Nova Eye Medical Ltd · ASX:EYE
Nova Eye Medical — Investor Presentation (January 2026)
13 slides from Nova Eye Medical's investor presentation, January 2026
Slide 1: Investor Webinar – Dec 2025 Sales Results
Nova Eye Medical Limited (ASX:EYE) Investor Webinar – Dec 2025 Sales Results January 2026 nova-eye.com | 1
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: The Interventional Glaucoma Market Size & Our Position
The Interventional Glaucoma Market Size & Our Position Device market US$944M Pharma spend~ US$4.3B – 84M (2025) → US$1.6B (2030), People with declining 1) due to poor CAGR 10.6%(1) growing as a open - angle cases better alternative to pharma compliance low QOL Cataract link: Nova Eye stent free tiss
Slide 4: Competitive Position in the U.S.
Competitive Position in the U.S. iTrack Advance: FDA-cleared 2023; Why Do Surgeons Choose iTrack Advance? no implant, no foreign material • Procedure: Canaloplasty – restores natural drainage • Complements cataract surgery; (“angioplasty of the eye”). preserves tissue • FDA approved to treat glaucom
Slide 5: Nova Eye Infrastructure
Nova Eye Infrastructure Recruit and train sales representatives to take the message to surgeons. Achieving c$1.9 million RPR at high margin. Number of reps is a function of Company strategy to provide BOTH growth and EBITDA positive. Sales management: sales rep recruitment and motivation, territory
Slide 6: Highlighting the Outcomes of Execution
Highlighting the Outcomes of Execution ✓ Record Quarterly revenue for December 2025 quarter ✓ Growth driven primarily by USA market ✓ Six consecutive halves of USA sales growth at a Focus for 2026 CAGR of ~40% Increase U.S. procedures ✓ LTM global sales up 24%, 3x times higher quarter-on-quarter and
Slide 7: Regional Performance Summary (US$’000s)
Regional Performance Summary (US$’000s) (1) Q2FY25 Q2FY26 H1FY25 H1FY26 US$000’s Growth on Growth on (3 mths to Dec (3 mths to Dec (6 mths to Dec (6 mths to Dec (unaudited) Qtr PCP Half PCP 24) 25) 24) 25) USA 3,333 4,498 6,476 8,559 35% 32% Germany 512 503 870 877 -2% 1% Direct 3,845 5,001 7,346 9,
Slide 8: Last 12 Months (LTM) Revenue
Last 12 Months (LTM) Revenue LTM Dec 2024 LTM Dec 2025 LTM Dec 2025 Growth (US$’000’s) (US$’000’s) (1) (A$’000’s) (2) USA 12,777 16,272 27% 25,033 Germany 1,720 1,835 7% 2,823 Direct 14,497 18,107 25% 27,856 ROW 1,020 1,788 75% 2,750 Sales (excl China) 15,516 19,895 28% 30,606 China 1,385 1,053 -24%
Slide 9: USA Sales Growth Summary
USA Sales Growth Summary Six Consecutive Halves of USA Sales Growth 10,000,000 9,000,000 8,000,000 Revenue in US$ 7,000,000 6,000,000 5,000,000 4,000,000 3,000,000 2,000,000 1,000,000 - H1FY23 H2FY23 H1FY24 H2FY24 H1FY25 H2FY25 H1FY26 • Six consecutive halves of sales growth since the launch of iTra
Slide 10: Productivity of USA Sales Representatives
Productivity of USA Sales Representatives Annualised revenue per USA sales representative last six quarters (US$) 2,500,000 14 12 Annuliased Revenue Per Sales Rep 2,000,000 Average headcount for qtr 10 1,500,000 8 6 1,000,000 4 500,000 2 - 0 Q1FY25 Q2FY25 Q3FY25 Q4FY25 Q1FY26 Q2FY26 Avg FTE for qtr
Slide 11: OUS Sales and China Opportunity
OUS Sales and China Opportunity In Germany, our team trains and sells directly to surgeons and Like in USA, Direct sales manages and supports distributor partners in Europe. Germany = high margin and control In China, the iTrack Advance, approved in September, provides a significant growth opportuni
Slide 12: Recap and Close
Recap and Close ✓ Record Quarterly revenue for December 2025 quarter ✓ Growth driven primarily by USA market ✓ Six consecutive halves of USA sales growth at a Focus for 2026 CAGR of ~40% Increase U.S. procedures ✓ LTM global sales up 24%, 3x times higher quarter-on-quarter and than industry growth r
Slide 13: Tom Spurling Mark Flynn
Tom Spurling Mark Flynn Managing Director Investor Relations +61 8 8360193 +61 416 068 733 tspurling@nova-eye.com mflynn@nova-eye.com nova-eye.com | 13
Nova Eye Medical — Investor Presentation (January 2026) on 6ix