Tomra Systems (TOM) Investor presentation summary

Strategic vision and business model

• Aims to lead the resource revolution by optimizing resource use, reuse, and recycling through sensor-based solutions and technology leadership.

• Operates globally with four main divisions: Collection, Recycling, Food, and Horizon, each targeting specific resource optimization challenges.

• Focuses on innovation, entrepreneurship, and responsibility, with a strong emphasis on sustainability and circularity.

• Publicly listed with a global workforce of ~5,800 and revenues of €1,318 million in 2025.

Growth, financial targets, and capital allocation

• Targets 15% CAGR revenue growth, 18% EBITA margin, and >18% ROCE by 2030.

• Maintains a dividend payout of 40-60% of EPS and investment grade capital structure.

• Historical strong cash flow and disciplined capital allocation, prioritizing dividends, core growth, and selective adjacent investments.

• Ambition to increase recurring service revenue and expand in higher-margin divisions.

Division highlights and market positioning

• Collection: Technology leader in reverse vending, collecting over 53 billion containers annually, with 91,900 machines in 60+ markets.

• Recycling: Global leader in sensor-based sorting for waste, metals, and ore, with 11,900 machines and double-digit revenue growth.

• Food: Leading food sorting and grading, focusing on high-value segments and automation to reduce food loss and improve safety.

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