Aroa Biosurgery Ltd · ASX:ARX
Aroa Biosurgery — Q4 FY2025 Earnings Presentation
10 slides from Aroa Biosurgery's earnings presentation, Apr 29, 2025
Slide 1: Aroa Biosurgery Quarterly Report Q4 FY'25
For personal use only | For educational purposes only. Not for distribution. Aroa Biosurgery (ARX) | Quarterly Report Q4 FY’25 UNLOCKING REGENERATIVE HEALING FOR EVERYBODY 1
Slide 2: Important Notice and Disclaimer
Important Notice and Disclaimer For personal use only This presentation (Presentation) is dated 29 April 2025 and has been prepared by Aroa solely on their own judgement, review and analysis when making an investment decision Biosurgery Ltd, New Zealand company number 1980577, ARBN 638 867 473 (AROA
Slide 3: AROA at a Glance
AROA at a Glance Well established high-growth soft tissue regeneration company For personal use only Four product AROA ECM platform families for new products, line >US$3B1 TAM predominantly sold to extensions & enables AROA’s for existing products US hospitals tissue apposition platform US Direct (A
Slide 4: AROA ECM
AROA ECM Unique Extracellular Matrix (ECM) derived from ovine forestomach with proven tissue regeneration properties across multiple products1-6 For personal use only | For educational purposes only. Not for distribution. 1. Irvine, S. M., et al. (2011). "Quantification of in vitro and in vivo angio
Slide 5: Substantial Growth Opportunities > $3B TAM
Substantial Growth Opportunities > $3B1 TAM For personal use only Total Addressable Market Total Addressable Market > $1.8B USD 2 > $1.3B USD 3 e.g. Diabetic Foot Ulcers, Venous e.g. Trauma, tumour removal, general e.g. Hernia repair, abdominal Ulcers, Pressure Ulcers, chronic wounds surgery, inflam
Slide 6: Unlocking Regenerative healing for everybody
Unlocking For personal use only Regenerative healing for everybody. World-leading outcomes Unmatched value | For educational purposes only. Not for distribution. Widespread impact 6
Slide 7: Financial Highlights
Financial Highlights For personal use only Total revenue guidance of NZ$81-84 million maintained 01 (vs. NZ$76-79m constant currency) & normalised EBITDA profit of NZ$2-4m (vs. NZ$0-2 constant currency) for FY’25 Second quarter of positive cash flows from operations of 02 NZ$1.1 million (Q4 FY’25).
Slide 8: Operational Highlights
Operational Highlights For personal use only Myriad sales up 11% against the previous quarter & 32% against 01 the previous corresponding period. Highest recorded sales month for Myriad in March at US$2 million. TelaBio CY 2024 revenue US $69.3 million, up 19% on CY 2023. Ovitex demand from TelaBio
Slide 9: Tariffs
Tariffs For personal use only US Government tariffs of 10% on New Zealand goods. Due to 01 commercial arrangements, AROA expects the net impact to be substantially lower. | For educational purposes only. Not for distribution. 9
Slide 10: Questions & Answers
For personal use only AROA BIOSURGERY Questions & Answers 10 | For educational purposes only. Not for distribution.