Tomra Systems ASA: Strategic Positioning in Poland’s Emerging Deposit Return Market with Cautious Hold Rating

Jefferies analyst Adela Dashian maintained a Hold rating on Tomra Systems ASA today and set a price target of NOK155.00.

Adela Dashian’s rating is based on Tomra Systems ASA’s recent achievement of securing a significant order for 3,000 reverse vending machines from Dino Polska, a leading Polish retailer. This order marks a major step following the implementation of Poland’s deposit return system, highlighting Tomra’s strategic positioning in a newly regulated market.
While this development underscores Tomra’s potential to leverage regulatory changes for market share growth, the Hold rating reflects a balanced view of opportunities and challenges. The agreement strengthens Tomra’s partnership with Dino and establishes it as a preferred supplier as the deposit return system expands in Poland. However, the rating suggests a cautious approach, likely considering the execution risks and the time required for the full realization of these strategic advantages.

Dashian covers the Industrials sector, focusing on stocks such as Tomra Systems ASA, Munters Group AB, and Systemair AB. According to TipRanks, Dashian has an average return of 2.6% and a 38.55% success rate on recommended stocks.