Aroa Biosurgery Ltd · ASX:ARX
Aroa Biosurgery — Q2 FY26 Earnings Presentation
25 slides from Aroa Biosurgery's earnings presentation, Oct 16, 2025
Slide 1: Aroa Biosurgery (ARX) – Q2 Quarterly Cashflow
For personal use only Aroa Biosurgery (ARX) – Q2 Quarterly Cashflow | Confidential. Not for distribution. UNLOCKING REGENERATIVE HEALING FOR EVERYBODY 1
Slide 2: Important Notice and Disclaimer
Important Notice and Disclaimer This presentation (Presentation) is dated 16 October 2025 and has been prepared presentation in conjunction with AROA’s other periodic and continuous disclosure by Aroa Biosurgery Ltd, New Zealand company number 1980577, ARBN 638 867 473 announcements lodged with ASX
Slide 3: Contents
For personal use only 01 05 04 03 02 Contents Strategy Overview Operations Financial highlights Operational highlights 3 Confidential. | For educational Notpurposes for distribution. only. Not for distribution.
Slide 4: Financial Highlights
Financial Highlights For personal use only 01 Operating cash flow was $2.1 million. 02 Cash receipts from customers of NZ$23.5 million. 03 Solid Q2 sales performance in line with expectations. 04 Fourth consecutive quarter of positive net cash flows. 05 Cash balance of NZ$23.4 million. | Confidentia
Slide 5: Operational Highlights
Operational Highlights For personal use only 01 Record Myriad sales of NZ$10.2 million in Q2. Ovitex orders tracking to expectations. TelaBio remains 02 confident regarding their sales outlook and financial position. Symphony RCT concludes end of November ‘25. Decision on 03 CMS reimbursement policy
Slide 6: Evolution of Soft Tissue Bioscaffolds
EVOLUTION OF SOFT TISSUE BIOSCAFFOLDS Solving shortcomings For personal use only Third Generation First Generation Second Generation AROA ECM Bioinert Bioscaffolds Bioactive Bioscaffolds Bioresponsive Bioscaffolds Structure - to support cell Structure - to support cell Structure - to support cell in
Slide 7: FY26 Guidance
FY26 Guidance1 For personal use only NZ$92-100m NZ$5-8m Total Revenue Normalised EBITDA (YoY CC growth 10 – 20%) Myriad 25%+ | Confidential. Not for distribution. 1. All guidance is presented on a constant currency basis using a NZ$/US$ exchange rate of 0.60, compared to the average exchange rate of
Slide 8: AROA Investor Event
AROA Investor Event For personal use only AROA will host an Investor Event in Sydney on 25 November 2025. Further details, including registration information, will be released to the ASX in early November. | Confidential. Not for distribution. 8
Slide 9: Questions & Answers
For personal use only AROA BIOSURGERY Questions & Answers 9 | Confidential. Not for distribution.
Slide 10: Overview
For personal use only Overview 10 | Confidential. Not for distribution.
Slide 11: Unlocking Regenerative Healing for Everybody
Unlocking For personal use only Regenerative healing for everybody. World-leading outcomes Unmatched value Widespread impact | Confidential. Not for distribution. 11
Slide 12: 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 for existing products US hospitals US Direct (AROA) & Commercial partner 7 million+ AROA pr
Slide 13: Operations
For personal use only Operations 14 | Confidential. Not for distribution.
Slide 14: Myriad
Myriad For personal use only Large complex wounds (trauma) & lower 01 limb salvage procedures driving success. Compelling clinical data 02 Lower limb salvage1, oral surgery 2,3, complex facial trauma.4 03 Myriad Meshed v1 developed. | Confidential. Not for distribution. 1. Lawlor, J. C., B. A. Bosqu
Slide 15: Myriad Outcomes
MYRIAD OUTCOMES Breakthrough Value For personal use only 1 Restores Minimal Single tissue complications application Vascularized tissue coverage Low infection and graft A median of one 1-4 in as little as 7 days and loss rates, even in product application 1-4 1-8 volumetric fill in 3 weeks contamina
Slide 16: Symphony
Symphony For personal use only 01 Complex chronic wounds. Reimbursement uncertainty – CMS 02 released new proposals for 2026. Randomised controlled trial – will 03 complete in November 2025. Under current reimbursement policy 04 likely to be reimbursed in physician offices from 2026. Endoform & Symp
Slide 17: Symphony Advantages
SYMPHONY ADVANTAGES For the management of hard-to-heal wounds For personal use only Progresses Designed for Supports continuum stalled wounds wound closure of outpatient care Broad spectrum immune AROA ECM and hyaluronic Along with Endoform, enables modulation enables the wound to acid work synergis
Slide 18: OviTex
OviTex For personal use only Compelling clinical evidence 01 low recurrence1-4 & explantation2, 5-10 rates. Portfolio expansion - OviTex IHR, 02 Large PRS & LTR submission. 03 FY25 headwinds - strong future potential. TELABio revenue - conservatively estimated 04 to grow at a moderate pace. | Confid
Slide 19: Focus This Year
Focus THIS YEAR For personal use only Large complex wounds (trauma) & lower limb salvage (Myriad) Myriad value proposition Deeper account penetration Faster sales ramp & increased productivity Wider use in hospital systems (IDNs) | Confidential. Not for distribution. 20
Slide 20: Milestones FY26
Milestones FY26 For personal use only Demonstrate Myriad’s Secure Symphony One Myriad IDN distinctive value reimbursement in conversion physicians' office Multiple hospitals Publish studies in trauma, pilonidal sinus disease, burns Symphony RCT | Confidential. Not for distribution. 21
Slide 21: Strategy
For personal use only Strategy 22 | Confidential. Not for distribution.
Slide 22: 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 23: Strategic focus
For personal use only Strategic focus 24 | Confidential. Not for distribution.
Slide 24: Product strategy
Product strategy Enivo pre-clinical study to be followed by clinical study – up to 36 months to launch Improving healing rates & decreasing For personal use only Improving healing complications rates & decreasing Soft Tissue complications Reconstruction & Hernia & Breast Chronic Wounds AROA ECM Rest
Slide 25: Thank you for attending
Thank you For personal use only for attending JAMES AGNEW m +64 21 744 915 investor@aroa.com VISIT www.aroa.com www.linkedin.com/company /aroa-biosurgery-limited/ 64 Richard Pearse Drive, | Confidential. Not for distribution. Auckland 2022, New Zealand PO Box 107111, Auckland Airport, Auckland 2150,