Slides
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INTERNAL Datalogic Confidential 9M 2025 Results Conference Call NOVEMBER 13TH,2025
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INTERNAL Datalogic Confidential Copyright Datalogic 2025 – Confidential Proprietary Information Page 2 Q3 2025 & 9M 2025 Results 2 Net Debt at €34.9M Q3 2025 Results, €m Adj. EBITDA €13.2 11.1% (+1.0 pp) REVENUES €118.4 -0.1% Net FX (-2.8%) NET RESULT €1.9 1.6% (-1.1 pp) GOM €50.5 42.7% (+0.2 pp) 9M 2025 Results, €m Adj. EBITDA €33.9 9.4% (+1.8 pp) REVENUES €359.4 -0.5% Net FX (-1.9%) NET RESULT €1.2 0.3% (-3.1 pp) GOM €153.9 42.8% (+1.5 pp)
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INTERNAL Datalogic Confidential Copyright Datalogic 2025 – Confidential Proprietary Information Page 3 Group Revenues by Geography and Market Segment EMEAI AMERICAS APAC Total Datalogic 2025 2024 Var % 2025 2024 Var % 2025 2024 Var % 2025 2024 Var % Data Capture 48.0 43.0 11.6% 24.0 31.5 (24.0%) 6.7 8.8 (23.7%) 78.7 83.4 (5.6%) Industrial Automation 24.4 23.2 5.1% 9.0 8.6 5.1% 6.3 6.6 (4.7%) 39.7 38.3 3.4% Total Datalogic 72.4 66.2 9.3% 33.0 40.1 (17.8%) 13.0 15.4 (15.6%) 118.4 121.7 (2.8%) Q3 Revenues by Geo and Market Segment, €m 3 EMEAI AMERICAS APAC Total Datalogic 2025 2024 Var % 2025 2024 Var % 2025 2024 Var % 2025 2024 Var % Data Capture 141.9 125.8 12.7% 79.9 91.0 (12.2%) 18.3 26.1 (29.8%) 240.1 242.9 (1.2%) Industrial Automation 74.3 80.1 (7.2%) 25.8 25.5 1.2% 19.2 17.9 7.6% 119.3 123.4 (3.3%) Total Datalogic 216.2 205.9 5.0% 105.7 116.5 (9.2%) 37.5 44.0 (14.6%) 359.4 366.4 (1.9%) 9M Revenues by Geo and Market Segment, €m
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INTERNAL Datalogic Confidential Copyright Datalogic 2025 – Confidential Proprietary Information Page 4 New Products Launches and Innovation 4 SOLUTIONS (DC) SENSORS (IA) DS4 Series of Area Sensors The new release of Shopevolution 8.3 is the latest version of self- shopping retail software, speeding up checkout and elevating the in- store experience Versatile Full-Coverage area sensors to detect and measure objects with high precision in Industrial Automation environment • Primary and Secondary Packaging • Logistics and Automatic Warehouses • Woodworking, Glassworking, Paint Industry • Paper and Textile Industries • Precision Measurement – Up to 2.5 mm accuracy with optical interpolation • Micro Detection – Detects objects as small as 3.5 mm • Transparent Object Handling – Reliable detection of glass and plastics • High-Speed & Smart Connectivity – Accurate on fast-moving items with IO-Link for diagnostics • Customer self-service shopping: scan, shop, and pay independently • Retail Ecosystem Integration: Queue busting, Price checker, Inventory AI-Powered Loss Prevention & Unified Shopping Experience (end-user) • Leverages AI and data analytics to detect anomalies and prevent losses through smart, targeted controls • Seamlessly connects eCommerce lists with in-store devices for a unified, real-time shopping experience Ecosystem Integration & Scalability (retailer) • Next-gen modular, container-based architecture for faster deployment and agility • Seamless RESTful API connectivity with POS, loyalty, and pricing systems • Effortlessly scalable and adaptable across any retail ecosystem Applications Key features R&D Cash Out at € 47.9 million reaching 13.3% as a percentage of Revenue compared to 12.8% in 9M 2024 (+0.5 pp) 9M Vitality Index at 23.5% vs 14.8% in 9M 2024; 23.5% in Q3 2025 compared to 17.5% in Q3 2024
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INTERNAL Datalogic Confidential Copyright Datalogic 2025 – Confidential Proprietary Information Page 5 Q3 & 9M 2025 P&L 5 Q3 9M € m 2025 2024 Var % 2025 2024 Var % Revenues 118.4 121.7 (2.8%) 359.4 366.4 (1.9%) Gross Margin 50.5 51.7 153.9 151.2 % on Revenues 42.7% 42.4% +0.2 pp 42.8% 41.3% +1.5 pp Operating expenses (45.4) (47.5) (144.1) (146.9) % on Revenues (38.4%) (39.0%) +0.6 pp (40.1%) (40.1%) +0.0 pp Adjusted EBITDA 13.2 12.4 33.9 27.8 % Adj. Ebitda margin 11.1% 10.2% +1.0 pp 9.4% 7.6% +1.8 pp Adjusted EBIT 5.1 4.2 9.8 4.3 % Adj. Ebit margin 4.3% 3.5% +0.8 pp 2.7% 1.2% +1.5 pp EBIT 3.2 2.5 0.9 (1.4) % Ebit margin 2.7% 2.1% +0.7 pp 0.2% (0.4%) +0.6 pp Net Result 1.9 3.3 1.2 12.6 % on Revenues 1.6% 2.7% -1.1 pp 0.3% 3.4% -3.1 pp • IA segment continues to show gradual improvement in Q3 vs LY driven by FA; DC segment positive in EMEAI • Q3 Gross Margin at 42.7%. 9M Gross Margin at 42.8% (+1.5 pp vs LY) thanks to productivity improvement and positive mix • 9M Operating expenses down versus last year with an increase in R&D expenses • Q3 Adj. EBITDA margin at double digits (11.1%). 9M Adj. EBITDA at 9.4% (+1.8 pp) thanks to positive mix and productivity • Positive Net Result in Q3. 9M return positive (€ 1.2 million) vs loss in 9M 2024 (€ -5.8 million), excluding the capital gain on the sale of Informatics Holdings, Inc.
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INTERNAL Datalogic Confidential Copyright Datalogic 2025 – Confidential Proprietary Information Page 6 EBITDA Adj.: actual vs last year 9.4% on Group Revenues € m 7.6% on Group Revenues 27.8 12.0 8.1 1.9 9M 2024 (7.6) Volume (9.5) Price Mix Productivity Structure 1.3 FX Effect & Others 33.9 9M 2025 Positive Items Negative Items 6
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INTERNAL Datalogic Confidential Copyright Datalogic 2025 – Confidential Proprietary Information Page 7 Net Debt & Cash Flow Analysis : Dec’24 – Sep’25 Positive Items Negative Items (9.5) (2.9) (20.1) (6.4) (2.8) (2.7) NFP Dec 24 33.9 EBITDA Adj. (7.1) TWC (18.0) Net Investment Taxes 0.6 Net Financial Charges Others Dividends Treasury Shares M&A NFP Sep 25 (34.9) € m 7 Cash Flow from Operations: €-13.6M
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INTERNAL Datalogic Confidential Copyright Datalogic 2025 – Confidential Proprietary Information Page 8 Contacts IR CONTACTS IR Manager Alessandro D’ Aniello Tel. +39 051 3147109 ir@datalogic.com Via Candini, 2 40012 Lippo di Calderara di Reno Bologna – Italy IR Advisor Vincenza Colucci CDR Communication Srl Tel. +39 335 6909547 vincenza.colucci@cdr-communication.it IR Assistant Daniela Giglioli Tel. +39 051 3147109 Fax +39 051 3147205 daniela.giglioli@datalogic.com www.datalogic.com DATALOGIC ON LINE NEXT EVENTS 8
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INTERNAL Datalogic Confidential This presentation contains statements that are neither reported financial results nor other historical information. These statements are forward-looking statements. These forward-looking statements rely on a number of assumptions and are subject to a number of risks and uncertainties, many of which are outside the control of Datalogic S.p.A., that could cause actual results to differ materially from those expressed in or implied by such statements, such as future market conditions, currency fluctuations, the behavior of other market participants and the actions of governmental and state regulators © 2025 Datalogic S.p.A. and/or its affiliates - All rights reserved. • Without limiting the rights under copyright, no part of this documentation may be reproduced, stored in or introduced into a retrieval system, or transmitted in any form or by any means, or for any purpose, without the express written permission of Datalogic S.p.A. and/or its affiliates • Datalogic and the Datalogic logo are registered trademarks of Datalogic S.p.A. in many countries, including the U.S. and the E.U. • All other trademarks and brands are property of their respective owners. Datalogic S.p.A. Via Candini, 2 - 40012 Lippo di Calderara di Reno - Bologna (Italy) Tel. +39 051 3147011 | Fax +39 051 3147205 corporate@datalogic.com www.datalogic.com THANK YOU