AI assistant
Datalogic Investor Presentation 2026
4452_rns_2026-05-22_7cdff50d-36ab-40d8-9e3c-54a446a247b4.pdf
Investor Presentation
Open in viewerOpens in your device viewer
ITALIAN INVESTMENT CONFERENCE 2026
MAY 22TH, 2026
DATALOGIC
EMPOWER YOUR VISION
GROUP OVERVIEW
DATALOGIC
DISTRIBUCIÓ · VIAJE Y SOJA
Datalogic is a global technology leader in Auto ID solutions...
Datalogic is a listed global leader in the high-tech world, specializing in Auto ID solutions
Barcode-reading products represent approximately 85% of our total revenues
Our core promise is the ability to read any type of barcode...
... for many applications in our target industries
Factory Automation
Healthcare
T&L
Source: DL P&L 2025
DATALOGIC
DISTRIBUTING FROM TOUCH
...with a compelling offer...
Today, the world has evolved, and to maintain our leadership we must continue improving our scanning performance while also developing additional technologies for product identification (e.g., RFID, computer vision)
To complete our offering for customers in Factory Automation which requires barcode readers, we also provide sensor and safety products, machine vision, and laser marking systems
Product recognition
BHS¹ RFID
Sensor & Safety
Laser marking
Machine vision
- Bag Handling System
DATALOGIC
DISTRIBUTOR FROM FOODS
5
% of DL revenues 2025
...across all main industries
Retail
- Food and Beverage Stores
- Health and Personal Care
- DIY
- Clothing & Accessories
- General merchandise
Back-Store: order fulfillment, inventory, shipping&receiving
In-Store: Shelf replenishment, price check, customer experience, checkout & self-checkout
Transportation & Logistics
- Air Transportation
- Truck Transportation
- Courier, Express, and Parcel
- Warehousing and storage
Warehousing: inbound/outbound, palletize/depalletize, storing&picking,
Distribution centers: inbound/outbound, cross-docking
Couriers/ E-commerce: high speed automatic sorting, last mile delivery
Airports: baggage and passenger tracking
Manufacturing
- Automotive Manufacturing
- Computer Electronics
- Food Manufacturing
- Machinery (automotive, F&B, pharma, wh)
- Pharma and Chemical Manufacturing
Shopfloor: work-in-progress, component traceability, quality control
Intralogistic: Production line feed, sub-assembly management
Healthcare
- Health Care Services
Hospitals: patient registration & data digitalization, bedside care, assets/equipment tracking and maintenance, pharmacy & medication management
Analysis laboratory: test tubes & blood bags tracking
DATALOGIC
DISTRIBUTOR FROM TOLEAC
Innovation as core driver for Datalogic
500+ Engineers in 9 R&D centers, of which 4 DL Labs, in China, Czech Republic, Italy, Sweden, USA, and Vietnam
Total R&D cash out 65.4 €M, accounting for 13.1% of revenue in 2025, placing us 3rd for R&D intensity¹ in Italy
A portfolio of more than 1,200 patents and patent applications, developed through our internal innovation-disclosure process and recognized with the Leonardo da Vinci Best Patent Award
Innovate as a leader always driven by providing a unique value and experience to our Customers – constantly exceeding their expectations
Figures refer to YE 2025
1. Source: Eurostat Data 2024
DATALOGIC
DEMOGED FILM VISION
Datalogic Group footprint
500.1 €M Revenues 2025
% on FY 2025 revenues
EMEAI 60.4%
APAC 10.2%
2,685 Employees in 30 countries:
11.0% Americas, 62.2% EMEAI, 26.7% APAC
9 Manufacturing & Repair sites
9 R&D Centers
Offices and Facilities in 30 countries
Figures refer to YE 2025
DATALOGIC
GARANTY FROM VISUAL
50+ Years of Expansion
8
DATALOGIC
DISTRIBUTOR YOUR VISION
FOUNDATION
- Established in Bologna
LISTING
- Listed on the STAR segment of the Italian Stock Exchange
INNOVATION
- Acquisition of Multiware Photonics SA
- Partnership with CAEN RFID Srl
EXPANSION
- Acquisition of M.D. Micro Detectors SpA
NON CORE BUSINESS DISPOSAL
- Sale of 100% of Informatics Holdings, Inc.
| 1972 | 1997-1998 | 2001 | 2002-2011 | 2012-2015 | 2017-2020 | 2021 | 2022 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|
EXPANSION
- Escort Memory Systems Inc.
- IDWare mobile Computing & Communications
EXPANSION
- Minec AB
- Laservall SpA
- Informatics Inc.
- PSC Inc.
- Datasensor SpA
- Evolution Robotic Retail Inc.
- Accu-Sort System Inc.
- PPT Vision Inc.
EXPANSION
- Set up new One Datalogic
- Acquisition of SOREDI Touch Systems GmbH
ANNIVERSARY
- 50th Years of innovation
EXPANSION AI
- Acquisition of Pekat Vision
EXPANSION SOLUTIONS
- Acquired 100% of Datema Retail Solutions AB
Datalogic provides a broad portfolio of automation and data capture solutions for diverse industries
9
DATALOGIC
DISTRIBUTOR YOUR VISION
INDUSTRIAL AUTOMATION
Unattended processes
DATA CAPTURE
Attended processes
STRATEGY & OPERATING MODEL
DATALOGIC
DISTRIBUTOR ISSUE SYSTEM
The DC and IA markets are confirmed to structurally grow at +5% in the period 2024–2028
Market size 2024-2028, $ B
Data Capture
Industrial Automation
Key insights
Data Capture
- DC market to reach ~5 $B¹ in 2028, with growth rate of ~5% CAGR for 2024-28
- Stronger growth expected in mobile (5%)
- T&L and healthcare the fastest grow segments, up to 6%
- APAC has an expected growth at 7%, while Americas and EMEA have 5% and 4% respectively
Industrial Automation
- IA market to reach 9.8 $B² in 2028 with a growth rate of ~5% CAGR for 2024-2028
- Stronger growth expected in SIS (+7% p.a.) due to the increased need for tracking
- APAC has an expected growth at 7%, while Americas and EMEA have 5% and 4% respectively
Source: Data validated from multiple external research by relevant line [VDC, ARC, Grand View, Verified Market Research, QY Research, McKinsey analysis]
DATALOGIC
DAPROINTS TECH VISIT
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"
OBJECTIVE
- 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
SCOPE
- 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 United States
- Grow our presence in APAC
ADVANTAGE
- Leverage a wide portfolio of products and services to provide Customers with innovative and easy-to-integrate solutions along the entire flow of operations
DATALOGIC
DEVELOPMENT PROGRAM
- TOP LINE
DC and IA | Offering and strategy
Data Capture
| Offering | Main Objective | |
|---|---|---|
| MOB | • PDA/PDT | |
| • PSS | ||
| • Wearable | ||
| • Tablet | • Become a relevant 3^{rd} market player in Mobile market, notably in PDT/PDA and PSS | |
| HHS | • Industrial | |
| • General Duty | • Leadership in EMEA, become 2^{nd} player in Americas and 3^{rd} in selected APAC Countries | |
| FRS | • Bi-optic | |
| • Single Plane | ||
| • Presentation | • Maintain leadership in bi-optics | |
| • Achieve relevant market presence in the growing presentation scanners segment | ||
| SE | • Scan Module | |
| • Scan Engine | • Leverage on our offer to seize opportunities from key application trends (e.g., Kiosk, access control) | |
| Service | • EoC | • Double Service revenues increasing attach rate in MOB, FRS and HHS |
Industrial Automation
| Offering | Main Objective | |
|---|---|---|
| SIS | • 1D readers | |
| • 2D imagers | ||
| • Dimensioner | • FA: market leadership in traceability | |
| • LA: global leadership with best-in-class solutions and service execution | ||
| SEN | • Photoelectric | |
| • Proximity | ||
| • Ultrasonic | • Increase selectively market share with a targeted positioning and strategy | |
| SAF | • Safety Light Curtains | |
| • Safety Laser Scanner | • Become the third player in the market, expanding direct customer base | |
| LM | • Fiber | |
| • Solid State | ||
| • CO² | • Gain market share with improved product range and focused sales activities | |
| Service | • Installation | |
| • Maintenance | ||
| • Post sales services | • Double revenues through outstanding pre- and post-sales services to accelerate and support the business |
Solutions
Develop and increase penetration of solutions (HW and SW) providing to customers added value solutions beyond barcode
DATALOGIC
DEVELOPING PAGER INGENI
Four Pillars of Datalogic long term plan
| 1 | TOP LINE |
|---|---|
| 2 | PROFITABILITY |
| 3 | SUSTAINABILITY |
| 4 | M&A |
DATALOGIC
DISTRIBUTOR STUDIES
- TOP LINE
3 main drivers of top line growth
Continuously improve Datalogic scanning performance, whilst enhancing our "beyond barcode" offering
Expansion and penetration of new customers, sub-industries, and geographies, while strengthening brand awareness
Redefine Sales and R&D processes with a clear strategic focus on effectiveness and process excellence
DATALOGIC
DEVELOPED FROM FOODS
- PROFITABILITY
Strong focus on productivity 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 (i.e., costs, flexibility) | |||
| • Supply Chain process optimization through the review of Demand Planning practices and the optimization of Service Levels | |||
| Operating profitability | Focus on selective Opex Growth to support Business needs, whilst pursuing Productivity Targets | Sales excellence | • Review Sales and distribution process to increase Sales Force Productivity |
| R&D optimization | • Streamline R&D process to reduce time-to-market and maximize R&D productivity |
DATALOGIC
DAP04000 1000 10/200
3.SUSTAINABILITY
Datalogic Strategic ESG Streams: ongoing progresses across main KPIs
| R&D green spending
Increase R&D spending on projects with sustainable features | R&D green spending on total R&D project spending at 33,6% in 2025, vs 31,7% in 2024 and 28,9% in 2023 | Recycled plastic
Introduce recycled plastics in new products (% on total plastic purchased) | Carbon footprint
GHG emissions measurement including Scope 3 and reduction plan draft |
| --- | --- | --- | --- |
| Environment and Innovation
Business and Market | Sustainable Packaging
Recycled materials and weight reduction | Sustainable Packaging on total packaging spending at 22,7% in 2025 vs 20,4% in 2024 | Customer Satisfaction
Net Promoter Score (NPS), as the relevant metric to measure customer satisfaction |
| People | NPS robust growth reaching 62 in 2025 vs 47 in 2024 | People Health and Safety
Accidents’ frequency rate and zero severe accident target | Sustainable Supply chain
Vendor assessment on sustainability topics |
| | | Accidents’ frequency rate at 1,8 in 2025 vs 1,9 in 2024 and 0 severe accident | Employee Engagement
Employee engagement surveys, and actions based on survey results |
| | | Employee engagement survey conducted in 2025, with follow-up actions rolled out | People well-being and work-life balance initiatives across all main Group locations |
| | | Driving a higher score in 2026 survey | Well-being and work-life balance initiatives introduced or maintained across main locations |
Datalogic Sustainability Strategic Streams
DATALOGIC
SWEDEN • INDIA • 2023
- SUSTAINABILITY
Higher Revenues Eligible and Aligned to European Taxonomy
DATALOGIC
DEPENDENT INSTITUTION
- M&A
Structured M&A Activity to Foster Group Strategy
3 pillars guiding Datalogic M&A expansion while continue investing in core business
Start ups/small companies in early prototype stage in primary fields of our technology road map
2025 highlights
-
Acquisition of 100% of Datema
Swedish company offering own self shopping software & solution mainly in Northern Europe -
Strategic targets scouting
Ongoing scouting on key complementary applications in data capture (e.g. RFID, in store solutions) and industrial automation (e.g. smart sensors/cameras)
D
DATALOGIC
DISTRIBUTOR YOUR VOICE
FINANCIALS
DATALOGIC
DISTRIBUCIÓ · VIAJE Y SOJA
Q1 2026 Results
Q1 2026 Results, €m
| REVENUES
€120.3
+6.7%
(+11.2% Net FX) | GOM
€49.5
41.1%
(-2.1 pp) | Adj. EBITDA
€4.3
3.6%
(-2.4 pp) | NET RESULT
€-5.7
-4.7%
(+0.5 pp) |
| --- | --- | --- | --- |
Net Debt at €32.3M
DATALOGIC
DISTRIBUTOR COILS
Group Revenues by Geography and Market Segment
Q1 Revenues by Geo and Market Segment, €m
| EMEAI | AMERICAS | APAC | Total Datalogic | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2025 | Var % | 2026 | 2025 | Var % | 2026 | 2025 | Var % | 2026 | 2025 | Var % | |
| Data Capture | 47.3 | 47.5 | (0.3%) | 26.1 | 22.2 | 17.3% | 7.3 | 5.3 | 38.5% | 80.7 | 75.0 | 7.7% |
| Industrial Automation | 27.8 | 24.3 | 14.3% | 6.0 | 8.1 | (26.0%) | 5.8 | 5.4 | 8.0% | 39.6 | 37.8 | 4.7% |
| Total Datalogic | 75.1 | 71.8 | 4.7% | 32.1 | 30.3 | 5.7% | 13.1 | 10.6 | 23.1% | 120.3 | 112.7 | 6.7% |
% on Datalogic Revenues
% on Datalogic Revenues
DATALOGIC
DEPENDENT
New Products Launches and Innovation
DATA CAPTURE (DC)
Fixed Retail Scanners
MAGELLAN™ 3600VSi / 3700HSi
Magellan 9600i and 9900i
Matrix 830-930
Stationary Industrial Scanners
Gryphon 4600 Series
AREX400 AF
INDUSTRIAL AUTOMATION (IA)
- R&D Cash Out at € 16.6 million, 13.8% as a percentage of Revenue
- Vitality Index at 20.4% vs 19.3% in the first quarter of 2025
DATALOGIC
DISTRIBUTOR FROM VISION
Q1 2026 P&L
| € m | 2026 | 2025 | Var % |
|---|---|---|---|
| Revenues | 120.3 | 112.7 | 6.7% |
| Gross Margin | 49.5 | 48.8 | |
| % on Revenues | 41.1% | 43.3% | -2.1 pp |
| Operating expenses | (52.7) | (50.2) | |
| % on Revenues | (43.8%) | (44.5%) | +0.7 pp |
| Adjusted EBITDA | 4.3 | 6.8 | |
| % Adj. Ebitda margin | 3.6% | 6.0% | -2.4 pp |
| Adjusted EBIT | (3.2) | (1.4) | |
| % Adj. Ebit margin | (2.7%) | (1.2%) | -1.5 pp |
| EBIT | (4.1) | (6.2) | |
| % Ebit margin | (3.4%) | (5.5%) | +2.0 pp |
| Net Result | (5.7) | (5.9) | |
| % on Revenues | (4.7%) | (5.2%) | +0.5 pp |
- Top-line growth offset by lower operating profitability driven by inflationary pressure mainly on memory components
- Revenues up +6.7% (+11.2% Net FX) growing across both segments and all main geos
- Gross Margin at 41.1% (-2.1 pp vs LY) reflecting input cost inflation, higher logistics costs and price erosion
- Operating expenses at € 52.7 million, slightly up vs LY with increased investments in R&D and S&D
- Adj. EBITDA margin at 3.6% (-2.4 pp vs LY), reflecting productivity headwinds and negative price effect, partially offset by volume growth
- Net Loss at € 5.7 million slightly improving vs previous year (-€ 5.9 million) reflecting a +0.5 pp improvement in net margin
DATALOGIC
DEVELOPED FROM VOGNS
EBITDA Adj.: actual vs last year
€ m
25
DATALOGIC
DISTRIBUTOR YOUR VISION
Net Debt & Cash Flow Analysis : Dec'25 – Mar'26
€ m
26
DATALOGIC
DISTRIBUED FROM ITALIAN
Sound balance sheet and structural cash generation profile to leverage growth
Capital allocation breakdown – Last 7 years
Balance Sheet at 31/12/2025
- Structural operating cash flow generation year after year
-
- €344m Cumulative Cash Flow before Capex generated in last 7 years
- A well-balanced capital allocation to maximize value creation
- Solid Balance Sheet with a conservative leverage at 0.3x and debt duration >3.0 years
- Approx €200M of unused available bank credit lines
DATALOGIC
DEPENDENT FOCUS VISITOR
28
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
August 04, 2026
H1 2026 Results
DATALOGIC ON LINE
www.datalogic.com
DATALOGIC
APPROBED YOUR VISION
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
© 2026 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
Datalogic
DISTRIBUCIÓI E INVESTIGAZIONI