Tomra Systems ASA-Secures 2.7k RVM deal with leading UK retailer-05/18/2026

研报英文原文证据摘录

Tomra Systems ASA-Secures 2.7k RVM deal with leading UK retailer-05/18/2026

Tomra Systems ASA

NEWSFLASH | 18 MAY 2026

Secures 2.7k RVM deal with leading UK retailer

TOM has signed an LOI with a leading international retailer in the UK for the supply of ~2,7k S2 RVMs on a sales and service

basis, with the majority of deliveries planned for 2027. We estimate a machine sales value of ~EUR 67.5m (~8% market share).

The customer identity is unclear to us. The "leading international" descriptor points naturally to Aldi or Lidl, but with only

~1,000 UK stores each, the order would imply ~2.5 RVMs per store, which looks high. The alternative is Tesco, which

operates across the UK, Ireland, Czechia, Slovakia, and Hungary. The unit math fits more cleanly, but the "international"

label is a less natural fit. Regardless of the customer, we see three positive read-throughs; if Aldi or Lidl, the implied RVMs-

per-store ratio is highly supportive of overall UK market capacity assumptions; if Tesco, this represents a significant win in

its own right, with Aldi/Lidl likely to follow given global frame agreements; and either way, the roll-out phasing is another

data point supporting a hard launch of the UK DRS.

Link to news: TOM_UK

Fabian Jørgensen

+47 22 87 88 43, fabian.jorgensen@paretosec.com

Helene Tingvold

+47 24 02 81 11, helene.tingvold@paretosec.com

For disclosures on relevant definitions, methods, risks, potential conflicts of interests etc. and disclaimers please see www.paretosec.com. Investment Recommendations should be reviewed in

conjunction with the information therein. When distributed in the US: This document is intended for institutional investors and is not subject to all of the independence and disclosure standards