Rtx A/s · OMXCOP:RTX
Rtx A/s — Investor Day (October 2026)
34 slides from Rtx A/s's investor day presentation, Oct 19, 2026
Slide 1: RTX Investor Day: The Next Growth Chapter
RTX Investor Day 19 October 2026 The Next Growth Chapter This presentation contains statements regarding expectations for the future development of RTX A/S, including future revenue and operating profit (EBITDA), reflect Management’s current outlook and carry some uncertainty. These statements can b
Slide 2: Agenda
Agenda Strong foundation Positioned in attractive growth markets and proven right to win Disciplined, profitable growth 10:00 10:10 10:30 10:55 11:15 11:40 01 02 03 04 05 06 Welcome The Next Growth Healthcare Frontline Building a Stronger Q&A with Chapter Infrastructure Operations RTX Management Hen
Slide 3: Connecting what matters where failure is not an option
01 Welcome Connecting what matters where failure is not an option Our ambition: to be the wireless infrastructure partner for mission-critical communication Connected workplace Frontline operations Professional teams in Frontline teams in retail enterprise environments and operations Strong foundati
Slide 4: A strong foundation with proven traction
01 Welcome A strong foundation with proven traction We build from strengths we already have Our foundation Our ambition Customer partnerships Long-term design-ins with category-leading brands >10% Revenue growth Double-digit annual growth toward 2030 Wireless expertise 30+ years of wireless, softwar
Slide 5: The Next Growth Chapter
02 TheNext Growth Chapter From a strong foundation to more of the solution Henrik Mørck Mogensen, CEO → A strong foundation → More of the solution → Two growth verticals → One RTX architecture 5 5 RTX Investor Day 2026
Slide 6: Our markets are moving toward RTX
02 The Next Growth Chapter Our markets are moving toward RTX Five structural trends make reliable, integrated wireless communication more critical Digitalisation of communication Centrally managed, software-enabled environments ~5m professional wireless handsets sold per year, ~4m DECT¹ Labour short
Slide 7: Direction: more of the solution
02 The Next Growth Chapter Our next chapter builds on Solutions what already works Hardware, software and services that solve the whole customer problem Direction: more of the solution Customer value and strategic relevance An evolution, not a reinvention: we Platforms Reusable hardware, take a larg
Slide 8: From product supplier to infrastructure partner
02 The Next Growth Chapter From product supplier to infrastructure partner Four shifts move RTX closer to the customer problem – and to a larger share of the value Today Direction Wireless product supplier Wireless infrastructure partner Strategic positions in healthcare, frontline Product categorie
Slide 9: RTX today: a strong but concentrated foundation
02 The Next Growth Chapter RTX today: a strong but concentrated foundation Four strategic positions – each with a distinct role in our growth Share of revenue¹ 3 Business segments 4 Strategic positions 74 % Connected Workplace FOUNDATION BUSINESS Trusted platform partner to global enterprise brands
Slide 10: Four positions – two growth engines in focus
02 The Next Growth Chapter Four positions – two growth engines in focus Each strategic position plays a distinct role; Healthcare and Frontline Operations lead the next chapter Growth engines TRANSFORMS SCALES INNOVATES Healthcare Infrastructure Frontline Operations Critical Communications From wire
Slide 11: Our equity story
02 The Next Growth Chapter Our equity story The economic logic: how each strength translates into shareholder value Strong foundation Positioned in attractive Proven right to win Disciplined, profitable growth Cash, customers and growth markets Share gains from • Double-digit annual revenue growth c
Slide 12: Healthcare Infrastructure
03 TRANSFORMS Healthcare Infrastructure The next growth opportunity Henrik Mørck Mogensen, CEO → A strong foundation → More of the solution → Two growth verticals → One RTX architecture 12 12 RTX Investor Day 2026
Slide 13: Care is moving beyond the bedside
03 Healthcare Infrastructure Care is moving beyond the bedside More monitoring, more patient mobility and fewer clinical resources – reliable wireless must follow the patient Ageing population Shift to wireless Shorter length of stay Resource constraints >30% projected rise in cardio- Cutting the co
Slide 14: An attractive and defensible market
03 Healthcare Infrastructure An attractive and defensible market Structural demand combined with mission-critical requirements, regulation and long lifecycles >EUR 12 bn 01 Mission-critical A dropped signal can mean a missed alarm – reliability is non-negotiable global in-hospital patient monitoring
Slide 15: RTX enables wireless medical telemetry for Philips IntelliVue
03 Healthcare Infrastructure RTX enables the wireless medical telemetry service for Philips IntelliVue patient monitoring solutions There are ~1,500 hospitals using the dedicated Smart Hopping network for In-hospital cardiac telemetry Patient Monitoring RTX manufactures the radio chips inside Bedsid
Slide 16: Smart Hopping Connect: more reach, less infrastructure
03 Healthcare Infrastructure Smart Hopping Connect: more reach, less infrastructure Our next product extends proven medical telemetry over the hospital's existing Wi-Fi, at a fraction of the cost Wards · Proven today Keep what is proven All the benefits of the Wireless Medical Telemetry Service No I
Slide 17: 3+ Years of Smart Hopping Collaboration with Mayo Clinic
03 Healthcare Infrastructure 3+ Years of Smart Hopping Collaboration with Mayo Clinic Alpha and Beta test partner with the #1 Hospital in the World. Mayo confirmed they now have approval to proceed with the pilot! Jun 2024 – Alpha Testing with Mayo Jan 2026 – Beta Testing at Mayo Methodist Jun 2026
Slide 18: A staged roadmap from proven position to platform
03 Healthcare Infrastructure A staged roadmap from proven position to platform Deepen the existing position first, then open the platform – and scale what is proven Wireless patient-monitoring partner Healthcare infrastructure platform provider Wireless infrastructure partner in connected care 1 Dee
Slide 19: Frontline Operations
04 SCALES Frontline Operations Scaling beyond the UK Henrik Mørck Mogensen, CEO → A strong foundation → More of the solution → Two growth verticals → One RTX architecture 19 RTX Investor Day 2026
Slide 20: Frontline work is going digital
04 Frontline Operations Frontline work is going digital The store is becoming a connected operation where reliable team communication is critical Labour shortages and productivity The omnichannel store Fewer staff must serve more customers Stores double as fulfilment hubs – across more channels coor
Slide 21: A large and under-served market
01 Welcome A large and under-served market Physical retail is reshaping around leaner, service-led stores – and most still run on legacy radios ~5 m 01 Under-served Most stores still rely on legacy radios or informal channels retail stores across the EU, UK and North America¹ 02 Labour-driven return
Slide 22: Partnership that has earned the right to win
04 Frontline Operations Partnership that has earned the right to win The leading retail communications brand combined with RTX’s technology and delivery capabilities form a proven model Brand Partner brings RTX brings Access to major retailers Brand RTX Wireless engineering Partner Retail and end-us
Slide 23: The opportunity extends beyond voice
04 Frontline Operations The opportunity extends beyond voice Value per store grows as communication integrates with alerts, workflows, data and services Services Services RECURRING Cloud, analytics and value-added services Workflows Workflows SOFTWARE Task management and coordination across the stor
Slide 24: A staged roadmap to scale beyond the UK
04 Frontline Operations A staged roadmap to scale beyond the UK Deepen, broaden, scale – with geography as the first growth engine Trusted technology partner Integrated frontline platform partner Innovation engine for frontline operations 1 Deepen 2 Broaden 3 Scale Today Next Longer term Dedicated p
Slide 25: Building a Stronger RTX
05 Building a StrongerRTX One RTX architecture and the economic logic Mille Tram Lux, CFO → A strong foundation → More of the solution → Two growth verticals → One RTX architecture 25 RTX Investor Day 2026
Slide 26: Profitable growth remains the anchor
05 Building a Stronger RTX Profitable growth remains the anchor Making strategy work – translating our priorities into action and long-term growth bets. Current financial ambitions Execution attention points Future direction >10% Healthcare Infrastructure: expansion beyond cardiac wards Double digit
Slide 27: Four levers improve the quality of growth
05 Building a Stronger RTX Four levers improve the quality of growth A larger, broader, more recurring business – the same four shifts, now in financial terms Today Where we grow How we add value Ambition Higher-quality Solution growth Value chain sales Larger · broader · more expansion Software, cl
Slide 28: Shared core + modular solutions = operating leverage
05 Building a Stronger RTX Shared core + modular solutions = operating leverage Built once, reused across four market positions – capital-efficient by design GROWTH GROWTH MARKET Connected Critical Healthcare OPERATING LEVERAGE Frontline Operations POSITIONS Workplace Communications Infrastructure R
Slide 29: A strong foundation with proven traction
05 Building a Stronger RTX A strong foundation with proven traction We build from strengths we already have Our foundation Traction Our ambition Revenue, DKK million EBITDA margin Customer partnerships Long-term design-ins with category- leading brands CAGR* 9-12% 547 590–625 > 10 % 498 Revenue grow
Slide 30: Our equity story
05 02 Building The NextaGrowth Stronger Chapter RTX Our equity story The economic logic: how each strength translates into shareholder value Strong foundation Positioned in attractive Proven right to win Disciplined, profitable growth Cash, customers and growth markets Share gains from • Double-digi
Slide 31: Q&A Management
06 Q&A Management Management Team → A strong foundation → More of the solution → Two growth verticals → One RTX architecture 31 RTX Investor Day 2026
Slide 32: Building tomorrow's RTX from today's strengths
06 Q&A with Management Building tomorrow’s RTX from today’s strengths Connected workplace Frontline operations Professional teams in Frontline teams in retail enterprise environments and operations Strong foundation Positioned in attractive growth markets Disciplined, profitable growth Proven right
Slide 33: Q&A session
06 Q&A with Management Q&A session RTX management Henrik Schimmell, Henrik Mørck Mogensen, Mille Tram Lux, Chair CEO CFO 33 RTX Investor Day 2026
Slide 34: Thank you for your attention
Thank you for your attention RTX A/S Strømmen 6 9400 Nørresundby Denmark rtx.dk 34 RTX Investor Day 2026