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 and innovation-driven culture.

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

• Focuses on four divisions: Collection, Recycling, Food, and Horizon, each with tailored growth and profitability strategies.

Business segments and market leadership

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

• Recycling: Serves over 100 countries with 11,900 installed machines, focusing on metals, plastics, and ore sorting, and targeting double-digit growth.

• Food: Global leader in food sorting and grading with 16,100 installations, focusing on high-value segments and reducing food loss.

• Horizon: Develops adjacent businesses and new models, including ventures in reuse and feedstock, and selective M&A to broaden the portfolio.

Financial performance and targets

• Achieved €1,318 million in revenues in 2025, with consistent profitable growth and increasing dividends.

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

• EBITA margin targeted to rise from 13% to 18% by 2030, driven by restructuring, operational efficiency, and growth in higher-margin divisions.

• ROCE consistently above 18% is targeted by 2030.