revenues grew 2% from a strong fourth quarter last year to 203 MEUR (Q4-2023: 198 MEUR). In Recycling, revenues increased 37% to 103 MEUR (Q4-2023: 75 MEUR) in line with the estimated backlog conversion ratio for the quarter. In Food, revenues grew 13% to 91 MEUR (Q4-2023: 81 MEUR).
The order backlog in Recycling grew 9% to 107 MEUR (4Q23: 99 MEUR) after a solid order intake which was up 15% to 76 MEUR in the quarter (Q4-2023: 66 MEUR). In Food, the order intake was 85 MEUR (Q4-2023: 95 MEUR), which was the highest level for the year although down 10% compared to a strong fourth quarter last year. The Food order backlog grew 6% to 108 MEUR (Q4-2023: 102 MEUR) as the division is slowly recovering from a soft market.
Gross margin for TOMRA Group increased to 46% in the quarter (Q4-2023: 44%). The gross margin in Food increased to 45% (Q4-2023: 42%) as a result of the cost savings program. Higher volumes in Recycling translated into a record high gross margin of 56% (4Q23: 53%). The Collection gross margin was stable at 41% (Q4-2023: 41%).
Operating expenses, adjusted for one-off costs, increased a modest 1% to 103 MEUR in the quarter (Q4-2023: 102 MEUR). An additional 2.7 MEUR (Q4-2023: 32 MEUR) in one-off costs were booked in the quarter as special items.
EBITA, adjusted for special items, increased 46% to 78 MEUR in the quarter (Q4-2023: 53 MEUR) with a corresponding EBITA (adj.) margin of 20% (Q4-2023: 15%). In Food, cost savings and solid volumes yielded an EBITA (adj.) margin of 13% (Q4-2023: 7%). High volumes in Recycling resulted in an EBITA margin of 39% (Q4-2023: 25%) while it was marginally lower than last year in Collection at 17% (Q4-2023: 18%).
Earnings per share, adjusted for special items, grew 54% to 0.18 EUR in the quarter (Q4-2023: 0.11 EUR).
The Board of Directors proposes an ordinary dividend of NOK 2.15 per share for 2024 (2023: NOK 1.95), an increase of 10% and corresponding to a payout ratio of 58% of EPS.
Highlights Q4-2024:
(growth figures are from the corresponding period last year)
- Revenues amounted to 398 MEUR (Q4-2023: 354 MEUR) in TOMRA Group, up 12%
- Revenue growth of 2% in Collection, 37% in Recycling, and 13% in Food
- Gross margin of 46% (Q4-2023: 44%)
- Operating expenses (ex. one-off costs) up a modest 1% to 103 MEUR (Q4-2023: 102 MEUR)
- EBITA adj. was 78 MEUR (Q4-2023: 53 MEUR), up 46%
- EPS adj. up 54% to 0.18 EUR (Q4-2023: 0.11 EUR)
- The Board of Directors proposes a dividend of NOK 2.15 per share (2023: NOK 1.95)
- Cash flow from operations was 83 MEUR (Q4-2023: 113 MEUR)
- Recycling order intake up 15% to 76 MEUR (Q4-2023: 66 MEUR) and order backlog growth of 9% to 107 MEUR (Q4-2023: 99 MEUR)
- Food order intake down 10% to 85 MEUR (Q4-2023: 95 MEUR) and order backlog growth of 6% to 108 MEUR (Q4-2023: 102 MEUR)
Asker, 14.02.2025
For questions, please contact:
Investors: Eva Sagemo, CFO, tel. +47 9343 9911, Daniel Sundahl, VP Head of IR, tel. +47 9136 1899
Media: Mathilde Hellenes, VP Public Relations, tel. +47 4567 8255
TOM: Q4-2024 Report (PDF)
TOM: Q4-2024 Presentation (PDF)
TOM: Q4-2024 Investor Presentation (PDF)
TOM: Q4-2024 Key Financial Figures (XLSX)
TOM: Q4-2024 Conference call webcast
TOM: Investor relations
______
TOM: TOMRA ASA - Key information relating to proposed cash dividend
Børsmelding
14.02.2025
The Board of Directors of TOMRA Systems ASA proposes a dividend of NOK 2.15 per share, based on the company's financial statements for the financial year 2024, to the General Meeting.
Dividend amount: 2.15 per share
Announced currency: Norwegian krone (NOK)
Last day including right: 06.05.2025
Ex-date: 07.05.2025
Record date: 08.05.2025
Payment date: from 20.05.2025
Date of approval: 06.05.2025
______
Analytiker om Tomra: Positive overraskelser over hele linjen
E24.no
14.02.2025
Tomra-aksjen hoppet 12.8% fredag etter kvartalstall.
Pareto Securities-analytiker Kari Eide Hartvedt viser til sterkere vekst enn ventet og sterkere marginer i alle segmenter enn ventet.
I tillegg til sterkere ordreinntak enn ventet. Ellers er guiding for 2025 ganske lik i form av prosentvis vekst, men fjerde kvartal 2024 var såpass mye sterkere enn ventet at det løfter 2024-fullårsbasen med 2% på topplinje og 5% på EBITDA-nivå.
Når prosentvis vekst år over år fra 2024 til 2025 holdes lik, er implisitt 2025 guidet litt høyere, skriver hun til E24.
Hartvedt fremhever at det «med andre ord var positive overraskelser over hele linjen» for pantesystem-selskapet.
Det er høye vekstforventninger priset inn i Tomra og derfor handler Tomra på høye inntjeningsmultipler. Når inntjeningsforventningene går litt opp går dermed aksjekursen mye, forklarer hun.
I tillegg nedprioriterer de vekstinitativet Textiles. Det setter nok også markedet pris på da satsningen på nye vekstinitiativer har fått kritikk for å være for kapitalintensive, fortsetter hun.
Endret 23:29 11.03.2025 av OldNick |
highlander
07:01
27.04.2025
#49868
|
SEB oppgraderer Tomra til hold fra selg, men nedjusterer sitt kursmål på aksjen til 160 kroner fra 165 kroner.
- Mens tariffusikkerhet bør skyve markedsinnhentingen ut for Recycling og dempe bruttomarginen litt på kort sikt, finner vi trøst i vekstdrivere, hovedsakelig i Europa fra nye pantesysteminnføringer i løpet av de neste fem årene, som er godt forankret i reguleringer. Eter å ha kuttet estimater for driftsresultat for 2025-2026 med 6-8 prosent reduseres vårt kursmål til 160 kroner (165), men dette blir delvis oppveid av en sterkere euro, skriver SEB ifølge TDN.
Nordea Markets nedjusterer sitt fair value-estimat på Tomra til 147 kroner pr aksje, fra tidligere 154 kroner, og gjentar samtidig en hold-anbefaling på aksjen.
"Vi forventer at ordreinngangen i Recycling-segmentet vil falle med 5 prosent i 2025. Dette gjør at vårt estimat for ebita i Recycling er 10 prosent lavere enn konsensus fra Visible Alpha, mens vi ligger 11 prosent under på konsernnivå", skriver meglerhuset. |
OldNick
11:08
13.05.2025
#34707
|
Tomra ASA kom med sitt Q1-2025 resultat forrige onsdag.
TOM: TOMRA ASA - 5% revenue growth and continued profitability improvement driven by strong performance in Food
Børsmelding
07.05.2025
TOMRA, the global technology leader in sensor-based solutions for optimal resource productivity, announces its financial results for Q1-2025.
Tove Andersen, President and CEO of TOMRA Systems ASA comments:
"TOMRA delivers a good first quarter. I'm proud of the turnaround Food is demonstrating, achieving a record strong first-quarter EBITA and double-digit growth in both revenues and new orders. Collection revenues were down a modest -2%. Lower activity in new markets is as expected, but Romania delivers a record quarter and we see good growth in existing markets. Recycling delivers a quarter with revenues in line with last year's first quarter and with a low order intake. Trade tensions are leading to increased market uncertainty which impacts our Recycling customers. Looking forward we expect a year with high activity for TOMRA, with a solid order backlog in Recycling, a reinvigorated Food division, and new market activity gradually picking up in Collection as Poland and Portugal prepare for DRS implementation."
Revenues in TOMRA Group amounted to 306 MEUR in the quarter (Q1-2024: 291 MEUR), an increase of 5% from last year. Collection revenues were down -2% from a strong first quarter last year to 185 MEUR (Q1-2024: 189 MEUR). In Recycling, revenues were down -1% to 46 MEUR (Q1-2024: 46 MEUR), marginally lower than the estimated backlog conversion ratio for the quarter. In Food, revenues grew 16% to 70 MEUR (Q1-2024: 60 MEUR), in line with the estimated backlog conversion ratio.
The order backlog in Recycling was down -2% to 122 MEUR (Q1-2024: 125 MEUR) after a soft order intake which was down -16% to 61 MEUR in the quarter (Q1-2024: 73 MEUR). In Food, the order intake was up 13% to 87 MEUR (Q1-2024: 76 MEUR), which was the highest first quarter order intake in three years. The Food order backlog grew 6% to 125 MEUR (Q1-2024: 118 MEUR).
Gross margin for TOMRA Group increased to 43% in the quarter (Q1-2024: 40%). The Collection gross margin improved to 41% (Q1-2024: 40%). Low volumes and product mix effects in Recycling translated into a lower gross margin of 45% (Q1-2024: 48%). The gross margin in Food increased to 44% (Q1-2024: 37%) as a result of last year's cost savings program and strong first quarter volumes.
Operating expenses increased 3% to 104 MEUR in the quarter (Q1-2024: 101 MEUR adj. for special items). No special items were booked in the quarter (Q1-2024: -1.6 MEUR).
EBITA increased 69% to 26 MEUR in the quarter (Q1-2024: 15 MEUR, adj.) with a corresponding EBITA margin of 8% (Q1-2024: 5%, adj.). Higher volumes and lower costs yielded an EBITA margin of 5% in Food (Q1-2024: -10%, adj.). The lower activity in Recycling resulted in an EBITA margin of -1% (Q1-2024: 1%) while in Collection the EBITA margin was in line with last year's at 16% (Q1-2024: 16%).
Earnings per share increased to 0.03 EUR in the quarter (Q1-2024: 0.01 EUR, adj.).
Highlights Q1-2025
(growth figures are from the corresponding period last year)
- Revenues amounted to 306 MEUR (1Q24: 291 MEUR) in TOMRA Group, up 5%
- Revenue growth of -2% in Collection, -1% in Recycling, and 16% in Food
- Gross margin of 43% (1Q24: 40%)
- Operating expenses up 3% to 104 MEUR (1Q24: 101 MEUR, adj. for special items)
- EBITA was 26 MEUR (1Q24: 15 MEUR, adj.), up 69%
- EPS up 318% to 0.03 EUR (1Q24: 0.01 EUR, adj.).
- Cash flow from operations was 65 MEUR (1Q24: 19 MEUR)
- Recycling order intake down 16% to 61 MEUR (Q1-2024: 73 MEUR) and order backlog down 2% to 122 MEUR (Q1-2024: 125 MEUR)
- Food order intake up 13% to 87 MEUR (Q1-2024: 76 MEUR) and order backlog growth of 6% to 125 MEUR (Q1-2024: 118 MEUR)
Asker, 07.05.2025
TOMRA Systems ASA
For questions, please contact:
Investors: Daniel Sundahl, VP Head of IR, tel. +47 9136 1899, Eva Sagemo, CFO, tel. +47 9343 9911
Media: Mathilde Hellenes, VP Public Relations, tel. +47 4567 8255
TOM: Q1-2025 Report (PDF)
TOM: Q1-2025 Presentation (PDF)
TOM: Q1-2025 Investor Presentation (PDF)
TOM: Q1-2025 Key Financial Figures (XLSX)
TOM: Q1-2025 Conference call webcast
TOM: Quarterly results 2019-2024 restated in Euro (XLSX)
TOM: 2024 Annual Report (PDF)
TOM: Investor relations
______
TOM: TOMRA ASA - Ex dividend NOK 2.15 today
Børsmelding
07.05.2025
The shares in TOMRA Systems ASA will be traded ex dividend NOK 2.15 as of today, 07.05.2025.
The payment will be made from 20.05.2025.
______
Onsdag 7/5 var TOMRA-sjef Tove Andersen gjest hos Benedikt Storm Bamvik og Karl J. Molnes på FA-TV Børsmorgen:
FA-TV: Tove Andersen intervjuet av Benedikt Storm Bamvik og Karl J. Molnes, 07.05.2025 (video)
______
Nye kursmål/anbefalinger:
Kepler: Hold (reduser)
DNB Markets: 130 (120)
Clarksons: 175 (185)
Barclays: 185 (100)
FA.no: TOMRA - KEPLER OPPGRADERER TIL HOLD, DNB OG CLARKSONS ENDRER KURSMÅL
FA.no: TOMRA - BARCLAYS NEDJUSTERER KURSMÅL TIL 185 FRA 200
Endret 09:43 17.07.2025 av OldNick |
highlander
22:18
01.07.2025
#50068
|
SpareBank 1 Markets oppgraderer Tomra fra salg til nøytral i en analyseoppdatering. Kursmålet kuttes dog med en femmer, fra 145 til 140 kroner.
Barclays på sin side oppjusterer kursmålet fra 185 til 190 kroner.
Danske Bank gjentar kjøp, og øker kursmålet fra 170 til 174 kroner. |
highlander
15:27
04.07.2025
#50088
|
Pareto Securities øker kursmålet på Tomra til NOK 216 (210), og gjentar kjøp. Arctic Securities gjentar hold og kursmål NOK 163.
Selskapet melder fredag at de vil slutte med pre-close calls etter oppstyret rundt forrige ukes "prat" med analytikere.
- Vil andre selskap komme etter eller i det minste melde at de vil holde slike etter børsslutt på dagen og deretter melde innholdet slik at markedet er jevnt informert når børsen åpner neste dag? Kanskje vi bør lage en liste her over hvilke selskap som ikke vil innrette seg etter kravet om lik samtidig informasjon til markedet? foreslår Xi's redaktør. (Xi)
Endret 15:28 04.07.2025 av highlander |
OldNick
09:58
17.07.2025
#35125
|
Tomra ASA kom med sitt Q2-resultat idag.
TOM: TOMRA - Preparation for new Collection markets, record quarter in Food, continued market uncertainty in Recycling
Børsmelding
17.07.2025
TOMRA, the global technology leader in sensor-based solutions for optimal resource productivity, announces its financial results for Q2-2025.
Tove Andersen, President and CEO of TOMRA Systems ASA comments:
"The second quarter has seen large variations in market dynamics between our three divisions. In Collection, there is high activity in preparation for Poland and Portugal's upcoming deposit return systems, but we have had a momentary slowdown in sales reflecting the phasing of new deposit markets. Recycling delivers revenues in line with last year's second quarter, but the order intake is impacted by continued macroeconomic and tariff uncertainty which is postponing customers' investment decisions. Encouragingly, the market sentiment in Food is improving. Food delivers solid revenues and a record high EBITA in the quarter. With a record order intake and an all-time high order backlog, we see potential for higher growth in Food this year."
Revenues in TOMRA Group amounted to 325 MEUR in the quarter (Q2-2024: 333 MEUR), a decrease of 2% from last year. Collection revenues were down 12% to 169 MEUR from a strong second quarter last year (Q2-2024: 193 MEUR). In Recycling, revenues were 57 MEUR, in line with last year (Q2-2024: 57 MEUR). In Food, revenues grew 15% to 94 MEUR (Q2-2024: 82 MEUR).
The order backlog in Recycling was down 20% to 107 MEUR (Q2-2024: 133 MEUR) after a low order intake of 41 MEUR in the quarter (Q2-2024: 65 MEUR). Macroeconomic and tariff uncertainty have resulted in the postponement of new orders. In Food, the order intake was up 28% to a record high 106 MEUR (Q2-2024: 83 MEUR) as the market sentiment continued to improve. Large orders were received in all three regions - APAC, EMEA and the Americas - and in a variety of food categories. The Food order backlog grew 15% to a record high 137 MEUR (Q2-2024: 119 MEUR). Combined, the total order intake was 147 MEUR in line with last year (Q2-2024: 148 MEUR), while the total order backlog was down 3% to 243 MEUR (Q2-2024: 252 MEUR).
Gross margin for TOMRA Group was stable at 44% in the quarter (Q2-2024: 44%). The Collection gross margin improved to 42% (Q2-2024: 40%) on business mix effects. Low volumes and product mix effects in Recycling translated into a gross margin of 46% (Q2-2024: 53%). The gross margin in Food increased to 46% (Q2-2024: 45%) as a result of last year's cost savings program and high quarterly volumes.
Operating expenses, adjusted for special items, decreased 1% to 100 MEUR in the quarter (Q2-2024: 101 MEUR). A positive one-off effect of 3.7 MEUR related to the Food restructuring program was recognized as special items in the quarter (Q2-2024: -0.5 MEUR).
EBITA, adjusted for special items, was 44 MEUR in the quarter, in line with last year (Q2-2024: 44 MEUR). The corresponding EBITA margin (adj.) increased to 14% (2Q24: 13%). Collection's EBITA margin was in line with last year's at 16% (Q2-2024: 16%). The lower gross margin in Recycling resulted in an EBITA margin of 11% (Q2-2024: 17%). Higher volumes and lower costs yielded an improved EBITA margin (adj.) of 18% in Food (Q2-2024: 10%).
Earnings per share, adjusted for special items, was 0.08 EUR, in line with last year (Q2-2024: 0.08 EUR).
Highlights Q2-2025
(growth figures are from the corresponding period last year)
- Revenues were 325 MEUR (Q2-2024: 333 MEUR) in TOMRA Group, down 2%
- Revenues were down 12% in Collection, 1% in Recycling, and up 15% in Food
- Gross margin of 44% (Q2-2024: 44%)
- Operating expenses (adj. for special items) was down 1% to 100 MEUR (Q2-2024: 101 MEUR)
- Special items gave a positive effect of 3.7 MEUR (Q2-2024: -0.5 MEUR)
- EBITA (adj. for special items) was 44 MEUR (Q2-2024: 44 MEUR)
- EPS (adj. for special items) was 0.08 EUR (Q2-2024: 0.08 EUR)
- Cash flow from operations was 17 MEUR (Q2-2024: 34 MEUR)
- Recycling order intake down 37% to 41 MEUR (Q2-2024: 65 MEUR) and order backlog down 20% to 107 MEUR (Q2-2024: 133 MEUR)
- Food order intake up 28% to 106 MEUR (Q2-2024: 83 MEUR) and order backlog growth of 15% to 137 MEUR (Q2-2024: 119 MEUR)
Asker, 17.07.2025
TOMRA Systems ASA
For questions, please contact:
Investors: Eva Sagemo, CFO, tel. +47 9343 9911, Daniel Sundahl, VP Head of IR: tel. +47 9136 1899
Media: Mathilde Hellenes, VP Public Relations, tel. +47 4567 8255
TOM: Q2-2025 Report (PDF)
TOM: Q2-2025 Presentation (PDF)
TOM: Q2-2025 Investor Presentation (PDF)
TOM: Q2-2025 Key Financial Figures (XLSX)
TOM: Q2-2025 Conference call webcast
TOM: Investor relations
______
Tove Andersen, Tomra-sjef var gjest på Børsmorgen i Finansavisen idag.
Tomra tjente EUR 37 mill. før skatt i andre kvartal
Tolluro rammet ordreinngangen i deler av selskapet.
Kristian Aaser, E24.no
17.07.2025
Endret 09:13 17.10.2025 av OldNick |
highlander
00:13
20.07.2025
#50173
|
Det har kommet flere analyseoppdateringer på Tomra etter andrekvartalsrapporten, jf. OldNick #35125.
Kepler Cheuvreux oppgraderer Tomra fra hold til kjøp. Imidlertid nedjusterer meglerhuset kursmålet fra 164 til 161 kroner.
Pareto Securities gjentar sin kjøpsanbefaling, men nedjusterer kursmålet fra 216 til 214 kroner.
Danske reduserer kursmålet fra 174 til 170 kroner, og gjentar kjøp.
DNB Carnegie på sin side gjentar selg og kursmålet på 130 kroner. |
OldNick
09:12
17.10.2025
#35638
|
TOM: TOMRA ASA - Acquisition of minority shares in Tomra Collection Australia
Børsmelding
05.08.2025
TOMRA has today acquired the remaining 20% of Tomra Collection Australia Pty Ltd, an 80% owned subsidiary within TOMRA Group, in accordance with the put/call option in the share purchase agreement between TOMRA and the minority owner. The consideration for the shares amounts to AUD 94 million (approx. EUR 53 million).
The purchase price corresponds to the fair market value of the shares, determined by an independent expert nominated jointly by the parties. The acquisition is financed through existing liquidity facilities and is expected to reduce TOMRA Group's equity by EUR 11 million.
______
TOM: TOMRA ASA - Acquisition of collection solution provider C&C Consolidated Holdings, LLC's entire assets
Børsmelding
22.09.2025
TOMRA has entered into an agreement to acquire all of the assets of C&C Consolidated Holdings, LLC ("C&C"), which through its subsidiaries is a leading provider of "bag drop" solutions for collection and processing of beverage containers in the United States, operating under the CLYNK brand.
Bag drop is a convenient collection method whereby consumers can drop off entire bags of empty beverage containers at collection points and have their deposit refunded. It is a well-established and popular complement to reverse vending machines and redemption centers in North America with strong growth potential.
"We are excited to welcome this new member of the TOMRA family. This acquisition not only strengthens our position in the North American market but also enhances our ability to provide innovative and convenient recycling solutions to consumers. The integration of C&C's bag drop technology with TOMRA's existing infrastructure will create significant synergies and drive additional growth. We look forward to leveraging C&C's expertise to further our mission of leading the resource revolution," says Marius Fraurud, EVP TOMRA Collection.
Founded in 2006, the acquired group of companies mainly operates in the northeastern U.S. They supply retail stores with bag drop points and refund customers their deposit through a digital platform that integrates with the retailers. Collected bags are transported to material recovery facilities where containers are counted and validated before refunding the deposit value. Revenues have grown over 15% annually in the period 2020-2024 and amounted to approx. 25 MEUR during the last 12 months.
TOMRA will pay a consideration of 45 MUSD (approx. 38 MEUR) for the shares. An additional consideration of up to 15 MUSD (approx. 13 MEUR) will be contingent on performance milestones up until the end of 2027 as part of an earn-out structure. The purchase price represents an expected 2027 EV/EBITA multiple below 10x. The acquisition will be financed on a debt basis. Closing of the transaction is expected before the end of the third quarter 2025.
______
TOM: TOMRA ASA - Large RVM order received from retail chain in Poland
Børsmelding
16.10.2025
TOMRA has today received an order for 3 000 reverse vending machines (RVMs) to be supplied to Dino Polska, a leading Polish retail chain. The RVMs will be provided on a sales and service basis. Installation of the RVMs is planned to start in the coming weeks and continue in first half of 2026.
On 01.10.2025, Poland launched its deposit return system, allowing consumers to redeem a deposit when they return single-use plastic bottles of up to 3 liters, reusable glass bottles of up to 1.5 liters and metal cans of up to 1 liter.
Across Poland, retailers are preparing their stores to ensure easy and convenient return of drink containers for their customers. TOMRA Collection Poland is currently supporting retailers in finding the right solution for their needs, ranging from standalone RVMs for lower volumes to high volume solutions.
Dino Polska has chosen the TOMRA S2 for its stores across the country. It is the newest model in TOMRA's portfolio, designed specifically for the needs of the Polish market and built for outdoor installation.
______
Tomra ASA kom med sitt Q3-resultat idag.
TOM: TOMRA ASA - Muted quarter due to phasing of new Collection markets and continued weak market in Recycling
Børsmelding
17.10.2025
TOMRA, the global technology leader in sensor-based solutions for optimal resource productivity, announces its financial results for Q3-2025.
Tove Andersen, President and CEO of TOMRA Systems ASA comments:
"It's really exciting days in TOMRA. Results are muted in the quarter, largely due to a weak market sentiment that continues in Recycling, but Collection and Food deliver a solid quarter. We congratulate Poland on having launched their deposit return system on 1 October, which will be the second biggest deposit market to date. We have seen high commercial activity in the market for some time and now we are moving into a phase where a large number of machines are to be installed in the coming months. We look forward to supporting Poland realize its recycling ambitions, and to the launch of more markets - such as Portugal - next year."
Revenues in TOMRA Group amounted to 306 MEUR in the quarter (Q3-2024: 326 MEUR), a decrease of 6% from last year. Collection revenues were down 5% to 179 MEUR from a strong third quarter last year (Q3-2024: 189 MEUR). In Recycling, revenues were 40 MEUR (Q3-2024: 59 MEUR) which is 3 MEUR lower than estimated by the conversion ratio for the quarter. In Food, revenues were down 2% to 76 MEUR (Q3-2024: 78 MEUR), marginally higher than estimated by the conversion ratio.
The order intake in Recycling was 42 MEUR in the quarter (Q3-2024: 61 MEUR), in line with the order intake in the second quarter. Low customer investment sentiment continued in North America and Europe within plastics and waste sorting. The Recycling order backlog ended at 109 MEUR (Q3-2024: 134 MEUR). In Food, the order intake was up 6% to 77 MEUR (Q3-2024: 73 MEUR). The Food order backlog grew 21% to a record high 138 MEUR (Q3-2024: 114 MEUR) with many large orders to be delivered in 2026.
Gross margin for TOMRA Group increased to 44% in the quarter (Q3-2024: 43%). The Collection gross margin improved to 42% (Q3-2024: 41%) on business mix effects. Low volumes and product mix effects in Recycling, where a higher-than-normal share of sales were into the metals recycling segment, led to a gross margin of 44% (Q3-2024: 51%). The gross margin in Food increased to 45% (Q3-2024: 43%), enabled by last year's cost savings.
Operating expenses, adjusted for special items, increased to 104 MEUR in the quarter (Q3-2024: 97 MEUR) due to the inclusion of c-trace, ramp up of Feedstock operations, and transaction costs related to the acquisition of CLYNK.
EBITA, adjusted for special items, was 30 MEUR in the quarter (Q3-2024: 44 MEUR) with a corresponding EBITA margin (adj.) of 10% (Q3-2024: 13%). Collection's EBITA margin was 16% (Q3-2024: 18%), while low volumes and product mix effects in Recycling resulted in a negative EBITA margin in the quarter (Q3-2024: 17%). In Food, the EBITA margin (adj.) increased to 10% (Q3-2024: 8%), in line with the targeted EBITA margin this year.
Earnings per share, adjusted for special items, were 0.05 EUR (Q3-2024: 0.07 EUR).
Highlights Q3-2025
(comparison figures are from the corresponding period last year)
- Revenues were 306 MEUR (Q3-2024: 326 MEUR) in TOMRA Group, down 6%
- Revenues were down 5% in Collection, 32% in Recycling, and 2% in Food
- Gross margin of 44% (Q3-2024: 43%)
- Operating expenses (adj. for special items) was 104 MEUR (Q3-2024: 97 MEUR)
- No special items in the quarter (Q3-2024: -0.5 MEUR)
- EBITA (adj. for special items) was 30 MEUR (Q3-2024: 44 MEUR)
- EPS (adj. for special items) was 0.05 EUR (Q3-2024: 0.07 EUR)
- Cash flow from operations was 64 MEUR (Q3-2024: 99 MEUR)
- Recycling order intake down 30% to 42 MEUR (Q3-2024: 61 MEUR) and order backlog down 19% to 109 MEUR (Q3-2024: 134 MEUR)
- Food order intake up 6% to 77 MEUR (Q3-2024: 73 MEUR) and order backlog growth of 21% to 138 MEUR (Q3-2024: 114 MEUR)
Asker, 17.10.2025
TOMRA Systems ASA
For questions, please contact:
Investors: Eva Sagemo, CFO, tel. +47 9343 9911, Daniel Sundahl, VP Head of IR, tel. +47 9136 1899
Media: Mathilde Hellenes, VP Public Relations, tel. +47 4567 8255
TOM: Q3-2025 Report (PDF)
TOM: Q3-2025 Presentation (PDF)
TOM: Q3-2025 Investor Presentation (PDF)
TOM: Q3-2025 Key Financial Figures (XLSX)
TOM: Q3-2025 Conference call webcast
TOM: Investor relations
______
Resultatfall for Tomra – tjente EUR23 mill. før skatt
Inntektene og resultatet falt i kvartalet. Tomra peker på lav investeringsvilje innen plast- og avfallssortering.
Jonas Hagmansen, E24.no
17.10.2025
Endret 09:13 17.10.2025 av OldNick |
highlander
01:09
21.12.2025
#50325
|
Sparebank 1 Markets slapp inneværende uke en sektorrapport for fornybart.
Tomra og Hexagon Purus nedgraderes fra nøytral til selg der kursmålene kuttes til henholdsvis NOK 110 (115) og NOK 1 (1,3).
Øvrige anbefalinger og kursmål:
Elmera NOK 50 (45), gjentar kjøp.
Integrated Wind Solutions NOK 60 (55), gjentar kjøp.
Vow NOK 2,5 (1,5), gjentar nøytral.
Cloudberry NOK 13,5 (13), gjentar nøytral.
Envipco NOK 60 (65), gjentar nøytral.
Uendrede anbefalinger:
Scatec kjøp NOK 125.
Hexagon Composites kjøp NOK 20.
Cadeler kjøp NOK 60.
MPC Energy Solutions kjøp NOK 16.
Bonheur nøytral NOK 235.
Otovo nøytral NOK 1.
Capsol nøytral NOK 6.
Nel selg NOK 0,5. (Xi) |
highlander
15:10
29.01.2026
#50504
|
Arctic Securities gjentar sin kjøpsanbefaling på Tomra i en analyseoppdatering.
Meglerhuset øker samtidig kursmålet fra 150 til 155 kroner. |
highlander
19:55
12.04.2026
#50560
|
[Beklager! Nye innlegg er bare tilgjengelig for abonnenter! Allerede registrert? Logg inn eller Gå til registrering og kjøp abonnement!] |
OldNick
22:38
12.04.2026
#36657
|
[Beklager! Nye innlegg er bare tilgjengelig for abonnenter! Allerede registrert? Logg inn eller Gå til registrering og kjøp abonnement!] |
Provence
16:41
24.04.2026
#12309
|
[Beklager! Nye innlegg er bare tilgjengelig for abonnenter! Allerede registrert? Logg inn eller Gå til registrering og kjøp abonnement!] |
OldNick
19:42
24.04.2026
#36756
|
[Beklager! Nye innlegg er bare tilgjengelig for abonnenter! Allerede registrert? Logg inn eller Gå til registrering og kjøp abonnement!] |
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