Strongpoint Asa · OSL:STRO

Strongpoint Asa — Q1 2026 Earnings Presentation

23 slides from Strongpoint Asa's earnings presentation, Apr 29, 2026

  1. Slide 1: StrongPoint Q1 2026

    StrongPoint Q1 2026 29 April 2026

  2. Slide 2: Agenda

    Agenda Highlights About StrongPoint Customer success Jacob Tveraabak Marius Drefvelin Q1 2026 financials Chief Executive Officer Chief Financial Officer Outlook

  3. Slide 3: Highlights

    Highlights Financial highlights Q1 Customer success • Revenue: 342 MNOK (-1%) • UK grocery retailer Iceland Foods has signed an agreement to trial • Recurring revenue* 384 MNOK (+3%) StrongPoint’s Order Picking for its • EBITDA: 10 MNOK (10) e-commerce fulfillment • Cash flow from operations: -9 MNO

  4. Slide 4: About StrongPoint

    About StrongPoint 'S) StrongPoint

  5. Slide 5: StrongPoint at a glance

    StrongPoint at a glance 1.4 Bn NOK annual revenue Our purpose: € 384 MNOK recurring revenue We make grocery >80% revenue from grocery retailers retailers more efficient ~500 team across Europe and sustainable Proprietary SaaS solutions built by in-house development team All figures from year end 202

  6. Slide 6: Solutions: solving grocery challenges and unlocking strategic opportunities

    Solutions: solving 5 grocery challenges and unlocking strategic 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 • S

  7. Slide 7: Where we operate

    Where we operate Our Core Markets: Nordics, Baltics, • Direct operations in 9 core countries with full local support from sales to service Spain, UK & Ireland • 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: UK grocery retailer Iceland Foods picks StrongPoint's Order Picking

    UK grocery retailer Iceland Foods picks StrongPoint’s Order Picking • UK grocery retailer Iceland Foods signed an agreement to trial StrongPoint’s Order Picking solution for all its grocery e-commerce orders • Iceland Foods is a well-known UK grocery retailer with approximately 980 stores across the

  10. Slide 10: Norwegian grocery retailer NorgesGruppen orders CashGuard and Vensafe

    Norwegian grocery retailer NorgesGruppen orders CashGuard and Vensafe • Largest grocery retailer in Norway, NorgesGruppen updates their existing installed base of StrongPoint’s CashGuard and Vensafe solutions • The CashGuard agreement covers the replacement of part of the installed base where the ex

  11. Slide 11: UK signs multiple AutoStore automation projects

    UK signs multiple AutoStore automation projects • StrongPoint UK has been chosen to design and install three AutoStore automation solutions • One project is for the traditional AutoStore automated solution for a leading UK-based global e-commerce retailer • Two other projects are for AutoStore’s Pio

  12. Slide 12: 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 • CashGuard Connect is a fully closed-loop selected by Sainsbury’s, UK’s second cash management solution largest grocery chain • At the end of Q1, the solution was live i

  13. Slide 13: Q1 2026 financials

    Q1 2026 financials 'S) StrongPoint

  14. Slide 14: 1st quarter revenue

    1st quarter revenue Revenue MNOK - 5 MNOK (-1%)

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

    Total recurring revenue (12 months rolling) + 12 MNOK (3%) Revenue • Increase in service MNOK revenue, mainly CashGuard, Vensafe, Self- Checkouts • A reduction of MNOK 8 YoY in recurring revenue (license and service revenue) from our former ESL partner

  16. Slide 16: 1st quarter EBITDA

    1st quarter EBITDA EBITDA 0 MNOK 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 no

  17. Slide 17: Cash Flow movements in 2026

    Cash Flow movements in 2026 MNOK

  18. Slide 18: Changes in main working capital items in 2026

    Changes in main working capital items in 2026 MNOK

  19. Slide 19: Net interest-bearing debt

    Net interest-bearing debt Net interest-bearing debt MNOK Disposable funds of NOK 68 million as per Q1 2026. (NOK 99 million as per Q4 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 compon

  20. Slide 20: Outlook

    Outlook 'S) StrongPoint

  21. Slide 21: 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 rev

  22. Slide 22: Next presentation

    Next presentation Investor relations contact information: • AGM 29 April 2026 at 10:00 CET investor@strongpoint.com or marius.drefvelin@strongpoint.com • Q2 2026 presentation 10 July 2026 Marius Drefvelin, CFO Mobile: +47 958 956 90

  23. Slide 23: Thank you

    Thank you 'S) StrongPoint

StrongPoint — Q1 2026 Earnings Presentation on 6ix