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StrongPoint (STRO) investor relations material
StrongPoint Q4 2025 (Q&A) earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q4 2025 revenue reached 342 MNOK, a 1% year-over-year increase, with recurring revenue up 7% to 385 MNOK, driven by Order Picking and service contracts.
Reported Q4 EBITDA was -5 MNOK, impacted by 7 MNOK in one-off costs; adjusted EBITDA was 2 MNOK.
International markets, especially UK and Spain, saw strong growth, offsetting declines in the Nordics.
Major product rollouts included ShopFlow Logistics with EKO and Vensafe pilots in the UK.
Strategic shift from Pricer to Vusion for ESL solutions, with new recurring revenue base under development.
Financial highlights
Q4 2025 revenue: 342 MNOK (+1% YoY); full-year: 1,359 MNOK (+4%).
Recurring revenue for FY 2025: 385 MNOK (+7%).
Q4 EBITDA: -5 MNOK (margin -1.4%); adjusted EBITDA: 2 MNOK; full-year EBITDA: 26 MNOK.
UK and Spain delivered strong Q4 revenue growth of 36% and 58%, respectively.
Q4 cash flow from operations: 2 MNOK; year-end disposable funds: 99 MNOK.
Outlook and guidance
Long-term focus on growing recurring revenue, especially from proprietary software and Vusion partnership.
2025 EBITDA projected to rise significantly to 33 MNOK (excluding one-offs), up from 2 MNOK in 2024.
Targeting healthy revenue growth and EBITDA margin above 10% long-term.
No dividend proposed for 2025 due to funding needs for growth initiatives.
Fluctuations between quarters are expected; management emphasizes a long-term perspective.
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