Q3 2025 Strongpoint ASA Earnings Call (Q&A Session) Transcript

Oct 23, 2025 / 09:00 AM GMT

Release Date Price: kr9.48 (-2.87%)

Transcript

Key Points

Positve

Revenue for the quarter increased by 2% compared to last year's third quarter, reaching 320 million NOK.
The 12-month rolling recurring revenue saw a significant increase of 12% compared to Q3 last year.
StrongPoint ASA (LTS:0JEZ) successfully replaced the order picking system for Sonova MC, Portugal's largest grocery retailer, with their solution.
Two new anti-theft pilots were launched with leading UK grocery retailers, indicating expansion and innovation in their product offerings.
The company announced another AutoStore sale in the UK, showcasing growth in their market presence and product adoption.

Negative

The EBITDA margin for Q3 was relatively low at 3.4%, indicating potential challenges in profitability.
There is uncertainty regarding the timing of purchase orders for the NSAF pilot in the UK due to regulatory and learning curve challenges.
The recurring revenue will be impacted as license revenue from the previous ESL provider winds down, creating potential revenue gaps.
Revenue from CashGuard sales through international partners has declined due to increased competition and lower demand.
The Spanish business unit has historically underperformed and has not been profitable, posing challenges for future growth in that market.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

STRO.OL - Strongpoint ASA
Q3 2025 Strongpoint ASA Earnings Call (Q&A Session)
Oct 23, 2025 / 09:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning everyone and welcome to StrongPoint's 3rd quarter Q&A audio call.

Today we have Marius Brefflin, CFO of StrongPoint, here to answer your questions.

But before we start, let me give a quick recap of highlights from this morning's Q3 announcement.

On the financials, revenue for the quarter was 320 million knock, up 2% compared with last year's third quarter.

The 12 month rolling recurring revenue increased by 12% compared to Q3 last year.

Ending at 380 million kuk.

And year-to-date a bit DA is 31 million kno, with 14 million in Q3.

Equal to a 3.4% margin.

Highlights from the company operation was that Sonova MC, Portugal's largest

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