Chief Executive Officer January 13th, 2026
Alcon at a glance
Alcon
at a glance
Alcon sales:
$9.8b (2024)
$7.6b (YTD Q3-25)
Alcon offers the widest array of surgical equipment, ocular health products and contact lenses in the industry. We touch millions of lives in over 140 countries.
Our Surgical products rank number one in market position globally. Our Vision Care products are among the world's most trusted.
Our research, grant and training programs help advance eye care around the world.
Total eye care market:
$35b (2024)
REFRACTIVE ERRORS
(157 million with moderate-to-severe uncorrected refractive errors1)
PRESBYOPIA
(1.8 billion sufferers2)
DRY EYE
(1.6 billion sufferers3)
CATARACTS
(65 million with moderate-to-severe vision impairment from cataracts2)
DIABETIC RETINOPATHY
(146 million sufferers2)
GLAUCOMA
(131 million sufferers4)
1. Source: Resnikoff S, Pascolini D, Mariotti SP, Pokharel GP. Global magnitude of visual impairment caused by uncorrected refractive errors in 2004. Bull World Health Organ. 2008 Jan;86(1):63-70. 2. Source: World Health Organization. World Report on Vision. 2019. 3. Source: Market
Scope: 2020 Dry Eye Products Market Report. 4. Source: Market Scope: 2021 Glaucoma Surgical Device Market Report. 4
Alcon strategy
Attract, develop and retain experts in eye care customers and technology
We focus on eye care We create value by applying specialty market knowledge and specialty technical knowledge to create products that improve sightReinvest in R&D and product development
Leverage expertise to invent or acquire innovative products
Commercialize globally and create a superior customer experience
Create data that demonstrate
value and drive access
5
Innovating in Ophthalmic SurgeryGlobal cataract procedure volumes grow largely in line with population...
Global cataract surgery volume, 2015-2025
Units, billions
25.0
Cataract procedure volumes have
22.2 23.5 24.2 25.5
20.4
27.2
27.8 29.2 30.4 30.9
Long-term market growth
grown steadily (4-5%) in line with the aging population, reflecting stable
2021
2020
2015 2016 2017 2018 2019 2022 2023 2024 2025
COVID-19 impact
YOY
growth,
%
+5.6% +3.2% +5.2% +6.7%
+4.8% +4.0%
+~2%
+4-5%
demand
YoY procedure
Global population for 65+, 2014-2024,
People, billions
+3.3%
growth is typically within ±2% of population
0.6
2015
0.6
2016
0.7
2017
0.7
2018
0.7
2019
0.7
2020
0.8
2021
0.8
2022
0.8
2023
0.8
2024
0.9
2025
growth
Source: MarketScope; UN population data (OurWorldinData - 65+ population); Cataract volume based on foldable IOLs, 2025 is estimated 7
Significant Surgical product flow2022-2025
2026-2027
NEXT-GEN PHACO
(Unity CS launched Q4-25)
NEXT-GEN DIAGNOSTIC
NEXT-GEN MICROSCOPE
NEXT-GEN CLAREON MONO + & TORIC +
NEXT-GEN CLAREON VIVITY
Dry AMD
NEXT-GEN CATARACT PLANNER
Note: List is not exhaustive. New product launches may not be listed in chronological order. See Safe Harbor statement and the assumptions underlying our outlook for more information. 8
Surgical ecosystem: full portfolio offering by 2027Suite of best-in-class devices that span across clinic, cloud and operating room, working in concert
Clinic
Cloud
Operating Room (OR)
Surgical Planner
Clinical decision support and remote planning for cataract surgery
Transmit surgical plan to OR
Unity M
w/ Unity GPS, digital oculars, WAVS
Pre-op: check available inventory
Post-op: archival of surgical data
Perform the surgery
Diagnostics
Unity DX
In-clinic: take measurement data
Cloud: remote planning
CE Mark and FDA clearance gained; user studies and manufacturing ramp-up ongoing
Pilot launch late 20261, global rollout in mid-2027
Inventory Manager
Real-time inventory ordering, consignment management & analytics
Record inventory used
Transmit surgical data
Unity VCS/CS
with consumables
1. Pilot launch OUS in Q4 2026
Note: WAVS = wide angle viewing system, digi bino = digital binoculars (digital image in a familiar analog ocular format); Unity GPS = image guidance 9
Unity VCS & CS
Large installed base for strong replacement pipeline
~3k average Unity VCS & CS placements, driving equipment revenue
~10-year replacement cycle, from date of acquisition
20252: launched Unity VCS first, to…
Address older installed base and more complicated surgeries
Deliberately managing pace of installations
2026: launching Unity CS
Targeting ASP uplift on dedicated consumables
>30k Centurion & Constellation installed base
30K+ units placed worldwide1 (#1)
Alcon data on file
2025 launches are first market launches, other key market launches will occur across 2025-2026+ based on regulatory timing 10
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