EBR Systems, Inc. · ASX:EBR
EBR Systems — Investor Presentation (March 2026)
22 slides from EBR Systems's investor presentation, Mar 10, 2026
Slide 1: Investor Presentation March 2026
For personal use only Investor Presentation MARCH-2026
Slide 2: Disclaimer
Disclaimer The material contained in this document is a presentation of general information about the may differ materially from what is expressed in this presentation. activities of EBR Systems, Inc. (ASX:EBR) (ARBN 654 147 127) and its subsidiaries (“EBR”) current as at the date of this presentati
Slide 3: Investment Highlights
Investment Highlights Listed on ASX (symbol EBR) since 2021 and SEC registrant since 2024 The future of CRT is leadless…EBR’s WiSE System is the only device capable of providing fully leadless CRT For personal use only Significant Growth Potential Barriers Removed Poised to Scale No direct Large mar
Slide 4: Major Milestones
Major Milestones Proven track record of achieving major clinical, regulatory, and reimbursement milestones For personal use only World’s First FDA Breakthrough World’s First SOLVE-CRT SOLVE-CRT SOLVE-CRT Published in Leadless CRT Device Designation Leadless LBBAP(1) Enrollment Completion Results Rel
Slide 5: Market Opportunity
For personal use only Market Opportunity 6
Slide 6: Cardiac Rhythm Management Market
Cardiac Rhythm Management Market Comprised of three key segments For personal use only Atrial Lead Worldwide CRM Market (US$18.4bn)1 Right Ventricular Lead Left Ventricular (LV) Lead $5.6bn $6.0bn $6.7bn Cardiac Resynchronization Therapy (CRT) Implantable Cardioverter Defibrillation (ICD) Pacemakers
Slide 7: Leads – The Achilles' Heel of Cardiac Rhythm Management
Leads – The Achilles’ Heel of Cardiac Rhythm Management Traditional CRT systems use wires or leads to deliver energy to the heart, which can lead to many problems. For personal use only Leads can migrate and Left Ventricle (LV) lead must be placed outside the heart to fracture avoid blood clots Lead
Slide 8: Market is Rapidly Adopting Leadless Devices as Standard
Market is Rapidly Adopting Leadless Devices as Standard EBR’s WiSE System provides the only option for upgrading leadless pacemakers to totally leadless CRT (TLC) For personal use only EBR Medtronic Abbott Boston Scientific Left Ventricle Endocardial Pacing (LVEP) WiSE® Right Atrium (RA) Pacing Avei
Slide 9: Targeting a $5.8bn Total Addressable U.S. Market
Targeting a $5.8bn Total Addressable U.S. Market Total addressable market represents patients with limited or no other options Total Addressable market (US$5.8bn)1 For personal use only Acute Lead Failure Leadless Upgrades Unable to implant CRT lead in a $0.5bn new CRT patient. Patients with a leadl
Slide 10: Commercialisation and Reimbursement
For personal use only Commercialisation and Reimbursement 11
Slide 11: WiSE Reimbursement
WiSE Reimbursement As a breakthrough medical device, EBR’s WiSE System has been granted to significant reimbursement For personal use only Medicare In-patient Payment Medicare Out-patient Payment Medicare Coverage New Technology Add-On Payment (NTAP) Transitional Pass-Through (TPT) Payment Transitio
Slide 12: Executing a Clear Commercialisation Strategy
Executing a Clear Commercialisation Strategy For personal use only Disciplined approach to commercialisation, limiting execution risk ✓ First sales achieved in 2Q ‘25 during pilot phase ✓ Limited Market Release (LMR) began OCT ‘25 coinciding with initiation of add-on and pass-through payments ✓ Focu
Slide 13: Early Commercial Traction/KPIs
Early Commercial Traction/KPIs Limited market release starts with trained salespeople, who then engage physicians, followed by hospital contracting negotiations, leading to treated patients and revenue For personal use only Physician Engagement → Site Negotiation and Contracting → Patients Treated a
Slide 14: World Class Manufacturing Facility
World Class Manufacturing Facility EBR is building out a new state-of-the-art facility to support long-term commercial growth and scale For personal use only Significant Facility Expansion • New 11-year lease secured for 51,000 sq ft (4,751 sqm) facility • Expansion of capability from critical manuf
Slide 15: Leadership, Financials and Outlook
For personal use only Leadership, Financials and Outlook 16
Slide 16: Summary Financials
Summary Financials Select summary financial data – figures in $K For personal use only Line Item 4Q 2025 3Q 2025** 2Q2025** Quantity - Commercial Implants 18* 9 3 • 100% implant volume growth 4Q 2025 v 3Q 2025 Revenue $ 870 – 935* $ 512 $ 170 • Revenue figure includes Gross Profit *** 224 85 implant
Slide 17: Leadership Team
Leadership Team John McCutcheon Gary Doherty Erik Strandberg Michael Hendricksen PRESIDENT & CHIEF CHIEF FINANCIAL OFFICER CHIEF COMMERCIAL CHIEF OPERATING OFFICER EXECUTIVE OFFICER OFFICER For personal use only • CEO since 2019 • CFO since 2023 • CCO since 2024 • COO since 2021 • 40+ years of sales
Slide 18: Outlook – next 6-12 months
Outlook – next 6-12 months • Quarter-over-quarter revenue growth For personal use only • Continuing engagement and education of hospital administrators on NTAP and TPT reimbursement • Additional hiring and training of field sales team • Expansion into additional US hospitals in line with phased comm
Slide 19: Investment Summary
Investment Summary The future of CRT is leadless. WiSE is the only device able to providing truly leadless solution for CRT. For personal use only Developer of the world’s first and only leadless pacing system for heart failure EBR’s WiSE® System has no direct competitors and is complementary to oth
Slide 20: Contact
For personal use only Contact: Company Investors Andrew Shute Gabriella Hold Chief Corporate Development Officer The Capital Network P: +44 7730 691421 P: +61 2 8999 3699 E: info@ebrwise.com E: gaby@thecapitalnetwork.com.au www.ebrsystemsinc.com 21
Slide 21: Appendix
For personal use only Appendix 22
Slide 22: References
References • Grand View Research (2025). Cardiac Rhythm Management Devices, Market Estimates & Trend Analysis From • Friedman DJ, Qin L, Freeman JV, et al. Left ventricular lead implantation failure in an unselected nationwide 2021 to 2033 cohort. Heart Rhythm. 2023;20(10):1420-1428 For personal use