Slide 1: Q2 2025 presentation
Q2 2025 presentation Magnus Larsson, President and CEO Claes Wenthzel, CFO July 17 Stockholm, Sweden
Slide 2: Pricer in brief
Pricer in brief 40 Million 70+ 350+ Million Labels installed 2024 Countries Labels Deployed Vision The preferred partner for in-store 5,000+ 200 70+ Stores on Plaza Employees Countries communication and digitalization. 36+ Million 28,000+ 11 Labels on Plaza Stores Office Locations
Slide 3: Q2 2025 PRICER
Q2 2025 PRICER
Slide 4: Market development and Q2 highlights
+0.6% Market development and Q2 highlights Order intake The global ESL market is expected to grow by 15% annually until 2030, although +34.8% overall market growth in 2024 was likely below 5% Order book The need and interest for digitalization in the retail and grocery sectors remain strong, wit
Slide 5: Profit & Loss statement
Profit & Loss statement Comments Order intake slightly higher, while the order book increased 34.8 percent Net sales decreased 30.3 percent, due to the cautious market development Gross margin decreased to 19.0 percent (22.8) Operating profit was -20.3 MSEK (48.5), impacted by restructuring
Slide 6: Cash flow from operating activities
Cash flow from operating activities Comments Amounts in SEK M 30 June 30 June Full-year Full-year 2025 2024 2024 2023 Higher cash flow from operating activities as a result of Cash flow from improved working capital operating activities 31.6 123,1 268,7 84,2 before changes in working capital Low
Slide 7: Sales and gross margin development
Sales and gross margin development Order intake Net Sales Gross Profit 2 661 2 737 529 2 408 496 2 221 972 801 916 152 147 142 687 136 670 644 630 128 622 614 123 678 668 110 112 528 523 532 449 498 501 85 457 Q2'23 Q3'23 Q4'23 Q1'24 Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q2'23 Q3'23 Q4'23 Q1'24 Q2'24 Q3'24
Slide 8: EBIT & Net profit R12
EBIT & Net profit R12 7% 8% 6% 5% 3% 4% 2% 1% 2% 191 181 159 132 108 111 106 102 50 52 33 21 23 15 8 -2 -7 -10 Q2'23 Q3'23 Q4'23 Q1'24 Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 EBIT (SEKm) Net Profit (SEKm) EBIT margin %
Slide 9: Industry insights & macro trends
Industry insights & macro trends 1. Market growth & strategic digitalization 2. Rising operational cost pressures 3. Inventory accuracy & on-shelf availability 4. Evolution of in-store experience 5. Sustainability as a competitive advantage 6. Tech transformation & personalization 9 Sources: IHL, Ex
Slide 10: Business model and positioning
Business model and positioning End-to-end solution provider Installed-base monetization Focused on profitable markets Pricer delivers a comprehensive and segments With over 350 million ESLs deployed platform for shelf-edge automation, Pricer targets large grocery, DIY, and globally, Pricer has a str
Slide 11: Strategic direction
Strategic direction Purposeful innovation that Continue to develop Further strengthen sets the new standard for solutions that deliver real customer engagement and retail tech customer value & ROI partnership Continuous development of Pricer Avenue, combining Building a Customer advisory Price
Slide 12: Summary
Summary Net sales and profitability clearly impacted by the geopolitical situation and macroeconomic uncertainty Slightly higher cash flow from operations as a result of improved working capital management Tender processes paused among several retail chains in the USA, due to the current marke
Slide 13: Q&A
Q&A 13