Slide 1: Unlocking regenerative healing for everybody
For personal use only 1 | Unlocking regenerative healing for everybody.
Slide 2: Important Notice and Disclaimer
Important Notice and Disclaimer This presentation (19 August 2026) has been prepared by Aroa Biosurgery Limited, New Zealand company number 1980577, ARBN 638 867 473. For personal use only This presentation: • Is for information purposes only and does not contain all information relevant or necessar
Slide 3: CEO and Managing Director's Report
For personal use only Director’s Report CEO and Managing 3 | Unlocking regenerative healing for everybody.
Slide 4: Five consecutive years of revenue growth
Five consecutive years of revenue growth Total product revenue has grown to NZ$104m in FY26, led by Myriad For personal use only FY26 GROWTH 120 100 +23% Total product revenue 80 NZ$m 60 +54% Myriad 40 20 +8% TELA Bio (OviTex) 0 FY21 FY22 FY23 FY24 FY25 FY26 TelaBio Sales Endoform Sales Symphony Sal
Slide 5: Myriad: the growth driver
Myriad: the growth driver For personal use only Driven by complex cases MYRIAD OUTCOMES Large complex wounds (trauma) and limb-salvage procedures are driving Myriad's strong sales growth. Single application Median of one product application Compelling prospective evidence across studies1 - 6 MASTRR
Slide 6: OviTex: high-quality distributor revenue
OviTex: high-quality distributor revenue AROA is the exclusive manufacturer of OviTex. TELA Bio distributes it — extending AROA's reach at no sales-force cost For personal use only Reinforced tissue matrix TELA Bio distribution A natural-repair alternative to permanent North American and European di
Slide 7: Symphony: large new compelling opportunity
Symphony: large new compelling opportunity For personal use only REIMBURSEMENT DISRUPTION HIGHER EVIDENCE REQUIREMENTS The market reset RCT From 2026, CMS reimburses skin substitutes on a flat-fee basis — a major time-sensitive reset of a multi-billion-dollar US market. Short-term shake-out Price co
Slide 8: Outlook
Outlook A profitable, self-funding medtech growing 13-23% 1, with a new product catalyst For personal use only Proven growth Profitable & Myriad driving Five straight years of revenue self-funding growth growth. FY26 above the top Normalised EBITDA positive, Grew 54% in FY26 (CC1), high- of guidance
Slide 9: FY26 financial results
FY26 financial results For personal use only PROFIT OR LOSS (Normalised, NZ$) CASH FLOW (Normalised, NZ$) FY26 YoY change FY26 YoY change Total revenue NZ$103.9m +23% Operating activities NZ$10.5m +NZ13.1m Product gross margin 85.5% - Investing activities2 (NZ$3.7m) - Normalised operating expenses1
Slide 10: FY27 guidance: investing to accelerate sales
FY27 guidance1: investing to accelerate sales Focus on the Myriad sales ramp & Symphony launch For personal use only TOTAL REVENUE NZ$115 - 125m • Direct revenue growth of 24 - 40% vs FY26 • Sales of OviTex to TELA Bio are assumed to be flat 13 - 23% growth • Continued improvement in operating lever
Slide 11: Questions & Answers
For personal use only AROA BIOSURGERY Questions & Answers 11