Slides
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StrongPoint Q4 2025 12 February 2026
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Agenda Highlights About StrongPoint Customer success Q4 2025 financials Outlook Chief Executive Officer Jacob Tveraabak Chief Financial Officer Marius Drefvelin
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Highlights Financial highlights Q4 and FY2025 • Revenue: • Q4: 342 MNOK (+1%) • FY 2025: 1,359 MNOK (+4%), • Recurring revenue* 385 MNOK: +7% • EBITDA: • Q4: • Reported: -5 MNOK (5 MNOK) • Adjusted (excl one-off): 2 MNOK • FY 2025: • Reported: 26 MNOK (2 MNOK) • Adjusted (excl one-off): 33 MNOK • Cash flow from operations: +2 MNOK Customer success • Swedish retailer EKO rolling out StrongPoint’s ShopFlow Logistics in all their stores • Vensafe proof of concepts in the UK continue with a total of five leading grocery retailers, with several now expanding or evaluating next steps • Launched ‘Shelf-Verified’ Order Picking solution leveraging Vusion’s on-shelf cameras * Rolling 12 months * Recurring revenue 12 months rolling
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About StrongPoint
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StrongPoint at a glance Our purpose: We make grocery retailers more efficient and sustainable € 1.35 Bn NOK annual revenue >80% revenue from grocery retailers Proprietary SaaS solutions built by in-house development team 385 MNOK recurring revenue ~500 team across Europe
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• SaaS-based E-Commerce Platform • Click & Collect and Home Delivery • AutoStore automation Solutions solving 5 grocery challenges and opportunities • AI-powered theft detection • AI-powered scales & weighing devices • Vensafe Select & Collect • SaaS-based task management software • Next generation AI-powered Self-Checkout • Self-Scanning • Electronic Shelf Labels • At-shelf digital promotions • In-store retail media advertising • CashGuard • Developing next-generation cash automation solution E-COMMERCE FULFILLMENT01 THEFT & SHRINKAGE02 STORE EFFICIENCY03 PRICING & PROMOTIONS04 CASH HANDLING05
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Where we operate Sales Installation Service Support • Direct operations in 9 core countries with full local support from sales to service • Managing entire value chain = capture more revenue and build deeper customer intimacy In addition, support grocery retailers with software and products in 20 other countries with support from our partner network Our Core Markets: Nordics, Baltics, Spain, UK & Ireland
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Customer success
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Expanded partnership with EKO in Sweden • Leading retailer in Sweden EKO chose ShopFlow Logistics and rolling out to all their stores in 2026 • ShopFlow Logistics is a cloud-based solution designed by StrongPoint for in-store logistics management • Example of StrongPoint capitalizing on already existing CashGuard customer
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Vensafe pilots continue in UK • Five leading UK-based grocery retailers with Vensafe proof-of-concept installations • Two grocery retailers are currently reviewing their results as part of their evaluation process
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Multifaceted partnership with • Global leader in Electronic Shelf Label market • As well as: EdgeSense, shelf-edge cameras Capatana, Retail Media platform and others • Reseller rights for all Electronic Shelf Labels – and more – across all StrongPoint markets • Broader geographic scope than previous partnership De facto broader geographic coverage From ESL provider to digitalizing the store Deep E-commerce collaboration • Mutual promotion of solutions with new and existing customers • Joint product roadmap and deeper integration with StrongPoint’s Order Picking
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Shelf-Verified Order Picking launched • StrongPoint launched ‘Shelf-Verified’ Order Picking solution leveraging Vusion’s shelf edge camera, Captana enabling grocery retailers to know exactly what is on the shelf in the store real time • Allows for better shelf availability and increases order quality fulfilment of e-commerce orders • Allows grocery retailers to capitalize on quick-commerce opportunity by being able to show real time availability of goods &
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Updates on: Order Picking and CashGuard Connect • StrongPoint’s Order Picking solution was selected by Sainsbury’s, UK’s second largest grocery chain • At the end of Q4, the Order Picking solution was live in a double-digit number of stores • We are working closely with the customer to ensure a successful roll-out of our solution over the months and quarters to come • Several grocery retailers with interest in CashGuard Connect, a ground-breaking closed cash loop solution • Progressing well with manufacturing setup • Partner co-developing the solution Hart Automation S.L. into insolvency proceedings • CashGuard Connect with the potential to become a defining solution for the Spanish market and other cash rich markets Order Picking with: CashGuard Connect:
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Q4 2025 financials
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4th quarter revenue Revenue MNOK + 2 MNOK (1%)
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Total recurring revenue (12 months rolling) Revenue MNOK 7% increase includes growth Picking license revenue and service agreements (CashGuard, Vensafe, Self- Checkouts As per year-end 2025, a total of MNOK 52 in license and service agreements from Pricer ESL will diminish in 2026
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4th quarter EBITDA EBITDA MNOK The Q4 2023 EBITDA reported wa s -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 wa s -9.1 MNOK, including non-recurring restructuring cos t s of 10 MNOK. Excluding these adjustments, the Q2 2024 EBITDA adjusted was 0.9 MNOK. The Q4 2025 EBITDA reported wa s -4.9 MNOK, including non-recurring restructuring cos t s of 7 MNOK. Excluding these adjustments, the Q4 2025 EBITDA adjusted was 2.1 MNOK. -10 MNOK
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Cash Flow movements in 2025 MNOK
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Changes in main working capital items in 2025 MNOK
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Net interest-bearing debt Net interest-bearing debt includes interest-bearing bank loans, financial lease and IFRS 16 car leasing. See the quarterly repor t for an overview of each component comprising net interest -bearing debt. Net interest-bearing debt MNOK Disposable funds of NOK 99 million as per Q4 2025. (NOK 112 million as per Q3 2025)
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Outlook
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Outlook Long-term: • Building and sustaining Customer Intimacy, getting grocery retailers’ trust in bringing our diverse solution portfolio to market • Strong market characteristics for retail technology and digitalization long-term, especially with global SaaS E- Commerce opportunities • Healthy revenue growth, >10% EBITDA margin
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• Investor update 12 March 2026 at ABG in Oslo • Q1 2026 presentation and AGM, 29 April 2026 Marius Drefvelin, CFO Mobile: +47 958 956 90 Investor relations contact information: investor@strongpoint.com or marius.drefvelin@strongpoint.com Next presentation
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Thank you