Trifork Group Ag · OMXCOP:TRIFOR
Trifork — Carnegie AI Seminar 2026
19 slides from Trifork's conference presentation, Apr 14, 2026
Slide 1: Our AI Opportunity
CARNEGIE AI SEMINAR · COPENHAGEN · 14 APRIL 2026 Our AI Opportunity Jørn Larsen Martin Olesen BUSINESS UNIT LEAD FOUNDER & GROUP CEO PRODUCT DIRECTOR, CORAX DATA & AI
Slide 2: Disclaimer: Important Information
DISCLAIMER IMPORTANT INFORMATION This presentation contains forward-looking statements including, but not limited to, statements and expectations concerning expected or projected earnings, strategies, trends and developments. Forward-looking statements are statements (other than statements of histor
Slide 3: Agenda
Agenda INTRO WHERE WE ARE TODAY TRIFORK’S ROLE WHAT WE’RE DOING WITH AI BUSINESS MODEL IMPACT THE ROAD AHEAD 3
Slide 4: Pioneering meaningful change for 30 years
INTRO · WHERE WE ARE TODAY · TRIFORK’S ROLE · WHAT WE’RE DOING WITH AI · BUSINESS MODEL IMPACT · THE ROAD AHEAD Pioneering meaningful change for 30 years Trifork DNA We operate at the forefront of innovation and are often among the first to explore new technologies and methods. We work closely with
Slide 5: AI lowers the barrier to writing code – not to building valuable outcomes
INTRO · WHERE WE ARE TODAY · TRIFORK’S ROLE · WHAT WE’RE DOING WITH AI · BUSINESS MODEL IMPACT · THE ROAD AHEAD AI lowers the barrier to writing code – not to building valuable outcomes for the enterprise segment CODE GENERATION We are still very early in enterprise adoption TEXT DRAFT CUSTOMER LIGH
Slide 6: AI lowers the barrier to writing code – not to building valuable outcomes
INTRO · WHERE WE ARE TODAY · TRIFORK’S ROLE · WHAT WE’RE DOING WITH AI · BUSINESS MODEL IMPACT · THE ROAD AHEAD AI lowers the barrier to writing code – not to building valuable outcomes for the enterprise segment CODE GENERATION We are still very early in enterprise adoption TEXT DRAFT 121,00 develo
Slide 7: AI does not eliminate work - it changes the type of work
INTRO · WHERE WE ARE TODAY · TRIFORK’S ROLE · WHAT WE’RE DOING WITH AI · BUSINESS MODEL IMPACT · THE ROAD AHEAD AI does not eliminate work - it changes the type of work In the past, only around 20% of a developers time spent Today, our architects guide AI-assisted or AI-developed code; on a project
Slide 8: AI touches all the enterprise concerns where Trifork has expertise
INTRO · WHERE WE ARE TODAY · TRIFORK’S ROLE · WHAT WE’RE DOING WITH AI · BUSINESS MODEL IMPACT · THE ROAD AHEAD AI touches all the enterprise concerns where Trifork has significant expertise. As adoption of AI goes up, Trifork benefits. LLMs Software takes Agents no responsibility Security Complianc
Slide 9: Trifork is mainly active in complex and regulated industries
INTRO · WHERE WE ARE TODAY · TRIFORK’S ROLE · WHAT WE’RE DOING WITH AI · BUSINESS MODEL IMPACT · THE ROAD AHEAD Trifork is mainly active in complex and regulated industries where quality cannot be compromised Focus industries served by Trifork Digital Health Financial Services Public Aviation Energy
Slide 10: From boardroom to GPU, an end-to-end tech strategy and execution partner
INTRO · WHERE WE ARE TODAY · TRIFORK’S ROLE · WHAT WE’RE DOING WITH AI · BUSINESS MODEL IMPACT · THE ROAD AHEAD From boardroom to GPU, we are becoming an end-to-end tech strategy and execution partner Sovereign data & AI-as-a-service 10
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Slide 12: Corax - unlocking the value of data
INTRO · WHERE WE ARE TODAY · TRIFORK’S ROLE · WHAT WE’RE DOING WITH AI · BUSINESS MODEL IMPACT · THE ROAD AHEAD Corax - unlocking the value of data Use cases Build robust data and AI solutions on top of your business data — with speed, control, and governance. What is Corax? Corax is a secure Danish
Slide 13: Corax - unlocking the value of data
INTRO · WHERE WE ARE TODAY · TRIFORK’S ROLE · WHAT WE’RE DOING WITH AI · BUSINESS MODEL IMPACT · THE ROAD AHEAD Corax - unlocking the value of data For Governance For Builders For Domain Experts and Control Development layer Control Center Business app store Build data products, AI tools Govern data
Slide 14: How AI impacts our business model
INTRO · WHERE WE ARE TODAY · TRIFORK’S ROLE · WHAT WE’RE DOING WITH AI · BUSINESS MODEL IMPACT · THE ROAD AHEAD How AI impacts our business model Share of Trifork revenue 2025 Products Services 35% 65% Increase Products to 50% Now sold second as Previously sold first attachment to own Recurring cont
Slide 15: A higher margin revenue mix expected as pricing models are adjusted
INTRO · WHERE WE ARE TODAY · TRIFORK’S ROLE · WHAT WE’RE DOING WITH AI · BUSINESS MODEL IMPACT · THE ROAD AHEAD A higher margin revenue mix expected, and internal productivity increases while pricing models are adjusted Revenue (left axis) Adj. EBITDA margin (right axis) Rolling 4 quarters adj. EBIT
Slide 16: Growing addressable market from AI
INTRO · WHERE WE ARE TODAY · TRIFORK’S ROLE · WHAT WE’RE DOING WITH AI · BUSINESS MODEL IMPACT · THE ROAD AHEAD Growing addressable market from AI Sovereign data hosting XR adoption & managed solutions AI is increasingly a growth driver for Trifork. AI creates new workstreams that did not exist 2-3
Slide 17: The road ahead
INTRO · WHERE WE ARE TODAY · TRIFORK’S ROLE · WHAT WE’RE DOING WITH AI · BUSINESS MODEL IMPACT · THE ROAD AHEAD The road ahead - Trifork is not betting on AI as a hype cycle - We have built and operated critical IT systems for 30 years. - We see AI as the latest technology wave where Trifork's exper
Slide 18: Record earnings expected in 2026, moving towards a net cash balance sheet
INTRO · WHERE WE ARE TODAY · TRIFORK’S ROLE · WHAT WE’RE DOING WITH AI · BUSINESS MODEL IMPACT · THE ROAD AHEAD Record earnings expected in 2026, moving towards a net cash balance sheet, EURm 10 share buybacks initiated for 2026 (5% of market cap) EURm EURm 16-32% growth 7-11% org. growth Revenue fr
Slide 19: Q&A
Q&A Digitalization and AI as a long-term driver Innovation specialists Three decades of growth and profitability Full-circle business model Agile organization Successful and profitable innovation model Enabling customers to become sustainable We change the world with software.