StrongPoint

Investor Presentation • Oct 23, 2025

StrongPoint Q3 2025

23 October 2025

Agenda

Highlights

About StrongPoint

Customer success

Q3 2025 financials

Outlook

Jacob Tveraabak

Chief Executive Officer

Marius Drefvelin

Chief Financial Officer

Q3 2025 Highlights

Financial highlights

• Revenue 320 MNOK: +2%
• Recurring revenue* 380 MNOK: +12%
• EBITDA: 14 MNOK and 4.3%
• Cash flow from operations: +23 MNOK

Customer success

• Sonae MC, Portugal's largest grocery retailer, replaced their order picking system with StrongPoint's solution
• Two new Vensafe anti-theft pilots launched with leading UK grocery retailers
• UK-based retailer selected StrongPoint for their first AutoStore solution

^* Rolling 12 months

StrongPoint at a glance

1.4 Bn NOK annual revenue

380 MNOK recurring revenue

80% revenue from grocery retailers

~500 team across Europe

Proprietary SaaS solutions built by in-house development team

Our purpose:

We make grocers more efficient and sustainable

Solutions solving 5 grocery problems

Where we operate

• 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

Portugal's leading grocer picks StrongPoint

• Largest grocery retailer in Portugal switched to StrongPoint's Order Picking solution
• Initially considered developing their own system after switching from current supplier
• Implementation scheduled for H1 2026

Two new Vensafe pilots launched in the UK

• Two new Vensafe anti-theft proof-ofconcepts launched in the UK with leading grocery retailers
• Both using the updated Vensafe with in-aisle product advertising and dispenser screens generating retail media revenue

UK retailer selected StrongPoint for first AutoStore

• UK-based retailer and distributor of household products in the UK & European markets chose StrongPoint for their first AutoStore solution
• Combined with warehouse fit-out services which demonstrating importance of broader portfolio
• Expected to be completed by end 2025

Updates on: ESL and store digitalisation, and CashGuard Connect

ESL and store digitisation with:

• Partnership launched in December 2024, and fully in effect July 2025
• Progress to date: extensive installations in UK, and multiple ongoing project discussions
• Future expectations: recurring revenue will be impacted as license revenue from previous ESL provider wind down

• In-store pilot ended on StrongPoint's initiative
• Several grocery retailers have inquired about launching in-store pilots
• In parallel, solution is in process of being validated to ensure both manufacturability and durability

3 rd quarter revenue

Total recurring revenue (12 months rolling)

3^rd quarter EBITDA

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 non-recurring restructuring costs of 10 MNOK Excluding these adjustments, the Q2 2024 EBITDA adjusted was 0.9 MNOK.

Cash Flow movements in 2025

Changes in main working capital items in 2025

Net interest-bearing debt

Disposable funds of NOK 112 million as per Q3 2025. (NOK 85 million as per Q2 2025)

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 component comprising net interest-bearing debt.

Outlook

Long-term:

• Core fundamentals getting stronger, especially with global SaaS E-Commerce opportunities
• Healthy revenue growth, >10% EBITDA margin

Thank you