Q2 2025 Tomra Systems ASA Earnings Call Transcript
Key Points
- Tomra Systems ASA (TMRAF) reported a record quarterly EBITA and order intake in its Food division, with an all-time high order backlog.
- The company experienced a 15% revenue increase in the Food division, driven by strong order intake across all regions and categories.
- Collection division revenues in existing markets grew by 5% in the first half of the year, aligning with strategic ambitions.
- Tomra Systems ASA (TMRAF) maintains strong cost control across divisions, with OpEx slightly down compared to the previous year.
- The Metals Recycling segment performed well, contributing positively to the company's overall performance.
- Recycling division faced weak order intake due to challenges in the plastic segment and macroeconomic uncertainties.
- The Collection division saw a 12% revenue decline due to the timing of new market activities, particularly in Europe.
- The company is experiencing delays in customer investment decisions in the US due to tariff uncertainties.
- Gross margins in the Recycling division were weak due to an unfavorable product mix, impacting overall profitability.
- Tomra Systems ASA (TMRAF) faces risks in its Food business linked to macroeconomic conditions and potential tariff impacts.
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. And afterwards, CFO, Eva Sagemo, will dive deeper into the numbers.
And at the end of the presentation, we will open up for Q&A for participants in the team's webinar. The team's webinar link can be found in this morning's stock exchange release. We will conclude today's presentation at around 8:45. But without further ado, I give the word to CEO, Tove Andersen.
Good morning from as well, and welcome to our Q2 results presentation. In this quarter, we have seen large variation in the market dynamics between our three divisions.
In Collection, there has been high activity related to preparation for Poland and Portugal's upcoming deposit return systems while the quarterly revenue is down
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