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Tomra Systems ASA (TMRAY) Q4 2025 Earnings Call Transcript
Tomra Systems ASA (TMRAY) Q4 2025 Earnings Call Transcript
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Tomra: Upside Is Higher After The Drop
Tomra Systems (TMRAY) is rated a 'Buy', reflecting historic undervaluation and strong long-term fundamentals. TMRAY trades at a rare sub-40x P/E, with upside driven by regulatory tailwinds and expansion of EU collection schemes. Risks include slower-than-expected new market entries and historical forecast misses, but balance sheet strength and market leadership mitigate downside.
defenseworld.net
Contrasting Agilyx ASA (OTCMKTS:AGXXF) & Tomra Systems ASA (OTCMKTS:TMRAY)
Agilyx ASA (OTCMKTS:AGXXF - Get Free Report) and Tomra Systems ASA (OTCMKTS:TMRAY - Get Free Report) are both industrials companies, but which is the superior investment? We will compare the two businesses based on the strength of their institutional ownership, earnings, dividends, profitability, risk, valuation and analyst recommendations. Valuation and Earnings This table compares Agilyx
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Tomra Systems ASA (TMRAY) Q3 2025 Earnings Call Transcript
Tomra Systems ASA (OTCPK:TMRAY) Q3 2025 Earnings Call October 17, 2025 2:00 AM EDT Company Participants Daniel Sundahl - VP & Head of Investor Relations Tove Andersen - President & CEO Eva Sagemo - Chief Financial Officer Conference Call Participants Elliott Geoffrey Jones - Danske Bank A/S, Research Division Fabian Jørgensen - Pareto Securities AS, Research Division Adela Dashian - Jefferies LLC, Research Division Daniel Vårdal Haugland - ABG Sundal Collier Holding ASA, Research Division Presentation Daniel Sundahl VP & Head of Investor Relations Good morning from us, dear ladies and gentlemen, and welcome to TOMRA's Third Quarter Results Presentation for 2025. My name is Daniel Sundahl, and I'm Head of Investor Relations.
seekingalpha.com
Tomra: I Still See An Upside Below 159 NOK/Share After Q2 2025
Tomra remains a market leader in reverse vending and recycling, with a long-term growth outlook supported by global regulation and sustainability trends. TMRAY's food sorting segment is now driving growth, offsetting recent weakness in core collection and recycling businesses, with legislative tailwinds in Europe and North America. Valuation is key: at current levels below 160 NOK, TMRAY offers a 15-20% annualized upside, justifying a "Buy" rating with a PT of 159 NOK ($16.1 ADR).
seekingalpha.com
Tomra Systems ASA (TMRAY) Q2 2025 Earnings Call Transcript
Tomra Systems ASA (OTCPK:TMRAY) Q2 2025 Earnings Conference Call July 17, 2025 2:00 AM ET Company Participants Daniel Sundahl - VP & Head of Investor Relations Eva Sagemo - Chief Financial Officer Tove Andersen - President & CEO Conference Call Participants Adela Abdenian Dashian - Jefferies LLC, Research Division Elliott Geoffrey Peter Jones - Danske Bank A/S, Research Division Morayo Adesina - Barclays Bank PLC, Research Division Daniel Sundahl Good morning from Asker, ladies and gentlemen, and welcome to TOMRA's Second Quarter Results Presentation for 2025. As always, CEO, Tove Andersen, will start today's presentation by giving you the highlights of the quarter.
seekingalpha.com
Tomra Systems: Solid Double-Digit RoR, Still A Slim Buy
Tomra Systems remains a global leader in recycling, with strong fundamentals and a compelling long-term circularity thesis, despite recent slower growth. Recent quarterly results show 5% group revenue growth, driven by a food segment rebound, but recycling and collection segments declined. Macroeconomic uncertainty, soft order intake, and tariff risks constrain near-term growth, making double-digit revenue expansion unlikely.
seekingalpha.com
Tomra Systems ASA (TMRAY) Q1 2025 Earnings Call Transcript
Tomra Systems ASA (OTCPK:TMRAY) Q1 2025 Results Conference Call May 7, 2025 2:00 AM ET Company Participants Daniel Sundahl - Head of Investor Relations Tove Andersen - Chief Executive Officer Eva Sagemo - Chief Financial Officer Conference Call Participants Elliott Jones - Danske Bank Adela Dashian - Jefferies Victoria Adesina - Barclays Thomas Naess - SpareBank Daniel Sundahl Good morning from Asker, ladies and gentlemen, and welcome to TOMRA's First Quarter Result Presentation of 2025. My name is Daniel Sundahl, and I'm Head of Investor Relations.
seekingalpha.com
Tomra Systems ASA: Take Advantage Of The Market Selloff And Buy This Quality Stock
Tomra Systems ASA is slightly down YTD, but despite a challenging 2024, Tomra achieved a 5% revenue increase and improved EBITA margins, especially within the Food segment. The Recycling segment saw a 119% increase in EBITA YoY, indicating improved profitability despite a slight revenue drop. The company expects significant growth from existing and new markets, particularly in the Collection segment.
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Tomra Systems ASA (TMRAY) Q4 2024 Earnings Call Transcript
Tomra Systems ASA (OTCPK:TMRAY) Q4 2024 Earnings Conference Call February 14, 2025 2:00 AM ET Company Participants Daniel Sundahl - Head of Investor Relations Tove Andersen - Chief Executive Officer Eva Sagemo - Chief Financial Officer Conference Call Participants Adela Dashian - Jefferies Elliott Jones - Danske Bank Victoria Adesina - Barclays Daniel Sundahl Good morning from Asker, ladies and gentlemen, and welcome to TOMRA's Fourth Quarter Results Presentation for 2024. My name is Daniel Sundahl, and I'm Head of Investor Relations.
seekingalpha.com
Tomra: Valuation Logic Shows Success, Revisiting For The 2025E Upside (Rating Upgrade)
Tomra Systems' Q3 2024 report shows revenue growth and stabilization, but short-term challenges persist, particularly in the recycling sector. The company's valuation has improved, now below 40x P/E, making it a potential "Buy" at around 159 NOK/share. Tomra Systems' fundamentals are strong, with a positive outlook for collections and food segments, despite some macroeconomic headwinds.
seekingalpha.com
Tomra Systems ASA (TMRAY) Q3 2024 Earnings Call Transcript
Tomra Systems ASA (OTCPK:TMRAY) Q3 2024 Earnings Conference Call October 22, 2024 2:00 AM ET Company Participants Daniel Sundahl - Head of Investor Relations Tove Andersen - Chief Executive Officer Eva Sagemo - Chief Financial Officer Conference Call Participants Fabian Jorgensen - Carnegie Daniel Haugland - ABG Elliott Jones - Danske Bank Adela Dashian - Jefferies Victoria Adesina - Barclays Markus Heiberg - SEB Kari Hartvedt - Pareto Securities Daniel Sundahl Good morning from Asker, ladies and gentlemen and welcome to TOMRA's Third Quarter Results Presentation for 2024. My name is Daniel Sundahl and I'm Head of Investor Relations.
seekingalpha.com
Tomra Systems ASA (TMRAY) Q2 2024 Earnings Call Transcript
Tomra Systems ASA (OTCPK:TMRAY) Q2 2024 Earnings Conference Call July 19, 2024 2:00 AM ET Company Participants Daniel Sundahl - Head of Investor Relations Tove Andersen - Chief Executive Officer Eva Sagemo - Chief Financial Officer Conference Call Participants Fabian Jorgensen - Carnegie Gaurav Jain - Barclays Elliott Jones - Danske Bank Daniel Sundahl Good morning from us [ph] ladies and gentlemen. And welcome to TOMRA's Second Quarter Results Presentation for 2024.
seekingalpha.com
Tomra: Some Reversal, Some Upside
I consider myself a successful investor in Tomra Systems, with significant growth and profit in their position. Tomra is a world-leading recycler with potential for further revenue growth in sensor-based collection and recycling. The company's long-term potential and position in attractive regulatory frameworks make it an attractive investment, despite concerns about its valuation.
seekingalpha.com
Tomra Systems ASA (TMRAY) Q1 2024 Earnings Call Transcript
Tomra Systems ASA (OTCPK:TMRAY) Q1 2024 Earnings Conference Call April 26, 2024 2:00 AM ET Company Participants Daniel Sundahl - Head of Investor Relations Tove Andersen - Chief Executive Officer Eva Sagemo - Chief Financial Officer Conference Call Participants Fabian Jorgensen - Carnegie Elliott Jones - Danske Adela Dashian - Jefferies Gaurav Jain - Barclays Daniel Sundahl Good morning from Asker [ph], ladies and gentlemen and welcome to TOMRA's First Quarter Results Presentation for 2024. My name is Daniel Sundahl and I'm Head of Investor Relations.
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TOMRA Systems ASA (TMRAY) Q3 2023 Earnings Call Transcript
TOMRA Systems ASA (TMRAY) Q3 2023 Earnings Call Transcript
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Tomra: Starting To See Real Upside From Undervaluation (Rating Upgrade)
Tomra's valuation has significantly declined, making it a buying opportunity. The company's premium valuation has been a problem, but the recent drop has made it more attractive. Tomra has potential for attractive upside, despite historically being overvalued.
seekingalpha.com
TOMRA Systems ASA (TMRAY) Q2 2023 Earnings Call Transcript
TOMRA Systems ASA (OTCPK:TMRAY) Q2 2023 Earnings Conference Call July 14, 2023 2:00 AM ET Company Participants Daniel Sundahl - Head, Investor Relations Tove Andersen - Chief Executive Officer Eva Sagemo - Chief Financial Officer Daniel Sundahl Good morning, ladies and gentlemen, and welcome to TOMRA's Second Quarter Result Presentation 2023. My name is Daniel Sundahl, and I'm Head of Investor Relations.
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Tomra Systems ASA (TMRAY) Q4 2022 Earnings Call Transcript
Tomra Systems ASA (OTCPK:TMRAY) Q4 2022 Earnings Conference Call February 24, 2023 2:00 AM ET Company Participants Georgiana Radulescu - Head, Investor Relations Tove Andersen - Chief Executive Officer Eva Sagemo - Chief Financial Officer Georgiana Radulescu Good morning from Asker, Norway and welcome to our Quarterly Results Presentation. My name is Georgiana Radulescu and I am Head of Investor Relations.