Nova Eye Medical Ltd · ASX:EYE
Nova Eye Medical — Q1 FY2026 Earnings Presentation
12 slides from Nova Eye Medical's earnings presentation, November 2025
Slide 1: Nova Eye Medical Limited (ASX:EYE) Investor Webinar
Nova Eye Medical Limited (ASX:EYE) Investor Webinar – Quarter ended 30 September 2025 nova-eye.com | 1 November 2025 2025
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Nova Eye Medical Limited (ASX: EYE). While the information in this presentation has been prepared in good faith and with reasonable care, no representation or warranty, express or implied, is made as to the accuracy, adequacy or reliability of any st
Slide 3: Recap of our business
Recap of our business iTrack Advance, leading minimally invasive glaucoma surgical device with FDA , CE and NMPA approval as well as US and reimbursement in major markets iTrack Advance shown clear efficacy and long-term safety, treated over 170,000 patients to date Large established global addressa
Slide 4: Why do Surgeons Choose iTrack Advance?
Why do Surgeons Choose iTrack Advance? FDA Light, Indication 360o in to Treat Implant- Single Preserves Device Company Procedure Glaucoma Natural Outflow Pathway Free Pass Tissue Schlemm’s Collector TM Canal Channels iTrackTM Nova Eye Advance Medical Canaloplasty ✓ ✓ ✓ ✓ ✓ ✓ ✓ New World Goniotomy KD
Slide 5: Important new clinical paper
Important new clinical paper • New peer-reviewed paper on iTrack Advance published. “The Impact of Interventional Glaucoma with and without Cataract Surgery in Early Open-angle Glaucoma: 24-month Results with a New Canaloplasty Device,” authored by Dr Simon Ondrejka and Dr Norbert Koerber (surgeons
Slide 6: Revenue by Sales Territory
Revenue by Sales Territory Q1FY25(1) Q4FY25(1) Q1FY26(1) Growth on Q1FY26(1) (US$’000’s) (US$’000s) (US$’000’s) PCP (A$’000’s) USA 3,138 4,184 4,142 32% 6,372 Germany 321 362 403 26% 620 Direct markets 3,459 4,546 4,545 32% 6,992 Rest of World 227 431 309 36% 475 Sales (excl China) 3,687 4,979 4,854
Slide 7: USA Medicare Reimbursement for 2026
USA Medicare Reimbursement for 2026 • The Centres for Medicare & Medicaid Services in the USA issued its proposed reimbursement rates for calendar year 2026 during the 3rd week of July 2025. • If the proposed rates become final, they will continue to provide a strong incentive, both in absolute term
Slide 8: Last 12 Months (LTM) Revenue
Last 12 Months (LTM) Revenue LTM to 30 Sep LTM to 30 Growth % LTM to 30 Sept 2024 Sept 2025 (in USD) 2025 A$’000’s US$’000’s US$’000’s USA 12,229 15,338 25% 23,597 Germany 1,544 1,910 24% 2,938 Direct Markets 13,773 17,248 26,535 Rest of World 853 1,248 46% 1,920 Sales (excl China) 14,625 18,496 26%
Slide 9: FY26 Guidance
FY26 Guidance Nova Eye Medical provides the following guidance for the financial year ending 30 June 2026: • FY26 sales revenue (excluding China) expected to range between US$21 million and US$24 million (A$32 million to A$37 million at todays’ exchange rate) is confirmed. • The group is currently e
Slide 10: Drug delivery opportunity
Drug delivery opportunity • The primary mission of the business is to grow revenues and improve the bottom-line performance of our interventional glaucoma business • The iTrack microcatheter is the world’s smallest and has been identified as being potentially capable of delivering therapeutic payloa
Slide 11: Working Capital Facility
Working Capital Facility • Our company is maturing and growing and support growth working capital to fund inventory and accounts receivable is required • Our business has high quality accounts receivable • The facility we have in place provides non-dilutive funding should it be required • The facili
Slide 12: nova-eye.com
(C NOVAEYE MEDICAL. nova-eye.com | 12