Slide 1: STAR Conference
STAR Conference 22 MARCH 2022
Slide 2: Disclaimer
Disclaimer This document has been prepared by Datalogic S.p.A. (the "Company") for use during meetings with investors and financial analysts and is solely for information purposes. The information set out herein has not been verified by an independent audit company. Neither the Company nor any of it
Slide 3: Corporate Overview
Corporate Overview 3
Slide 4: Datalogic at a glance
Datalogic at a glance Global technology leader in the automatic data capture and industrial automation markets, in the Retail, Manufacturing, Transportation & Logistics, and Healthcare industries Founded in 1972, listed on the Italian Stock Exchange since 2001 A portfolio of about 1,200+ patents and
Slide 5: Core Advantages
Core Advantages Strong positioning • Worldwide leadership in barcode reading for Manufacturing, T&L and Retail applications • Well-established brand with solid global customer base including Fortune 500 Companies • Dedicated focus on Smart Sensors and Safety for Automated Manufacturing Innovation •
Slide 6: 50 years of Growth through Technological Innovation
50 years of Growth through Technological Innovation ONE DATALOGIC ▪ From 2 separate sub M&A EXPANSION holdings to One ▪ Minec AB Datalogic ▪ Laservall SpA ▪ Client focus through M&A ▪ Informatics Inc. organization by EXPANSION M&A ▪ PSC Inc industry ▪ Acquisition EXPANSION ▪ Datasensor SpA 2012 M&A
Slide 7: Acquisition of Pekat Vision
Acquisition of Pekat Vision Pekat is a software start up who has developed and owns proprietary algorithms of Machine Learning and Deep Learning for applications in the fields of supply chain and industrial automation. Company Description Types of licenses offered by Pekat • Based in Brno, Pekat’s c
Slide 8: Strategy
Strategy 8
Slide 9: 28B$ of Total Addressable Market in 2025
28B$ of Total Addressable Market in 2025 B$ Market expansion due to Solutions and vision/deep 2021 TAM learning technologies Hand Held Scanners Mobile Computers Fixed Retail Scanners RFID Safety Sensors Laser Marking Stationary Industrial Scanners 15 3 7 3 28 2025 TAM 5% CAGR on 2021 TAM 9% CAGR on
Slide 10: Our products are key enablers of critical applications along our customers' supply chain
Our products are key enablers of critical applications along our customers’ supply chain Self-Shopping Mark & Read Dimensioning & Weighing Systems Complete Traceability Mark & Trace 10
Slide 11: Retail
Retail Increasingly self check-out and contactless Datalogic Proposition ▪ Market Leader along the Retail supply chain from 1974 with the first scanner ever sold to a grocery store in Troy, Ohio ▪ Excellence in productivity and customer experience for self-checkout and attended lanes for both Grocer
Slide 12: Manufacturing
Manufacturing Process digitization Datalogic Proposition ▪ Multi-product portfolio to serve all the major manufacturing clients: Automotive, Food and Beverage, Automated Machinery and Electronics, Packaging and Intralogistics ▪ Leader in traceability thanks to the most complete and performing offer
Slide 13: Transportation & Logistics
Transportation & Logistics E-commerce is the market driver Datalogic Proposition ▪ We enhance operations to Courier-Express-Parcels, Airports and Logistics ▪ At the forefront of the development of airport systems, since 1984 with the first automatic reading station in Milan, to the recent contracts
Slide 14: Healthcare
Healthcare Digital dominates and sustainability grows Datalogic Proposition ▪ We empower the entire Healthcare ecosystem from drug production to patient care ▪ Datalogic is the sole company providing unique product features for the HC industry such as: Anti-microbial enclosures, Inductive charging t
Slide 15: New Product Launches and Innovation
New Product Launches and Innovation Mobile Computer Fix Retail Scanners Hand Held Scanners Industrial Automation T&L Manufacturing Sensors SC5100 QuickScan QD2500 Skorpio X5 STS320 Lidar Guidance Scanner MID-RANGE LGS-N50 SCAN ENGINE WebSentinel Plus Investigator ALADDIN Configuration Tool Matrix 32
Slide 16: Key drivers for a profitable growth
Key drivers for a profitable growth Market Portfolio M&A Innovation • Keep focus on all of our • Protect our leadership in • Technology: acquire IP, • Nurture MV-based SW verticals, catching the FRS, HHS and SIS skills, products and and Deep Learning profitable opportunities concepts to boost and te
Slide 17: Financials & Outlook
Financials & Outlook 17
Slide 18: FY 2021 Highlights: sound growth results and a return to pre-pandemic levels
FY 2021 Highlights: sound growth results and a return to pre-pandemic levels ❑ Exceptional growth on the Top line +26.4% at ❑ R&D spending* at 9.6% on revenues, confirming the constant FX (+20.7% organic) across all Group’s Innovation roadmap geographies despite supply chain challenges ❑ Net Debt at
Slide 19: Group Revenues by Geography
Group Revenues by Geography Var % % on Group Revenues €m FY 2021 FY 2020 Var % Net FX APAC 15.8% EMEAI 337.8 254.8 32.6% 32.8% Americas 167.7 151.2 10.9% 15.1% APAC 95.0 73.8 28.8% 27.6% Total Datalogic 600.5 479.8 25.2% 26.4% EMEAI 56.2% Americas 27.9% ❑ EMEAI: leading Group’s performance in 2021 a
Slide 20: Group Revenues by Segment
Group Revenues by Segment FY 2020 Var % % on DL Business Revenues €m FY 2021 Var % Restated* Net FX Channel Retail 210.5 198.2 6.2% 7.7% 18.7% Manufacturing 165.7 111.8 48.3% 48.4% Transportation & Logistics 81.2 53.8 51.0% 52.6% Healthcare Retail 2.8% 36.1% Healthcare 16.2 16.5 (1.6%) 0.2% Channel
Slide 21: FY 2021 P&L
FY 2021 P&L ▪ Gross Margin at 42.9%: acceleration of inflation from €m FY 2021 FY 2020 Var % shortage of critical materials and freight impacting H2. Revenues 600.5 479.8 25.2% ▪ Operating expenses at €200.7m up 8%. Cost reduction Gross Margin 257.6 220.0 % on Revenues 42.9% 45.8% -2.9 pp program co
Slide 22: EBITDA Adj: actual vs last year
EBITDA Adj: actual vs last year €m 60.9 85.7 (11.3) 1.9 3.2 (10.1) (5.5) 58.3 (11.7) FY 2020 Volume Price Mix Productivity Structure INFX FX/other FY 2021 12.2% on Group 14.3% on Group Revenues Revenues Positive Items Negative Items . 22 INTERNAL Datalogic Confidential
Slide 23: Net Debt & Cash Flow Analysis: Dec'20 – Dec'21
Net Debt & Cash Flow Analysis : Dec’20 – Dec’21 €m 85.7 (28.5) (33.9) 8.2 (7.2) 1.0 (2.5) (9.6) (4.2) (35.0) (26.1) NFP EBITDA Adj. Ch TWC Capex* Taxes Net Financial Dividend Purch Own Other MD NFP Dec 20 Charges Payment Shares Acquisition Dec 21 Positive Items Negative Items * Including IFRS 16 imp
Slide 24: 2022 Outlook
2022 Outlook ▪ Under the current geopolitical context and the sharpening of the shortage, Revenue growth and Ebitda % expected in single digit range in the first half of the year ▪ With solid order backlog and actions undertaken to reduce electronic components shortages and related cost, higher sale
Slide 25: Appendix
Appendix 25 INTERNAL Datalogic Confidential
Slide 26: A Wide Geographical Footprint
A Wide Geographical Footprint EMEAI 56.2% Americas 27.9% APAC 15.8% Percent on FY 2021 Revenues - Data refer to FY 2021 26 INTERNAL Datalogic Confidential
Slide 27: Stock and Governance
Stock and Governance Market Segment: EURONEXT STAR MILAN Ticker: DAL Reuters Code: DAL.MI Market Cap (March 21, 2022): 590 mln Euro Bloomberg Code: DAL IM Volumes : 3 months average ̴ 100K Outstanding Shares: 58,446,491 Auditing Company: Deloitte Share Par-Value: 0.52 Euro each DATALOGIC SHARE PERFO
Slide 28: Sustainability Policy
Sustainability Policy Safe working conditions; Products Safety; Health and wellbeing at workplace Training and Education; Employee retention and attraction Innovation Datalogic Group, in line with Sustainability Goals of the United Nations 2030 Agenda, focuses on: data protection and innovation, att
Slide 29: Update on the acquisition of M.D. Micro Detectors
Update on the acquisition of M.D. Micro Detectors Mar-21 to Dec-21: Mar-21: Acquisition of M.D. Micro Detectors Expectations Complete integration in Manufacturing industry • Datalogic acquired M.D. Micro Detectors (“M.D.”) ✓ Products: Range, Roadmap, Pricing processes fully The successful post merge
Slide 30: Contact
Contact IR CONTACTS NEXT EVENTS IR Manager Alessandro D’Aniello April 29, 2022 Tel. +39 051 3147109 Shareholders’ Meeting ir@datalogic.com Via Candini, 2 May 12, 2022 40012 Lippo di Calderara di Reno Q1 2022 Results Bologna – Italy IR Advisor Vincenza Colucci CDR Communication Srl Tel. +39 335 69095
Slide 31: Forward-looking statements notice
This presentation contains statements that are neither reported financial results nor other historical information. These statements are forward-looking statements. These forward-looking statements rely on a number of assumptions and are subject to a number of risks and uncertainties, many of which