Strongpoint Asa · OSL:STRO

Strongpoint Asa — Q4 2025 Earnings Presentation

24 slides from Strongpoint Asa's earnings presentation, Feb 12, 2026

  1. Slide 1: StrongPoint Q4 2025

    StrongPoint Q4 2025 12 February 2026

  2. Slide 2: Agenda

    Agenda Highlights About StrongPoint Customer success Jacob Tveraabak Marius Drefvelin Q4 2025 financials Chief Executive Officer Chief Financial Officer Outlook

  3. Slide 3: Highlights

    Highlights Financial highlights Q4 and FY2025 Customer success • Revenue: • Swedish retailer EKO rolling out • Q4: 342 MNOK (+1%) StrongPoint’s ShopFlow Logistics in all • FY 2025: 1,359 MNOK (+4%), their stores • Recurring revenue* 385 MNOK: +7% • Vensafe proof of concepts in the UK • EBITDA: conti

  4. Slide 4: About StrongPoint

    About StrongPoint 'S) StrongPoint

  5. Slide 5: StrongPoint at a glance

    StrongPoint at a glance 1.35 Bn NOK annual revenue Our purpose: € 385 MNOK recurring revenue We make grocery >80% revenue from grocery retailers retailers more efficient and ~500 team across Europe sustainable Proprietary SaaS solutions built by in-house development team

  6. Slide 6: Solutions solving grocery challenges and opportunities

    Solutions solving 5 grocery challenges and opportunities 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 PRICI

  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: Expanded partnership with EKO in Sweden

    Expanded partnership with EKO in Sweden • Leading retailer in Sweden EKO chose ShopFlow Logistics and rolling out to all their stores in 2026 • ShopFlow Logistics is a cloud-based solution designed by StrongPoint for in-store logistics management • Example of StrongPoint capitalizing on already exis

  10. Slide 10: Vensafe pilots continue in UK

    Vensafe pilots continue in UK • Five leading UK-based grocery retailers with Vensafe proof-of-concept installations • Two grocery retailers are currently reviewing their results as part of their evaluation process

  11. Slide 11: Multifaceted partnership with Vusion

    Multifaceted partnership with From ESL provider to De facto broader Deep E-commerce digitalizing the store geographic coverage collaboration • Global leader in Electronic • Reseller rights for all • Mutual promotion of Shelf Label market Electronic Shelf Labels – solutions with new and and more – ac

  12. Slide 12: Shelf-Verified Order Picking launched

    Shelf-Verified Order Picking launched • StrongPoint launched ‘Shelf-Verified’ Order Picking solution leveraging Vusion’s shelf edge camera, Captana enabling grocery retailers to know exactly what is on the shelf in the store real time • Allows for better shelf availability and increases order qualit

  13. Slide 13: Updates on: Order Picking and CashGuard Connect

    Updates on: Order Picking and CashGuard Connect Order Picking CashGuard with: Connect: • StrongPoint’s Order Picking solution was • Several grocery retailers with interest in selected by Sainsbury’s, UK’s second CashGuard Connect, a ground-breaking largest grocery chain closed cash loop solution • A

  14. Slide 14: Q4 2025 financials

    Q4 2025 financials 'S) StrongPoint

  15. Slide 15: 4th quarter revenue

    4th quarter revenue Revenue MNOK + 2 MNOK (1%)

  16. Slide 16: Total recurring revenue (12 months rolling)

    Total recurring revenue (12 months rolling) 7% increase Revenue MNOK includes growth Picking license revenue and service agreements (CashGuard, Vensafe, Self- Checkouts As per year-end 2025, a total of MNOK 52 in license and service agreements from Pricer ESL will diminish in 2026

  17. Slide 17: 4th quarter EBITDA

    4th quarter EBITDA EBITDA MNOK -10 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

  18. Slide 18: Cash Flow movements in 2025

    Cash Flow movements in 2025 MNOK

  19. Slide 19: Changes in main working capital items in 2025

    Changes in main working capital items in 2025 MNOK

  20. Slide 20: Net interest-bearing debt

    Net interest-bearing debt Net interest-bearing debt MNOK Disposable funds of NOK 99 million as per Q4 2025. (NOK 112 million as per Q3 2025) Net interest-bearing debt includes interest-bearing bank loans, financial lease and IFRS 16 car leasing. See the quarterly report for an overview of each compo

  21. Slide 21: Outlook

    Outlook 'S) StrongPoint

  22. Slide 22: Outlook

    Outlook Long-term: • Building and sustaining Customer Intimacy, getting grocery retailers’ trust in bringing our diverse solution portfolio to market • Strong market characteristics for retail technology and digitalization long-term, especially with global SaaS E- Commerce opportunities • Healthy re

  23. Slide 23: Next presentation

    Next presentation Investor relations contact information: • Investor update 12 March 2026 at investor@strongpoint.com or ABG in Oslo marius.drefvelin@strongpoint.com • Q1 2026 presentation and AGM, 29 April 2026 Marius Drefvelin, CFO Mobile: +47 958 956 90

  24. Slide 24: Thank you

    Thank you 'S) StrongPoint

StrongPoint — Q4 2025 Earnings Presentation on 6ix