Strongpoint Asa · OSL:STRO

Strongpoint Asa — Q3 2025 Earnings Presentation

22 slides from Strongpoint Asa's earnings presentation, Oct 23, 2025

  1. Slide 1: StrongPoint Q3 2025

    StrongPoint Q3 2025 23 October 2025

  2. Slide 2: Agenda

    Agenda Highlights About StrongPoint Customer success Jacob Tveraabak Marius Drefvelin Q3 2025 financials Chief Executive Officer Chief Financial Officer Outlook

  3. Slide 3: Q3 2025 Highlights

    Q3 2025 Highlights Financial highlights Customer success • Revenue 320 MNOK: +2% • Sonae MC, Portugal’s largest grocery retailer, replaced their order picking system • Recurring revenue* 380 MNOK: +12% with StrongPoint’s solution • EBITDA: 14 MNOK and 4.3% • Two new Vensafe anti-theft pilots launche

  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: € 380 MNOK recurring revenue We make grocers >80% revenue from grocery retailers more efficient and sustainable ~500 team across Europe Proprietary SaaS solutions built by in-house development team

  6. Slide 6: Solutions solving grocery problems

    Solutions solving 5 grocery problems 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 • Self-Scanning 04 PRICING & PROMOTIONS • El

  7. Slide 7: Where we operate

    Where we operate Our Core Markets: Nordics, Baltics, • Direct operations in 9 core countries with full local support Spain, UK & Ireland from sales to service • 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: Portugal’s leading grocer picks StrongPoint

    Portugal’s leading grocer picks StrongPoint • Largest grocery retailer in Portugal switched to StrongPoint’s Order Picking solution • Initially considered developing their own system after switching from current supplier • Implementation scheduled for H1 2026

  10. Slide 10: Two new Vensafe pilots launched in the UK

    Two new Vensafe pilots launched in the UK • Two new Vensafe anti-theft proof-of- concepts launched in the UK with leading grocery retailers • Both using the updated Vensafe with in-aisle product advertising and dispenser screens generating retail media revenue

  11. Slide 11: UK retailer selected StrongPoint for first AutoStore

    UK retailer selected StrongPoint for first AutoStore • UK-based retailer and distributor of household products in the UK & European markets chose StrongPoint for their first AutoStore solution • Combined with warehouse fit-out services which demonstrating importance of broader portfolio • Expected t

  12. Slide 12: Updates on ESL and store digitalisation, and CashGuard Connect

    Updates on: ESL and store digitalisation, and CashGuard Connect CashGuard ESL and store Connect digitisation with: solution: • Partnership launched in December • In-store pilot ended on StrongPoint’s initiative 2024, and fully in effect July 2025 • Several grocery retailers have inquired about • Pro

  13. Slide 13: Q3 2025 financials

    Q3 2025 financials 'S) StrongPoint

  14. Slide 14: 3rd quarter revenue

    3rd quarter revenue Revenue MNOK + 7 MNOK (2%)

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

    Total recurring revenue (12 months rolling) Revenue 27% increase in MNOK license revenue compared to last year mainly driven by Order Picking and Self- Checkouts

  16. Slide 16: 3rd quarter EBITDA

    3rd quarter EBITDA EBITDA MNOK +2 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 n

  17. Slide 17: Cash Flow movements in 2025

    Cash Flow movements in 2025 MNOK

  18. Slide 18: Changes in main working capital items in 2025

    Changes in main working capital items in 2025 MNOK

  19. Slide 19: Net interest-bearing debt

    Net interest-bearing debt Net interest-bearing debt MNOK Disposable funds of NOK 112 million as per Q3 2025. (NOK 85 million as per Q2 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 compo

  20. Slide 20: Outlook

    Outlook 'S) StrongPoint

  21. Slide 21: Outlook

    Outlook Long-term: • Core fundamentals getting stronger, especially with global SaaS E-Commerce opportunities • Healthy revenue growth, >10% EBITDA margin

  22. Slide 22: Thank you

    Thank you 'S) StrongPoint

StrongPoint — Q3 2025 Earnings Presentation on 6ix