Q4 2025 Tomra Systems ASA Earnings Call Transcript
Key Points
- Tomra Systems ASA (TMRAF) reported a record quarter in its Collection segment, with significant revenue and EBITDA growth.
- The company successfully increased installations of multi-feed machines by 50% in 2025, enhancing operational efficiency.
- Tomra Systems ASA (TMRAF) has been appointed as a return point network operator in Singapore, marking its first deposit system in Asia.
- The Food segment achieved record profitability in 2025, driven by improvement initiatives and a positive market sentiment.
- The Horizon portfolio, including ventures like c-trace, showed strong performance with double-digit growth and EBITDA above 20%.
- The Recycling segment faced a weak market sentiment, particularly in Europe and the Americas, leading to an 18% revenue decline in 2025.
- Tomra Systems ASA (TMRAF) announced a cost reduction initiative in Recycling, including a reduction of 175 positions, to regain profitability.
- The company is experiencing delays in the implementation of deposit schemes in countries like Greece and Spain, affecting potential growth.
- Market uncertainty and geopolitical factors have impacted the waste recovery segment, particularly in the US.
- The restructuring and cost reduction measures in Recycling may impact the company's innovation activities and product roadmaps.
Good morning from Oscar ladies and gentlemen and welcome to Tom Russ's fourth quarter result presentation for 2025. My name is Daniel Sundall and I'm head of investor relations. As is usual, To Anderson, our CEO, will start today's presentation by giving you the highlights, and afterwards, CFO Evaogamo will dive deeper into the numbers and give you the updated outlook. And after the presentation, we will open up for Q&A for participants in the team's webinar. A link to it can be found in this morning's stock exchange release.
We aim to conclude the presentation around 8:40 today, but without further ado, I give the word to Toval Nazam.
Thank you, Daniel, and also welcome from me to our quarter Q4 2025 presentation. And we present today a strong final quarter in a year that has been characterized by volatility and market uncertainties. In Collection, we report a record quarter, record revenue and
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