Q4 2025 Strongpoint ASA Earnings Call (Q&A Session) Transcript

Feb 12, 2026 / 10:00 AM GMT

Release Date Price: kr10 (-6.98%)

Transcript

Key Points

Positve

StrongPoint ASA (LTS:0JEZ) reported a 4% revenue growth for the full year 2025, reaching approximately NOK 1.35 billion.
Recurring revenue grew by 7% on a 12-month rolling basis, indicating a stable income stream.
The company has successfully expanded its international operations, with significant revenue growth in Spain (58%), the UK and Ireland (36%), and the Baltics (14%).
StrongPoint ASA (LTS:0JEZ) has developed a world-class end-to-end e-commerce platform, particularly excelling in its proprietary order picking solution.
The partnership with Vusion enhances StrongPoint's product portfolio, allowing for broader geographic coverage and deeper integration with existing solutions.

Negative

Q4 revenue growth was flat at 1%, with declines in Norway and Sweden offsetting international gains.
EBITDA for Q4 was negatively impacted by NOK 7 million in one-off costs related to unsuccessful strategic projects.
The transition from Pricer to Vusion will result in a gradual reduction of recurring revenue from Pricer, which will take time to replace.
The company faced a negative EBITA of NOK 5 million in Q4, a decline from the previous year.
StrongPoint ASA (LTS:0JEZ) is experiencing challenges in its traditional Nordic and Baltic markets, requiring rejuvenation efforts.

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 (Q&A Session)
Feb 12, 2026 / 10:00AM 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 to Maos.

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

Let's see.

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