Strongpoint Asa · OSL:STRO
Strongpoint Asa — Investor Presentation (March 2026)
38 slides from Strongpoint Asa's investor presentation, Mar 12, 2026
Slide 1: Investor update
Investor update 12 March 2026
Slide 2: Agenda
Agenda • Intro & market overview • Partnership with Vusion • Grocery e-commerce Jacob Tveraabak Roy Horgan Marius Drefvelin Chief Executive Officer SEVP Strategy, Marketing, Chief Financial Officer • StrongPoint strategy Communication & CEO UK & Ireland • Q&A
Slide 3: StrongPoint then and now
StrongPoint then and now 2020 2026 3 business areas, 16 offices incl. Russia and Malaysia Grocery technology focused with 9 priority countries Solution sales with high potential for additional Mainly selling hardware with some service agreements recurring software income Serving tier-1 European groc
Slide 4: Market for grocery retail technology: resilient and promising
Market for grocery retail technology: resilient and promising Growth of Growth of Digitalisation of stores Discounters E-commerce & AI integration
Slide 5: Vusion Partnership
Vusion Partnership 'S) StrongPoint
Slide 6: Multifaceted partnership with Vusion
Multifaceted partnership with Launched in December 2024 • StrongPoint as Value-Added Reseller (VAR) of Vusion’s retail technology solutions • Vusion to integrate StrongPoint’s e-commerce platform into its IoT Cloud platform as an Independent Software Vendor (ISV)
Slide 7: Why Vusion?
Why Vusion? 1. From ESL to Store 2. De facto broader 3. E-commerce Digitalization geographic coverage Partnership Reseller rights for all Electronic Vusion sought to partner with a Shelf Labels, and more, across all world-leading e-commerce solution StrongPoint markets. provider, reflecting its focu
Slide 8: Roy Horgan
Roy Horgan SEVP Strategy, Marketing, Communication & CEO UK & Ireland
Slide 9: Vusion in Partnership
\/usion Vusion in Partnership © StrongPoint
Slide 10: Global Leader in Digital Solutions for Physical Commerce
WHO ARE WE Global Leader in Digital Solutions for Physical Commerce €1.5bn Sales (2025e) 1,100+ people 62 countries 350+ retailers 60,000 stores 600 M ESLs equipped incl. 300M Cloud managed Ecovadis Platinum 400+ Brands (top 1%) $1.5bn 1992 : Inception (France) 10-yr CAGR 2006 : IPO (Euronext) +30%
Slide 11: Reinventing the Shelf Edge with EdgeSense
Reinventing the Shelf Edge with EdgeSense 11
Slide 12: EdgeSense: broader capabilities and 3X higher return
EdgeSense: broader capabilities and 3X higher return Pricing Labor Automation Efficiency 3x Detect Stock to Light Inventory Improve Sales Connect Pick to Light Traceability Lower Pick Cost Shop to Light Platform Capabilities higher ROI vs. Standard ESL Proximity Based Maintain Work Planogram Speed a
Slide 13: Some of our key wins in 2025
Some of our key wins in 2025 Pharmacy Gas Sport stations Travel Cosmetics / Consumer Retail H&B Electronics Food Home DIY improvement 13
Slide 14: Walmart quote on eCommerce growth
“Sales momentum continued with growth in customer transactions led by digital eCommerce sales up +27%, with strength in store-fulfilled pickup & delivery, advertising and marketplace Sales through expedited store-fulfilled delivery channels grew more than 50% Operating income grew faster than sales,
Slide 15: Carrefour to deploy the latest generation Vusion platform across their stores in France
Carrefour to deploy the latest generation Vusion platform across their stores in France “By partnering with Vusion, a French technological champion with global reach, we are propelling our stores into a new era. The digitalization of our shelves is the essential foundation for deploying our vision o
Slide 16: Putting Technology at the Service of Physical Commerce
Putting Technology at the Service of Physical Commerce , Computer Vision, Data & AI
Slide 17: Q&A
Q&A \/usion StrongPoint
Slide 18: ISV partnership coming to life: StrongPoint & Vusion product roadmap
ISV partnership coming to life: StrongPoint & Vusion product roadmap Live Planning Discovery Shelf-Verified Order Picking Put-to-Tote Vision Picking Optimization EdgeSense AI-Assisted Geo-Location Routing Integration And more to come…
Slide 19: On shelf-edge
Vusion Captana AI Computer Vision camera On shelf-edge
Slide 20: Vusion + StrongPoint = Shelf-Verified Order Picking
Vusion + StrongPoint = Shelf-Verified Order Picking • Alert sent to in-store staff to restock if in stock, or Order Picking App sees what is • Substitute if out of stock not on shelf and the customer opts in
Slide 21: Grocery E-Commerce
Grocery E-Commerce 'S) StrongPoint
Slide 22: Grocery e-commerce penetration levels in 2025
Grocery e-commerce penetration levels in 2025: US 15% UK 14% France 10% Sweden 7% Belgium 4% Spain 3% Sources: Bricks Meets Clicks, IGD, NielsenIQ
Slide 23: Large scale grocery fulfillment centers are going out of fashion
Large scale grocery fulfillment centers are going out of fashion Large scale Capex heavy Inflexible
Slide 24: The store is at the centre of e-commerce fulfillment
The store is at the centre of Grocery Lockers e-commerce fulfillment Quick Commerce Pickup In-store Picking Micro-Fulfillment (Small Scale Automation )
Slide 25: Markets
Markets
Slide 26: Situation and plan for geographic markets
Situation and plan for geographic markets EBITDA 2025 Sweden Need to develop, Baltic transform to growing technologies and solutions Norway Big market + good UK product-market fit Ireland Currently sub-scale Finland Currently sub-scale Balance needed between own IP and partner solutions. Spain Signi
Slide 27: Large opportunities in key markets
Large opportunities in key markets Market size StrongPoint grocery StrongPoint solution Examples of Country (BnNOK)* chain coverage penetration opportunities Self-checkout, Vensafe, E-Commerce, Norway 290 100% CashGuard Traditional markets E-Commerce, Electronic Shelf Labels, Self- Sweden 330 100% C
Slide 28: Continuing to develop strong base of recurring and repeat business revenue
Continuing to develop strong base of recurring and repeat business revenue ales S w Licenses Ne Service Re Agreements curring Rev Breakdown Re en pe ue Bu at sin ess Rentals
Slide 29: Strategy
Strategy
Slide 30: The StrongPoint Strategy
The StrongPoint Strategy Purpose We make grocery retailers more efficient and sustainable Make Customer Dominate grocery Drive efficiency and Intimacy our core in-store fulfillment performance through differentiator with our Order strong culture Strategic Picking solution pillars StrongPoint recogni
Slide 31: Replicating high level of customer intimacy in new, large growth markets
Replicating high level of customer intimacy in new, large growth markets Averaging 4.7 solutions Replicating this in sold to the top 10 the UK and Spain customers in our core markets of Norway, Sweden, and the Baltics. 4.7 average number of solutions used
Slide 32: How our Order Picking model creates continuous growth
How our Order Picking model creates continuous growth In-Store Fulfillment World-Leading Scale Reduces is the Present Order Picking Cost to Serve Grocery retail fulfillment is Our best-in-class order picking As our customer base expands, rapidly shifting toward in-store capabilities attracts new ope
Slide 33: Employee Net Promoter Score
Employee Net Promoter Score 36 14 points above benchmark companies
Slide 34: Conclusionary remarks
Conclusionary remarks 'S) StrongPoint
Slide 35: Deliberate targeted investments after pandemic
Deliberate targeted investments after pandemic Investments: EBITDA MNOK Dividend NOK E-Commerce Software 160 1.60 140 1.40 Extraordinary dividend of NOK 1.00 Acquired company 120 1.20 in UK & Ireland 100 1.00 80 0.80 60 0. Cash automation solution in Spain 40 0.40 20 0.20 Own point-of-sale 0 0 2012
Slide 36: Stepping stones for future growth
Stepping stones for future growth Customer E-Commerce Scale own intimacy products • Strengthen • E-commerce • Scaling own relationships in opportunities products in core mature markets comes from online markets and and build strong growth, store-based through partners, relationships in fulfillment w
Slide 37: Long-term financial aspirations
Long-term financial aspirations Revenue EBITDA Ambition to pay growth >10% and increase the dividend forward
Slide 38: Thank you
Thank you 'S) StrongPoint