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Datalogic Investor Presentation 2025
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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 ADVANTAGE ▪ Be the unique player with a comprehensive presence and leadership positions in both DC and IA markets ▪ Outperform 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
