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Tomra Systems Community
OB:TOM Community
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Tomra Systems
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Tomra Systems
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Falling Plastic Demand Will Crush Margins Amid Rising Asian Competition
Key Takeaways Declining plastic usage, new recycling models, and increased competition threaten Tomra's core business and long-term growth prospects. Heightened regulatory, economic, and supply chain uncertainties undermine revenue stability, margin strength, and forward visibility.
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NOK 128.42
FV
19.7% overvalued
intrinsic discount
13.09%
Revenue growth p.a.
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6 days ago
author updated this narrative
Tomra Systems
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Circular Economy Trends Will Drive Advanced Recycling Adoption
Key Takeaways Tomra's advanced technologies and local adaptation advantage position it for outsized growth and margin gains as deposit return schemes and automation accelerate globally. Expansion into high-margin, recurring revenue streams and rising demand for sustainable materials uniquely position Tomra for sustained long-term earnings growth.
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NOK 211.72
FV
27.4% undervalued
intrinsic discount
20.49%
Revenue growth p.a.
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7 days ago
author updated this narrative
Tomra Systems
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Deposit Systems And EU Mandates Will Expand Circular Economy Markets
Key Takeaways Expansion into new markets and tighter EU regulations are driving strong demand and recurring revenue growth in reverse vending, recycling, and sorting solutions. Strategic innovation and cost control position Tomra for earnings growth and margin improvement despite recent macroeconomic challenges and delayed customer investment.
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NOK 172.18
FV
10.7% undervalued
intrinsic discount
16.65%
Revenue growth p.a.
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about 24 hours ago
author updated this narrative
Your Valuation for
TOM
TOM
Tomra Systems
Your Fair Value
NOK
Current Price
NOK 153.70
28.2% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
3b
2015
2018
2021
2024
2025
2027
2030
Revenue €2.7b
Earnings €210.1m
Advanced
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