Strongpoint Asa · OSL:STRO
Strongpoint Asa — Q2 2026 Earnings Presentation
23 slides from Strongpoint Asa's earnings presentation, Jul 10, 2026
Slide 1: StrongPoint Q2 2026
StrongPoint Q2 2026 10 July 2026
Slide 2: Agenda
Agenda Highlights About StrongPoint Customer success Jacob Tveraabak Marius Drefvelin Q2 2026 financials Chief Executive Officer Chief Financial Officer Outlook
Slide 3: Highlights
Highlights Financial highlights Q2 Customer success • Revenue: 342 MNOK (-2%) • First major contract with Vusion for Coop Estonia • LTM recurring revenue* 372 MNOK (-2%) • AutoStore installations in the UK and Norway • EBITDA: 5 MNOK (7), including 4 MNOK one-off costs • First e-commerce Order Picki
Slide 4: About StrongPoint
About StrongPoint 'S) StrongPoint
Slide 5: StrongPoint at a glance
StrongPoint at a glance 1.35 Bn NOK annual revenue Our purpose: € ~370 MNOK recurring revenue We make grocery >80% revenue from grocery retailers retailers more efficient ~500 team across Europe and sustainable Proprietary SaaS solutions built by in-house development team
Slide 6: Solutions: solving grocery challenges and unlocking strategic opportunities
Solutions: solving 5 grocery challenges and unlocking strategic opportunities 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 • S
Slide 7: Where we operate
Where we operate Our Core Markets: Nordics, Baltics, • Direct operations in 9 core countries with full local Spain, UK & Ireland support from sales to service • Managing entire value chain = capture more revenue and build deeper customer intimacy Sales Service Installation Support In addition, suppo
Slide 8: Customer success
Customer success 'S) StrongPoint
Slide 9: First major ESL project with Vusion
First major ESL project with Vusion • Selected by Estonia's largest grocery retailer, Coop Estonia, as exclusive Electronic Shelf Label supplier with Vusion • First major Electronic Shelf Label project following the launch of multi-faceted partnership with Vusion
Slide 10: AutoStore projects in UK and Norway
AutoStore projects in UK and Norway • Secured two new AutoStore projects in the UK and Norway • The UK project will deliver an AutoStore solution for a e-commerce retailer in the tools, equipment and DIY sector • The Norwegian project will deliver the retailer's first AutoStore solution for their e-
Slide 11: First e-commerce Order Picking contract in the US
First e-commerce Order Picking contract in the US • Meijer is an American grocery retailer with locations across six U.S. states: Michigan, Illinois, Indiana, Kentucky, Ohio and Wisconsin • 500+ grocery supercenters and grocery stores with USD 22 billion turnover, and mature grocery e-commerce • Str
Slide 12: Updates on: Order Picking and CashGuard Connect
Updates on: Order Picking and CashGuard Connect Order Picking CashGuard with: Connect: • StrongPoint’s Order Picking solution was • CashGuard Connect is a fully closed-loop selected by Sainsbury’s, UK’s second cash management solution largest grocery chain • Technical and commercial update: large- •
Slide 13: Q2 2026 financials
Q2 2026 financials 'S) StrongPoint
Slide 14: 2nd quarter revenue
2nd quarter revenue Revenue MNOK - 8 MNOK (-2%)
Slide 15: Total recurring revenue (12 months rolling)
Total recurring revenue (12 months rolling) Revenue - 6 MNOK (-2%) Changes vs. Q2 2025 MNOK • Increase in service revenue (own IP and 3rd party) • A reduction of MNOK 20 YoY from our former ESL partner (impacting license and service revenue) • Temporary reduction in volume commitment on Sainsbuyr’s,
Slide 16: 2nd quarter EBITDA
2nd 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
Slide 17: Cash Flow movements in 2026
Cash Flow movements in 2026 MNOK
Slide 18: Changes in main working capital items in 2026
Changes in main working capital items in 2026 MNOK
Slide 19: Net interest-bearing debt
Net interest-bearing debt Net interest-bearing debt MNOK Disposable funds of NOK 98 million as per Q2 2026. (NOK 68 million as per Q1 2026) 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 compon
Slide 20: Outlook
Outlook 'S) StrongPoint
Slide 21: Outlook and long-term ambitions
Outlook and long-term ambitions • Identified cost improvement initiatives to increase EBITDA, including optimized administration and IT cost, improved productivity in support and development organizations • Focus on delivering successful implementation of signed e-commerce Order Picking agreements t
Slide 22: Next presentation
Next presentation Investor relations contact information: • Q3 2026 presentation 28 October 2026 [email protected] or [email protected] Marius Drefvelin, CFO Mobile: +47 958 956 90
Slide 23: Thank you
Thank you 'S) StrongPoint