Vitrafy Life Sciences Ltd. · ASX:VFY
Vitrafy Life Sciences — Q1 FY2026 Earnings Presentation
13 slides from Vitrafy Life Sciences's earnings presentation, Oct 23, 2025
Slide 1: Quarterly Investor Briefing
For personal use only Quarterly Investor Briefing October 2025 Vitrafy Life Sciences Limited (ASX: VFY) ACN 622 720 254 vitrafy.com Strictly Private & Confidential 1
Slide 2: Quarterly Company Update
Quarterly Company Update Across Quarter 1 (“Q1”) Financial Year 2026 For personal use only (“FY26”), Vitrafy VCU2 Delivered Board Renewal U.S Expansion continued to build out the platform for Successfully delivered the Board and Executive U.S. footprint expansion with first production unit of renewa
Slide 3: Product Development
Product Development During Q1, Vitrafy achieved a major milestone with the successful delivery of the first production unit of VCU2. For personal use only Delivery in-line with expectations and ahead of market launch later this calendar year. >12 months effort and significant resource investment to
Slide 4: Product Developments
Product Developments Vitrafy has designed a commercial-ready product with a competitive edge. For personal use only Hardware VCU2 Software Leverage learnings from VCU1 to Scalable infrastructure and architecture to have a scalable product in market capture volumes of data and increase performance In
Slide 5: Board & Executive Renewal
Board & Executive Renewal Board and Executive renewal underway to support the next phase of growth and commercialisation. For personal use only 1 September 2025: Successful CEO transition to Brent Owens. 16 October 2025: Appointment of Dr. Leigh Farrell as an independent, Non-Executive Director. 20
Slide 6: Commercial Strategy
Commercial Strategy Vitrafy is implementing a managed service model that requires a seamless customer experience from lead generation to customer support and that will be charged on a monthly, recurring fee basis. For personal use only Managed Service Business Model Lead Generation & Conversion On B
Slide 7: U.S. Expansion
U.S. Expansion Commercialisation activities and preparation core operational focus in the lead up to launch of VCU2. For personal use only • Q1 efforts focussed on building out Vitrafy’s market facing capability and mapping customer success. • Key business leads secured in the U.S. for Commercial Op
Slide 8: Commercialisation Update - Aquaculture
Commercialisation Update - Aquaculture Strong scale up in cryopreservation with Huon resulted in a record quantity of salmon eggs fertilised via milt cryopreserved via Vitrafy’s technology. For personal use only Approximate Quantity of Eggs Fertilised • Successfully completed the spring fertilisatio
Slide 9: Commercialisation Update – U.S. Military
Commercialisation Update – U.S. Military Further deepening of relationship with the U.S. Military with operational and marketing progress. For personal use only • Vitrafy commenced the second phase of the platelet study with the U.S. military. • The study will result in a doubling of the quantity of
Slide 10: Financial Update
Financial Update Vitrafy ended Q1 with expenditure tracking in-line with expectations. For personal use only Cash Costs per Quarter $5,000 $4,500 • Cash costs proceed in line with expectation: $4,000 • Net cash burn $3.7m for the quarter. $3,500 • Cash costs ~$4.2m for the quarter $3,000 $2,500 comp
Slide 11: Financial Update
Financial Update Vitrafy ended the quarter with a strong cash balance and clear funding pathway. For personal use only Liquidity Overview $30.0 • Cash and short-term assets at the end of the quarter were A$25.8m. $25.0 • Industry Growth Program grant funding Sources of Fund (A$m) $10.0 $20.0 balance
Slide 12: Summary of Execution
Summary of Execution With Vitrafy approaching its first anniversary as an ASX listed business, the Company has achieved significant milestones. For personal use only In the first 12 months since listing the Company has executed: Successful delivery of VCU2 project and LifeChain Software Platform Bui
Slide 13: Outlook
Outlook Vitrafy remains focussed on executing commercialisation in our target market of North America. For personal use only • The next 9 months for the Company will be focussed on: • Converting existing customer pipeline opportunities; • Securing medical device registration to expand the addressabl
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