CEO Jacob Tveraabak

CFO Anders Nilsen

October 19, 2018

Third quarter 2018

Agenda

• Intro

• Highlights Q3 2018

• Key figures

• Q&A

Mission

“Driving retailers productivity by providing innovative integrated technology solutions”

StrongPoint – a Retail Technology provider

50%

19%

5%

10%

17%

Retailhomemarket

Retail outsidehome market

Cub

Cash Security

Labels

Revenue YTD Q3

100% = 760 MNOK

• Strong base of proprietary

products for in-store

productivity improvements

• Excellent starting point for

further E-commerce growth

• Unique position with 3rd

party solution partners, in

particular with Pricer

Retail Technology

Own Technologies

Strong market fundamentals for retail technology

307361

423480

534

602

20162013 2014 2015 2017 2018E

Annual growth+14%

Source: E-commerce Europe

B2C e-commerce sales in Europe

EUR bn

1. E-commerce: most of our

clients want to grow within

e-commerce

2. In-store: all of our clients need

to improve store operations

productivity

Double opportunity for StrongPoint

Regardless of our clients’ own view on e-commerce, the impact on the industry follows

Retail in-store economics

ILLUSTRATIVE

Reduced revenue growth in

stores due to e-commerce,

in particular in urban areas

Time

Profit

Revenue

CostIncreasing pressure to

improve in-store

productivity – Retail

Technology is a vital

part of the solution for

retail companies

€

Highlights

Highlights

1

2

3

4

Solid quarterly financials

Significant customer wins

Strengthening the organization

Optimizing costs and focusing efforts

Solid quarterly financials: 14% revenue growth vs. last quarter

Revenue

MNOK

1

254

301

258

307

250238

205

259250

276

233

2kv 17 3kv 182kv 161kv 16 3kv 16 4kv 16 1kv 17 3kv 17 4kv 17 1kv 18 2kv 18

+14%

Solid quarterly financials: slight growth in EBITDA vs. last quarter

EBITDA

MNOK

1

10

3536

31

11

7

14

21

11

18

15

1kv 174kv 163kv 162kv 161kv 16 2kv 17 3kv 17 4kv 17 1kv 18 2kv 18 3kv 18

+7%

Solid quarterly financials: 8% growth in recurring revenue

Aftermarket revenue, 12 trailing months*

MNOK

1

164

199

203

262 271284

308

2740 13

20152012 2013 20162014 2017 2018

289

208

311

297

308

5

0+8%

Upgrade project

* Aftermarket revenue consists of service revenue and license fees, and installation income. 12 trailing month recurring, ending q3 every year

Significant customer wins in Q3

• Break-through with StrongPoint CUB’s e-commerce solution to

major Danish retail chain

• 85 Self Check-Out HW & SW orders roll-out in H2 in “Home”

• Cash Management solution to Airport Rail Link provider in

Southeast Asia

• Pricer ESL in ~350 Joker stores in Norway

• Pricer installation of up to MNOK 50 at Scandinavian DIY chain

• Order for close to 960 CIT cases to Sberbank

2

Strengthening the organization

• Enhancing our sales efforts

• Establishing E-commerce unit, being led by Göran Thörn (CUB)

• Putting more emphasis on partner sales of our proprietary solutions with

the hiring of Roine Gabrielsson as SVP Global Partners

• Re-establishing Cash Security as a separate business unit, being led by

Lars-Åke Köpper

• Re-organizing product development

• Elevating Julius Stulpinas to SVP Technology

• Establishing “Retail Technology Product Board” led by Lars-Åke Köpper

• Dedicated team for E-Commerce product line led by Göran Thörn

3

StrongPoint’s Executive Management Team*

Home EMEAGlobal

Partners*E-commerce Technology Cash Security Labels

Retail Technology

▪ Norway▪ Sweden**▪ Baltics**

▪ Focus countries▪ “Road

Runners”

▪ Partner countries (other than “Home” and EMEA focus countries)

▪ Full E-commerce value chain with development and sale of ▪ CUB▪ Click & Collect▪ …++

▪ Product Development

▪ Product Management

▪ Full Cash Security value chain

▪ Full Labels value chain

Area of responsibility

Per Haagensen Trond Kongrød Roine Gabrielsson* Göran Thörn Julius Stulpinas* Lars-Åke Köpper Leif PerssonBU-leader, SVP and MD

Hiring in process

Jacob Tveraabak

Supply Chain

▪ Supply Chain/Sourcing (incl. hardware for Click & Collect)

Lars-Åke Köpper

CEO

Anders Nilsen CFOSVP People & Organization

VP Marketing** Rūta Kairienė

* As of January 1, 2019** Part of extended Executive Management Team (EMT). Sven Calissendorf in Sweden, and Rimantas Mažulis in the Baltics

3

Optimizing costs and focusing efforts – summary

• Result of cost optimization of 30* MNOK p.a. effect with

no negative effect on operations

• Product finalization and better role alignment

• Synergies in establishing E-commerce unit

• SG&A cost reduction

• Enhancing our sales efforts further

• Commercializing E-commerce (Cub) outside Sweden

• Stepping up “RoadRunner” concept (small, selected

agents) in key EMEA markets

• Expecting growth in sale of proprietary solutions

through Partners

• Focus on M&A and Strategic Partnerships

4

* Full effect as per January 1, 2019

Enhancing sales efforts: Commercializing E-commerce (Cub) outside Sweden

Proof of commercialization outside

Sweden: Major danish grocery chain

chooses our E-commerce Logistics Suite

4

CUB-integration with Pricer: allows for

“pick by light”, increasing productivity in

picking of goods

Enhancing sales efforts: Stepping up “RoadRunner” concept4

“RoadRunners”

• Small, selected agents focused on

selling CashGuard to small

businesses, and the HORECA

segment

• ~40 agents with more about 200

sales people covering Iberia

Capturing window of opportunity for CashGuard in Europe

8131 163 1 253

1 450

1 345

1 109

353250

526

175

2018E20162015 2017

EMEA* ex. Alimerka

Home

2,157

2,798

1,7811,700**

+78%

Number of invoiced CashGuards

Number of CashGuardsCash is still king in parts of

Continental Europe

Large window of opportunity for

CashGuard sale

StrongPoint innovating its sales

model, adding in “Road Runners”

and exploring “cash-

management-as-a-service” in

addition to traditional sale

* Incl. APAC

** Invoiced number of CashGuards per Q3 is 1,480

4

Alimerka

Focusing our efforts: Partners4

35

25

21

18

2016* 2017 2018 YTD

53

Pyd

Revenue Proprietary Retail

Technology through Partners

MNOK

* Split between Pyd and other Partners is estimate

Partner sale only ~10% of all sale

of Proprietary Retail Technology

(excluding service income)

Should be significant opportunity

to grow partner sales, which also

have attractive margins throughout

StrongPoint’s value chain

Key Figures

Revenue Q3

205

233

26

7

Q3 2017 FX

10

Growth M&A

Q3 2018Growth organic

+14%

126

71

38

-1

97

68

44

-4

LabelsOwn Tech 3rd Party Elim/ASA

2018

2017

Revenue Q3 2017-2018

MNOK

Revenue Q3 2017-2018

MNOK

Revenue YTD

692

760

Growth M&A

YTD 2017

35

Net effect

one-off items

936

FX

6

Growth organic

YTD 2018

+10%

392

246

126

-4

325

246

132

-11

Own Tech 3rd Party Labels Elim/ASA

2018

2017

Revenue YTD 2017-2018

MNOK

Revenue YTD 2017-2018

MNOK

EBITDA Q3

14,115,2

0,9 0,81,2

Q3 2017 YTD 2018FX Growth M&A

Growth organic

6

8

7

-5

45

9

-3

LabelsOwn Tech 3rd Party Elim/ASA

2018

2017

EBITDA Q3 2017-2018

MNOK

EBITDA Q3 2017-2018

MNOK

EBITDA YTD

32

45

5

4

6

Growth organic

YTD 2017

Growth M&A

Net effect

one-off items

2

YTD 2018

FX

17

28

17

-18

11

16 16

-12

Own Tech 3rd Party Labels Elim/ASA

2018

2017

EBITDA YTD 2017-2018

MNOK

EBITDA YTD 2017-2018

MNOK

Balance Sheet

42

20

45

15

50

7

22

3

Sold assetsTo Alimerka

CapexCash 31/12-2017

Change WCEBITDA Dividend Change in Debt

1

Other Cash 30/9-2018

CashFlow YTD 2018

MNOK

Investor Relations

Main communication channels

• Reports, webcasts, etc. under “Investor” tab

• News articles under “News” tab

• Newsletters and Social Media

Financial calendar 2019

• 2018 Q4 presentation on February 28, 2019

IR-contact: CFO Anders Nilsen

Q&A

Jacob TveraabakCEO

Anders NilsenCFO

Thank you!