Datrix S.p.a. · MIL:DATA
Datrix — Non-Deal Roadshow (April 2026)
27 slides from Datrix's roadshow presentation, Apr 23, 2026
Slide 1: Roadshow Group Meeting
Roadshow Group Meeting April 23rd, 2026 Niccol˜ Bossi General Manager Giuseppe Venezia Head of M&A
Slide 2: Our Vision: The AI Market Call
Our Vision The AI Market Call 2
Slide 3: McKinsey AI Evolution Roadmap
McKinsey á AI Evolution PREDICTIONS: MCKINSEY Roadmap Ð AI REVOLUTION ROADMAP 1 Year Horizon 5 Year Horizon 10 Year Horizon Phase 1: Reset & Scale-Up Phase 2: Productivity Frontier Phase 3: Multi-Agent Decade of organizations annual global of functional 65% now use Gen AI regularly $4.4T economic va
Slide 4: Financial Analysts: 3 Horizons of Economic Transformation
Financial Analysts PREDICTIONS: á 3 Horizons FINANCIAL of Economic ANALYSTS Transformation Ð 3 HORIZONS OF ECONOMIC TRANSFORMATION 1 Year Horizon 5 Year Horizon 10 Year Horizon Infrastructure Arms Race Productivity Tipping Point Economic Transformation 20%+ 1Ð1.5pp $5Ð7T CAGR in AI infrastructure sp
Slide 5: Italy's AI Market to €1.8B
ItalyÕs TRENDS: AI Market ITALYÕSá €210M to €1.8B AI MARKET in 7 Years - €210M TO €1.8B IN 7 YEARS ArtiÞcial Intelligence SW and Services ICT €44,300 0 3ys AI CAGR • AI market is only 4% of ICT market in Italy • But itÕs rising 10x faster (+54% vs 5%) +54% (2022Ð2025) But still early stage: custom p
Slide 6: Datrix: Why Datrix?
Datrix Why Datrix? 6
Slide 7: Technology-Agnostic by Design
WHY DATRIX? TECHNOLOGY- AGNOSTIC BY Datrix operates with a fully technology-agnostic DESIGN architecture, independent from speciÞc cloud providers or proprietary LLM ecosystems. This allows us to leverage the best available models and infrastructures at any time, ensuring ßexibility, resilience, and
Slide 8: Turning LLMs into Value Enablers
WHY DATRIX? TURNING LLMs INTO VALUE O!-the-shelf LLMs provide surface-level ENABLERS automation but fall short on real business impact. Without proper governance, they can expose organizations to data and security risks. Datrix integrates LLMs as modular components within broader AI vertical solutio
Slide 9: Vertical, Business-Oriented AI
WHY DATRIX? VERTICAL, BUSINESS-ORIENTED Unlike horizontal or technology-driven AI approaches, Datrix focuses on vertical AI applications tailored to speciÞc industries and use cases. Our companiesÕ solutions are designed to solve real business/operational problems, delivering measurable impact acros
Slide 10: Seamless Non-Disruptive Integration
WHY DATRIX? SEAMLESS NON-DISRUPTIVE DatrixÕs AI capabilities are designed to integrate INTEGRATION seamlessly into existing client infrastructures, without requiring system replacement or disruptive transformation. This ÒoverlayÓ approach enables faster adoption, lower risk, and immediate value gene
Slide 11: Proprietary Tech Stack for AI Infusion
PROPRIETARY TECH STACK FOR AI INFUSION Through a proprietary and comprehensive tech stack, Datrix empowers and sustains its Software SMEs ecosystem in its mission to support a safe and successful business transformation. AI INFUSION LIBRARY VERTICAL APPLICATIONS STRATEGIC SECTORS Risk Claim Know You
Slide 12: World Class Human Capital
WORLD CLASS HUMAN CAPITAL 64% of our team holds PhDs in Former Google executives with science and technology over 20 years of experience in digital transformation Serial entrepreneurs and innovators with a track record of successful ventures PROF. ENRICO ZIO Datrix Scientific Director Top 2% most in
Slide 13: International R&D Network
INTERNATIONAL R&D NETWORK: WE ON-BOARD INNOVATION PARTNERS TO AUGMENT OUR CAPABILITIES
Slide 14: Datrix: Our Growth Model
Datrix Our Growth Model 14
Slide 15: Datrix is the leading AI-powered ecosystem
INTRODUCING DATRIX Datrix is the leading AI-powered ecosystem of vertical software SMEs DatrixÕs companies develop enterprise-grade AI applications to accelerate customersÕ sustainable growth through data. 15
Slide 16: Scaling Applied AI Through M&A: Dual Growth Strategy
SCALING APPLIED AI THROUGH M&A DUAL GROWTH NON-DISRUPTIVE STRATEGY INTEGRATION Combining organic growth MODEL with a disciplined M&A Our Co-Pilot / AI Infusion approach to accelerate approach enhances scale and market reach existing products and go- to-market strategies SERIAL REPEATABLE & ACQUISITI
Slide 17: Scaling Applied AI Through M&A
SCALING APPLIED AI THROUGH M&A #1 M&A #2 CO-PILOT Focuses on identifying and validating Ensures companies sustainable growth and success through:. high-potential targets. • Scouting AI Infusion Market Growth Finance • Selection & Business Monitoring • Validation • Closing AI Tech-Stack consists of 1
Slide 18: Focused on the Fastest Growing Segments in AI
WE ARE FOCUSED ON THE FASTEST GROWING SEGMENTS IN THE AI LANDSCAPE Through our specialized companies, we apply Artificial Intelligence within two primary business domains: 1. AI FOR INDUSTRIAL & BUSINESS PROCESSES 2. AI FOR DATA MONETIZATION PROCESSES EFFICIENCY BUSINESS EXPANSION Customer Sourcing
Slide 19: Focused on the Fastest Growing Segments in AI: Portfolio Companies
WE ARE FOCUSED ON THE FASTEST GROWING SEGMENTS IN THE AI LANDSCAPE Through our specialized companies, we apply Artificial Intelligence within two primary business domains: 1. AI FOR INDUSTRIAL & BUSINESS PROCESSES 2. AI FOR DATA MONETIZATION PROCESSES EFFICIENCY BUSINESS EXPANSION Aramix is DatrixÕs
Slide 20: Transformational Impact
TRANSFORMATIONAL IMPACT Our portfolio empowers these companies with transformational AI capabilities. Sample out of 300+ Companies Utilities Financial Services Healthcare Manufacturing Distribution and Production Ð Bank - Insurances Research - National Industrial Automation Logistics Procurement Ð H
Slide 21: Our Vision: FY2025 Consolidated Results
Our Vision FY2025 Consolidated Results 21
Slide 22: Companies Growth Journey
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 competitive m
Slide 23: Steady Margin Growth: Revenue and EBITDA
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 evolu
Slide 24: FY2025 Highlights
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 € reßecting positive cash generation in line with the Margin business positive trajectory. 13% 6% When comparing with FY2024 , the
Slide 25: Analysts' Market Consensus
ANALYSTSÕ MARKET CONSENSUS FY26E Ð FY29E ANALYSTSÕ 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 +63%
Slide 26: Thank You
Thank You ir@datrixgroup.com
Slide 27: Disclaimer
DISCLAIMER INFORMATION, DATA, PRICES, AND ANY AND ALL OTHER ECONOMIC, COMMERCIAL AND/OR MANAGEMENT INFORMATION (THE SO CALLED ÒCONFIDENTIAL INFORMATIONÓ) CONTAINED IN THE FOLLOWING PAGES ARE STRICTLY PRIVATE AND CONFIDENTIAL AND Ð TOGETHER WITH ALL TRADEMARKS, DESIGNS AND NAMES - ARE THE EXCLUSIVE P