StrongPoint ASA (OSL:STRO)
kr 10.65 +0.050 (+0.47%) Market Cap: 476.89 Mil Enterprise Value: 619.90 Mil PE Ratio: 0 PB Ratio: 1.07 GF Score: 80/100

Q4 2025 Strongpoint ASA Earnings Call Transcript

Feb 12, 2026 / 06:00 AM GMT
Release Date Price: kr10 (-6.98%)

Key Points

Positve
  • StrongPoint ASA (LTS:0JEZ) reported a 4% revenue growth for the full year 2025, reaching approximately NOK1.35 billion.
  • Recurring revenue grew by 7% on a 12-month rolling basis, indicating a stable income stream.
  • The company has seen significant international growth, with a 58% increase in Spain, 36% in the UK and Ireland, and 14% in the Baltics.
  • StrongPoint ASA (LTS:0JEZ) has successfully expanded its customer base with notable partnerships, such as the rollout of Shopflow Logistics with Eco in Sweden.
  • The partnership with Vusion is expected to enhance StrongPoint's product offerings and geographic presence, potentially increasing revenue opportunities.
Negative
  • The fourth quarter revenue growth was flat at 1%, indicating challenges in maintaining momentum.
  • There was a decline in revenue in Norway and Sweden, primarily due to fewer rollouts compared to the previous year.
  • EBITDA for Q4 was negatively impacted by NOK7 million in one-off costs related to unsuccessful strategic projects.
  • The transition from Pricer to Vusion is expected to reduce recurring revenue in the short term, as the existing revenue base with Pricer diminishes.
  • The company experienced a negative profit after tax in Q4, contributing to an increase in net interest-bearing debt.


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

STRO.OL - Strongpoint ASA
Q4 2025 Strongpoint ASA Earnings Call
Feb 12, 2026 / 06:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning and welcome to this Q4 presentation by Stromper.

My name is Jacob Tuerbach, and I am the CEO of Strong Po.

With me to present the Q4 results, I have Marius Trevelin, our group CFO.

In today's session, I will highlight or share some highlights from the 4th quarter.

I'll provide a short update an overview of Strongpoint, in particular for the convenience of any new potential investors.

And I will round off with some customer success stories before, for this quarter before handing over to Vos.

After Marius's review of our financials for Q4, I will run off this session with our view on the outlook for Strong point.

Let's see.

We had a flat 4th quarter in
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