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Datalogic Investor Presentation 2025
4452_ct_2025-05-15_39c17c65-39f0-4bb1-ae7f-7e94a2a9be4f.pdf
Investor Presentation
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Q1 2025 Results Conference Call
INTERNAL Datalogic Confidential
Q1 2025 Results
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Q1 2025 Results, €m
Net Debt at €26.8M
Group Revenues by Geography and Market Segment
Q1 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 | 47.5 | 38.6 | 23.1% | 22.2 | 22.7 | (2.2%) | 5.3 | 6.5 | (19.5%) | 75.0 | 67.8 | 10.5% |
| Industrial Automation | 24.3 | 29.1 | (16.5%) | 8.1 | 9.2 | (11.7%) | 5.4 | 5.2 | 3.3% | 37.8 | 43.5 | (13.1%) |
| Total Datalogic | 71.8 | 67.7 | 6.1% | 30.3 | 31.9 | (4.9%) | 10.6 | 11.8 | (9.4%) | 112.7 | 111.3 | 1.3% |
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% on Datalogic Revenues % on Datalogic Revenues
New Products Launches and Innovation
R&D cash out at 14.6%
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FY Vitality Index at 19.2% vs 11.2% in the first quarter of 2024
Q1 2025 P&L
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| Q1 | |||||||
|---|---|---|---|---|---|---|---|
| € m | 2025 | 2024 | Var % | ||||
| Revenues | 112.7 | 111.3 | 1.3% | ||||
| Gross Margin | 48.8 | 42.8 | |||||
| % on Revenues | 43.3% | 38.4% | +4.8 pp | ||||
| Operating expenses | (50.1) | (48.2) | |||||
| % on Revenues | (44.5%) | (43.3%) | -1.1 pp | ||||
| Adjusted EBITDA | 6.8 | 2.1 | |||||
| % Adj. Ebitda margin | 6.0% | 1.9% | +4.1 pp | ||||
| Adjusted EBIT | (1.4) | (5.5) | |||||
| % Adj. Ebit margin | (1.2%) | (4.9%) | +3.7 pp | ||||
| EBIT | (6.2) | (7.2) | |||||
| % Ebit margin | (5.5%) | (6.5%) | +1.0 pp | ||||
| Net Result | (5.9) | 6.0 | |||||
| % on Revenues | (5.2%) | 5.4% | -10.6 pp |
- Positive Q1 results both in top line and profitability
- Gross Margin at 43.3% (+4.8 pp vs LY) thanks to productivity improvement
- Operating expenses at 50.1m, slightly increase vs LY mainly due to R&D costs
- Q1 Adj. EBITDA margin at 6.0% (+4.1 pp vs LY), thanks to positive mix and productivity
- Net Result affected by higher special items, comparing with a pro-forma negative 12,1m LY (-10,9% on Revenues) excluding the capital gain from Informatics sale
EBITDA Adj.: actual vs last year
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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
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
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
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Daniela Giglioli Tel. +39 051 3147109 Fax +39 051 3147205 [email protected]
NEXT EVENTS
August 05, 2025 H1 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
