AI Terminal

MODULE: AI_ANALYST
Interactive Q&A, Risk Assessment, Summarization
MODULE: DATA_EXTRACT
Excel Export, XBRL Parsing, Table Digitization
MODULE: PEER_COMP
Sector Benchmarking, Sentiment Analysis
SYSTEM ACCESS LOCKED
Authenticate / Register Log In

Datalogic

Investor Presentation Sep 18, 2025

4452_rns_2025-09-18_7f7ca175-8f6d-4f89-b4f6-21647bb7adb1.pdf

Investor Presentation

Open in Viewer

Opens in native device viewer

INTESA SANPAOLO ROADSHOW

SEPTEMBER 18TH, 2025

INTERNAL Datalogic Confidential

GROUP OVERVIEW

INTERNAL Datalogic Confidential Copyright Datalogic 2025 – Confidential Proprietary Information

Datalogic at a glance

Global technology leader in the data capture and industrial automation, in the Retail, Manufacturing, Transportation & Logistics, and Healthcare industries.

Founded in 1972, listed on the Italian Stock Exchange since 2001.

A portfolio of more than 1,200 patents and patent applications

460+ Engineers in 10 R&D centers and 3 DL Labs in Italy, USA, Vietnam, and China Total R&D monetary costs amounted to €65.9 million,

accounting for 13.3% of revenue

~2750 Employees in 27 countries: 13.2% Americas, 60.6% EMEAI, 26.3% APAC

10 Manufacturing & Repair sites in: USA, Hungary, Slovakia, Italy, China and Vietnam

50+ Years of Expansion

Datalogic provides a broad portfolio of automation and data capture solutions for diverse industries

Page Page 156

Copyright Datalogic 2023 – Confidential Proprietary Information

STRATEGY & OPERATING MODEL

INTERNAL Datalogic Confidential Copyright Datalogic 2025 – Confidential Proprietary Information

Compelling value offering to our customers across all main Industries

Main Sub-industries Main applications and benefit
~53%
Retail
Grocery
Non-grocery
DIY

Back
store/fulfillment:
Inbound/Outbound,
stock
management,
on-line
order
fulfillment
increase
efficiency,
reduce
out-of-stock,
support
omni-channel
operations

In-store
operations:
inventory
management,
shelf
replenishment,
customer
assistance
improve
product
availability,
customer
experience
and
satisfaction

Checkout
and
self-checkout
including
MV
and
AI
speed
up
operations,
reduce
loss
and
theft
for
intentional
and
non-intentional
errors
~30%
Manufacturing
Automotive
Consumer
electronics
Packaging

Intralogistics:
raw
material
and
semi-finished
goods
end-to-end
traceability
increase
efficiency
and
reduce
cost
of
the
production
line
reducing
downtime

Agile/lean
production:
support
product
customization
and
seasonality
efficiently
process
digitalization
allow
to
reconfigure
and
adapting
the
production
line
quickly
and
efficiently

Quality
control:
part
tracking
and
defect
identification
allow
targeted
product
recalls,
reduce
after
sales
warranty
cost
and
customer
dissatisfaction
~13%
Transportation
&
Logistics
Couriers
Parcel
E-commerce
Airport

Supply
chain:
full
traceability
in
real
time
allow
real
time
visibility
of
goods,
reduce
stock,
improve
planning

Inbound/Outbound
in
distribution
centers
improve
stock
management

High
speed
automatic
sorting
reduce
transit
time
and
destination
errors

Last
mile
delivery
reduce
delivery
errors,
increase
customer
satisfaction

Baggage
and
passenger
tracking
in
Airports
reduce
baggage
loss
and
offer
a
better
service
~4%
Healthcare
Hospitals
Analysis
laboratory

Patient
data
digitalization
Real
time
data
availability
and
sharing
among
the
hospital
staff

Bedside
care:
the
right
medicine,
in
the
right
dose
to
the
right
patient
at
the
right
time
(4
patient
rights)
reduce
medication
errors
and
increase
patient
safety

Hospital
asset/equipment
tracking
optimize
asset/equipment
usage
and
reduce
loss
of
misplaced
equipment

Hospital's
pharmacy:
inventory
and
expiration
date
management
medicine
availability
and
increase
patient
safety

Test
tubes
&
blood
bags
tracking
patient
safety

INTERNAL Datalogic Confidential Copyright Datalogic 2025 – Confidential Proprietary Information 8

Strategy centered on our core identification offering, enhancing portfolio with complementary tech and operating a solution ecosystem

VISION "Shape the future with intelligence and innovation" ▪ Enhance hardware offer with software, driving efficiency in Client-facing, Supply Chain and Manufacturing applications in Retail, Factory Automation, T&L, and Healthcare verticals ▪ Consolidate position in EMEAI and become a strong player in the SCOPE ▪ Leverage a wide portfolio of products and services to provide Customers with innovative and easy-to-integrate solutions along the entire flow of operations ADVANTAGEBe the unique player with a comprehensive presence and leadership positions in both DC and IA marketsOutperform the market in the long term with increasing profitability OBJECTIVE

Grow our presence in APAC

United States

Four Pillars of Datalogic long term plan

3 main drivers of top line growth

Page 11

To grow our top line and gain market shares we are acting on 3 key pillars:

  • Reinforce channel policies & new demand generation from end users
    • Redefine commercial processes and Sales Operations function

1. TOP LINE

Data Capture | Offering and Objectives

1. TOP LINE

Main Objective
Mobile1 2.8
PDA/PDT

PSS

Wearable

Tablets / VMC

Become a relevant 3rd
market player in Mobile
market, notably in PDT/PDA and PSS
Handheld 0.9
Industrial

General Duty

nd
Recover leadership in EMEA, become 2
rd
player in Americas and 3
in selected APAC
Countries
Fixed Retail
0.3
Scanner

Bi-optic

Single Plane

Presentation

Maintain leadership in bi-optics

Achieve relevant market presence in the
growing presentation scanners segment
Scan Engine
0.3

Scan Module

Scan Engine

Leverage on our offer to seize opportunities
from key application trends(Kiosk, access
control, etc.)
Solutions
Shop Evolution

Loss Prevention

DAL Connect IoT

Enter new revenue streams of solutions in
selected applications
Service
EoC

Double
Service revenues increasing attach
rate in MOB and FRS

Page 12

12

Industrial Automation | Offering and Objectives

Market Size 2024, B€ Offering Main Objective
Logistic
Automation
Stationary
Industrial Scanner
0.4
1D readers

2D imagers

Dimensioner

Increase market share delivering superior systems for
traceability paired with exceptional service execution

Expand into new verticals (e.g., fashion & apparel logistics)
Solutions
LA Solutions

Strengthen our market presence by adding end-to-end solutions,
positioning the company as a logistics partner of choice.
Service
Installation

Maintenance

Deliver outstanding pre and post sale services to support the
business and become a major driver of revenue growth
Factory
Automation
Stationary
Industrial Scanner
0.4
1D readers

2D imagers

Dimensioner

Reclaim
market leadership
in traceability
y
G
g
d
P
e
y
at
n
b
Sensors1 3.6
Photoelectric

Proximity

Ultrasonic

Streamline
product offering and increase volumes
exploiting strategic partnerships with brand labels
E
s str
d
h
e
wit
z
e
ali
al
s
d s
ci
s
e
Safety2 0.7
Safety
Light Curtains

Safety
Laser
Scanners

Become a relevant player in the market,
also
thanks to broaden the Safety product portfolio
e
n
e
p
si
et
e s
u
g
b
s
pl
r
ct
M
a
o
a t
E
e
e
Laser Marking 0.5
Fiber
LM

Solid State LM

CO2 LM

Gain market share also exploiting differentiating
opportunities beyond automotive
O
p
r
nt
di
s
d
e
e
e
n
al
m
a
s
ers
h s
a
e
e
pl
Vision
System
1.7
Smart Cameras

Vision Processors

Deep Learning

Leverage AI-enabled smart cameras applications
to gain strong competitive positioning
cr
wit
s
m
n
U
I
I

INTERNAL Datalogic Confidential Copyright Datalogic 2025 – Confidential Proprietary Information Page 13 Sources: VDC for VS and SIS; for SEN, SAF, LM: ARC, trade associations, Competition public documents, internal analysis 1) SEN includes Photoelectric, Capacitive, Inductive, Distance, Ultrasonic, Light array; 2) SAF includes light curtain, laser scanner 13

Solution| Offering 1. TOP LINE

Empowering Customers with Intelligent Solutions

Software products and solutions that empower and elevate devices' capabilities

Smart Devices

The intelligent Cloud IOT platform to control, manage and get insights from all Datalogic devices.

Complete set of tools, SDK and solutions to configure, develop, protect and optimize all Mobile computers

Page 14

AI-driven solutions powering the Intelligent Store to address retailers' needs

AI Loss Prevention Suite

Embedded AI models to identify tefth or mis-read at check-out

The world's most cohmprensive software solutions to enable selfshopping on any device

Smart Retail Smart Logistics & Automation

Intelligent solutions focused on addressing T&L industry needs

WebSentinel Suite

Advanced software suite to monitor and analyze real-time collected data by Fixed Scanners in Logistics and Factory Automation environments

Smart Healthcare

Smart solutions powering the Intelligent Patient Care

WorkDesk

Powerful value-add software solution to transform Datalogic mobile computers into workstations, ondemand.

Strong focus on efficiencies to drive structural profitability enhancement

Main
Goal
Priorities Ongoing
actions
INDUSTRIAL
MARGIN
Increase
Industrial
Profitability
YoY
through Productivity,
Mix
and Fixed
Cost
Optimization
Manufacturing
&
Supply
Chain
Optimization

Industrial
&
distribution
footprint
optimization

Procurement
optimization
-
costs
&
flexibility

Supply
Chain
process optimization
through
the
review
of
Demand
Planning
practices
and
sourcing
flexibility
New
Products
and
Innovation
Roadmap

Review
NPD
processto
secure
high
Customer
value
innovation
while reducing
time
to
market,
product
and
project
costs
Service
Footprint

Review
Service
Business Model
OPERATING
PROFITABILITY
Focus
on
selective
Opex Growth
to
support Business
needs,
whilst
Pursuing
Optimization Projects
Conscious
cost
approach
&
Optimization
Projects
in non-
priority
operations
---------------------------- ---------------------------------------------------------------------------------------------------------------------------- ----------------------------------------------------------------------------------------------------- --

2024 marked strong progress with green innovation, sustainability reporting and emissions measurement

Sustainability Strategy focused on green innovation, customer satisfaction and people engagement

driven by 2024 materiality analysis

Page 16

Green innovation guidelines

R&D focus on new products with lower power consumption, eco-label product certification, use of recycled materials, increased durability and easier to recycle, reduction of packaging /and use of recycled materials for packaging

  • First Sustainability Reporting prepared in compliance with CSRD and embedded in 2024 Annual Report
  • GHG emissions measurement completed in 2024 first full measurement of GHG Emissions, including Scope 3
  • Confirmed 9 key sustainability topics for Datalogic, driven by double materiality analysis

Selected highlights 89% of 2024 revenues aligned to EU Taxonomy

3. SUSTAINABILITY

Confirmed 9 Sustainability Material Topics for Datalogic

Datalogic Sustainability
Strategic Streams
R&D green spending
R&D spending on projects with
sustainable features
Recycled plastic
Recycled plastics in new
products and as % on total
plastic purchased
Carbon footprint
GHG emissions measurement
including Scope 3 in 2024 and
reduction plan development
in progress
Environment and
Innovation
Business and
Market
Sustainable Packaging
Packaging sustainability
features focused on recycled
materials and weight
reduction
Customer Satisfaction
Net Promoter Score (NPS), as
the relevant metric to
measure customer satisfaction
Sustainable Supply
chain
Vendor assessment on
sustainability topics
People People Health and
Safety
Accidents' frequency rate and
zero severe accident target
Employee
Engagement
Employee engagement surveys,
and actions based on survey
results
People well-being
People well-being and work-life
balance initiatives across all
main Group locations

Structured M&A Activity to Foster Group Strategy

3 pillars guiding Datalogic M&A expansion while continue investing in core business

Page 18

2025 highlights

  • Acquisition of Datema in April 2025, provider of self shopping software & solution in Northern Europe, in line with our pillar to Expand in value-added Solutions
  • Ongoing strategic targets scouting to strengthen offering in both data capture (e.g. RFID, retail solutions) and industrial automation (e.g. safety, smart sensors/cameras)

Datema Retail acquisition strengthens our leadership in retail self-shopping while enabling geographical footprint expansion and commercial synergies

  • April 2025 acquisition of 100% of Datema for 3M€ + earn out linked to business performance
  • Datema a Swedish company offering own self shopping software & solution (EasyShop) mainly in Northern Europe
  • The acquisition fits one of our 3-pillars M&A strategy to Expand in value-added Solutions

Page 19

Key Datema Retail value creation levers

Expand our offering with a scalable hardware-agnostic self-scanning software platform

Consolidate positioning as leader of self-shopping in retail, as the only player offering a complete solution

Complement European footprint, thanks to Datema's strong presence in North Eu not strongly covered by DL

Unlock synergies through cross-selling opportunities from 3.000+ stores of Datema's clients

FINANCIALS

Page 20

INTERNAL Datalogic Confidential Copyright Datalogic 2025 – Confidential Proprietary Information

Q2 2025 & H1 2025 Results

Page 21

Q2 2025 Results, €m

H1 2025 Results, €m

Net Debt at €18.3M

Group Revenues by Geography and Market Segment

Q2 Revenues by Geo and Market Segment, €m

EMEAI AMERICAS APAC Total Datalogic
2025 2024 Var % 2025 2024 Var % 2025 2024 Var % 2025 2024 Var %
Data Capture 46.4 44.3 4.8% 33.7 36.8 (8.2%) 6.3 10.7 (41.1%) 86.4 91.7 (5.7%)
Industrial Automation 25.6 27.8 (7.8%) 8.7 7.8 12.3% 7.6 6.1 24.7% 41.9 41.6 0.7%
Total Datalogic 72.0 72.0 0.0% 42.4 44.5 (4.6%) 13.9 16.8 (17.2%) 128.3 133.3 (3.7%)

H1 Revenues by Geo and Market Segment, €m

EMEAI AMERICAS APAC Total Datalogic
2025 2024 Var % 2025 2024 Var % 2025 2024 Var % 2025 2024 Var %
Data Capture 93.9 82.8 13.3% 56.0 59.5 (5.9%) 11.6 17.2 (32.9%) 161.4 159.5 1.2%
Industrial Automation 49.9 56.9 (12.3%) 16.8 16.9 (0.7%) 13.0 11.3 14.8% 79.7 85.1 (6.4%)
Total Datalogic 143.8 139.7 2.9% 72.8 76.4 (4.7%) 24.5 28.5 (14.0%) 241.1 244.6 (1.5%)

New Products Launches and Innovation

Page 23

R&D cash out at 13.6%, +0.4 pp vs H1 2024 (13.2%) H1 Vitality Index at 23.5% vs 13.4% in H1 2024, which confirms the high quality of the new products highly appreciated on the market (Q2 vitality index at 27.2% vs 15.2% in Q2 2024)

Q2 & H1 2025 P&L

Q2 H1
€ m 2025 2024 Var % 2025 2024 Var %
Revenues 128.3 133.3 (3.7%) 241.1 244.6 (1.5%)
Gross Margin 54.6 56.7 103.4 99.5
% on Revenues 42.6% 42.6% +0.0 pp 42.9% 40.7% +2.2 pp
Operating expenses (48.6) (51.2) (98.7) (99.4)
% on Revenues (37.9%) (38.4%) +0.5 pp (40.9%) (40.6%) -0.3 pp
Adjusted EBITDA 14.0 13.3 20.8 15.5
% Adj. Ebitda margin 10.9% 10.0% +0.9 pp 8.6% 6.3% +2.3 pp
Adjusted EBIT 6.0 5.5 4.7 0.1
% Adj. Ebit margin 4.7% 4.1% +0.5 pp 1.9% 0.0% +1.9 pp
EBIT 3.8 3.2 (2.3) (4.0)
% Ebit margin 3.0% 2.4% +0.6 pp (1.0%) (1.6%) +0.6 pp
Net Result 5.1 3.2 (0.8) 9.3
% on Revenues 4.0% 2.4% +1.6 pp (0.3%) 3.8% -4.1 pp
  • IA segment continues to show gradual improvement in Q2; DC segment positive in EMEAI
  • Q2 Gross Margin at 42.6%, substantially flat vs LY. H1 Gross Margin at 42.9% (+2.2 pp vs LY) thanks to productivity improvement
  • H1 Operating expenses down versus last year preserving significant R&D investments
  • Q2 Adj. EBITDA margin at double digits (10.9%). H1 Adj. EBITDA at 8.6% (+2.3 pp) thanks to positive mix and productivity
  • Positive Net Result in Q2, improving vs LY. H1 still slightly negative due to by higher special items

Sound balance sheet and structural cash generation profile to leverage growth

  • Structural operating cash flow generation year after year
  • + €312m Cumulative Cash Flow before Capex generated in last 6 years
  • A well-balanced capital allocation to maximize value creation
  • Solid Balance Sheet with a conservative leverage at 0.2x and debt duration >2.5 years
  • Approx 200M of unused available bank credit lines

Contacts

IR CONTACTS

IR Manager

Alessandro D'Aniello Tel. +39 051 3147109 [email protected] Via Candini, 2 40012 Lippo di Calderara di Reno Bologna – Italy

IR Advisor

Vincenza Colucci CDR Communication Srl Tel. +39 335 6909547 [email protected]

IR Assistant

Page 28

Daniela Giglioli Tel. +39 051 3147109 Fax +39 051 3147205 [email protected]

NEXT EVENTS

November 13, 2025 9M 2025 Results

DATALOGIC ON LINE

www.datalogic.com

THANK YOU

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.

INTERNAL Datalogic Confidential

Datalogic S.p.A.

Via Candini, 2 - 40012 Lippo di Calderara di Reno - Bologna (Italy) Tel. +39 051 3147011 | Fax +39 051 3147205 [email protected] www.datalogic.com

Talk to a Data Expert

Have a question? We'll get back to you promptly.