Strongpoint Asa · OSL:STRO

Strongpoint Asa — Q2 2025 Earnings Presentation

22 slides from Strongpoint Asa's earnings presentation, Jul 11, 2025

  1. Slide 1: StrongPoint Q2 2025

    StrongPoint Q2 2025 11 July 2025

  2. Slide 2: Agenda

    Agenda Highlights About StrongPoint Customer success Jacob Tveraabak Marius Drefvelin Q2 2025 financials Chief Executive Officer Chief Financial Officer Outlook

  3. Slide 3: Q2 2025 Highlights

    Q2 2025 Highlights Financial highlights Customer success • Revenue 350 MNOK: +18% • Carrefour Belgium picks StrongPoint’s Order Picking • Recurring revenue* 378 MNOK: +16% • Nordic grocery retailer orders AI-powered • EBITDA: 7 MNOK and 2.1% weighing scales • Cash flow from operations: +20 MNOK • CO

  4. Slide 4: About StrongPoint

    About StrongPoint 'S) StrongPoint

  5. Slide 5: StrongPoint at a glance

    StrongPoint at a glance Our purpose: Retail technology in every shopping experience for a smarter and better life 1.3 Bn NOK annual revenue Impact on grocery retailers Impact on end consumers € 378 MNOK recurring revenue >80% revenue from grocery retailers ~500 team across Europe Driving Improving b

  6. Slide 6: Solutions solving 5 grocery problems

    Solutions solving 5 grocery problems 01 E-COMMERCE FULFILLMENT 03 STORE EFFICIENCY • SaaS-based E-Commerce Platform • SaaS-based task management software • Click & Collect and Home Delivery • Next generation AI-powered Self-Checkout • AutoStore automation • Self-Scanning 04 PRICING & PROMOTIONS • El

  7. Slide 7: Where we operate

    Where we operate Our Core Markets: Nordics, Baltics, • Direct operations in 9 core countries with full local support Spain, UK & Ireland from sales to service • Managing entire value chain = capture more revenue and build deeper customer intimacy Sales Service Installation Support In addition, suppo

  8. Slide 8: Customer success

    Customer success 'S) StrongPoint

  9. Slide 9: Carrefour Picks StrongPoint Order Picking

    Carrefour Picks StrongPoint Order Picking • Grocery retailer Carrefour Belgium choses StrongPoint’s Order Picking for all its scheduled deliveries • Chosen following competitive RFP process • Implementation started already and be completed within coming months

  10. Slide 10: AI-Powered Scales to Nordic Grocery Retailer

    AI-Powered Scales to Nordic Grocery Retailer • 21 MNOK of AI-powered weighing scales ordered by Nordic grocery retailer (from StrongPoint partner DIGI) • To be used by the grocery retailer in-store for its end customers • AI provides instant product recognition making it faster and easier to use and

  11. Slide 11: COOP Estonia order Self-Checkouts

    COOP Estonia order Self-Checkouts • Grocery retailer COOP Estonia ordered 130 self-checkouts • Part of a long-standing cooperation between COOP Estonia and StrongPoint

  12. Slide 12: Order Picking and CashGuard Connect update

    Order Picking and CashGuard Connect update CashGuard Connect Order Picking at: solution: • Full roll out planned to be completed by • Latest version being tested in a store being summer 2026 used by real customers • Some additional stores planned to go • Preparing additional units to test multi- liv

  13. Slide 13: Q2 2025 financials

    Q? 2025 financials 'S) StrongPoint

  14. Slide 14: 2nd quarter revenue

    2nd quarter revenue Revenue MNOK + 53 MNOK (18%)

  15. Slide 15: Total recurring revenue (12 months rolling)

    Total recurring revenue (12 months rolling) Revenue 45% increase in MNOK license revenue compared to last year mainly driven by Order Picking and Self- Checkouts

  16. Slide 16: 2nd quarter EBITDA

    2nd quarter EBITDA EBITDA MNOK +16 MNOK The Q4 2023 EBITDA reported was -20.6 MNOK, including non-recurring restructuring and M&A costs of 7.3 MNOK and write-downs 10.6 MNOK. Excluding these adjustments, the Q4 2023 EBITDA adjusted was -2.7 MNOK. The Q2 2024 EBITDA reported was -9.1 MNOK, including

  17. Slide 17: Cash Flow movements in 2025

    Cash Flow movements in 2025 MNOK

  18. Slide 18: Changes in main working capital items in 2025

    Changes in main working capital items in 2025 MNOK

  19. Slide 19: Net interest-bearing debt

    Net interest-bearing debt Net interest-bearing debt (MNOK) Disposable funds of NOK 84 million as per Q2 2025. (NOK 85 million as per Q1 2025) Net intere st-bea ring debt inclu des intere st-bea ring bank loans, financial lease and IFRS 16 car lea sing . See the quarterly repor t for an overview o f

  20. Slide 20: Outlook

    Outlook 'S) StrongPoint

  21. Slide 21: Outlook

    Outlook Short-term: • Continued improvement in EBITDA and recurring revenue although slower than anticipated Long-term: • Core fundamentals getting stronger, especially with global SaaS E-Commerce opportunities • Healthy revenue growth, >10% EBITDA margin

  22. Slide 22: Thank you

    Thank you 'S) StrongPoint

StrongPoint — Q2 2025 Earnings Presentation on 6ix