Renalytix Plc · LSE:RENX
Renalytix — Investor Presentation (September 2025)
10 slides from Renalytix's investor presentation, September 2025
Slide 1: The first advanced blood testing for large populations with diabetes and chronic kidney disease
The first advanced blood testing for large populations with diabetes and chronic kidney disease September 2025
Slide 2: Disclaimer
Disclaimer The information contained in these slides and this presentation is being supplied to you by Renalytix plc (the “Company”) solely for your information. For the purposes of this disclaimer references to the “Presentation” shall mean and include the slides that follow, any video recording or
Slide 3: Executive summary
Executive summary Growth stage, advanced diagnostic testing business in chronic kidney disease • 15M US diabetic kidney disease patients with Medicare coverage established at $950 per test • FDA-approved, recommended in clinical guidelines • No direct competition with very high-barriers to entry • P
Slide 4: Three established revenue channels performing $3.0M in FY25 revenue with growth for FY26
Three established revenue channels performing $3.0M in FY25 revenue with growth for FY26 Group Revenue Channels Direct to Electronic Pharma Doctor Ordering* Services 52% Q/Q testing growth in Q4 FY2025 Hospital systems, large care Revenues established with pharma practices identified for including A
Slide 5: Prioritizing sales in three territories with direct to doctor and leveraged electronic ordering sales
Prioritizing sales in three territories with direct to doctor and leveraged electronic ordering sales New York Texas Florida 1,601,280 2,815,020 # with diagnosed T2D 2,173,400 # with diagnosed T2D # with diagnosed T2D 640,512 1,126,008 # with DKD 782,424 # with DKD # with DKD +405,658 +641,825 +445,
Slide 6: Ground up direct to physician strategy
Ground up direct to physician strategy Step 1. Ground up Individual sales reps create doctor ordering demand inside large hospital systems and group practices Step 2. Top down Test adopted at global level Care system leadership pushed to act by individual doctor demand to implement throughout system
Slide 7: And it's working well…
And it’s working well… Quarterly Tests Completed – Direct to Doctor Core Business Channel 700 600 492 500 400 323 289 299 300 256 213 224 200 190 200 177 175 93 100 47 54 0 2 2 2 2 3 3 3 3 4 4 4 4 5 5 CY2 CY2 CY2 CY2 CY2 CY2 CY2 CY2 CY2 CY2 CY2 CY2 CY2 CY2 1 _ 2 _ 3 _ 4 _ 1_ 2 _ 3 _ 4 _ 1 _ 2 _ 3_ 4
Slide 8: Now demonstrating consistent, predictable ROI per sales rep
Now demonstrating consistent, predictable ROI per sales rep 140 120 100 80 69 60 47 43 49 37 40 27 20 9 11 11 8 6 6 7 7 7 8 0 Q1_CY24 Q2_CY24 Q3_CY24 Q4_CY24 Q1_CY25 Q2_CY25 Q3_CY25 Q4_CY25 Q1_CY26 Q2_CY26 Ave Reports Per Rep Ave Reports Per Rep Forcast Sales Reps 8 © 2025
Slide 9: Definitive agreement with Tempus AI to accelerate adoption of kidneyIntelX.dkd test
Definitive agreement with Tempus AI to accelerate adoption of kidneyintelX.dkd test to slow kidney disease progression and improve patient outcomes • On 15th September the company announced a definitive agreement with Tempus AI to collaborate to make kidneyintelX.dkd prognostic blood testing more wi
Slide 10: Significant quarter over quarter margin and efficiency improvements, as projected
Significant quarter over quarter margin and efficiency improvements, as projected Quarterly Operating Cost Basis • Headcount Optimization - avg 82 (FY23) to 47 (FY25) 10,000,000 9,000,000 • Significant reduction in order cancellation 8,000,000 rates 7,000,000 6,000,000 • Increased lab productivity 5