Strongpoint Asa · OSL:STRO
Strongpoint Asa — Q3 2026 Earnings Presentation
24 slides from Strongpoint Asa's earnings presentation, Oct 28, 2026
Slide 1: StrongPoint Q3 2026
StrongPoint Q3 2026 28 October 2026
Slide 2: Agenda
Agenda Highlights About StrongPoint Customer success Jacob Tveraabak Marius Drefvelin Q3 2026 financials Chief Executive Officer Chief Financial Officer Outlook
Slide 3: Highlights in Q3
Highlights in Q3 Financial highlights Q3 Customer success • Revenue: 364 MNOK (+14%) • First e-commerce Order Picking agreement in USA with Meijer • LTM recurring revenue* 365 MNOK (-4%) • EBITDA: 18 MNOK (14) • AutoStore installation in Norway for e-commerce retailer VILLOID • Cash flow from operat
Slide 4: About StrongPoint
About StrongPoint 'S) StrongPoint
Slide 5: StrongPoint at a glance
StrongPoint at a glance 1.4Bn NOK annual revenue Our purpose: € ~365 MNOK recurring revenue “We make grocery >80% revenue from grocery retailers retailers more efficient and sustainable” <500 employees 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 support Spain, UK & Ireland 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 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 10: Order Picking expansion
Order Picking expansion • StrongPoint’s Order Picking originally developed in Sweden • Exported solution to grocery retailers in UK, Spain, Portugal, Belgium and other markets • Q3 2026 exported to USA, largest grocery market in western world
Slide 11: AutoStore Pio installation in Norway
AutoStore Pio installation in Norway • Chosen to build new Pio automated warehouse by leading Norwegian e-commerce fashion retailer VILLOID • Pio is AutoStore’s standardised, plug- and-play warehouse automation solution, designed for smaller spaces and lower-throughput operations • Once built, will
Slide 12: CashGuard – long-tail of cash management
CashGuard – long-tail of cash management • Continued Nordic sales of cash management solutions • Reflects benefits of cash management even with low levels of cash usage • Relevance of cash handling in essential services increasingly important
Slide 13: Update on CashGuard Connect
Update on CashGuard Connect • CashGuard Connect is a proprietary, fully closed-loop cash management solution originally developed for a leading Spanish grocery retailer • StrongPoint acquired bankruptcy estate of previous JV partner in September 2026 and as such now holds 100% of the JV and the rele
Slide 14: Q3 2026 financials
Q3 2026 financials 'S) StrongPoint
Slide 15: 3rd quarter revenue
3rd quarter revenue Revenue MNOK + 44 MNOK (+14%)
Slide 16: Total recurring revenue (12 months rolling)
Total recurring revenue (12 months rolling) - 15 MNOK (-4%) Revenue Changes vs. Q3 2025 MNOK • A reduction of MNOK 34 YoY from our former ESL partner (impacting license and service revenue) • Temporary reduction in volume commitment on Sainsbury’s, impacting license revenue • Increase in service rev
Slide 17: 3rd quarter EBITDA
3rd quarter EBITDA EBITDA MNOK Shaded bars regarding Q4 2023, Q2 2024 and Q4 2025 reflect one-off / non-recurring costs of more than 5 MNOK.
Slide 18: Cash Flow movements in 2026
Cash Flow movements in 2026 MNOK
Slide 19: Changes in main working capital items in 2026
Changes in main working capital items in 2026 MNOK
Slide 20: Net interest-bearing debt
Net interest-bearing debt Net interest-bearing debt (NIBD) MNOK NIBD increase of 46 MNOK from Q2 2026 to Q3 2026; working capital and UK factoring debt Disposable funds of NOK 66 million as per Q3 2026. Net interest-bearing debt includes interest-bearing bank loans, financial lease and IFRS 16 car l
Slide 21: Outlook
Outlook 'S) StrongPoint
Slide 22: Outlook and long-term ambitions
Outlook and long-term ambitions • EBITDA initiatives to significantly improve profitability over the next 9-12 months: reducing external and internal costs, whilst ensuring successful implementation of already won Order Picking assignments to realize projected recurring revenue • Keep improving orga
Slide 23: Next presentation
Next presentation Investor relations contact information: • Q4 2026 presentation 12 February 2027 [email protected] or [email protected] Marius Drefvelin, CFO Mobile: +47 958 956 90
Slide 24: Thank you
Thank you 'S) StrongPoint