Datrix S.p.a. · MIL:DATA

Datrix — Investor Presentation (June 2026)

48 slides from Datrix's investor presentation, June 2026

  1. Slide 1: Investors Deck June 2026

    Investors Deck June, 2026 Fabrizio Milano d’Aragona Co-Founder & CEO Niccolò Bossi General Manager Giuseppe Venezia Head of M&A

  2. Slide 2: Introducing Datrix

    2 INTRODUCING DATRIX The leading ecosystem of AI vertical applications, powered by a Proprietary Enterprise Intelligence Framework

  3. Slide 3: Our Vision: The AI Landscape

    3 Our Vision The AI Landscape

  4. Slide 4: From AI Infrastructure to AI Application

    4 FROM AI INFRASTRUCTURE TO AI APPLICATION The next 10 years is going to be the application science of AI. «AI will become pervasive weaving its way into nearly every industry» «The applications must be deployed an AI-ready technical and organizational infrastructure » Jensen Huang NVIDIA Co-Founder

  5. Slide 5: Our Vision: Our Positioning & Assets

    5 Our Vision Our Positioning & Assets

  6. Slide 6: The Link Between Strategy, Technology and Business

    6 THE LINK BETWEEN STRATEGY, TECHNOLOGY AND BUSINESS UPPER LAYER STRATEGIC ADVISORY Define the investment strategy but lack the technology and organizational infrastructure to adopt AI safely MIDDLE LAYER AI ENTEPRISE FRAMEWORK The framework that turns strategy into risk-free & production-ready AI a

  7. Slide 7: Let's Clear It Up: Applications vs Models

    7 LET’S CLEAR IT UP: APPLICATIONS VS MODELS LLM Horizontal Models AI Vertical Applications General-purpose foundation models that do a bit of everything — specific business need end- powerful, but broad, open-ended and not engineered to fulfill a to-end single business requirement. Act on uncontroll

  8. Slide 8: We Operate in a Mission-Critical Environment

    8 WE OPERATE IN A MISSION-CRITICAL ENVIRONMENT AI adoption needs a layer that assesses the risks and drives the execution. THRESHOLD OF CRITICALITY LOW CRITICALITY · MINIMAL CONTROL MISSION CRITICAL · MAXIMUM CONTROL Open / public data · no sensitive information Regulation IP & sensitive data · miss

  9. Slide 9: Our Vision: The Market Today

    9 Our Vision The Market Today

  10. Slide 10: The Limitations of Adopting Horizontal Models

    10 THE LIMITATIONS OF ADOPTING HORIZONTAL MODELS Horizontal models — the large generalist systems — offer growing, cross-cutting capability. But adoption in an enterprise context introduces structural constraints that the model's capability alone does not resolve. 01 02 03 04 Regulation Intellectual

  11. Slide 11: Problems Arising from Non-Governed Adoption

    11 PROBLEMS ARISING FROM NON-GOVERNED ADOPTION 3 challenges every CTO and CFO are dealing with right now 01 02 03 Compliance & Sovereignty Cost governance Systems orchestration Regulatory exposure risk Invisible costs are ungoverned. More tools, less control

  12. Slide 12: Using Horizontal Models for Vertical Problems

    12 USING HORIZONTAL MODELS FOR VERTICAL PROBLEMS AI adoption fails Promising pilots that never reach 95% of AI projects never make it past the pilot phase. The real obstacle is integration into processes. production — stuck in the gap between demo and enterprise value MIT NANDA "State of AI in Busin

  13. Slide 13: From Failure to Adoption

    13 FROM FAILURE TO ADOPTION Expected adoption new more time required to set-up, significantly lower number of Curve slope = adoption rate (%) failures, higher adoption rate in the mid-to-long run. ADOPTION ERY RECOV ON OPTI P AD STEE Expected adoption old quicker adoption, higher number Reality, so

  14. Slide 14: Our Vision: Our Value Proposition

    14 Our Vision Our Value Proposition

  15. Slide 15: A Proper Setup Is Fundamental for a Safe Drive

    15 Value lies not in the model's power, but in how it is governed. A proper setup is fundamental for a safe drive

  16. Slide 16: Our Go-to-Market Strategy

    16 OUR GO-TO-MARKET STRATEGY #1 THE DATRIX ENTERPRISE LAYER CO NT RO L & G O VE RNA NCE One proprietary AI Framework DISTRIBUTED VIA DIRECT SALES PARTNER NETWORK GROUP COMPANIES Large Corporations Partner-built Group-infused Sold direct by Datrix & ecosystem to high-value Consultancies, system integ

  17. Slide 17: Trusted by Industry Leaders

    17 TRUSTED BY INDUSTRY LEADERS CPG & HEALTH FI N A N C E , M E D I A & TECH E N E R G Y, M O B I L I T Y & RETAIL Sample out of 200+ Companies

  18. Slide 18: AI Enterprise Framework

    18 AI ENTERPRISE FRAMEWORK The integration layer that combines technology, business and regulatory expertise to enable safe and effective AI adoption.

  19. Slide 19: Our Composable AI Enterprise Framework

    19 OUR COMPOSABLE AI ENTERPRISE FRAMEWORK From AI-ready data to governed intelligence — built by partners, steered by users, controlled by CIOs. SYSTEMS OF ACTION ERP CRM Workflows & RPA Collaboration Reporting & BI Alerts External Apps ▲ AI ENTERPRISE FRAMEWORK ▲ CROSS-CUTTING Governance & L4 Contr

  20. Slide 20: AI-Powered Vertical Applications

    21 AI-POWERED VERTICAL APPLICATIONS We disseminate transformative AI Applications through our specialized companies, driving process efficiency and business expansion.

  21. Slide 21: Where We Act

    22 WHERE WE ACT AI-POWERED VERTICAL APPLICATIONS AI for AI for Ensuring organizations achieve peak Transforming data into immediate value, operational efficiency and sustainability, accelerating revenue, acquisition, retention, cutting costs, conserving energy and elevating product innovation, and m

  22. Slide 22: Where We Create Value

    23 WHERE WE CREATE VALUE AI FOR INDUSTRIAL & BUSINESS PROCESSES AI FOR DATA MONETIZATION P R OC ES S ES E FFI C I ENC Y B U S I NE S S E XP ANS I ON Production & Operations Sales & Marketing Energy Optimization · Predictive maintenance · Proactive risk Predictive segmentation · Brand monitoring · Ma

  23. Slide 23: Our Vision: Our Model at Scale

    25 Our Vision Our Model at Scale

  24. Slide 24: Scaling Applied AI Through M&A & Direct-to-Market Strategy

    26 SCALING APPLIED AI THROUGH M&A & DIRECT-TO-MARKET STRATEGY TODAY EXTRAORDINARY · ACQUISITION-BASED Direct / Organic Growth M&A + Co-Pilot already delivers acquires & scales AI Enterprise Framework #1 M&A 1 Scouting · GROWTH Selection · Validation · Closing 2 AI-Powered Vertical Applications + #2

  25. Slide 25: Thank You

    27 Thank You ir@datrixgroup.com

  26. Slide 26: Disclaimer

    28 DISCLAIMER INFORMATION, DATA, PRICES, AND ANY AND ALL OTHER ECONOMIC, COMMERCIAL AND/OR MANAGEMENT INFORMATION (THE SO CALLED “CONFIDENTIAL INFORMATION”) CONTAINED IN THE FOLLOWING PAGES ARE STRICTLY PRIVATE AND CONFIDENTIAL AND – TOGETHER WITH ALL TRADEMARKS, DESIGNS AND NAMES - ARE THE EXCLUSIV

  27. Slide 27: FY2025 Consolidated Results

    29 APPENDIX 1 Our Vision FY2025 Consolidated Results

  28. Slide 28: Companies Growth Journey

    30 COMPANIES GROWTH JOURNEY In 2025, we helped execute a comprehensive transformation of our companies portfolio. This combination of AI infusion and strategic coaching has positioned them for accelerated growth, sharpened value propositions, and improved responsiveness to an increasingly competitiv

  29. Slide 29: Steady Margin Growth Enabled by Disciplined Execution

    31 STEADY MARGIN GROWTH ENABLED BY DISCIPLINED EXECUTION AND FOCUS ON VALUE ADDED BUSINESS EBITDA REVENUE €18.2M €1.8M €16.8M €1.0M €15.3M €13.6M €11.4M -269K -648K -€1.1M 2021 2022 2023 2024 2025 2026 2021 2022 2023 2024 2025 2026 • Since 2021, we have consistently improved our operating Revenue ev

  30. Slide 30: FY2025 Highlights

    32 HIGHLIGHTS FY2025 FY2024 • Net Financial Position improved compared to the REVENUE (MLN) 13.6 € 18.2 € €2.5 million net debt recorded in H1 2025, EBITDA (MLN) 1.8 € 1.0 € reflecting positive cash generation in line with the Margin business positive trajectory. 13% 6% When comparing with FY2024 ,

  31. Slide 31: Analysts' Market Consensus

    33 ANALYSTS’ MARKET CONSENSUS FY26E – FY29E ANALYSTS’ CONSENSUS ON Sales Revenues (€m) 25,8 25,8 21,2 21,4 21,0 16,0 16,0 15,9 12,0 12,0 12,0 Update FY25 14.04.2026 n.a. 2026E 2027E 2028E 2029E Avg KT&Partners Banca Akros Fair Value €2.74 (unchanged) Rating ADD (unchanged) EBITDA Adj. (€m) Upside +6

  32. Slide 32: Our Story in a Nutshell

    34 APPENDIX 2 Our Vision Our Story in a nutshell

  33. Slide 33: Evolving Together: Datrix & the AI Market

    35 EVOLVING TOGETHER: DATRIX & THE AI MARKET FOUNDATION (Pre-IPO) EXPANSION (IPO) APPLICATION & GROWTH Built the core technology and Scaled internationally and increased Deploying our go-to-market model by founding teams. Early M&A and recurring revenues. Invested in R&D, combining companies acquisi

  34. Slide 34: Our Assets

    36 APPENDIX 3 Our Vision Our Assets

  35. Slide 35: What Sets Us Apart: Our People

    37 WHAT SET US APART Our edge is Our People AI Champions

  36. Slide 36: Champions in AI

    38 CHAMPIONS IN AI 01 02 03 Our Mantra: “AI that Works” World-Class Scientific Authority Your Data Scientists' Best Partner We believe Artificial Intelligence only R&D led by Prof. Enrico Zio as AI Champions work alongside your creates value when it is applied Group’s Scientific Director — top 2% te

  37. Slide 37: Our Leadership Team

    39 OUR LEADERSHIP TEAM Fabrizio Milano Mauro Arte Claudio Zamboni Paolo Dello Vicario d'Aragona Co-Founder & Head of AI CRO & Co-Founder Datrix Co-Founder & Head of Data CEO & Co-Founder Datrix for Industrial & Business Monetization Datrix · Processes Datrix · CEO & Founder Bytek CEO Aramix FOUNDER

  38. Slide 38: International R&D Network

    40 INTERNATIONAL R&D NETWORK: WE ON-BOARD INNOVATION PARTNERS TO AUGMENT OUR CAPABILITIES

  39. Slide 39: Our DNA

    41 OUR DNA Seamless, non-disruptive integration Vertical, business-oriented AI Datrix sits on top of existing client infrastructure — no Not horizontal or technology-driven — vertical AI tailored system replacement, no disruptive transformation. This to specific industries and use cases , solving re

  40. Slide 40: Proprietary Tech Stack for AI Infusion

    42 PROPRIETARY TECH STACK FOR AI INFUSION Datrix’s AI Infusion tech stack repository is designed with a user-first approach, making it accessible, and packed with all the resources to leverage AI-infused technology effectively. 100+ machine learning models, modules, tools and products for Applied AI

  41. Slide 41: AI-Powered Vertical Software / Solutions – Deep Dive

    43 APPENDIX 4 Our Vision AI-Powered Vertical Software / Solutions – Deep Dive

  42. Slide 42: AI for Industrial & Business Process: Production & Operations

    44 AI FOR INDUSTRIAL & BUSINESS PROCESS Production & Operations. AI that optimizes energy, predicts failures and mitigates risk, built into operations, Energy Optimization Predictive Maintenance Proactive Risk Mitigation Optimizing energy systems across non- Anticipating industrial equipment failure

  43. Slide 43: Supply Chain & Distribution

    45 AI FOR INDUSTRIAL & BUSINESS PROCESS Supply Chain & Distribution. Demand Planning Sales Forecasting Drives optimal resource allocation by accurately Enables businesses to predict market demand, forecasting demand, minimizing disruptions, manage inventory efficiently, and enhance and supporting pr

  44. Slide 44: Business Processes

    46 AI FOR INDUSTRIAL & BUSINESS PROCESS Business Processes. AI that turns documents into decisions, and risk signals into actions Credit Document Management Third-Party Risk Knowledge Management Extracts, classifies and verifies data from Continuous monitoring of operational and AI-powered assistant

  45. Slide 45: Sales & Marketing

    47 AI FOR DATA MONETIZATION Sales & Marketing. AI-driven intelligence across every stage of the marketing funnel — from segmentation to spend optimization Predictive Segmentation Brand Monitoring Marketing Mix Model Analyzes 1° party data customer behavior — Measures in real time the reliability and

  46. Slide 46: Customer Service & Retention

    48 AI FOR DATA MONETIZATION Customer Service & Retention. AI that predict which customers are worth more. Keep them longer. Sell them more of what they actually want. LTV Prediction Next Product Suggestion Measures the long-term revenue value of each Analyzes purchase history, browsing behavior cust

  47. Slide 47: New Revenue Streams

    49 AI FOR DATA MONETIZATION New revenue Streams. From raw high-quality data to premium audience segments — structured, enriched and monetized without relying on third-party cookies 01 · DaaS – Data as a Service Data Curation & Enrichment First-party audience segments enriched with identity signals a

  48. Slide 48: Thank You

    55 Thank You ir@datrixgroup.com

Datrix — Investor Presentation (June 2026) on 6ix