AI assistant
Datalogic Investor Presentation 2025
4452_rns_2025-11-13_801e24ac-bbe3-4f36-98e2-4bfc835c780c.pdf
Investor Presentation
Open in viewerOpens in your device viewer
{0}------------------------------------------------
9M 2025 Results Conference Call
NOVEMBER 13TH,2025
{1}------------------------------------------------
Q3 2025 & 9M 2025 Results
Q3 2025 Results, €m
REVENUES €118.4 -0.1% Net FX (-2.8%)
GOM €50.5 42.7% (+0.2 pp) Adj. EBITDA €13.2 11.1% (+1.0 pp)
NET RESULT €1.9
9M 2025 Results, €m
REVENUES €359.4 -0.5% Net FX (-1.9%)
GOM €153.9 42.8% (+1.5 pp) Adj. EBITDA €33.9 9.4% (+1.8 pp)
NET RESULT €1.2 (-3.1 pp)
Net Debt at €34.9M
{2}------------------------------------------------
Group Revenues by Geography and Market Segment
Q3 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 | 48.0 | 43.0 | 11.6% | 24.0 | 31.5 | (24.0%) | 6.7 | 8.8 | (23.7%) | 78.7 | 83.4 | (5.6%) |
| Industrial Automation | 24.4 | 23.2 | 5.1% | 9.0 | 8.6 | 5.1% | 6.3 | 6.6 | (4.7%) | 39.7 | 38.3 | 3.4% |
| Total Datalogic | 72.4 | 66.2 | 9.3% | 33.0 | 40.1 | (17.8%) | 13.0 | 15.4 | (15.6%) | 118.4 | 121.7 | (2.8%) |
9M 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 | 141.9 | 125.8 | 12.7% | 79.9 | 91.0 | (12.2%) | 18.3 | 26.1 | (29.8%) | 240.1 | 242.9 | (1.2%) |
| Industrial Automation | 74.3 | 80.1 | (7.2%) | 25.8 | 25.5 | 1.2% | 19.2 | 17.9 | 7.6% | 119.3 | 123.4 | (3.3%) |
| Total Datalogic | 216.2 | 205.9 | 5.0% | 105.7 | 116.5 | (9.2%) | 37.5 | 44.0 | (14.6%) | 359.4 | 366.4 | (1.9%) |
{3}------------------------------------------------
New Products Launches and Innovation
SOLUTIONS (DC) SENSORS (IA)
The new release of Shopevolution 8.3 is the latest version of selfshopping retail software, speeding up checkout and elevating the instore experience
Applications
- Customer self-service shopping: scan, shop, and pay independently
- Retail Ecosystem Integration: Queue busting, Price checker, Inventory
Key features
AI-Powered Loss Prevention & Unified Shopping Experience (end-user)
- Leverages AI and data analytics to detect anomalies and prevent losses through smart, targeted controls
- Seamlessly connects eCommerce lists with in-store devices for a unified, real-time shopping experience
Ecosystem Integration & Scalability (retailer)
- Next-gen modular, container-based architecture for faster deployment and agility
- Seamless RESTful API connectivity with POS, loyalty, and pricing systems
- Effortlessly scalable and adaptable across any retail ecosystem
DS4 Series of Area Sensors
Versatile Full-Coverage area sensors to detect and measure objects with high precision in Industrial Automation environment
- Primary and Secondary Packaging
- Logistics and Automatic Warehouses
- Woodworking, Glassworking, Paint Industry
- Paper and Textile Industries
- Precision Measurement Up to 2.5 mm accuracy with optical interpolation
- Micro Detection Detects objects as small as 3.5 mm
- Transparent Object Handling Reliable detection of glass and plastics
- High-Speed & Smart Connectivity Accurate on fast-moving items with IO-Link for diagnostics
- R&D Cash Out at € 47.9 million reaching 13.3% as a percentage of Revenue compared to 12.8% in 9M 2024 (+0.5 pp)
- 9M Vitality Index at 23.5% vs 14.8% in 9M 2024; 23.5% in Q3 2025 compared to 17.5% in Q3 2024
{4}------------------------------------------------
Q3 & 9M 2025 P&L
| Q3 | 9M | ||||||
|---|---|---|---|---|---|---|---|
| € m | 2025 | 2024 | Var % | 2025 | 2024 | Var % | |
| Revenues | 118.4 | 121.7 | (2.8%) | 359.4 | 366.4 | (1.9%) | |
| Gross Margin | 50.5 | 51.7 | 153.9 | 151.2 | |||
| % on Revenues | 42.7% | 42.4% | +0.2 pp | 42.8% | 41.3% | +1.5 pp | |
| Operating expenses | (45.4) | (47.5) | (144.1) | (146.9) | |||
| % on Revenues | (38.4%) | (39.0%) | +0.6 pp | (40.1%) | (40.1%) | +0.0 pp | |
| Adjusted EBITDA | 13.2 | 12.4 | 33.9 | 27.8 | |||
| % Adj. Ebitda margin | 11.1% | 10.2% | +1.0 pp | 9.4% | 7.6% | +1.8 pp | |
| Adjusted EBIT | 5.1 | 4.2 | 9.8 | 4.3 | |||
| % Adj. Ebit margin | 4.3% | 3.5% | +0.8 pp | 2.7% | 1.2% | +1.5 pp | |
| EBIT | 3.2 | 2.5 | 0.9 | (1.4) | |||
| % Ebit margin | 2.7% | 2.1% | +0.7 pp | 0.2% | (0.4%) | +0.6 pp | |
| Net Result | 1.9 | 3.3 | 1.2 | 12.6 | |||
| % on Revenues | 1.6% | 2.7% | -1.1 pp | 0.3% | 3.4% | -3.1 pp |
- IA segment continues to show gradual improvement in Q3 vs LY driven by FA; DC segment positive in EMEAI
- Q3 Gross Margin at 42.7%. 9M Gross Margin at 42.8% (+1.5 pp vs LY) thanks to productivity improvement and positive mix
- 9M Operating expenses down versus last year with an increase in R&D expenses
- Q3 Adj. EBITDA margin at double digits (11.1%). 9M Adj. EBITDA at 9.4% (+1.8 pp) thanks to positive mix and productivity
- Positive Net Result in Q3. 9M return positive (€ 1.2 million) vs loss in 9M 2024 (€ -5.8 million), excluding the capital gain on the sale of Informatics Holdings, Inc.
{5}------------------------------------------------
EBITDA Adj.: actual vs last year
€ m
{6}------------------------------------------------
Net Debt & Cash Flow Analysis : Dec'24 – Sep'25
{7}------------------------------------------------
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
Daniela Giglioli Tel. +39 051 3147109 Fax +39 051 3147205 [email protected]
NEXT EVENTS
DATALOGIC ON LINE
{8}------------------------------------------------
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.
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
