Will Tomra (OB:TOM) Leverage Poland’s Reverse Vending Deal to Broaden Its European Footprint?

• Earlier this week, Polish retail chain Dino Polska announced it has ordered 3,000 reverse vending machines from Tomra Systems, following the October launch of Poland's national deposit return system.
• This major order highlights the growing role of regulatory-driven recycling initiatives in expanding Tomra's market potential across new European regions.
• We'll examine how this significant contract win could shape Tomra's outlook for growth in reverse vending and collection solutions.

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Tomra Systems Investment Narrative Recap

For shareholders, the core belief in Tomra Systems centers on regulatory-driven demand for recycling and deposit return solutions, especially as European markets roll out new systems. The recent 3,000-machine order from Dino Polska aligns with these growth catalysts but does not immediately shift concerns about order volatility and market timing in new Collection markets, which remain the most important near-term risk and driver for investor sentiment.

Among recent company updates, Tomra’s third quarter 2025 earnings are particularly relevant. These results revealed modest pressure on sales and net income year-on-year, reinforcing the idea that while contract wins like the Dino Polska deal can offer short-term support, the broader outlook still hinges on sustained order intake and backlog momentum in key business segments. In contrast, investors should also be alert to how competitive pressure and timing issues in new European markets could...

Read the full narrative on Tomra Systems (it's free!)

Tomra Systems' outlook anticipates €2.1 billion in revenue and €254.3 million in earnings by 2028. This scenario is based on a 14.9% annual revenue growth rate and an earnings increase of €149.5 million from the current €104.8 million.

Uncover how Tomra Systems' forecasts yield a NOK163.26 fair value, a 38% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members shared 10 fair value estimates for Tomra, spanning NOK106.56 to NOK494.32 per share. While order timing and competitive risks remain top of mind, your take could differ widely from the consensus.

Explore 10 other fair value estimates on Tomra Systems - why the stock might be worth 10% less than the current price!

Build Your Own Tomra Systems Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Tomra Systems research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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