Datalogic (DAL) Investor presentation summary

Market position and business overview

• Global leader in Auto ID solutions, with barcode-reading products making up 85% of revenues.

• Broad portfolio includes sensors, safety products, machine vision, and laser marking systems.

• Serves diverse industries: retail (~53% of revenues), manufacturing (~29%), transportation & logistics (~14%), and healthcare (~4%).

• Operates in 30 countries with 2,685 employees and €500.1M in 2025 revenues.

• Over 50 years of expansion, with recent acquisitions in AI, machine vision, and retail solutions.

Innovation and R&D

• Employs 500+ engineers across 9 R&D centers globally.

• R&D spending reached €65.4M in 2025, 13.1% of revenue, ranking 3rd in Italy for R&D intensity.

• Holds over 1,200 patents and patent applications.

• Focus on innovation to exceed customer expectations and drive unique value.

Market trends and strategy

• Data capture and industrial automation markets expected to grow at ~5% CAGR through 2028.

• APAC region forecasted to grow fastest at 7% CAGR.

• Strategy centers on leadership in both data capture and industrial automation, with enhanced software and solutions.

• Aims to outperform market growth and increase profitability, especially in EMEAI, US, and APAC.