Tomra Systems

Tomra Systems shares fell about 6.8% today after the French government abandoned plans for a nationwide deposit return scheme for beverage containers. France now allows municipalities to choose their own recycling solutions, which could reduce demand for deposit-return machines from Tomra’s collection division. Rival Envipco was also hit hard by the news, while analysts stress that the EU’s 90% collection target is difficult to reach without a DRS and that a later rollout cannot be ruled out. The price drop reflects a reassessment of the likelihood and timing of French deposit-system projects as well as existing margin-pressure risks. » More on de.investing.com

Tomra reported strong second-quarter results and is benefiting from an improved situation in the recycling sector. Political measures such as the national implementation of the EU Packaging Regulation with significantly higher recycling targets (75% from 2028, 80% from 2030) and a government action program for the circular economy are likely to give the industry additional momentum. Befesa also posted positive quarterly results, further underlining the attractiveness of recycling and related index solutions. » More on deraktionaer.de

Tomra reported Q2 2026 revenue up 25% to €405m and adjusted EBITA of €57m (+30%), both metrics beating expectations. The Collection division, with strong growth, was the main driver; adjusted earnings per share rose to €0.10. However, gross margin fell from 44.3% to 41.3% due to a less favorable product mix. The stock had been trading below analysts' targets before the report, which amplified the sharp price reaction of around +15% and pushed the share price close to its 52-week high. » More on de.investing.com