3rd quarter 2025
Revenues were 306 MEUR, down from 326 MEUR. Revenues were:
Down 6% for TOMRA Group
Down 5% in Collection
Down 32% in Recycling
Down 2% in Food
Gross margin was 44%, up from 43% last year.
Operating expenses adj. for special items were 104 MEUR, up from 97 MEUR.
EBITA adj. for special items decreased to 30 MEUR compared to 44 MEUR in 2024. The corresponding EBITA margin was 10% compared to 13%.
There were no special items in the quarter, while they amounted to -0.5 MEUR last year due to the cost savings program in Food.
EPS adj. for special items amounted to 0.05 EUR, down from 0.07 EUR.
Cash flow from operations amounted to 64 MEUR compared to 99 MEUR.
Recycling order intake of 42 MEUR and order backlog of 109 MEUR, down 30% and 19% respectively.
Food order intake of 77 MEUR and order backlog of 138 MEUR, up 6% and 21% respectively.
Acquisition of collection solution provider CLYNK.
Förstår mig inte på värderingen alls. Omsättningen ökar inte längre. Vinsten minskar och aktien handlas till p/s 2,5 och p/e kring 30. (Senaste kvartalsvinst 200 miljoner kr. Börsvärde 35 miljarder kr. Vinst R12: 1,2 miljarder kr) Varför då?
Latour får sig en smäll här och jag tror att de får räkna med fler smällar när värderingen ska normaliseras.
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