Strongpoint Asa · OSL:STRO
Strongpoint Asa — DNB TMT & Consumer Conference 2023
11 slides from Strongpoint Asa's conference presentation, Aug 30, 2023
Slide 1: Serving the robust, non-cyclical grocery market
StrongPoin t strongpoint Over 80% .com ************** ************** ************** ******** of our business is from grocery retailers Serving the ************** ************** robust, non-cyclical Thank you for s ************** with Strong hopping Point ******** grocery market DNB TMT & Consumer Co
Slide 2: StrongPoint serves robust and resilient grocery retailers
StrongPoint serves robust and resilient grocery retailers Our customers are Non-cyclical Scandinavia leading grocery retailers market on efficiency >80% of revenue Robust, growing and Other markets need our from grocery resilient, unlike retail efficiency-saving retailers in general technologies
Slide 3: A leading grocery retail solutions provider focusing on 8 countries
A leading grocery retail solutions provider focusing on 8 countries Years in Revenue from StrongPoint’s 8 focus business 37 grocery retailers >80% countries with full sales, service & support teams Countries with NOK Annual full sales, service and support 8 Kr revenue 1.4Bn Listed on Oslo No. of Emp
Slide 4: Challenging macro environment opportunity for StrongPoint
Challenging macro environment opportunity for StrongPoint Inflation Discounters E-Commerce Price changes and increased Shoppers looking for Expensive for everyone, competitive pressure cheaper alternatives unprofitable for many Technology is a vital and integral part of the solution to these challen
Slide 5: Our grocery retail solutions - aisle to aisle & door to door
Our grocery retail solutions - aisle to aisle & door to door In-store E-Commerce 1 9 16 In-store In-store Product Pickup Manual 11 (Vensafe) Picking 2 10 Dark Store Electronic Manual 8 Shelf Labels Picking 2 9 3 11 12 5 Automated Self-Checkout Fulfilment 10 6 4 Cash 12 Management Grocery (CashGuard)
Slide 6: Exporting efficiency saving solutions
Exporting efficiency saving solutions `````` UK, Ireland & Spain facing challenges, some already overcome by Scandinavian retailers: • Labour costs soaring • Labour getting scarcer • Inflation means frequent price changes Driving opportunities: • Electronic Shelf Labels • Vensafe • Order Picking • C
Slide 7: White space opportunities
White space opportunities Market size StrongPoint grocery StrongPoint Examples of Country (BnNOK)* chain coverage solution penetration opportunities Vensafe, Self-checkout, Norway 270 100% E-Commerce Electronic Shelf Labels, Sweden 300 100% Self-Checkout, E-Commerce Vensafe, Self-Checkout, Baltics 1
Slide 8: Continuing recent historic growth will ensure revenue ambition in 2025
Continuing recent historic growth will ensure revenue ambition in 2025 Revenue 2019-2022 (MNOK) 2025 Revenue Ambition (MNOK) Organic ALS StrongPoint CAGR +19% 2500 1491* CAGR +22% 361* 942 981 824 1131 2019 2020 2021 2022 2025 *Proforma
Slide 9: Path to achieving EBITDA margin ambitions
Path to achieving EBITDA margin ambitions (Strategy Update Session) 2022 EBITDA Margin 2025 EBITDA Margin 13-15% 10-11% 10-11% 5.5% Instore E-com Spain StrongPoint Instore E-com Spain & StrongPoint Solutions Investments Solutions Contribution Special 2025 Ambition ex Spain ex Spain Projects
Slide 10: Why you should invest in StrongPoint
Why you should invest in StrongPoint 35+ years Safe Mature & Current & Market Solid Future Growth Grocery market is 35+ years Growing with stable, growing and experience, existing and profitable solid balance sheet new customers
Slide 11: Thank you
Strong Point strongp oint.com ********* ********* ********* ********* ********* ***** Thank you ********* ********* ********* ********* ********* *** Thank ** you for shoppi Strong ng with Point